Privacy policy

Summary

We collect only the information needed to prepare your tax return and secure your account. We do not sell personal information. We retain uploads for up to 48 hours, and support chat records for up to 12 hours, then delete them on a rolling basis.

Data we collect

• Account details (email, verification status, UID).
• Tax intake responses (including SSN/EIN if provided).
• Uploaded documents (W-2s, 1099s, statements).
• Payment status metadata (processed by Stripe).
• Support chat messages (short-lived).
• Basic device/browser diagnostics for security and debugging.

How we use data

• Prepare your return and generate summaries.
• Secure your account and prevent fraud.
• Provide support and respond to requests.
• Meet legal, security, and compliance obligations.

AI usage

We use AI to assist with analysis and drafting. AI outputs are based on your inputs and are not a substitute for professional tax advice. We do not train AI models on your data.

Service providers

We share data with vendors only to deliver the service:

• Firebase (hosting, authentication, database, storage).
• Stripe (payments).
• Hostinger (support email delivery via SMTP).
• OpenAI and Moonshot/Kimi (AI processing).
• Google Cloud (security and infrastructure).

These providers have their own privacy policies and security controls.

Retention

• Uploads: deleted within 48 hours after processing.
• Support chats: deleted within 12 hours.
• Support emails: retained in the support mailbox until resolved.
• Account data: retained until you request deletion.

Your rights

You can request access or deletion of your account data. If you are a California resident, you may have additional rights under CPRA. Use the support form or in-app chat to submit requests.