Privacy Policy

Effective date: [Update with the date this goes live]

TaxFlow AI, Inc. (“TaxFlow AI,” “we,” “us”) provides an automated tax document collection service used by CPA and tax firms. This policy explains what information we collect, how we use and share it, and the choices available to you — whether you are a firm using the service or an individual completing a document authorization.

1. Information we collect

Firm & user information. When firms apply for or use the service, we collect details such as name, firm name, work email, and annual returns volume (as submitted through the application form).
Document & authorization information. When an individual (“end client”) authorizes retrieval, we collect the tax documents (e.g., W-2s, 1099s, 1098s, statements) retrieved from their connected accounts, along with records of that authorization.
Technical information. We may collect basic usage data such as browser/device type, IP address, and pages or features used, to operate and improve the service.

2. How we use information

To provide, operate, and secure the service, including retrieving requested tax documents and delivering them to the firm that initiated the request.
To communicate about applications, onboarding, support, and service updates.
To detect, prevent, and address security or abuse issues.
To comply with legal obligations.

3. Credentials and account data

We do not store end clients’ login credentials. Credentials are used only during the live retrieval session and are never written to disk or retained. Sessions are terminated immediately after retrieval, and only the collected documents are delivered to the firm.

4. Sharing of information

With the requesting firm. Tax documents are shared with the CPA or tax firm that requested them, so the firm can prepare the client’s return.
With service providers. We may share data with trusted vendors (e.g., hosting and email providers) who help operate the service and are bound by confidentiality obligations.
Legal & safety. We may disclose information where required by law, regulation, or legal process.

We do not sell personal information.

5. Data security

We apply industry-standard safeguards, including encryption of data in transit and at rest, access controls, and limited retention of documents. No method of transmission or storage is completely secure, but we work to protect the data we hold.

6. Retention

We retain information only as long as needed to provide the service, fulfill the purposes described here, or meet legal obligations. When documents or data are no longer needed, we delete or de-identify them.

7. Your choices & rights

Depending on your location, you may have rights to access, correct, or delete personal information, or to object to or restrict certain processing. If you are an end client, you may also contact the firm that requested your documents for assistance. To exercise any rights, contact us using the details below.

8. Children

The service is not directed to children under 13, and we do not knowingly collect personal information from them.

9. Changes to this policy

We may update this policy from time to time. When we make material changes, we will update the effective date above and, where appropriate, notify firms using the service.

10. Contact us

Questions about this policy or your data can be directed to:
TaxFlow AI, Inc. — backed by PieSlice Ventures
Email: [Update with your support email]