Privacy Policy

Last updated: December 1, 2025

At TaxWatch, we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our service.

Information We Collect

We collect information you provide directly to us, including:

  • Account information (name, email, password)
  • Financial account data (through Plaid integration)
  • Transaction data from connected accounts
  • Documents you upload (pay stubs, receipts)
  • Communications with our support team

How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our services
  • Categorize your transactions and identify deductions
  • Generate tax estimates and reports
  • Send you technical notices and support messages
  • Respond to your comments and questions

Data Security

We implement appropriate technical and organizational measures to protect your personal information, including:

  • 256-bit AES encryption for data at rest
  • TLS 1.3 encryption for data in transit
  • SOC 2 Type II compliance
  • Regular security audits and penetration testing
  • Multi-factor authentication

Plaid Integration

We use Plaid to connect to your financial accounts. When you connect an account, Plaid's privacy policy also applies. We never see or store your bank login credentials— these are handled entirely by Plaid.

Data Retention

We retain your data for as long as your account is active or as needed to provide you services. You can request deletion of your data at any time by contacting us.

Your Rights

You have the right to:

  • Access your personal data
  • Correct inaccurate data
  • Request deletion of your data
  • Export your data in a portable format
  • Opt out of marketing communications

Cookies

We use cookies and similar tracking technologies to track activity on our service and hold certain information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent.

Changes to This Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date.

Contact Us

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

privacy@taxwatch.app