Minimum necessary intake
The public assessment asks for contact, business, system, period, urgency, and a high-level problem description—not source documents.
Security & Data Handling
Share less publicly. Transfer records deliberately.
The ClearPath website collects high-level assessment information only. Financial records, credentials, and employee data are not accepted through the public form, and ordinary email is not treated as an approved record-transfer channel.
Access without shared credentials
Where a platform supports invited or role-based access, that approach is preferred over sending a reusable password.
Retention must be defined
Project records, access, retention, and deletion expectations should be confirmed in the engagement and transfer process rather than assumed from this page.
Public-form boundary
Do not put sensitive data into the assessment.
List record types at a high level. ClearPath will identify what is relevant if the request advances.
Passwords, passcodes, or authentication codes
Taxpayer or Social Security numbers
Bank, card, loan, or payroll account numbers
Bank statements, tax returns, payroll reports, or notices
Employee or contractor personal information
QuickBooks backups, exports, or source documents
If the request may be a fit
Transfer and access are discussed before use.
Confirm the systems and record types relevant to scope
Select a transfer method appropriate to the information involved
Use invited or role-based access where available
Limit requested material to the covered accounts and periods
Confirm who should have access and when access should end
Document project-specific retention or return expectations
Current website implementation
There is no public document-upload portal.
The launch website persists assessment submissions to its database, sends the lead to the monitored business inbox through a transactional email provider, and issues an operational owner alert. It does not invite visitors to upload books, statements, payroll files, or tax records.
Before sensitive transfer
- Confirm the method with ClearPath.
- Verify the recipient and destination.
- Do not send credentials or one-time codes.
- Report a suspected misdelivery promptly by phone.
Questions and incidents
Pause before sending if anything is unclear.
For questions about an intended transfer, a suspected misdirected message, access that should be removed, or a privacy request, contact ClearPath Rescue directly.
This page describes the website’s current high-level operating position. Final production security, retention, incident-response, and legal language require owner and qualified-review approval before launch.
A safer first step