Privacy Policy

1. Information We Collect

When you use TaxBlitz, we collect information necessary to provide our tax form automation services:

• Account Information: Name, email address, and password when you create an account.
• Tax Information: Payer and recipient names, TINs (EINs and SSNs), addresses, and payment amounts that you enter or upload for form generation.
• Uploaded Documents: Invoices, contracts, spreadsheets, and other files you upload for AI-based data extraction.
• Usage Data: Browser type, IP address, pages visited, and actions taken within the platform.
• Payment Information: Billing details processed through our payment provider (Cashfree). We do not store credit card numbers on our servers.

2. How We Use Your Information

We use the information we collect to:

• Generate, validate, and file tax forms on your behalf.
• Perform TIN matching and address validation.
• Electronically deliver recipient copies of tax forms.
• Process subscription payments and per-form charges.
• Send filing reminders, deadline alerts, and account notifications.
• Improve our AI extraction models and platform features.

3. Data Sharing

We share your tax data only when required for the services you use:

• IRS & SSA: When you eFile, your form data is transmitted to the IRS and/or SSA as required by law.
• State Agencies: For state filing, data is submitted to applicable state revenue departments.
• Recipients: Recipient copies are delivered electronically or by mail as directed.
• Payment Processor: Billing information is shared with Cashfree for payment processing.

We do not sell, rent, or trade your personal or tax information to third parties for marketing purposes.

4. Data Security

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

• AES-256 encryption for data at rest.
• TLS encryption for data in transit.
• JWT-based authentication with session management.
• Role-based access controls for multi-user accounts.
• Regular security reviews and updates.

5. Data Retention

We retain filed tax forms and associated data for a minimum of 4 years from the filing date, consistent with IRS record retention requirements. You may request deletion of your account and unfiled data at any time.

6. Your Rights

You have the right to:

• Access the personal and tax data we hold about you.
• Request correction of inaccurate information.
• Request deletion of your account and unfiled data.
• Export your data in a machine-readable format.

7. Cookies

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

8. Changes to This Policy

We may update this privacy policy from time to time. We will notify you of material changes by email or through in-app notifications.

9. Contact

For privacy-related questions, contact us at privacy@finaceverse.io.