1. Information We Collect

We collect information you voluntarily provide during registration, onboarding, and use of our services. This includes your name, contact details, business information, financial data, and uploaded documents.

2. How We Use Your Information

We use your data to deliver tax advisory, business consulting, and financial management services. This includes calculating projections, generating reports, verifying identity, and personalizing insights via AI.

3. Data Access and Authentication

Access to your data is restricted to authorized users within our system using role-based access control. All users must authenticate through secure login protocols powered by Supabase Auth.

4. Data Encryption and Storage

All data is encrypted in transit via HTTPS and at rest via our cloud provider’s encryption protocols. We do not store sensitive access tokens unencrypted, and we follow industry standards for data integrity.

5. Use of Plaid

When users choose to link their bank accounts, we use Plaid to access financial data including balances, transactions, and account details. We use this data solely to support tax planning, income verification, and cash flow insights. We do not initiate transfers or share this data with third parties.

6. Risk Monitoring and Compliance

We monitor all systems for unauthorized access, unusual activity, and data integrity failures. We regularly review our access logs and enforce security updates across our infrastructure.

7. Data Retention and Deletion

User data is retained only as long as needed to provide services or meet legal requirements. Users may request data deletion at any time via our support team or account dashboard.

8. Third-Party Services

We use trusted third-party services including Supabase, Vercel, Plaid, and OpenAI. These providers are selected based on their compliance with security and data protection standards.

9. Your Rights

You may access, update, or delete your personal information at any time. You may also request copies of your data or revoke certain processing permissions by contacting us.

10. Contact Us