Privacy Notice

This notice explains how [Your Legal Business Name] ("we") collects and uses personal data when you use TaxPlan Pro. We act as the data controller for the information described below.

Data we collect

• Account data: name, email, login credentials.
• Practice data you input: client names, tax inputs, scenarios, and notes.
• Support communications: messages you send to us.
• Usage data: pages visited, features used, device and browser metadata, IP address.

Why we use it

• Provide and improve the Service (contract performance).
• Authenticate you and secure the Service (legitimate interest).
• Detect fraud and abuse (legitimate interest, legal obligation).
• Respond to support requests (contract performance).
• Send product updates and transactional email (contract performance).

Sharing

• Hosting and infrastructure: our cloud hosting and database providers process data on our behalf.
• Paddle: our Merchant of Record for subscriptions, payments, invoicing, and tax compliance.
• AI providers: when you request strategy recommendations, the inputs needed for that calculation are sent to our model provider.
• Authorities: where required by law.

Retention

We keep your account and practice data for as long as your account is active. After deletion or extended inactivity, data is deleted or anonymised within a reasonable period.

Your rights

Depending on your jurisdiction, you may have rights to access, rectify, delete, restrict, port, or object to processing of your personal data, and to withdraw consent. Contact us at the email below. EU/UK users also have the right to lodge a complaint with their supervisory authority.

International transfers

Your data may be processed outside your country. Where required, we rely on Standard Contractual Clauses or other lawful transfer mechanisms.

Security

We use appropriate technical and organisational measures, including encryption in transit and access controls, to protect your data.

Cookies

We use essential cookies for authentication and session management. We do not use marketing or third-party tracking cookies.

Contact

Questions or requests: [your contact email].

Replace placeholders with your business name and contact email before going live.