Privacy Policy

We collect the following categories of information:

We use the information we collect to:

• Provide, operate, and maintain the Tax2Books platform
• Authenticate users and enforce role-based access controls within companies
• Process and display your financial data as directed by your use of the platform
• Send transactional emails (account confirmation, password reset, billing notifications)
• Send product updates and announcements (you may opt out at any time)
• Investigate and prevent fraud, unauthorized access, and abuse
• Comply with legal obligations and respond to lawful requests from authorities
• Analyze aggregate usage patterns to improve product features (we use anonymized data for this purpose)

We do not use your financial data to train AI or machine learning models. We do not sell your personal data.

We do not sell, rent, or share your personal information or financial data with third parties for their marketing purposes.

We may share your information in the following limited circumstances:

• Service Providers: We share data with vendors who help us operate the platform (cloud hosting, email delivery, error monitoring). These vendors are contractually bound to protect your data and may not use it for any purpose beyond providing services to us.
• Legal Requirements: We may disclose information when required to do so by law, court order, or valid governmental request.
• Business Transfer: If Tax2Books is acquired or merges with another company, your information may be transferred as part of that transaction. We will notify you before your data is subject to a different privacy policy.
• With Your Consent: We may share your data with third parties when you have given us explicit consent to do so.

We take data security seriously and implement industry-standard technical and organizational measures to protect your information:

• All data encrypted at rest using AES-256
• All data in transit encrypted using TLS 1.3
• Passwords stored as bcrypt hashes (never in plain text)
• Multi-factor authentication available for all accounts
• Role-based access controls enforced at the database level
• Immutable audit logs for all data access and modifications
• Regular security reviews and dependency audits
• Restricted employee access to production data

No system is completely secure. If you discover a security vulnerability, please report it responsibly to security@tax2books.com.

We retain your account information and financial data for as long as your account is active. When you delete your account:

• Your data remains available for 90 days to allow you to export any records you need
• After 90 days, your data is permanently deleted from our active systems
• Anonymized aggregate usage data may be retained for analytics purposes
• We may retain certain records longer if required by law (e.g., billing records for tax and audit purposes)

Audit log records may be retained for up to 7 years to meet recordkeeping requirements.

Regardless of where you are located, you have the following rights with respect to your personal information:

To exercise any of these rights, contact us at privacy@tax2books.com. We will respond within 30 days.

Tax2Books uses the following types of cookies:

We do not use third-party advertising cookies. We do not track users across external websites.

Tax2Books is not directed at children under 13 years of age, and we do not knowingly collect personal information from children under 13. If you believe that a child under 13 has provided us with personal information, please contact us at privacy@tax2books.com and we will delete that information promptly.

If you are a California resident, you have the following additional rights under the California Consumer Privacy Act (CCPA):

• The right to know what categories of personal information we collect and how we use it
• The right to know whether your personal information is sold or disclosed, and to whom
• The right to opt out of the sale of your personal information (we do not sell personal information)
• The right to request deletion of your personal information
• The right to non-discrimination for exercising your CCPA rights

To exercise your California rights, contact us at privacy@tax2books.com.

If you are located in the European Economic Area (EEA) or the United Kingdom, you have additional rights under the General Data Protection Regulation (GDPR):

• Legal Basis for Processing: We process your personal data on the basis of contract performance (to provide the service), legitimate interests (security and fraud prevention), and consent (marketing communications).
• Data Transfers: Your data is stored in the United States. When we transfer data from the EEA, we rely on Standard Contractual Clauses (SCCs) as the legal mechanism for cross-border transfers.
• Data Protection Officer: You may contact our privacy team at privacy@tax2books.com for GDPR-related inquiries.
• Supervisory Authority: You have the right to lodge a complaint with your local data protection supervisory authority.

We may update this Privacy Policy from time to time. When we make material changes, we will notify you by email and by posting a prominent notice on the platform before the changes take effect.

We encourage you to review this policy periodically. Your continued use of the service after the effective date of the revised policy constitutes your acceptance of the changes.

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

We aim to respond to all privacy-related inquiries within 30 days.