Privacy Policy

Last updated: 1 July 2026

This is a template provided with the TaxPilot AI starter and must be reviewed by your own counsel before production use.

1. Overview

TaxPilot AI ("we") provides software that helps tax professionals manage GST notices. This policy explains what data we process and why.

2. Data we process

Account data (name, email, firm), and the client and notice data you upload. Notice files are stored encrypted and processed only to provide the service you request, such as OCR and AI analysis.

3. How we use data

To operate the product, secure your account, meter usage and provide support. We do not sell your data, and we do not use your client data to train third-party models.

4. AI processing

When you run an analysis, the relevant notice content is sent to the AI provider your firm has configured. You control which provider is used and can operate in an offline mode for evaluation.

5. Retention

We retain data for as long as your account is active. You can export or request deletion of client and notice data at any time.

6. Security

Data is encrypted in transit and at rest. Access is controlled by role-based permissions and logged in an audit trail.

7. Contact

For privacy requests, contact privacy@taxpilot.ai.