Privacy Policy

This Privacy Policy explains how TaxPulse Inc. ("TaxPulse," "we," "us," or "our") collects, uses, discloses, and protects information in connection with the TaxPulse platform (the "Service"). Because TaxPulse is used by tax professionals who handle highly sensitive client information, protecting that information is central to our Service.

1. Who This Policy Covers

This policy describes our practices for (a) the tax professionals and firms who hold accounts with us ("Customers" or "you"), and (b) visitors to our website. Information about a Customer's own clients ("taxpayer information") is processed by us on the Customer's behalf and is governed primarily by our Data Processing Agreement; the Customer is responsible for its own privacy practices toward its clients.

2. Information We Collect

• Account information: name, email, phone number, firm details, and billing information you provide when registering.
• Taxpayer information you input: the client and return data you enter or upload, which may include names, addresses, Social Security or taxpayer identification numbers, income, and other financial information. We process this only to provide the Service.
• Usage data: log data, device and browser information, and activity within the Service, used to operate, secure, and improve the platform.
• Communications: messages you send through the Service and your correspondence with our support team.

3. How We Use Information

We use information to:

• Provide, maintain, secure, and improve the Service;
• Authenticate users and prevent fraud or abuse;
• Process payments and manage subscriptions;
• Provide customer support and respond to your requests;
• Send service, security, and administrative communications; and
• Comply with legal obligations.

We do not sell taxpayer information. We process taxpayer information only as needed to provide the Service to you and consistent with IRC §7216 and §6713 and our Data Processing Agreement.

4. How We Share Information

• Service providers / subprocessors: we use trusted third parties to host, secure, and operate the Service (for example, cloud hosting, payment processing, and communications delivery). They process information only on our instructions and under confidentiality obligations. A current list of subprocessors is available on request.
• Legal and safety: we may disclose information if required by law, subpoena, or to protect the rights, safety, or security of users or the public.
• Business transfers: in connection with a merger, acquisition, or sale of assets, subject to this policy.

5. Data Security

We use administrative, technical, and physical safeguards designed to protect information, including encryption in transit and at rest for sensitive fields, access controls, and monitoring. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

6. Data Retention

We retain account and taxpayer information for as long as your account is active and as needed to provide the Service. After account termination, we retain Your Data for 30 days to allow export, after which it is deleted unless a longer period is required by law (including tax recordkeeping requirements) or our Data Processing Agreement.

7. Your Choices and Rights

You may access, correct, export, or request deletion of your account information by contacting us. Depending on your state of residence, you may have additional rights under applicable privacy laws. Requests concerning a Customer's own client data are handled under the Data Processing Agreement.

8. Children's Privacy

The Service is intended for use by tax professionals and is not directed to children under 18. We do not knowingly collect personal information from children.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be communicated via email or in-app notification. Your continued use of the Service after changes take effect constitutes acceptance.

10. Contact Us

TaxPulse Inc.
Fajardo, Puerto Rico
Email: sales@taxpulse.app
Phone: (787) 822-9176