TaxNestBack to Home

Privacy Policy

Last updated: January 2025

TaxNest ("we", "our", or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our service.

1. Information We Collect

Information You Provide

  • Account Information: Name, email address, and password when you create an account.
  • Firm Information: Business name, branding preferences, and contact information.
  • Client Data: Names, email addresses, and phone numbers of clients you add to the platform.
  • Documents: Tax documents uploaded by you or your clients, including W-2s, 1099s, and other tax forms.

Information Collected Automatically

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

2. How We Use Your Information

We use the information we collect to:

  • Provide and maintain our service
  • Process and organize tax documents using AI
  • Generate missing forms reports
  • Send notifications and service updates
  • Improve our service and develop new features
  • Respond to customer support requests
  • Comply with legal obligations

3. AI Processing

We use artificial intelligence to analyze uploaded documents for form identification and organization. This processing:

  • Identifies document types (W-2, 1099, etc.)
  • Extracts relevant metadata for organization
  • Generates recommendations for potentially missing forms

AI processing is performed securely, and document content is not used to train AI models without explicit consent.

4. Data Storage and Security

Your documents are stored securely on Cloudflare R2 with industry-standard encryption:

  • 256-bit AES encryption at rest
  • TLS 1.3 encryption in transit
  • Secure, signed URLs for document access
  • Regular security audits and monitoring

5. Data Sharing

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

  • Service Providers: Cloud hosting (Cloudflare), authentication (Clerk), and AI processing services necessary to operate our platform.
  • Legal Requirements: When required by law or to protect our rights.
  • Business Transfers: In connection with a merger, acquisition, or sale of assets.

6. Your Rights

You have the right to:

  • Access your personal data
  • Correct inaccurate data
  • Delete your account and associated data
  • Export your data
  • Opt out of marketing communications

7. Data Retention

We retain your data for as long as your account is active or as needed to provide services. When you delete a client or your account, associated documents are permanently deleted from our servers.

8. Cookies

We use essential cookies for authentication and session management. Analytics cookies help us understand how you use our service.

9. Children's Privacy

Our service is not intended for children under 18. We do not knowingly collect information from children.

10. Changes to This Policy

We may update this policy periodically. We will notify you of significant changes via email or through our service.

11. Contact Us

If you have questions about this Privacy Policy, please contact us at:

Email: privacy@taxnest.app