AI Tax Software for Freelancers & Small Business

Introduction

At AlphaTax ("we," "our," or "us"), we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our tax preparation and optimization services. Please read this policy carefully to understand our practices regarding your personal data.

Information We Collect

Personal Information

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

Name, email address, and contact information
Social Security Number (SSN) and Tax Identification Numbers
Financial information from tax documents (W-2s, 1099s, etc.)
Bank account information (if you choose to connect accounts)
Payment information (processed securely through third-party payment processors)

Usage Information

We automatically collect certain information when you use our services:

Device information and browser type
IP address and location data
Usage patterns and feature interactions
Cookies and similar tracking technologies

How We Use Your Information

We use the information we collect to:

Provide, maintain, and improve our tax preparation services
Process and prepare your tax returns
Send you important account updates and service notifications
Respond to your inquiries and provide customer support
Detect, prevent, and address technical issues and security threats
Comply with legal obligations and tax filing requirements
Analyze usage patterns to improve our services (using anonymized data)

Data Security

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

256-bit SSL encryption for all data in transit
AES-256 encryption for data at rest
SOC 2 Type II compliance for security controls
Regular security audits and penetration testing
Access controls and authentication requirements
Secure data centers with physical security measures

While we strive to protect your information, no method of transmission over the internet is 100% secure. We cannot guarantee absolute security, but we continuously work to improve our security measures.

Data Sharing and Disclosure

We do not sell your personal information. We may share your information only in the following circumstances:

Tax Filing: We may transmit your tax return data to the IRS and state tax authorities as required for filing
Service Providers: We may share data with trusted third-party service providers who assist in operating our services (e.g., cloud hosting, payment processing)
Legal Requirements: We may disclose information if required by law, court order, or government regulation
Business Transfers: In the event of a merger, acquisition, or sale, your information may be transferred as part of the transaction
With Your Consent: We may share information with your explicit consent

Your Rights and Choices

You have the following rights regarding your personal information:

Access: Request access to your personal data
Correction: Update or correct inaccurate information
Deletion: Request deletion of your account and data (subject to legal retention requirements)
Data Portability: Request a copy of your data in a portable format
Opt-Out: Unsubscribe from marketing communications (service emails will continue)
Cookie Preferences: Manage cookie settings through your browser

To exercise these rights, please contact us at privacy@getalphatax.com.

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Tax-related information may be retained for up to 7 years as required by IRS regulations. When you delete your account, we will delete or anonymize your data within 30 days, except where retention is required by law.

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 we become aware that we have collected information from a child, we will take steps to delete such information promptly.

Changes to This Privacy 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 to stay informed about how we protect your information.

Contact Us

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

Email: privacy@getalphatax.com

Support: support@getalphatax.com

Address: AlphaTax, Inc.