Last updated: October 22, 2026

This Privacy Policy describes TAAX Ai, practice management software for tax, accounting, and bookkeeping offices. TAAX Ai is available at taax.ai and taax.app.

Your use of the TAAX Ai services is at all times subject to our Terms of Service for Clients and for Professionals collectively. Any terms we use in this Policy without defining them have the definitions given to them in the Terms of Service. This Privacy Policy applies only to this Website and the Services and not to any third-party sites. Any information you provide to a User outside of the Services is not subject to this Privacy Policy.

This Privacy Policy covers how we treat Personal Data that we gather when you access or use our Services. "Personal Data" means any information that identifies or relates to a particular individual and also includes information referred to as "personally identifiable information" or "personal information" under applicable data privacy laws, rules, or regulations. This Privacy Policy does not cover the practices of companies we don't own or control.

We collect information about you in various ways when you use our Sites. We use this information to provide the functionality and improve the quality of our Sites and personalize your experience. We may collect your name, date of birth, your photo, email address, postal address, phone number, billing information, form responses, demographics, current and prior appointments details, passwords, and share information. If you use our mobile application, either to book an appointment, we may also collect your mobile device ID, your precise location data, and the search locations you select. You can check or edit your personal data that you have provided to us at any time by going to the "Profile" > "Account Details" tab. When you visit our Sites, some information is automatically collected. When you visit our Sites, we may automatically collect your location, computer operating system, Internet Protocol (IP) address, access times, browser type and language, and the website you visited before our Sites. We also collect information about your usage and activity on our Sites using certain technologies, such as essential, functional, performance, retargeting, advertising cookies and web beacons.

You can decide whether or not to accept Cookies through your internet browser's settings. Most browsers have an option for turning off the Cookie feature, which will prevent your browser from accepting new Cookies, as well as (depending on the sophistication of your browser software) allow you to decide on acceptance of each new Cookie in a variety of ways. You can also delete all Cookies that are already on your computer. If you do this, however, you may have to manually adjust some preferences every time you visit a site and some Services and functionalities may not work.

To explore what Cookie settings are available to you, look in the "preferences" or "options" section of your browser's menu. To find out more information about Cookies, including information about how to manage and delete Cookies, please visit http://www.allaboutcookies.org/.

Google user data

TAAX Ai asks for access to Google Calendar only after a professional chooses to connect a Google account. We request permission to see, create, change, and delete events on the calendar that professional selects. The event details we use are those Google provides for that sync, such as the event title, date, time, description, location, attendees, and status. We also store the Google account email for that connection and the access and refresh tokens required to keep the sync active.

We use that Google user data only to keep appointments in sync between TAAX Ai and the selected Google Calendar. When an appointment is booked, changed, or cancelled in TAAX Ai, the matching calendar event can be created, updated, or removed. Events on the selected Google Calendar can be shown in TAAX Ai so the office calendar stays current.

We do not sell Google user data. We do not use it for advertising, and we do not use it to train generalized artificial intelligence models. We do not share it with other TAAX Ai customers. Service providers that host and operate TAAX Ai may process it only so the calendar sync can run. We may also disclose it if the law, a court order, or a government request requires it. People at TAAX Ai do not read Google Calendar data except when needed to provide support a user requested, to investigate a security or abuse issue, or to meet a legal obligation.

We keep the Google tokens and the imported calendar events while the connection stays active. A professional can disconnect Google Calendar from the integrations settings in TAAX Ai. Disconnecting revokes the token with Google when Google accepts that request, deletes the stored tokens, and deletes the calendar events that were imported from Google. The professional can also remove TAAX Ai from the Google Account permissions page at https://myaccount.google.com/permissions.

TAAX Ai’s use and transfer to any other app of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements.

How We Use Your Personal Data

We process Personal Data to operate, improve, understand and personalize our Services. We use Personal Data for the following purposes:

  • To service the purpose that you provided the information to us.
  • Respond to your comments and questions and provide customer service.
  • To provide support and assistance for the Services through email, SMS, or other forms of communication.
  • To create and manage your Account or other user profiles.
  • If applicable, publish information about users on the Website or Services.
  • To personalize website content and communications based on your preferences, including targeted offers and ads served through the Services.
  • Link or combine with other personal information we get from third parties to help understand your needs and provide you with better service.
  • To respond to user inquiries and fulfill user requests.
  • To use the information Professionals submit about Clients or affiliated Professionals to send Clients and Professionals emails, SMS messages, or push notifications at such Client's or Professional's direction via the Services.
  • To send Users marketing communications.
  • To allow Users to communicate with each other (including Clients communicating with Professionals and vice versa).
  • To improve and develop the Services, including testing, research, analysis and product development.
  • Protect, investigate, and deter against fraudulent, unauthorized, or illegal activity. By providing your mobile phone number, you expressly consent to receive direct dial calls, autodialed and prerecorded message calls, and text messages from us relating to our product and services at that number.
  • To comply with our legal or contractual obligations, resolve disputes, and enforce our Terms of Service.
  • To respond to law enforcement requests and as required by applicable law, court order, or governmental regulations.
  • For any other business purpose stated when collecting your Personal Data or as otherwise set forth in applicable data privacy laws, such as the California Consumer Privacy Act (the "CCPA").

How We Share Your Personal Data

Disclosures of Personal Data for a Business Purpose

We disclose your Personal Data to service providers and other parties for the following business purposes:

  • Verifying users, appointments and locations
  • Detecting security incidents, protecting against malicious, deceptive, fraudulent, or illegal activity, and prosecuting those responsible for that activity.
  • Information You Share Socially. Our Sites may allow you to connect and share your actions, comments, content, and information publicly or with friends on Third-Party Platforms such as Facebook or Instagram. Our Sites may also allow you to connect with us on, share on, and use Third-Party Platforms, including those on which TAAX Ai has a presence
  • Performing services on our behalf, including maintaining or servicing accounts, providing customer service, fulfilling services and transactions, verifying customer information, processing payments, providing advertising or marketing services, or providing similar services on behalf of the business or service provider.
  • Undertaking internal research for technological development and demonstration.
  • We may disclose your personal information (i) to comply with laws and to respond to lawful requests and legal processes.
  • Parties who acquire your Personal Data through an acquisition or other change of control.
  • Personal Data may be transferred to a third party if we undergo a merger, acquisition, bankruptcy or other transaction in which that third party assumes control of our business (in whole or in part)

Data Security and Retention

We take reasonable steps to help protect your personal information in an effort to prevent loss, misuse, unauthorized access, disclosure, alteration, and destruction. We seek to protect your Personal Data from unauthorized access, use and disclosure using appropriate physical, technical, organizational and administrative security measures based on the type of Personal Data and how we are processing that data.

You should also help protect your data by appropriately selecting and protecting your password and/or other sign-on mechanism; limiting access to your computer or device and browser; and signing off after you have finished accessing your account. Although we work to protect the privacy of your account and other Personal Data that we hold in our records, please be aware that no method of transmitting data over the Internet or storing data is completely secure. We cannot guarantee the complete security of any Personal Data you share with us, and we are not responsible for the theft, destruction, loss, or the intentional or inadvertent disclosure of your information or content.

We do not store your credit or debit card account information, and we do not have direct control over or responsibility for your credit or debit card account information. Our contracts with third parties that receive your credit or debit card account information require them to keep it secure and confidential.

Notice to California Residents

Your California Privacy Rights (As Provided by California Civil Code Section 1798.83) A California resident who has provided personal information to a business with whom he/she has established a business relationship for personal, family, or household purposes (a “California Customer”) may request information about whether the business has disclosed personal information to any third parties for the third parties’ direct marketing purposes, subject to certain exceptions. In general, again, subject to certain exceptions, if the business has made such a disclosure of personal information, upon receipt of a request by a California Customer, the business is required to provide a list of all third parties to whom it disclosed personal information in the preceding calendar year, as well as a list of the categories of personal information that were disclosed. One of the exceptions allows TAAX Ai to provide California Customers a cost-free means to opt out of these disclosures.

Changes to This Policy

We may update or revise this Policy from time to time. You agree that you will review this Policy periodically. If we make any changes to this Policy, we will change the “Last Updated” date above. You are free to decide whether or not to accept a modified version of this Policy, but accepting this Policy, as modified, is required for you to continue using our Sites. If you do not agree to the terms of this Policy or any modified version of this Policy, your sole recourse is to terminate your use of our sites.

Contacting TAAX Ai

For questions about accessing, changing, or deleting your personal information, please visit our website or contact customer support@taax.app or by postal mail at Taax App 3340 Peachtree Rd. Suite 1839 - Atlanta, GA 30326