Last updated: September 4, 2026
⚠️ Important Disclosure
TaxApp is a privately developed platform and is NOT affiliated with, endorsed by, or sponsored by the Internal Revenue Service (IRS), U.S. Treasury, or any government agency. TaxApp provides educational financial tools and informational tax estimates only. TaxApp does not submit tax returns to the IRS or any state agency. When you connect with a tax professional through the marketplace, the professional may prepare and file your return on your behalf using their own tools.
Simple. Smart. Educational.
TaxApp is a privately developed financial technology platform designed to help freelancers, self-employed individuals, and small business owners better understand, organize, and estimate their taxes year-round. We combine AI-powered bookkeeping tools with easy-to-understand educational tax insights — built in plain language.
What TaxApp Does:
What TaxApp Does NOT Do:
TaxApp is a tax planning and organization tool, not a tax filing service.
We collect information that you provide directly to us, including:
We use the information we collect to:
Important: TaxApp provides informational tax preparation tools to help you track, learn, and understand your tax situation. TaxApp does not directly submit returns to the IRS or state agencies. When you connect with a tax professional through the marketplace, the professional may file your return on your behalf using their own systems.
We prioritize minimizing your data exposure:
We implement layered security controls designed to protect sensitive financial information:
Security roadmap: TaxApp has not yet completed a SOC 2 examination. We are actively working toward formal security assessments, including penetration testing and SOC 2 readiness, as part of our ongoing security program. We do not claim certifications we have not achieved.
TaxApp uses third-party service providers to operate our platform. These providers process data on our behalf and are bound by contractual obligations to protect your information. They include:
These providers may process data including your email, financial data you submit for AI processing, uploaded documents, phone number for SMS verification, and payment information. Each provider is governed by their own privacy policy and data processing agreements. We do not sell your personal information to any third party.
We do not sell your personal information. We may share your information with:
About Our Tax Professional Network: TaxApp is an informational platform that connects you with licensed, verified tax professionals and firms. TaxApp does not directly submit returns to the IRS or states — connected professionals may do so on your behalf. When you share Tax Center data with a professional, it is transmitted through TaxApp's secure infrastructure. You control what is shared and can revoke access at any time. You remain in control and can end the engagement at any time.
TaxApp operates a Professional Marketplace where users can discover and connect with tax professionals. The following describes how data is handled within the Marketplace:
Professional Profiles
Tax professionals listed on the Marketplace create public profiles containing their name, credentials, specializations, states licensed, bio, hourly rates, office locations, languages, availability, and client reviews. This information is publicly visible to all TaxApp users searching the Marketplace. Professionals voluntarily provide this data and are responsible for its accuracy.
Connection Data
When you send a connection request to a professional, we share your name, email, phone number (if provided), and your request message with that professional. If the professional accepts, a Client–Professional Relationship record is created and visible to both parties. This record includes the relationship status, tax years covered, engagement type, and communication history.
Shared Tax Data
When connected, you may choose to share specific sections of your Tax Center data (income, expenses, deductions, withholdings, etc.) with your professional for a selected tax year. You control what is shared—data is only visible to the professional after you explicitly grant access. You can revoke access at any time, and the professional's ability to view your data will be immediately terminated. Sensitive identifiers (Social Security Numbers, bank account numbers) are never stored in or transmitted through TaxApp.
Messaging & Communications
Messages exchanged through TaxApp's secure messaging system between you and your connected professional are stored on our platform to provide a communication record. These messages may contain financial summaries and questions but must not contain Social Security Numbers, passwords, or other highly sensitive data. TaxApp may monitor message metadata for security and quality purposes but does not review message content unless required for dispute resolution or legal compliance.
Search Intelligence & Personalization
To improve marketplace matching, TaxApp maintains a Search Intelligence Profile that tracks your search activity, categories viewed, professionals favorited, and connections requested. This profile is used to personalize professional recommendations and match scores. You can view and manage this data in your Settings, and you may opt out of personalization at any time.
Ratings & Reviews
After completing an engagement, you may leave a rating and review for your professional. Your review will be publicly visible on the professional's Marketplace profile. Your name may be displayed alongside the review unless you choose to post anonymously (showing only your first name and last initial). Professionals may also rate clients, which helps other professionals assess engagement quality.
You have the right to:
TaxApp stores the financial data and uploaded documents you provide for informational, tracking, and tax preparation purposes. This includes income records, expense records, uploaded tax documents (W-2s, 1099s, bank statements, receipts), AI-extracted data, and messaging history with connected professionals. You have full control over your data and can delete uploaded documents, clear financial records, or delete your entire account at any time through your Profile and Settings. We retain information only as long as your account is active or as needed to provide our services.
Marketplace Data Retention:
We use cookies and similar technologies to enhance your experience, analyze usage patterns, and provide personalized features. You can control cookie settings through your browser, but some features may not function properly if cookies are disabled.
TaxApp is not intended for use by individuals under 18 years of age. We do not knowingly collect information from children. If we learn that we have collected information from a child, we will delete it immediately.
We may update this Privacy Policy from time to time. We will notify you of significant changes by email or through our platform. The updated policy will be posted on this page with a new "Last updated" date.
TaxApp uses publicly available information from official government sources, including:
For official and authoritative information, always refer directly to IRS.gov or your state tax authority.
If you have questions about this Privacy Policy or how we handle your data, please contact us at:
Email: contact@taxapp.us
Support: contact@taxapp.us
