What is Tax AI and how does it work?

Tax AI (Artificial Intelligence for taxes) uses advanced machine learning to provide instant tax research, document analysis, and professional guidance. Our Tax AI Assistant analyzes complex tax situations and provides authoritative answers with citations from multiple tax sources.

Is Tax Stack AI effective for professional tax assistance?

Tax Stack AI is a professional Tax AI Assistant designed specifically for CPAs, EAs, and tax professionals. Our AI tax software provides instant research, document analysis, and client management with authoritative citations from multiple tax sources.

How does AI tax software compare to traditional tax tools?

AI tax software like Tax Stack AI provides instant answers, automated document analysis, and intelligent research capabilities that traditional tools cannot match. Our Tax AI Assistant learns from multiple tax sources to provide more accurate and comprehensive guidance.

Privacy Policy - Tax Stack AI

This Privacy Policy explains how Tax Stack AI, LLC ("Company," "we," or "us") collects, uses, and shares personal information when you use our website and services, including our AI-powered chatbot and tools designed for accounting professionals.

1. Information We Collect

We collect the following types of information:

Information You Provide:

Account Information: Name, email address, and business contact details when you register
Business Information: Company name, industry, and service needs
Document Content: Tax documents and files you upload (with PII automatically redacted)
Chat Interactions: Messages sent to our AI chatbot (PII is filtered before processing)
Support Communications: Messages sent to our support team

Information Automatically Collected:

Usage Analytics: Page views, feature usage, session duration (via Google Analytics)
Device Information: Browser type, IP address, device identifiers
Error Logs: Technical errors and performance metrics (no PII included)
Document Metadata: File size, type, upload timestamp (not document content)

We do not knowingly collect personal information from individuals under the age of 16.

2. Important Disclaimer: Do Not Input Client-Sensitive Data

Please do not input or upload any sensitive client information into our system, including but not limited to:

Social Security Numbers (SSNs)
Tax Identification Numbers
Financial account numbers
Personal health or medical data
Driver's license or government ID numbers

Key Points:

We are not SOC 2 certified, and our system is not certified to store, process, or protect highly sensitive client information
Inputs are used solely to operate and improve user experience and are not retained long-term
We do not use your inputs to train our AI models

3. How We Use Your Information

We use the information we collect to:

Provide and operate our AI chatbot and services
Respond to inquiries and support requests
Improve and personalize your user experience
Analyze trends and usage to enhance our offerings (with anonymized data only)
Process document analysis with PII automatically redacted
Detect and prevent fraud or security issues
Comply with applicable laws and regulations

Data Protection Measures:

All uploaded documents are automatically scanned for PII before processing
Sensitive information (SSNs, account numbers, etc.) is redacted before analysis
Document content is automatically deleted after 30 days
Analytics data is anonymized and aggregated
We do not use your data to train AI models

4. Sharing Your Information

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

Trusted third-party service providers (such as hosting and analytics vendors) under data protection agreements
Government authorities if required to comply with legal obligations

5. Your Rights Under California Law

If you are a California resident, you have the right to:

Access the personal information we have about you
Request deletion of your personal data, with certain legal exceptions
Opt out of the sale or sharing of your data (we do not sell or share your data)
Limit the use of any sensitive personal data (we do not collect or process such data)

To exercise your rights, contact us using our contact form.

6. Cookies and Tracking

We use cookies to improve functionality and analyze site traffic. You can manage cookie preferences through your browser settings.

7. Data Security & Retention

Security Measures:

HTTPS/TLS encryption for all data transmission
Encrypted database storage for user accounts and metadata
Automatic PII detection and redaction before document processing
Secure file upload with virus scanning and file type validation
Access logging and monitoring for security incidents
Regular security updates and vulnerability assessments

Data Retention:

Document Files: Can be deleted at anytime by the user, automatically deleted after 3 years
Analysis Results: Can be deleted at anytime by the user, automatically deleted after 3 years
Account Information: Retained while account is active, deleted within 30 days of account closure
Usage Analytics: Anonymized data retained for up to 2 years for service improvement
Error Logs: Retained for 90 days for debugging purposes (no PII included)

Important Security Notice:

While we implement industry-standard security measures, no system is 100% secure. We strongly recommend not uploading documents containing highly sensitive PII. Our automated PII detection helps protect your privacy, but cannot guarantee 100% detection of all sensitive information.

8. Third-Party Links

Our services may link to third-party websites or platforms. We are not responsible for the privacy practices of those sites.

9. Updates to This Policy

We may update this Privacy Policy from time to time. The "Last Updated" date reflects the most recent version. Continued use of our site constitutes your acceptance of any changes.

10. Contact Us

For questions or privacy-related requests, please use our contact form.

Privacy Policy

Important: Data Security Notice