AllDone remembers patterns: the option your firm usually chooses on a kind of decision, how you resolved a kind of difference, and how a file layout you confirmed should be read. It stores those as codes, generic keywords and counts, never a client's name, amount or note. Your firm's own learning is yours. The only thing that can be offered beyond your firm is the structure of a software export, which describes the software, not your client.

Decision habits. Each recorded answer adds one to a count of that option on that kind of decision. The count is what you see on a card as the small chip, and a settled habit lets a routine item be pre-selected or join "Approve all".

Resolutions. When you explain a difference, AllDone stores the shape of it, not the item: the kind of check, whether the amount was a VAT sixth or a doubled balance, whether the timing was around the year end, and which class of explanation you gave. Amounts become classes, and the note you typed never enters memory.

Layouts. When you confirm how a file was read, the column headings, the sheet structure or the document's label set are remembered so the same layout reads on its own next time.

House style. A partner can type the firm's wording preferences and its usual approach, which is offered as guidance when AllDone drafts.

There is also a personal layer: your own repeated choices are counted for you, and they take precedence over the firm's when the two differ.

No client name, no company number, no figure, no free text you typed, and nothing from an uploaded file. The counts feed a chip and a pre-selection; they are not a record of the job.

Separately, when someone in your firm changes a figure AllDone read from a document, AllDone keeps the figure it read and the figure entered, with the job's reference but never the client's name, the file's name or the document's text, so that AllDone's own staff can find and fix reading mistakes. Only AllDone's platform administrators see it, and it is never shared with another firm.

Only the structure of a document layout: which heading means which column, how a workbook's sheets are arranged, which labels a lender's document uses. That describes the software's export, not your client, and the labels are scrubbed of names and identifiers before they are submitted. A layout your firm confirms is offered as a candidate. Column mappings can become active once enough separate firms have confirmed the same one; workbook structures, document recipes and resolution patterns stay candidates until an AllDone administrator reviews and promotes them. A resolution pattern that is offered leaves with your firm's counts stripped out.

Your firm's decisions, notes, figures and client records are never part of this. Where a shared layout exists and your firm knows better, your firm wins: the shared library only fills a gap.

Under Settings, House style & learning, a partner can see every learned habit, resolution and layout, retire one, re-point a single column heading, or purge everything learned in one action. Retiring a layout leaves a marker so the same one is not silently learned again. Choosing differently from a suggestion is itself a signal: overturning a pattern demotes it, and bypassing a pre-selection stops it being offered.