Last Updated: January 1, 2024

Privacy Policy

Your privacy is fundamental to us. This policy explains how TaxPlan.App collects, uses, and protects your personal and financial information.

Our Privacy Commitment

No Data Selling

We never sell your personal or financial data

Bank-Level Security

256-bit encryption protects all your data

GDPR Compliant

Full compliance with UK & EU regulations

Information We Collect

  • Account information (name, email, company details)
  • Financial data for tax calculations (revenue, expenses, salaries)
  • Usage data to improve our services
  • Communication preferences

How We Use Your Information

  • Provide tax calculation and planning services
  • Send important updates about tax law changes
  • Improve our algorithms and user experience
  • Comply with legal obligations

Data Security

  • 256-bit SSL encryption for all data transmission
  • Encrypted storage of sensitive financial information
  • Regular security audits and penetration testing
  • Strict access controls and authentication

Your Rights

  • Access your personal data at any time
  • Request correction of inaccurate information
  • Delete your account and associated data
  • Export your data in a portable format
  • Opt-out of marketing communications

Your GDPR Rights

As a UK/EU resident, you have the following rights under the General Data Protection Regulation:

Right to be informed about data collection
Right to access your personal data
Right to rectification of inaccurate data
Right to erasure ('right to be forgotten')
Right to restrict processing
Right to data portability
Right to object to processing
Rights related to automated decision making

Data Retention

We retain your personal data only for as long as necessary to provide our services and comply with legal obligations:

  • Active account data: Retained while your account is active
  • Tax calculations: 7 years (HMRC requirement)
  • Deleted accounts: Removed within 30 days
  • Marketing data: Until you opt-out

Third-Party Services

We use carefully selected third-party services to provide and improve TaxPlan:

Stripe

Payment processing (PCI-DSS compliant)

Clerk

Authentication and user management

Vercel

Hosting and content delivery

Cookies & Tracking

We use cookies to:

  • Keep you signed in securely
  • Remember your preferences
  • Analyze usage to improve our service
  • Prevent fraud and enhance security

You can control cookies through your browser settings.

Questions About Privacy?

If you have any questions about this Privacy Policy or how we handle your data, we're here to help.

Response within 48 hours

This privacy policy is effective as of January 1, 2024. We will notify you of any material changes by email and/or a prominent notice on our service.