Privacy Policy

Overview

TaxZero is an educational tax-planning tool. This policy explains what information the app handles, where it lives, and the controls you have over it.

Where your financial inputs are stored

Signed-in tax figures and confirmed documents are saved to your account on our hosted backend so they follow you between devices. Files are encrypted in transit and at rest by the storage provider.

Access is restricted by row-level security rules. You can see your own records; an advisor can see them only when assigned to you, and authorized administrators can access them for support and oversight.

Temporary browser data may be used while you review an extraction or edit settings. You can clear that local copy from Settings.

Shared plan links encode your inputs directly in the URL. Anyone you send the link to can read those values — treat share links as private.

Account information

Creating an account stores your email address, and optionally your name, so we can authenticate you and contact you about your requests. Passwords are handled by our authentication provider and are never visible to us.

Accounts are created with an email address and password only; we do not use third-party social sign-in.

Analytics

The app records product-usage events (for example, which features are opened), identified by a random session ID. No financial values are attached to analytics events.

For signed-in users these events are also linked to your account so we can understand how the product is used. Authorized administrators can review aggregated workflow analytics; you can clear the local queue from Settings.

Support and consultation requests

When you submit a support ticket or request a consultation, the details you enter (name, email, message, preferred time) are stored with your request history and — when you are signed in — shared with the advisors and administrators who follow up with you.

Where email notifications are enabled, these details are sent through our email provider solely to deliver those messages.

Data retention

Account data is retained for as long as your account exists. Deleting your account removes your profile, tax records, scenarios, documents, requests, and analytics events from our systems.

Local browser data persists until you clear it from Settings or clear your browser's site data.

Your controls

Export everything: the Settings page provides a one-click JSON export of your account data and everything stored in your browser.

Delete everything: the same page offers account deletion as well as a full local data reset.

Clearing your browser's site data removes the local copy only; use account deletion to remove the hosted copy.

No sale of data

We do not sell, rent, or share your personal or financial information with third parties for marketing purposes.

Changes and contact

If this policy changes, the updated version will be posted on this page with a revised date. Questions can be raised through the Help page.