1. Information We Collect
1.1 Personal Information
We collect information that you provide directly to us, including:
- Name, email address, phone number
- Tax identification information (SSN, EIN)
- Financial information (income, deductions, expenses)
- Payment information (processed securely through Stripe)
- Tax documents (W2, 1099, receipts, etc.)
1.2 Automatically Collected Information
When you use our service, we automatically collect:
- IP address and device information
- Browser type and version
- Pages visited and time spent
- Referral source
2. How We Use Your Information
We use your information to:
- Prepare and file your tax returns
- Process payments and commissions
- Communicate with you about your tax filing status
- Improve our services and user experience
- Comply with legal and regulatory requirements
- Prevent fraud and ensure platform security
3. Information Sharing
We do not sell or rent your personal information. We may share your information with:
- Assigned Tax Preparers: To complete your tax return
- Payment Processors: Stripe for payment processing
- Email Service: Resend for transactional emails
- Authentication Provider: NextAuth for secure login
- Legal Authorities: When required by law or to protect our rights
4. Data Security
We implement industry-standard security measures to protect your information:
- SSL/TLS encryption for data in transit
- Secure authentication via NextAuth
- Role-based access control
- Time-limited document access (signed URLs expire in 15 minutes)
- Rate limiting to prevent abuse
- Regular security audits
5. Data Retention
We retain your information for as long as necessary to:
- Provide our services
- Comply with IRS record-keeping requirements (minimum 7 years)
- Resolve disputes and enforce agreements
- Comply with legal obligations
6. Your Rights
You have the right to:
- Access your personal information
- Correct inaccurate information
- Request deletion of your information (subject to legal retention requirements)
- Opt out of marketing communications
- Export your data
To exercise these rights, contact us at [email protected]
7. Cookies and Tracking
We use cookies and similar technologies to:
- Maintain your session
- Remember your preferences
- Track referral sources
- Analyze platform usage
You can control cookies through your browser settings.
8. Third-Party Services
Our service integrates with:
9. Sub-Processors
We engage the following third-party sub-processors to operate our service. Each sub-processor handles a defined slice of your information under contract:
- Square — payment processing for tax-prep service fees and Academy enrollments
- Supabase — primary database, authentication, and encrypted document storage
- Cloudflare — content delivery, DDoS protection, DNS
- Hostinger — application hosting infrastructure
- Glitchtip — error monitoring (self-hosted, Sentry-API compatible)
- Google Analytics 4 — anonymized site analytics (US traffic only, IP anonymized)
- Mailcow — transactional email delivery (self-hosted)
- Resend — backup transactional email delivery
We will update this list before adding any new sub-processor that handles your personal information.
10. Data Processing Addendum
If you are a business customer subject to GDPR, CCPA, or similar regulations and require a Data Processing Addendum (DPA), we will provide one on request. Email [email protected] with the subject line "DPA Request" to receive our current DPA template.
11. Children's Privacy
Our service is not intended for individuals under 18 years of age. We do not knowingly collect information from children.
12. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of significant changes by email or through our platform.
13. Contact Us
If you have questions about this Privacy Policy, please contact us:
Note: This privacy policy is effective as of May 10, 2026. By using Tax Genius Pro, you agree to this Privacy Policy.