Privacy Policy

Last updated: February 24th 2026

1. Introduction

Taxflow ("Taxflow," "we," "us," or "our") respects your privacy and is committed to protecting your personal data and financial information.

This Privacy Policy explains how we collect, use, share, and protect information when you use our software, platforms, and related services (the "Service").

2. Scope of Services

Taxflow provides cloud-based tools designed for accounting and tax professionals, including:

  • Financial document processing, including bank statement extraction (OCR, data extraction, and data summarization ("Data Processing"))
  • Tax document collection and organization ("Data Intake")

3. Information We Collect

We collect the following categories of information from our users and their Service:

3.1 Account Information

  • Name, email address, and business details

3.2 Customer Data ("Customer Content")

Documents uploaded by tax professionals or their clients, including:

  • Tax documents
  • Bank statements
  • Financial records
  • Identification documents

This information is referred to as "Customer Data."

3.3 Usage Data

Information about how you interact with the Service, including:

  • Browser type
  • IP address
  • Pages visited
  • Features used

3.4 Cookies and Tracking Technologies

We may use cookies to improve your browser settings:

  • Functional cookies
  • Analytics cookies

3.5 Communication Data

When you contact us, we may collect information, including:

  • Name and email
  • Content of your message

4. How We Use Information

We use the information we collect to:

  • Provide and maintain the Service
  • Process and extract data from documents
  • Communicate with users about their accounts and updates
  • Improve and optimize the Service
  • Provide support
  • Prevent fraud and ensure security
  • Comply with applicable laws and legal requirements

5. Processing of Customer Data

Customer Data is processed solely to provide the Service to accounting firms and their clients. Taxflow acts as a data processor to promote data privacy, including:

  • Data encryption using AES-256
  • Data separation across client accounts

We do not use Customer Data for any purpose other than providing the Service, unless required by law.

6. Data Retention

We retain all rights, title, and interest in any Customer Data.

You may request deletion of any data at any time.

7. Data Sharing and Disclosure

We may share information with:

  • Service providers (e.g., hosting, analytics)
  • Legal authorities, if required by law
  • Business partners, with your consent

We do not sell your personal information to third parties.

8. Data Security

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

  • Encryption in transit and at rest
  • Access controls and authentication

While we strive to protect your data, no system is completely secure.

9. Data Retention

We retain your data only as long as necessary to fulfill the purposes for which it was collected, including to satisfy legal, accounting, or reporting requirements. To request data deletion, contact us at support@jointaxflow.ai.

10. Your Rights

Depending on your jurisdiction, you may have rights to:

  • Access your data
  • Request correction
  • Request deletion
  • Object to processing
  • Data portability

To exercise these rights, contact us at support@jointaxflow.ai.

11. International Data Transfers

The Service is hosted in the United States. If you access the Service from outside the United States, your information may be transferred to and processed in the United States, subject to applicable safeguards and protections.

12. Third-Party Services

Our Service may integrate with third-party tools (e.g., accounting software).

We are not responsible for third-party privacy practices. We encourage you to review their privacy policies.

13. Children's Privacy

The Service is 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 inadvertently collected information from a child under 18, we will take steps to delete it promptly.

14. Changes to This Policy

We may update this Privacy Policy from time to time.

We will notify you of material changes via email or in-product notice.

15. Contact Us

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