Privacy Policy

Last Updated: January 9, 2026

1. Information We Collect

TaxZen ("we," "our," or "us") collects information you provide directly to us, including:

  • Account Information: Name, email address, firm name, and password
  • Tax Return Data: Client information, tax documents, and financial data you upload
  • Payment Information: Processed securely through Stripe (we do not store credit card numbers)
  • Usage Data: How you interact with our platform, features used, and performance metrics

2. How We Use Your Information

  • Provide, maintain, and improve our tax preparation services
  • Process your subscription payments through Stripe
  • Send you technical notices, updates, and support messages
  • Analyze usage patterns to enhance platform performance
  • Comply with legal obligations and prevent fraud

3. Data Security

We implement industry-standard security measures:

  • 256-bit SSL/TLS encryption for data in transit
  • Encrypted data storage in Firebase Firestore
  • SOC 2 compliant infrastructure (Google Cloud Platform)
  • Regular security audits and penetration testing
  • Multi-factor authentication options

4. Data Sharing

We do not sell your personal information. We share data only with:

  • Service Providers: Stripe (payments), Google Cloud (hosting), OpenAI (AI features)
  • Legal Requirements: When required by law or to protect our rights
  • Your Clients: Only the data you explicitly share via client portals

5. Your Rights

You have the right to:

  • Access, update, or delete your personal information
  • Export your tax return data
  • Opt out of marketing communications
  • Request data portability
  • Lodge a complaint with a supervisory authority

6. Data Retention

We retain your data for as long as your account is active, plus 7 years after account closure to comply with IRS record-keeping requirements. You may request earlier deletion, subject to legal obligations.

7. Cookies and Tracking

We use essential cookies for authentication and session management. We do not use third-party advertising cookies.

8. Children's Privacy

TaxZen is not intended for users under 18. We do not knowingly collect information from children.

9. Changes to This Policy

We may update this policy periodically. We will notify you of material changes via email or platform notification.

10. Contact Us

For privacy-related questions or requests:

Email: privacy@taxzenos.com
Address: Digital Doctor Solutions
[Your Business Address]

By using TaxZen, you acknowledge that you have read and understood this Privacy Policy.