Privacy Policy

Introduction

TaxRx ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our tax management platform and services.

Information We Collect

Personal Information

We collect information that you provide directly to us, including:

• Name, email address, and contact information
• Business entity information (entity names, EINs, addresses)
• Account credentials and authentication information
• Payment and billing information

Financial Information

Through our integration with Plaid, we access:

• Bank account information and transaction data
• Account balances and account details
• Receipts and financial documents you upload

Important: We never store your banking credentials. All bank connections are handled securely through Plaid, a bank-level secure service.

Automatically Collected Information

We automatically collect certain information when you use our services:

• Device information and IP address
• Browser type and version
• Usage data and analytics
• Cookies and similar tracking technologies

How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our services
• Process transactions and manage your account
• Sync and categorize your financial transactions
• Calculate tax estimates and generate reports
• Send you service-related communications
• Respond to your inquiries and provide customer support
• Detect, prevent, and address technical issues and fraud
• Comply with legal obligations

Third-Party Services

Plaid

We use Plaid to securely connect your bank accounts. Plaid is a trusted financial services company that provides bank-level security. When you connect an account, you are authorizing Plaid to access your financial information on our behalf. Plaid's use of your information is governed by their Privacy Policy.

Stripe

We use Stripe to process payments. Stripe handles all payment information securely and in compliance with PCI DSS standards. We do not store your full credit card information.

Other Service Providers

We may share your information with service providers who perform services on our behalf, such as hosting, analytics, and customer support. These providers are contractually obligated to protect your information.

Data Security

We implement industry-standard security measures to protect your information:

• 256-bit SSL encryption for all data in transit
• Encryption at rest for all stored data
• Regular security audits and assessments
• SOC 2 compliant data centers
• Access controls and authentication requirements
• Regular backups and disaster recovery procedures

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.

Your Rights

You have the right to:

• Access and receive a copy of your personal data
• Correct inaccurate or incomplete information
• Request deletion of your personal data
• Object to or restrict processing of your data
• Data portability (receive your data in a structured format)
• Withdraw consent at any time

To exercise these rights, please contact us at privacy@taxrx.app. We will respond to your request within 30 days.

Data Retention

We retain your information for as long as your account is active or as needed to provide services. If you delete your account, we will delete or anonymize your personal information within 90 days, except where we are required to retain it for legal or regulatory purposes.

Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date. We encourage you to review this policy periodically.

Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us: