BossTax Privacy Policy & Data Collection Summary

1. Information They Collect

• Personal & Contact Info: Name, email, physical address, phone number, date of birth.

• Tax & Financial Data: Social Security Numbers (SSN), Tax ID numbers, tax filing history, tax status, bank/brokerage details, mortgages, and deduction receipts.

• Device & App Usage Data: IP addresses, location data, camera access (for document scanning), contacts, device/app activity, error logs, and notifications.

2. How Your Information Is Used

• Tax Preparation & Filing: Preparing federal, state, and local tax returns via dedicated tax professionals.

• Service Delivery: Account management, in-app messaging, notifications, and customer support.

• Communications: Sending SMS/email reminders for tax deadlines and financial planning (users can opt out anytime by texting STOP).

• Security & Compliance: Preventing fraud, ensuring app security, and fulfilling legal/accounting obligations.

3. Third-Party Data Sharing
BossTax shares necessary data with trusted third-party providers for processing and app function, including:

• Financial & Payment Processors: Plaid, Stripe, PayPal, Apple Pay.

• Document Processing & OCR: VeryFi, ABBYY.

• Analytics & Cloud Storage: Microsoft Azure, Google Analytics, MailChimp.

4. Data Protection & Retention

• Data is stored securely in the United States using industry-standard protections.

• Information is retained for as long as your account is active, or as required by tax laws and reporting regulations.

5. Your Rights & Privacy Options

• Access & Download: You can request a copy of the personal data shared through the app.

• Correction & Deletion: You can request updates to inaccurate data or request deletion (subject to legal retention requirements).

• California Privacy Rights (CCPA / Shine the Light): California residents have specific rights to know what categories of personal data are collected, sold, or shared, and to opt out without penalty.

Contact Information
Company: BossTax
Email: hello@bosstaxapp.com