1. Information We Collect
NooTax collects information necessary to prepare your tax return, including:
- Personal identification: name, address, date of birth
- Last 4 digits of Social Security Number only (full SSN is never stored)
- Income information from uploaded documents (W-2, 1099, etc.)
- Financial documents you upload (processed via AWS Textract, stored in encrypted S3)
- Email address and account credentials
- Payment information (processed by Stripe; we never see full card numbers)
2. How We Use Your Information
We use your information exclusively to:
- Prepare and file your federal and state tax returns
- Calculate your tax liability and refund amount
- Provide AI-powered tax advice through our assistant
- Send you tax filing confirmations and receipts
- Comply with IRS e-file provider requirements
We never sell your data. We never use your tax data to train AI models.
3. Data Security
We protect your data with:
- 256-bit AES encryption at rest and in transit (TLS 1.3)
- SOC 2 Type II certified infrastructure
- IRS Publication 1345 compliant security controls
- Row-level security on all database records
- Regular third-party security audits
4. Third-Party Services
We use these trusted third parties to provide our service:
- Supabase — secure database and authentication
- AWS Textract — document OCR (documents deleted after processing)
- AWS S3 — encrypted document storage
- OpenAI — AI tax assistant (zero data retention policy)
- Stripe — payment processing (PCI DSS compliant)
- Resend — transactional email
5. Data Retention
We retain your tax returns for 7 years as required by IRS regulations. You may request deletion of your account and associated data at any time, subject to legal retention requirements.
6. Your Rights
You have the right to:
- Access all data we hold about you
- Request correction of inaccurate data
- Request deletion of your account (subject to legal holds)
- Export your tax return data at any time
- Opt out of non-essential communications
7. Contact
For privacy questions or to exercise your rights, contact us at privacy@nootax.com