Privacy Policy

Privacy Policy

Last Updated: January 6, 2025

Introduction

At Slim Tax, we are committed to protecting your privacy and ensuring the security of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our AI-powered tax advisory platform and services.

Information We Collect

Personal Information

We may collect the following types of personal information:

  • Identity Information: Name, email address, phone number, date of birth, Social Security Number
  • Financial Information: Tax documents, income information, bank account details, investment records
  • Business Information: Business entity details, employer identification numbers, business financial records
  • Communication Data: Messages, chat logs with our AI assistant “Aldous” and CPA consultations
  • Technical Information: IP address, browser type, device information, usage analytics

How We Collect Information

We collect information through:

  • Account registration and profile setup
  • Document uploads and secure file transfers
  • Interactions with our AI assistant “Aldous”
  • CPA consultations and communications
  • Website and application usage analytics
  • Customer support interactions

How We Use Your Information

We use your information to:

Primary Services

  • Provide AI-powered tax advice through “Aldous”
  • Connect you with certified public accountants
  • Prepare and file tax returns
  • Conduct tax planning and strategy sessions
  • Monitor compliance and regulatory requirements
  • Provide audit support and representation

Platform Operations

  • Maintain and improve our AI technology
  • Personalize your user experience
  • Send service-related communications
  • Process payments and billing
  • Provide customer support
  • Ensure platform security and fraud prevention
  • Comply with tax laws and regulations
  • Respond to legal requests and court orders
  • Protect our rights and those of our users
  • Prevent fraud and unauthorized access

AI Data Processing

Aldous AI Assistant

Our AI assistant “Aldous” processes your information to:

  • Provide real-time tax advice and guidance
  • Learn from interactions to improve service quality
  • Identify tax-saving opportunities and deductions
  • Monitor compliance requirements
  • Generate personalized recommendations

Data Training and Improvement

We may use aggregated, anonymized data to:

  • Train and improve our AI models
  • Enhance accuracy of tax advice
  • Develop new features and services
  • Conduct research and analytics

Note: Personal identifying information is never used in AI training datasets.

Information Sharing and Disclosure

CPA Network

We share necessary information with our certified public accountants to provide professional tax services and ensure compliance with professional standards.

Third-Party Service Providers

We may share information with trusted partners who assist in:

  • Payment processing
  • Cloud storage and computing
  • Customer support services
  • Security and fraud prevention
  • Analytics and platform optimization

We may disclose information when required by law, including:

  • Tax authority audits and investigations
  • Court orders and legal proceedings
  • Regulatory compliance requirements
  • Protection of rights and safety

Business Transfers

In the event of a merger, acquisition, or sale, user information may be transferred as part of the business assets.

Data Security

Security Measures

We implement industry-standard security measures:

  • Encryption: End-to-end encryption for data transmission and storage
  • Access Controls: Role-based access and multi-factor authentication
  • Monitoring: Continuous security monitoring and threat detection
  • Compliance: SOC 2 Type II and other relevant security certifications

Data Retention

We retain your information for as long as necessary to:

  • Provide ongoing services
  • Comply with legal and regulatory requirements
  • Resolve disputes and enforce agreements
  • Generally, tax-related documents are retained for 7 years per IRS guidelines

Your Privacy Rights

Access and Control

You have the right to:

  • Access your personal information
  • Update or correct inaccurate data
  • Request deletion of your account and data
  • Download your data in a portable format
  • Opt-out of certain communications

California Privacy Rights (CCPA)

California residents have additional rights under the California Consumer Privacy Act, including the right to know what personal information is collected and how it’s used.

European Privacy Rights (GDPR)

If you’re in the European Union, you have rights under the General Data Protection Regulation, including data portability and the right to be forgotten.

Cookies and Tracking

Cookies

We use cookies and similar technologies to:

  • Maintain user sessions and preferences
  • Analyze website usage and performance
  • Provide personalized content and features
  • Enhance security and prevent fraud

Analytics

We use analytics tools to understand how users interact with our platform, helping us improve services and user experience.

Our platform may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies.

Children’s Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.

International Data Transfers

If you access our services from outside the United States, your information may be transferred to, stored, and processed in the United States where our servers are located.

Changes to This Privacy Policy

We may update this Privacy Policy periodically. We will notify you of material changes via email or through our platform. Your continued use of our services after changes constitutes acceptance of the updated policy.

Professional Standards

Our certified public accountants adhere to professional confidentiality standards and ethical guidelines established by relevant professional bodies, including state boards of accountancy.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us:

Slim Tax Privacy Team
Email: privacy@slim.tax
Website: https://slim.tax
Phone: [Contact Number]

For data protection inquiries or to exercise your privacy rights, please use the contact information above or reach out through your account settings.

This Privacy Policy is effective as of the date last updated above.