Privacy Policy

Information We Collect

1.1 Information You Provide Directly

• Identity data: full name, date of birth, Social Security Number or ITIN, email address, phone number, mailing address
• Financial data: brokerage statements, trade history, tax forms (W-2, 1099-B, 1099-DIV, K-1, etc.), income and expense records
• Account data: username, password, account preferences
• Payment data: billing information processed by Stripe — TraderTax does not store raw card numbers
• Communications: messages sent through the Platform to Tax Professionals or our support team

1.2 Information Collected Automatically

• Log data: IP address, browser type, operating system, referring URLs, pages visited, timestamps
• Device data: device type, screen resolution, unique device identifiers
• Usage data: features used, clicks, scroll behavior, session duration
• Cookie data: session cookies, persistent cookies, tracking pixels (see Section 7)

1.3 Information from Third Parties

• Identity verification services (for anti-fraud and KYC compliance)
• Brokerage data integrations (if you authorize direct data import)
• Marketing platforms and analytics providers

How We Use Your Information

We use your information to:

• Create and manage your account
• Match you with appropriate Tax Professionals
• Facilitate secure communications between you and Tax Professionals
• Process payments and maintain billing records
• Store and organize your financial documents
• Provide tax estimation and calculator tools
• Send transactional emails (confirmations, filing reminders, status updates)
• Send marketing communications (with your consent; you may opt out at any time)
• Detect and prevent fraud, abuse, and unauthorized access
• Comply with applicable law, including IRS and financial regulations
• Improve and develop Platform features
• Resolve disputes and enforce our Terms of Service

How We Share Your Information

3.1 With Tax Professionals

Tax Professionals assigned to your account may access your documents, financial data, and messages through the Platform solely to provide tax services. They are bound by our Independent Contractor Agreement, which prohibits storing, copying, or using your data outside the Platform.

3.2 With Service Providers

We share data with third-party vendors who help us operate the Platform:

All service providers are contractually bound to process your data only as instructed and to maintain appropriate security standards.

3.3 Legal and Compliance Disclosures

We may disclose your information: (a) in response to a valid subpoena, court order, or legal process; (b) to comply with applicable law or regulation; (c) to protect the rights, safety, or property of TraderTax, its Users, or the public; or (d) in connection with fraud prevention or investigation.

3.4 Business Transfers

If TraderTax is acquired, merged, or sold, your data may be transferred as part of that transaction. We will notify you via email and/or a prominent Platform notice before your data is transferred and becomes subject to a different privacy policy.

3.5 No Sale of Personal Data

Data Security

TraderTax implements industry-standard security measures to protect your data:

• AES-256 encryption for data at rest
• TLS 1.2+ encryption for data in transit
• Firebase Authentication with secure session management
• Role-based access controls limiting data access to authorized personnel
• Regular security reviews and penetration testing

No method of transmission over the Internet or electronic storage is 100% secure. While we use commercially reasonable means to protect your data, we cannot guarantee absolute security.

4.1 Data Breach Notification

In the event of a data breach that affects your personal information, TraderTax will notify affected Users in accordance with applicable federal and state data breach notification laws. Notification will be provided via email to the address on file and/or a prominent notice on the Platform. The notification will describe the nature of the breach, the categories of data affected, steps TraderTax has taken to address the breach, and recommended steps you may take to protect yourself.

Data Retention

We retain your personal data for as long as your account is active or as needed to provide Platform services. We may retain certain data longer as required by law:

You may request deletion of your account and associated data by contacting [email protected]. Deletion requests are subject to our legal retention obligations.

Your Rights & Choices

6.1 Access and Correction

You may access, review, and update your personal information at any time through your account dashboard or by contacting [email protected].

6.2 Deletion Requests

You may request deletion of your personal data subject to our retention obligations. We will respond to deletion requests within 30 days.

6.3 Marketing Opt-Out

You may opt out of marketing emails at any time by clicking "unsubscribe" in any marketing email or contacting [email protected]. Transactional emails cannot be disabled while your account is active.

6.4 California Residents (CCPA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to delete your information, and the right to opt out of any sale (we do not sell personal data). To exercise your CCPA rights, contact [email protected].

Cookies & Tracking Technologies

7.1 What We Use

7.2 Managing Cookies

You may control cookies through your browser settings. Disabling essential cookies may prevent the Platform from functioning correctly. When you first visit the Platform, a cookie consent banner will appear. You may update your consent preferences at any time.

7.3 Google Analytics Opt-Out

You may opt out of Google Analytics by using the Google Analytics Opt-Out Browser Add-on or by adjusting your cookie preferences on the Platform.

Children's Privacy

The Platform is not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If you believe we have inadvertently collected such information, please contact [email protected] immediately and we will delete it promptly.

International Users

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes via email or a prominent notice on the Platform. Continued use of the Platform after changes become effective constitutes your acceptance of the updated Policy.

Offshore & Foreign Account Data

11A.1 Collection of Foreign Account Information

If you disclose that you hold, control, or trade through offshore or non-U.S. brokerage accounts, TraderTax will collect and store information related to those accounts as part of the onboarding and filing preparation process. This may include: the name and country of each foreign financial institution; account identifiers; the maximum value of foreign accounts during the tax year; complete transaction history; deposit and withdrawal records; and any prior foreign account reporting history you provide.

11A.2 Purpose of Collection

Foreign account information is collected exclusively for the purpose of facilitating your tax filing engagement through the Platform. This information is shared with your assigned licensed tax professional to enable them to assess applicable reporting requirements (including FBAR and FATCA obligations) and to prepare or advise on your tax filing. TraderTax does not use foreign account information for marketing, profiling, or any purpose unrelated to your direct service engagement.

11A.3 Access and Handling

Foreign account data is subject to the same access controls, security measures, and confidentiality obligations as all other financial data on the Platform, as described in Sections 3 and 4 of this Privacy Policy. Access is restricted to your assigned tax professional and authorized TraderTax personnel with a legitimate business need. Foreign account information is never sold, shared with third parties for commercial purposes, or disclosed except as required by applicable law or as necessary to deliver your requested services.

11A.4 Your Responsibility for Accuracy

You are solely responsible for providing complete, accurate, and truthful foreign account information. TraderTax processes and stores the information you provide as-is and does not independently verify the accuracy or completeness of foreign account disclosures. Inaccurate or incomplete foreign account information may affect the accuracy of your filing and the identification of applicable reporting requirements.

11A.5 Regulatory Disclosure

In limited circumstances, TraderTax may be required to disclose information — including foreign account data — to comply with applicable law, regulatory requirements, valid legal process (such as a court order or government subpoena), or to protect the rights, property, or safety of TraderTax, its users, or the public. Any such disclosure will be limited to the minimum information necessary to satisfy the applicable legal obligation.

Contact Us

For privacy-related questions, requests, or concerns: