TaxVayda respects the sensitivity of tax, identity, and financial information. This Privacy Policy explains how TaxVayda may collect, use, protect, and share information through its public website, beta product, manual document upload tools, optional connected account features, and AI-powered tax planning platform.
Information We Collect
We may collect contact details, beta requests, account information, tax documents you choose to upload, income and deduction information, withholding information, asset and investment context, financial account data you authorize through supported provider flows, communications, and technical information such as browser type, device data, and site usage.
How We Use Information
We use information to respond to inquiries, operate beta access, organize tax data, analyze income, withholding, deductions, assets, and tax profile information, provide personalized planning insights and alerts, improve the platform, maintain security, comply with legal obligations, and communicate about TaxVayda services.
Tax and Financial Information
TaxVayda treats tax documents and financial records as sensitive information. Access is limited to personnel, service providers, and professional partners who need the information to support requested services, operate the platform, maintain security, or meet legal and compliance requirements.
Connected Accounts
Connected account features are optional and permission-based. If you choose to connect an account, TaxVayda may receive financial data from supported providers to help analyze your tax picture. You may choose not to connect accounts and may use manual upload features where available.
Sharing of Information
We do not sell uploaded tax documents. We may share information with secure hosting providers, account connection providers, analytics providers, communications providers, legal or compliance advisors, government agencies when required, and other parties with your direction or consent.
Security
We use administrative, technical, and organizational safeguards designed to protect information. No website or platform can guarantee absolute security, so clients should avoid sending sensitive documents through unsecured channels.
Data Retention
We retain information for as long as needed to provide services, maintain business records, comply with tax and legal obligations, resolve disputes, and enforce agreements. Retention periods may vary based on the nature of the information and applicable requirements.
Your Choices
You may request access, correction, or deletion of certain information, subject to legal and professional recordkeeping obligations. You may also unsubscribe from non-essential communications by using the instructions included in those messages.
Data Deletion Requests
You may request deletion of account data, uploaded documents, and connected account data where applicable by visiting the Data Deletion Request page. Some information may be retained where required for legal, security, operational, or compliance reasons.
Children's Privacy
TaxVayda is not directed to children under 13 and does not knowingly collect personal information from children under 13.
Changes to This Policy
We may update this Privacy Policy from time to time. The updated version will be posted with a revised effective date.
Contact
For privacy questions, contact TaxVayda at derrick.aryee@icloud.com.