Understanding the Audit Trail

The audit trail is a comprehensive, traceable log of access to your data. Whenever someone views your records — whether it is you, a tax professional you have shared with, or an auditor using a verification token — the access is recorded.

• Who accessed the data (your attorney, a firm member, an auditor via token).
• When the access occurred (date and time).
• What was accessed (presence records, evidence, reports).
• How the access was made (direct login, delegated access, verification token).

Go to Settings > Sharing and open the Access Log to review who has accessed your data — including attorney views and verification token usage — along with when each access occurred.