Privacy Policy

Effective Date: July 2024

1. Introduction

TaxJoe.ai (“we,” “us,” or “our”) is committed to protecting the privacy of our users and clients. This Privacy Policy explains how we collect, use, and share information through our AI-powered tax return processing platform and associated services.

2. Information We Collect

We may collect the following types of information:

  • Personal Information: Information related to identifiable individuals, such as names, contact details, and financial data, provided to us by accountants and clients.
  • Usage Data: Information about your interactions with our platform, such as IP addresses, browser type, and activity logs. • Tax and Financial Data: Tax-related information provided to our platform for the purpose of automating and streamlining tax return preparation.

3. How We Use Information

We use the information we collect to:

  • Provide and improve our AI tax processing services;
  • Ensure data security and fraud prevention;
  • Comply with legal obligations and industry standards.

4. Data Sharing and Disclosure

We do not share your data with third parties except:

  • Service Providers: For purposes of data processing, data storage, and security.
  • Legal Compliance: If required by law or for protection of rights.
  • Business Transfers: If we merge or transfer our business.

5. Data Security

We employ industry-standard encryption, access control, and monitoring practices to safeguard data. However, no system is entirely secure, and we cannot guarantee the absolute security of user data.

6. User Rights

You may have certain rights over your personal data, such as access, correction, or deletion. Contact us at [email protected] for inquiries related to these rights.

7. Updates to This Policy

We may update this Privacy Policy periodically. The most current version will be available on our website, and we encourage you to review it regularly.

8. Contact Information

For questions or concerns about this Privacy Policy, contact us at:

TaxJoe.ai

Bethesda, Maryland

Email: [email protected]