Taxivo is committed to protecting the privacy and security of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information in compliance with applicable laws and regulations.
1. Information We Collect
1.1 Personal Information
- Identification information (e.g., name, DOB, SSN/EIN, government ID)
- Contact information (address, email, phone)
- Financial and tax information (e.g., W-2/1099, bank details, financial statements)
- Employment/business ownership information
1.2 Automatically Collected Information
- IP address, device/browser info, OS
- Usage data (pages visited, time on site, clicks)
- Cookies and similar technologies
2. How We Use Your Information
- Provide services (tax preparation, bookkeeping/accounting, advisory)
- Compliance (IRS requirements, legal requests, fraud prevention)
- Operations (communications, payments, improvements, notifications)
3. Information Sharing
We do not sell your personal information. We may share information:
- With your consent
- With service providers (IT, tax software, payment processors) under confidentiality obligations
- With tax authorities as required to file/respond
- When required by law or to protect rights and prevent fraud
- In business transfers (merger/acquisition)
4. Security
We use reasonable administrative, technical, and physical safeguards (encryption, access controls, training). No system is 100% secure.
5. Data Retention
We retain information as needed for services and legal/professional requirements (often at least 7 years for tax records), then securely delete or anonymize when appropriate.
6. Your Privacy Rights
- Access and correction requests
- Opt-out of marketing communications
- Account closure requests
- Additional rights may apply depending on your jurisdiction (e.g., CA, EEA/UK)
This policy is informational and not legal advice. Consult an attorney for legal guidance.