Privacy Policy

1. Overview

This Privacy Policy explains how TaxBookkeeping.ai ("we", "us", or "our") collects, uses, and protects information when you use our website and services (the "Service").

2. Information we collect

We may collect the following types of information:

• Account information: such as your name, email address, and authentication details.
• Billing information: such as payment method details processed by our payment provider (for example, Stripe). We do not store full credit card numbers on our servers.
• Bookkeeping and tax‑related data: information you provide about your income, expenses, receipts, documents, and other financial activity.
• Usage data: information about how you use the Service, such as pages visited, features used, device and browser type, and general log information.

3. How we use information

We use the information we collect to:

• Provide, operate, and maintain the Service.
• Help you organize bookkeeping information and generate AI‑powered responses to your questions.
• Communicate with you about your account, updates, security alerts, and support.
• Monitor and improve the Service, including performance, reliability, and user experience.
• Comply with legal obligations and enforce our Terms of Service.

4. AI processing and data retention

When you interact with the AI features, your inputs (including any documents you upload) and the generated outputs may be processed by third‑party AI providers to deliver responses.

• We aim to retain only as much data as needed to provide the Service, troubleshoot issues, and improve quality.
• We may store conversation history, uploaded documents, and related metadata so you can revisit past activity and so we can improve features like search and suggestions.
• We take steps to avoid using your identifiable data to train public models, subject to the practices of our infrastructure and AI providers.

5. Cookies and similar technologies

We may use cookies and similar technologies to keep you signed in, remember your preferences, and understand how the Service is used. You can control cookies through your browser settings, but some features may not work properly if you disable them.

6. How we share information

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

• Service providers: third‑party vendors that help us operate the Service, such as hosting, payment processing, analytics, and AI infrastructure.
• Professional advisors: such as lawyers or accountants, where necessary for compliance and business operations.
• Legal and safety: if required by law, regulation, legal process, or to protect the rights, property, or safety of us, our users, or others.

7. Data security

We use reasonable technical and organizational measures to protect your information, including encryption in transit and access controls. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

8. Data retention

We retain personal information for as long as necessary to provide the Service, comply with legal obligations, resolve disputes, and enforce our agreements. We may anonymize or aggregate data so it can no longer be associated with you, and use that information for analytics and improvements.

9. Your choices and rights

Depending on your location, you may have certain rights over your personal information, such as:

• Accessing a copy of the personal information we hold about you.
• Requesting corrections to inaccurate or incomplete data.
• Requesting deletion of certain data, subject to legal limits.
• Opting out of certain types of communications.

To exercise these rights, contact us using the email address provided in the app or on our website. We may need to verify your identity before fulfilling certain requests.

10. Children's privacy

The Service is not directed to children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child has provided us with personal information, please contact us so we can take appropriate action.

11. International users

The Service is primarily intended for users in the United States. If you access the Service from outside the U.S., you understand that your information may be transferred to, stored, and processed in the United States or other countries where we or our providers operate.

12. Changes to this Privacy Policy

We may update this Privacy Policy from time to time. If we make material changes, we will provide reasonable notice, such as by updating the "Last updated" date or sending an email or in‑app notification. Your continued use of the Service after changes become effective means you accept the updated policy.

13. Contact

If you have questions about this Privacy Policy or our data practices, please contact us at the email address provided in the app or on our website.