Privacy Policy
Last updated: 10/19/2025
TaxLoop (“we”, “us”) provides proactive tax optimization tools. This policy explains how we collect, use, and protect your information.
Information We Collect
- Account info (name, email)
- Financial data you connect (e.g., via Plaid/QuickBooks/Xero) — read-only access
- Receipts/documents you upload
- Usage, device, and cookie/analytics data
How We Use Information
- Provide and improve the service, detect fraud, support you
- Generate insights like estimated taxes and potential deductions
- Comply with legal obligations
Sharing
We share data with processors (e.g., hosting, analytics, CRM, Plaid) under contracts; we don’t sell personal data.
Security & Retention
Encryption in transit/at rest; access controls; SOC 2 in progress. We retain data while your account is active or as required by law.
Your Rights
Depending on your location, you may request access, correction, deletion, or opt out of certain processing. Contact: privacy@taxloop.io.
Cookies
We use cookies/analytics to improve the product. You can control cookies in your browser settings.
Changes
We may update this policy. We’ll post the new version here with an updated date.