Privacy Policy
Last Updated: December 26, 2025
1. Introduction
Taxably is a premium tax guidance service I provide through Shah Tax Advisory. This Privacy Policy explains how I collect, use, disclose, and safeguard your information when you use my AI-powered tax assistant platform. I am committed to protecting your privacy and handling your data in an open and transparent manner.
2. Information I Collect
2.1 Account Information
When you create an account, I collect:
- Name and email address
- Phone number (if you choose phone authentication)
- Password (encrypted)
- OAuth provider information (if you sign in with Google, Apple, or Microsoft)
2.2 Tax Information
When you use Taxably, I collect:
- Your tax-related questions and conversations
- Documents you upload for analysis (if applicable)
- Tax year selections and preferences
- Usage patterns and interaction history
2.3 Automatic Information
I automatically collect:
- IP address and device information
- Browser type and version
- Usage data and analytics
- Log files and error reports
3. How I Use Your Information
I use your information to:
- Provide personalized tax guidance through my AI assistant
- Maintain and improve my services
- Authenticate your identity and secure your account
- Communicate with you about your account and service updates
- Analyze usage patterns to enhance user experience
- Comply with legal obligations and prevent fraud
- Integrate with your TaxDome client portal (if applicable)
4. Data Security
I implement industry-standard security measures to protect your information:
- End-to-end encryption for data transmission (HTTPS/TLS)
- Encrypted password storage using secure hashing algorithms
- Secure database storage with regular backups
- Two-factor authentication (2FA) options
- Regular security audits and monitoring
- Limited access to client data (only I have access when needed)
5. Data Sharing and Disclosure
I do not sell your personal information. I may share your information only in the following circumstances:
- Within Shah Tax Advisory: As this is my personal practice, your information stays with me when I need to provide comprehensive tax guidance.
- Service Providers: I use trusted third-party services (e.g., OpenAI for AI processing, cloud hosting providers) who are bound by confidentiality agreements.
- Legal Requirements: When required by law, court order, or governmental authority.
- Business Transfers: In the unlikely event of a merger, acquisition, or sale of assets.
6. Your Rights and Choices
You have the right to:
- Access: Request a copy of your personal data
- Correction: Update or correct inaccurate information
- Deletion: Request deletion of your account and data
- Data Portability: Export your conversation history
- Opt-Out: Unsubscribe from marketing communications
To exercise these rights, contact me at privacy@shahtaxadvisory.com
7. Data Retention
I retain your information for as long as your account is active or as needed to provide services. Conversation histories are retained to improve service quality and comply with legal requirements. You may request deletion of your data at any time, subject to legal retention requirements.
8. Cookies and Tracking
I use essential cookies for authentication and session management. I do not use third-party tracking cookies for advertising purposes. You can control cookie preferences through your browser settings.
9. Third-Party Services
Taxably uses OpenAI's GPT models for AI processing. When you interact with my AI assistant, your queries are sent to OpenAI for processing. I have data processing agreements in place with all third-party providers to ensure they handle your data securely and in compliance with privacy laws.
10. Children's Privacy
Taxably is not intended for use by individuals under the age of 18. I do not knowingly collect personal information from children.
11. Changes to This Policy
I may update this Privacy Policy from time to time. I will notify you of any material changes by posting the new policy on this page and updating the "Last Updated" date. Your continued use of Taxably after such changes constitutes acceptance of the updated policy.
12. Contact Me
If you have questions about this Privacy Policy or my data practices, please contact me: