Tax Hero provides software and services for bookkeeping, tax preparation, and business compliance.
To provide these services, we may need access to sensitive financial, business, and identity information. We recognize the importance of protecting that information and limiting its use to appropriate purposes.
Certain tax return information is subject to additional legal restrictions. Where applicable law requires separate authorization, this Privacy Policy does not replace that authorization.
Overview
This Privacy Policy describes how Tax Hero AI Inc. ("Tax Hero," "we," "us," or "our") collects, uses, maintains, and discloses personal information in connection with our website, software platform, and related services.
Our services include AI-assisted bookkeeping, tax preparation tools, compliance calendars, financial document management, professional review, and managed accounting services, depending on your selected membership or engagement.
This policy applies to information collected through taxhero.vc, our applications, onboarding processes, customer communications, and other interactions with Tax Hero.
Some information may also be governed by separate agreements, professional obligations, or special legal protections applicable to tax return information.
Information we collect
The categories of information we collect depend on how you interact with Tax Hero and which services you use.
Account and contact information
We may collect information such as:
- Name and email address.
- Phone number and contact address.
- Account credentials and authentication information.
- Business role and account permissions.
- Communication preferences.
- Records of account activity and interactions.
Business information
We may collect information about your business, including:
- Legal business name and trade name.
- Entity type and jurisdiction of incorporation.
- Business addresses and contact details.
- Employer Identification Number (EIN).
- Ownership and shareholder information.
- Incorporation and organizational documents.
- Business operations and activities.
- Financial and tax reporting periods.
- Information relevant to filing obligations and deadlines.
Financial and accounting information
Depending on the Services, we may receive financial records and supporting documents, including:
- Bank account information.
- Bank and credit card statements.
- Transaction descriptions and amounts.
- Revenue and expense information.
- Invoices, receipts, and payment records.
- Assets, liabilities, loans, and capital contributions.
- Payroll and contractor payment information.
- Accounting records and financial statements.
Tax and identity information
Tax preparation and compliance services may require additional sensitive information.
Depending on your circumstances, this may include:
- Federal and state tax identification numbers.
- Social Security numbers or Individual Taxpayer Identification Numbers.
- Foreign taxpayer identification numbers.
- Tax residency and citizenship information.
- Prior-year tax returns and supporting schedules.
- Shareholder and related-party information.
- Information needed for tax elections and disclosures.
- Correspondence with tax authorities.
We seek to collect information reasonably relevant to the Services being provided.
Payment and subscription information
When you purchase a membership, we may receive information about your subscription, billing status, payment history, invoices, and transactions.
Payment card information may be collected and processed directly by our payment processor. The information made available to Tax Hero depends on that provider's integration and processing arrangements.
Technical and usage information
We may collect technical information relating to your use of the Services, such as:
- IP address.
- Browser and device information.
- Operating system.
- Pages visited and interactions with the Services.
- Session and authentication records.
- Error reports and diagnostic information.
- Security and access logs.
How we collect information
We collect information through several channels.
Information you provide
You may provide information when creating an account, completing onboarding questionnaires, entering business information, uploading financial documents, communicating with our team, or requesting services.
Connected services
When supported integrations are available and you choose to use them, we may receive information from authorized third-party services.
The information received depends on the integration, permissions, and applicable legal requirements.
Automated collection
Certain technical information may be collected automatically through application logs, cookies, analytics technologies, and other systems used to operate the Services.
Other authorized sources
We may receive information from authorized representatives, professional service providers, and public or government records where appropriate and legally permitted.
How we use information
We use information for purposes related to operating our business, providing requested Services, maintaining security, and complying with applicable obligations.
Providing the Services
Depending on your membership and engagement, this may include:
- Creating and maintaining customer accounts.
- Organizing financial records.
- Extracting information from uploaded documents.
- Preparing transaction summaries and bookkeeping records.
- Identifying potential tax and compliance obligations.
- Preparing draft tax information and reports.
- Supporting professional review and accounting services.
- Managing authorized tax preparation and filing workflows.
- Communicating with customers about requested services.
Account administration
We may use account information to authenticate users, maintain records, manage subscriptions, provide customer support, and communicate about service-related matters.
Service operations and security
We may process information to maintain and troubleshoot the Services, investigate potential errors, detect unauthorized access, protect against fraud, and enforce applicable agreements.
Legal and regulatory compliance
We may process or retain information where necessary to comply with applicable laws, professional obligations, lawful requests, and recordkeeping requirements.
Communications
We may send transactional and service-related communications, including account notices, subscription information, security notifications, and updates concerning requested Services.
Marketing communications, where permitted, are subject to applicable law and available communication preferences.
We do not treat tax return information as freely available for marketing purposes. Its use remains subject to applicable legal restrictions.
AI and automated processing
Tax Hero uses or may introduce artificial intelligence and automated processing technologies as part of its Services.
These technologies may assist with document extraction, transaction categorization, bookkeeping, tax-related calculations, financial summaries, and compliance workflows.
Information processed by AI systems
Depending on the requested task, automated systems may process relevant portions of financial documents, transaction records, business information, and other Customer Data.
We seek to limit information supplied to processing systems to what is reasonably relevant for the authorized purpose.
Third-party AI providers
Certain AI-related functions may rely on external technology providers.
Any disclosure of Customer Data to such providers is subject to applicable law, contractual arrangements, and any legally required customer authorization.
The treatment of data by a particular provider, including retention and use for model training, depends on the provider, the product configuration, and applicable agreements.
AI model training
Tax Hero does not treat your acceptance of this Privacy Policy as permission for unrestricted use of confidential tax information to train general-purpose AI models.
Any use of protected tax return information for purposes outside legally permitted tax preparation activities must comply with applicable restrictions and authorization requirements.
Human involvement
Automated processing may assist Tax Hero personnel and authorized professionals.
Human review is provided where included in the applicable membership or professional engagement.
Automated outputs can contain errors and may require additional verification.
AI assistants and integrations
Tax Hero may offer integrations that allow authorized users to access or work with selected account information through compatible software or AI assistants.
Such integrations may require authentication, permissions, and separate authorization.
Information made available to third-party applications may also be subject to those applications' privacy practices.
Tax return information
Certain information obtained in connection with preparing or assisting in preparing federal income tax returns may be protected by Internal Revenue Code Section 7216 and related Treasury regulations.
These rules restrict certain disclosures and uses of tax return information by tax return preparers.
Permitted processing
Some processing may be permitted without separate taxpayer consent under applicable law and regulations.
Whether a particular use or disclosure is permitted depends on its specific purpose, recipient, and circumstances.
Separate consent
If the law requires separate taxpayer consent for a proposed use or disclosure, we will seek the required authorization before proceeding.
Such authorization may need to be presented separately from general account registration or acceptance of our Terms of Service.
Professional obligations
Tax Hero and the professionals involved in an engagement may have additional confidentiality, recordkeeping, and professional obligations under applicable law.
Nothing in this policy authorizes a use or disclosure otherwise prohibited by those obligations.
Data security
Tax Hero recognizes that financial and tax information requires appropriate protection.
We maintain or develop administrative, technical, and organizational safeguards designed to protect information against unauthorized access, use, alteration, or disclosure.
Access restrictions
Access to customer information should be limited to authorized users, personnel, and service providers with an appropriate business need.
Account security
Customers are responsible for protecting their account credentials and notifying us of suspected unauthorized access.
Security incidents
If a security incident affects information under our control, we will assess the circumstances and take appropriate action in accordance with applicable law.
Where notification is legally required, we will provide the required notice.
No absolute guarantee
No electronic system can be guaranteed to be completely secure.
We therefore cannot guarantee that every unauthorized access attempt or security incident can be prevented.
Data retention
We retain information for periods reasonably necessary to provide the Services, maintain records, resolve disputes, protect our systems, and comply with applicable obligations.
Retention periods may vary depending on the type of information, the Services provided, applicable legal requirements, and professional recordkeeping obligations.
Account records
Account and subscription records may be retained while an account is active and for an additional period where reasonably necessary or legally required.
Financial and tax records
Financial documents, tax-related records, and professional workpapers may be subject to additional retention requirements or engagement-specific terms.
Deletion requests
You may contact us to request deletion of eligible personal information.
We will evaluate requests under applicable law, including any obligations to retain certain tax, financial, security, or transaction records.
Backups
Information may remain in backups or other protected systems for a limited period consistent with applicable retention and operational requirements.
Your privacy rights
Depending on your location and applicable law, you may have rights relating to your personal information.
These rights may include:
- Requesting access to personal information we hold about you.
- Requesting correction of inaccurate information.
- Requesting deletion of eligible information.
- Requesting information about categories of personal information collected or disclosed.
- Objecting to or limiting certain processing where applicable law provides that right.
- Withdrawing consent for processing that relies on consent, subject to applicable limitations.
- Exercising applicable opt-out rights relating to targeted advertising, sale, or sharing of personal information.
Submitting a request
To submit a privacy request, contact:
We may need to verify your identity or authority before processing a request, particularly when it concerns sensitive financial or tax information.
We will respond in accordance with applicable law.
Limitations
Certain requests may be limited by legal obligations, security requirements, professional duties, or the rights of other individuals.
California residents
California residents may have additional rights under applicable California privacy laws.
The availability and scope of those rights depend on whether the relevant law applies to Tax Hero and the information at issue.
Where applicable, we will provide legally required notices and mechanisms for exercising those rights.
International data processing
Tax Hero serves businesses and founders who may be located in different countries.
Customer information may be processed through service providers, systems, or personnel located in jurisdictions other than the customer's country of residence.
International processing may be subject to additional legal requirements, including privacy, confidentiality, and tax-information restrictions.
Where applicable law requires specific safeguards, contractual measures, or consent for a particular transfer, we will address those requirements before the transfer.
Nothing in this Privacy Policy authorizes international disclosure of protected tax return information where separate authorization is legally required.
Children's privacy
Tax Hero's Services are intended for adults and business representatives.
Individuals must be at least 18 years old to create an account.
Our Services are not directed toward children under 13.
If we become aware that personal information has been collected from a child in circumstances prohibited by applicable law, we will take appropriate steps to address it.
Changes to this policy
We may update this Privacy Policy to reflect changes in our Services, technology, data practices, or applicable law.
The effective date displayed at the top of this page indicates when the current version became effective.
Where required, we will provide notice of material changes or obtain additional consent.
Changes to this Privacy Policy do not replace any separate authorization required under applicable tax-information privacy rules.
Other agreements
This Privacy Policy should be read together with our Terms of Service.
Separate service agreements, engagement letters, consents, or professional obligations may also govern particular Services or categories of information.
Where a particular legal requirement provides greater protection for customer information, that requirement continues to apply.
Contact us
If you have questions about this Privacy Policy, how Tax Hero handles information, or your privacy rights, please contact us.
Email: taxhero.ai@gmail.com
Phone: 347-560-0804
Mailing address: 3101 Wilson Boulevard, Suite 500, Arlington, VA 22201
Website: taxhero.vc
End of Privacy Policy
Tax Hero AI Inc. · 2026-10-12