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BoardPackageBoss

Security & privacy

No AI ever reads your documents

A board package holds tax returns, bank and brokerage statements and employment letters. Only people on our in-house team review them. Here is how we protect your documents, and what we will never do with them.

Your documents

How we protect your documents

Five safeguards, already at work in the portal BoardPackageBoss is built on.

  1. When you sign in

    Two-step sign-in

    Our team signs in with two-step verification, and you can turn it on for your own account.

  2. When you upload

    Scanned for viruses

    Every file you upload is scanned for viruses before anyone can open it. A file that fails is refused.

  3. In storage and in transit

    Encrypted

    Files are encrypted in storage and in transit.

  4. Whenever they're opened

    Access log

    Each time someone opens or downloads one of your documents in the portal, it's recorded in a log that can't be edited.

  5. Until your package goes out

    No public links

    Your documents are never shared through a public link. Only the people on your package and our in-house team can open them.

Your data

What we will never do with your information

This holds for every document, in every package.

  • AI never reads your documents

    We never use AI to read, analyze or pull information from your documents, and no software turns them into text. People on our in-house team review them.

  • Never used to train AI

    We never use your documents or data to train AI, and we never give them to anyone for that.

  • Never sold

    We never sell your information. Not documents, not contact details, not to anyone.

Our Privacy Policy covers how we handle your information.

Read the Privacy Policy

Our people

Only our own team reviews your documents

Everyone on our team who can see your documents meets the same standard.

That standard

  • Background-checked, every one of them
  • Signed an NDA
  • With the team for at least three years
  • Signs in with two-step verification
  • 1,000+NYC board packages our team has put together over the years
  • 3+ yearswith the team, for everyone who sees your documents

A real person reviews every package

A transaction coordinator from that same in-house team reviews every package and sends notes on anything to fix before it goes to the managing agent.

Your signatures

E-signatures are recognized by law

Under the federal ESIGN Act, a signature doesn't lose its legal force just because it's electronic.

Under New York's Electronic Signatures and Records Act, an e-signature has the same validity and effect as a signature by hand.

Your building still decides what it accepts. Some ask for ink signatures or a notary for certain forms.

Questions

Security and privacy questions

Do you use AI?

Not on your documents. We never use AI to read, analyze or pull information from them, and no software turns them into text. People on our in-house team review them. The one automated check is a virus scan, which looks only for malicious code.

Who sees my documents?

Until the finished package goes to your building, only you, the people working on it with you and our in-house team can open your documents. Everyone on our team who can see them is background-checked, has signed an NDA, and has been with the team for at least three years. We never share them through a public link, and we never sell your information.

How are my documents protected?

Files are encrypted in storage and in transit, and every upload is scanned for viruses before anyone can open it. Each time someone opens or downloads a document, it's recorded in a log that can't be edited. Our team signs in with two-step verification, and you can turn it on for your own account.

Are e-signatures legally valid?

Generally, yes. Under the federal ESIGN Act, a signature doesn't lose its legal force just because it's electronic, and New York's Electronic Signatures and Records Act gives an e-signature the same validity and effect as a signature by hand. Your building still decides what it accepts, and some ask for ink signatures or a notary for certain forms.

Do you sell my information?

No. We never sell your information. Not documents, not contact details, not to anyone.

Are my documents used to train AI?

No. We never use your documents or data to train AI, and we never give them to anyone for that.

More on how we handle your information

  • Privacy Policy

    What we collect on this site, how we use it, who we share it with and the choices you have.

  • A question about security?

    Send us a message and a person on our team will reply by email.

Your documents are reviewed by people, never by AI.

Join the free Insider List. We'll tell you the day we launch in January 2027.

January 2027Public launch

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