Confidential by nature
Financial records, tax information, and business documents deserve careful handling. We treat sensitive customer information as confidential and subject to applicable legal protections.
SECURITY & DATA PROTECTION
Your financial data
deserves more than
a password.
Tax Hero handles sensitive financial and tax information. Here's how we approach protecting it, controlling access, and using AI responsibly.
OUR APPROACH
Built for information
Built for information
that matters.
A bank statement is not just another upload. A tax return is not just another document. And ownership information is not just another field in a database.
We recognize the sensitivity of the information customers provide to Tax Hero. Our approach to security combines access management, confidentiality, responsible technology use, and attention to applicable legal requirements.
SECURITY PRINCIPLES
Six principles.
One responsibility.
These principles guide how we think about customer information throughout the Tax Hero experience.
Controlled access
Our approach is to restrict customer information to authorized personnel, professionals, and systems with a legitimate reason to access it.
Responsible AI
AI helps process documents, organize transactions, and prepare information. Its use remains subject to applicable confidentiality rules and restrictions on tax return information.
Protected accounts
Account authentication and access controls help protect customer records. We also encourage customers to use strong, unique passwords and safeguard their devices.
Professional confidentiality
When a service involves accountants, tax preparers, or other authorized professionals, access to customer information remains subject to applicable confidentiality obligations.
Accountability
Protecting financial data requires ongoing attention. Security concerns, changes in technology, and applicable legal requirements inform our approach.
DATA HANDLING
From your upload
to your tax records.
Tax Hero works with different categories of business information. The amount and type of information needed depend on your membership and requested services.
01
Financial documents
Bank statements, transaction records, invoices, receipts, and financial reports may be processed to support bookkeeping and accounting workflows.
02
Tax information
Tax identification numbers, ownership details, tax returns, and related information may be needed to determine filing requirements or prepare requested tax services.
03
Account information
Contact details, authentication information, subscriptions, and account activity support access to the platform and administration of the Services.
04
Professional access
Where professional review or managed services are part of an engagement, relevant information may be made available to authorized personnel and professionals under applicable obligations.
AI & FINANCIAL INFORMATION
AI should help you
understand your books.
Not compromise them.
Tax Hero uses AI-assisted technologies to help extract financial information, categorize transactions, and prepare bookkeeping and tax-related information.
Depending on the task, relevant information may be processed using external technology providers. Such processing remains subject to applicable confidentiality, tax-information, and authorization requirements.
Acceptance of our general Terms or Privacy Policy does not authorize unrestricted use of protected tax return information to train general-purpose AI models.
Learn how we handle AI and dataACCOUNT PROTECTION
Security is a
shared responsibility.
Protecting your account also depends on how your credentials, devices, and financial documents are handled.
- Use a strong, unique password for your account.
- Do not share your login credentials.
- Keep your devices and browser updated.
- Use trusted networks when handling sensitive documents.
- Review account activity and report suspicious access.
- Verify recipients before sharing tax or financial records.
SECURITY QUESTIONS
Something doesn't
look right?
If you suspect unauthorized account access, receive a suspicious communication claiming to be from Tax Hero, or discover a potential security issue, please contact us.
Report a security concerntaxhero.ai@gmail.com
Please describe the issue without including passwords, Social Security numbers, or complete financial records in your email.
RELATED DOCUMENTS
The details matter.
Our legal documents provide additional information about our Services, data practices, and your rights.