Privacy Policy

Your financial data is sensitive. Here's exactly how TaxQuickly handles it — clearly, without legal jargon.

Last updated: June 2025 · Effective immediately

TaxQuickly is a tax form assistant that helps you fill out and understand IRS forms like W-2, 1099-NEC, and 1040. Because we deal with sensitive financial data, we take privacy seriously. This policy explains what we collect, why, and how we protect it.

Contents

  1. Information We Collect
  2. How We Use Your Information
  3. Data Storage & Security
  4. Information Sharing
  5. Your Rights
  6. Cookies & Tracking

Information We Collect

  1. Tax Data You Provide: When you use TaxQuickly to fill out forms such as W-2, 1099-NEC, or 1040, you voluntarily provide tax-related information including income figures, employer details, withholding amounts, and other financial data necessary for tax calculations.
  2. Session Data: We generate a temporary session ID to manage your conversation with our tax assistant. This session data is transient and is not permanently stored after your session ends.
  3. Usage Information: We may collect anonymized data about how you interact with our platform, such as which forms you access and general performance metrics — never tied to your personal identity.

How We Use Your Information

  1. Tax Calculations Only: Your tax data is used exclusively to power the AI-assisted tax calculations you request. We do not use your financial information for advertising, profiling, or any purpose beyond the immediate service you requested.
  2. Service Improvement: Aggregated, anonymized usage patterns help us improve the accuracy of our tax assistant and enhance the overall user experience.
  3. No Data Selling: We do not sell, rent, or trade your personal or financial information to any third party under any circumstances.

Data Storage & Security

  1. Session-Based Processing: Tax data you enter is processed in real-time during your active session. Once your session ends, your specific financial entries are not retained on our servers in a personally identifiable form.
  2. Secure Transmission: All data transmitted between your browser and our servers is encrypted using industry-standard TLS/SSL protocols.
  3. PDF Documents: Tax form PDFs are served via a secure CDN. We do not store filled-in or personalized PDF data on behalf of users.

Information Sharing

  1. No Third-Party Sales: Your data is never sold to advertisers, data brokers, or any third parties.
  2. Service Providers: We may share minimal data with trusted infrastructure providers strictly necessary to operate the service. These providers are contractually prohibited from using your data for any other purpose.
  3. Legal Requirements: We may disclose information if required by law, court order, or governmental authority, and only to the extent legally compelled.

Your Rights

  1. Access & Deletion: You have the right to request access to any personal data we hold about you and to request its deletion. Contact us at the email below to exercise these rights.
  2. Data Portability: You may request a copy of any data associated with your account in a machine-readable format.
  3. Opt-Out: You may opt out of any non-essential data collection at any time by contacting us or adjusting your browser settings.

Cookies & Tracking

  1. Essential Cookies Only: We use only essential session cookies necessary for the platform to function. We do not use tracking cookies, advertising cookies, or third-party analytics cookies.
  2. No Cross-Site Tracking: TaxQuickly does not participate in any cross-site tracking or behavioral advertising networks.
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© 2026 TaxQuickly. This Privacy Policy may be updated periodically. Continued use of the service constitutes acceptance of any changes.