Privacy Policy

Last updated: April 20, 2026

Tax Preparation Demo ("we", "us", or "our") operates a web-based tax preparation portal. This Privacy Policy explains how we collect, use, disclose, and protect the personal information you provide when using our services.

1. Information We Collect

We may collect the following categories of personal information:

  • Identity information — full name, date of birth, Social Security Number (SSN).
  • Contact information — email address, phone number, mailing address.
  • Financial & tax information — W-2 forms, 1099s, business income, deductions, bank account details for refund direct deposit.
  • Dependent information — names, dates of birth, and SSNs of dependents claimed on your return.
  • Device & usage data — IP address, browser type, pages visited, and session duration (collected automatically).

2. How We Use Your Information

  • Prepare, review, and file your federal and state tax returns.
  • Verify your identity and prevent fraud.
  • Communicate with you about your return status, required documents, and deadlines.
  • Comply with legal, regulatory, and IRS requirements.
  • Improve our services, troubleshoot issues, and ensure platform security.

3. Data Security

We take the security of your data seriously. All sensitive personal information (SSN, date of birth, addresses, and financial data) is encrypted at rest using AES-256-GCM field-level encryption with envelope encryption managed through Azure Key Vault. Data is transmitted exclusively over HTTPS/TLS.

Access to your information is restricted to authorised tax professionals assigned to your account. All data access is logged in an immutable audit trail.

4. Cookies & Tracking

We use strictly necessary cookies to maintain your authenticated session. We do not use third-party advertising trackers or sell your data to any third party. Analytics, if enabled, are processed through first-party infrastructure.

5. Information Sharing & Disclosure

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

  • IRS & tax authorities — as required to e-file your tax returns.
  • Service providers — cloud hosting (Microsoft Azure), encrypted file storage, and email delivery services that process data on our behalf under strict confidentiality agreements.
  • Legal obligations — when required by law, subpoena, or court order.

6. Data Retention

We retain your tax records and personal information for a minimum of seven (7) years from the date of filing, in accordance with IRS record-keeping requirements. After the retention period, data is securely deleted or anonymised.

7. Your Rights

Depending on your jurisdiction, you may have the right to:

  • Access the personal data we hold about you.
  • Request correction of inaccurate information.
  • Request deletion of your data (subject to legal retention requirements).
  • Opt out of non-essential communications.

To exercise any of these rights, please contact your tax preparer or email us using the contact information below.

8. Children's Privacy

Our services are not directed at individuals under the age of 18. We do not knowingly collect personal information from children except as dependents on a parent or guardian's tax return.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated Last updated date. Continued use of the service after changes constitutes acceptance of the revised policy.

10. Contact Us

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

Tax Preparation Demo
Email: [your-email@example.com]
Phone: [your-phone-number]
Address: [your-business-address]