Privacy Policy

We may collect account details, contact information, taxpayer-provided information, IRS records or transcripts, authorization details, payment status, support messages, and information about how you use the service.

We do not need more information than is reasonably necessary to provide the requested experience.

We use information to create and secure accounts, obtain and organize requested records, monitor changes, provide support, process payments, communicate with you, prevent abuse, improve reliability, and meet legal obligations.

We may share information with service providers that help operate hosting, payments, email, security, analytics, customer support, and IRS-record workflows. Providers should receive only what they need for their role and must be documented before production launch.

We may disclose information when required by law, to protect rights and safety, or as part of a business transfer.

We retain information only as long as needed for the purposes described here, contractual requirements, legal obligations, dispute resolution, and legitimate operational needs. Exact retention periods for taxpayer records, authorizations, uploads, logs, and backups must be finalized before launch.

We use reasonable administrative, technical, and organizational safeguards. No system can guarantee absolute security.

Depending on where you live, you may have rights to access, correct, delete, export, or restrict use of personal information. To make a request, use the production privacy contact listed in the live product. Identity verification may be required.

Before production launch, counsel should confirm the entity and address, state privacy obligations, tax-record handling, IRS authorization language, subprocessors, cross-border transfers, cookies and analytics disclosures, breach response, and any applicable financial or health-data obligations.