Privacy Policy | Taxpert OS

1. Introduction

Taxpert OS ("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 strategy analysis service.

2. Information We Collect

Personal Information

When you create an account or use our Service, we may collect:

Name and email address
Account credentials (managed securely by Clerk)
Payment information (processed securely by Stripe)

Financial Information

To provide our tax strategy analysis, we collect financial information you provide, including:

Income sources and amounts
Business and entity information
Investment and real estate holdings
Retirement account information
Filing status and dependents

Usage Information

We automatically collect certain information when you use our Service:

Device and browser information
IP address and location data
Pages visited and features used
Time and date of visits

3. How We Use Your Information

We use the information we collect to:

Provide and improve our tax strategy analysis service
Generate personalized reports and recommendations
Process payments and manage subscriptions
Communicate with you about your account and our services
Ensure the security and integrity of our Service
Comply with legal obligations
Analyze usage patterns to improve user experience

4. How We Protect Your Information

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

All data is encrypted in transit using TLS/SSL
Financial data is stored in encrypted databases
Authentication is handled by Clerk with industry-leading security
Payment processing is handled by Stripe (PCI-DSS compliant)
Regular security audits and monitoring

5. Information Sharing

We do not sell your personal information. We may share your information with:

Service Providers: Companies that help us operate our Service (e.g., Clerk for authentication, Stripe for payments, Vercel for hosting)
Legal Requirements: When required by law, court order, or government request
Business Transfers: In connection with a merger, acquisition, or sale of assets
With Your Consent: When you explicitly authorize us to share your information

6. Data Retention

We retain your information for as long as your account is active or as needed to provide our services. We may retain certain information as required by law or for legitimate business purposes. You may request deletion of your data by contacting us.

7. Your Rights

Depending on your location, you may have the following rights:

Access: Request a copy of your personal data
Correction: Request correction of inaccurate data
Deletion: Request deletion of your data
Portability: Request a copy of your data in a portable format
Opt-out: Opt out of marketing communications

To exercise these rights, please contact us at the email address below.

8. Cookies and Tracking

We use cookies and similar technologies to:

Maintain your session and authentication state
Remember your preferences
Analyze usage patterns
Improve our Service

You can control cookies through your browser settings, but disabling cookies may affect the functionality of our Service.

9. Third-Party Services

Our Service integrates with third-party services that have their own privacy policies:

Clerk: Authentication and user management
Stripe: Payment processing
Vercel: Hosting and infrastructure
Neon: Database services

We encourage you to review the privacy policies of these third parties.

10. Children's Privacy

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

11. California Privacy Rights (CCPA)

If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA):

Right to Know: Request information about the categories and specific pieces of personal information we collect
Right to Delete: Request deletion of your personal information
Right to Opt-Out: We do not sell personal information to third parties
Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights

To exercise these rights, please contact us at privacy@taxpert.io. We will respond to verifiable requests within 45 days.

12. 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. Your continued use of the Service after changes constitutes acceptance of the updated policy.

13. Contact Us

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

Email: privacy@taxpert.io