先從資料準備開始，而不是從計算開始Start with records, not calculations
八條不涉客戶資料的問題，幫你形成一份可直接交給客戶的資料索取起點Eight non-client-data questions produce a practical starting list you can send to a client
結果在瀏覽器生成Result generated in-browser你的答案會用作生成本頁結果；重新整理頁面即會清除頁內答案Your answers generate this page’s result and clear from the page when it is refreshed
資料使用Data use完成檢查時，我們會記錄八題選項、結果、語言與日期，以了解常見資料準備情況。我們不在此工具收集姓名、公司、客戶、錢包或交易資料。私隱說明When you complete this check, we record the eight selections, result, language and date to understand common preparation needs. This tool does not collect names, firms, client records, wallet data or transactions. Privacy notice