Privacy Policy

Information we collect

• Account and contact information such as name, email, phone, and login events.
• Intake responses, uploaded documents, and messages you submit through chat or support flows.
• Usage and device information such as IP address, browser, and pages viewed.
• Billing metadata from payment providers. We do not store full card numbers.
• Cookies and similar technologies used for core functionality and site performance.

How we use information

• Provide, secure, and improve the services you request.
• Authenticate users and prevent fraud or abuse.
• Process billing and manage subscriptions.
• Respond to support requests and operational notices.
• Comply with legal, tax, and professional obligations.

Tax return information and AI usage

If you provide tax return information, we treat it as confidential and limit use and disclosure as required by applicable law and professional standards. By default, we do not use tax return information to train AI models.

How we share information

We may share information with service providers that help us run the website and services (for example hosting, analytics, support, and payments). We may also disclose information when required by law or to protect our rights and users. We do not sell personal information for money.

Cookies and analytics

We use cookies for essential site functions and to understand site performance. You can control cookies in your browser settings. Some features may not function if certain cookies are disabled.

Data retention

We retain information only as long as needed to provide services, meet contractual and legal obligations, and protect the platform. Some records must be retained for defined periods under tax or compliance rules.

Data security

We maintain administrative, technical, and physical safeguards designed to protect personal information, including encryption in transit and at rest, access controls, and monitoring. No system is completely secure.

Your choices and state rights

You can request access, correction, or deletion of your personal information by contacting us. Depending on your state of residence, you may have additional rights. We may retain required records where permitted by law.

Children's privacy

The services are not directed to children under 13, and we do not knowingly collect personal information from children under 13.

Contact

For privacy questions, please reach out via the contact form or email dev@financials.tax. We currently operate as an online-first service and do not publish a public mailing address on this site.