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Referred by a practice

If you signed up from a practice’s leave-behind, a panel named Referred by that practice sits at the top. With sharing on they see a summary only: whether you have run the audit, how many accounts it found, how many envelope sections are done and whether an executor is named. They never see the accounts themselves, your vault, your kit or your executor’s details.
  • Share my progress with … switches the summary on or off.
  • Remove the link breaks the association entirely. The practice’s roster no longer lists you.
The panel is absent when no practice referred you.

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Delete your audit data

Delete everything removes every account, vault entry, executor, kit section and cleanup request we hold for you. Your sign-in stays. A confirmation asks you to be sure and reminds you to print the executor envelope first if you have not already; the deletion cannot be undone.
Because the executor envelope is printed, deleting here changes nothing for your family. That is by design.