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Privacy Policy

This Privacy Policy explains how Auto Tax Pilot collects, uses, and protects your business and personal information securely.

Effective Date: [Insert Date]
Website: https://autotaxpilot.com

At AutoTaxPilot (“we,” “our,” “us”), your privacy is our priority. We are committed to safeguarding the personal and financial information you share with us when using our automated tax, bookkeeping, and financial workflow services. This Privacy Policy explains what information we collect, how we use it, how we protect it, and your rights regarding your data.
If you have any questions, please contact us at support@autotaxpilot.com.
This Privacy Policy applies to all information collected through our services, including our website, web applications, email, phone, automation tools, and any other means of communication.

1. Consent

By using AutoTaxPilot, you acknowledge that you have read and agree to the terms of this Privacy Policy.

2. Information We Collect

We may collect the following categories of information in connection with our tax automation, bookkeeping support, and related services:

A. Contact Information

  • Name
  • Business name
  • Address
  • Email address
  • Phone number

B. Financial Information

  • Bank account dataTransaction information
  • Financial statements
  • Tax documents
  • Tax identification numbers
  • Accounting system exports (e.g., QuickBooks, Gusto, payroll reports)

C. Business & Operational Information

  • Revenue and expense data
  • Payroll information
  • Vendor and customer details
  • Documentation required to support tax, bookkeeping, or compliance deliverables

D. Communication Data

  • Messages, emails, call logs, uploaded files
  • Information provided when interacting with our support team
  • Instructions you provide to automate tax or bookkeeping workflows

E. Automated System Data

  • When interacting with our platform or automations, we may collect:
  • IP addresses
  • Device identifiers
  • Browser type
  • Usage patterns
  • Log data
  • API interaction metadata (e.g., scheduling or task execution logs)

3. How We Use Your Information

We use the information we collect to:

A. Deliver Tax & Bookkeeping Automation Services

  • Process and categorize financial transactions
  • Automate tax workflows and filings
  • Perform bookkeeping tasks
  • Maintain financial records and compliance documentation

B. Client Communication

  • Respond to your inquiries
  • Provide updates regarding filings, deliverables, or automation tasks
  • Send notifications, confirmations, or service messages

C. Platform & Service Improvement

  • Enhance the accuracy of automations
  • Improve user experience and performance
  • Develop new features and service offerings

D. Fraud Detection & Security

  • Prevent unauthorized access
  • Verify identity
  • Protect your financial and personal information

4. Cookies Policy

AutoTaxPilot.com uses cookies and similar technologies to improve your experience and help us understand how users interact with the site.
Cookies may be used for:

  • Session management
  • Analytics
  • Preferences and personalization
  • System performance

You may manage cookie settings through your browser. By using our website, you agree to our use of cookies.

5. Information Sharing

We do not sell or disclose your personal or financial information to third parties except in the following situations:

A. With Your Explicit Consent
Only when you authorize us to share specific information.

B. With Trusted Service Providers
We may share information with third-party vendors that support our services, such as:

  • Cloud storage providers
  • Data analytics providers
  • Payment processors
  • Automation support services
  • Tax software or accounting
  • system integrations

These providers must adhere to strict confidentiality and data protection requirements.

C. Legal or Regulatory Requirements
We may disclose information when required to comply with:

  • Court orders
  • Government inquiries
  • Tax authority requests
  • Applicable laws or regulations

6. Third-Party Service Providers

We partner with reputable third parties to support our platform and automation processes. These providers must comply with applicable data protection laws and maintain appropriate safeguards to ensure the confidentiality and integrity of your data.

7. Data Security

We employ industry-standard security measures to protect your information, including:

  • Encryption of data in transit and at rest
  • Secure servers and firewalls
  • Access controls and authentication protocols
  • Monitoring systems for unauthorized access

While we take all reasonable steps to secure your data, no system is entirely immune to security risks.

8. Data Retention

We retain information for as long as necessary to:

  • Deliver tax and bookkeeping services
  • Meet legal and regulatory retention requirements
  • Resolve disputes
  • Enforce contractual obligations

Once information is no longer needed, we securely delete, anonymize, or destroy it.

9. International Data Transfers

If data is transferred outside your country, we ensure compliance with relevant data protection regulations by using:

  • Standard Contractual Clauses
  • Approved transfer mechanisms
  • Other legal safeguards

10. Your Rights

Depending on your jurisdiction, you may have the right to:

  • Access the data we hold about you
  • Request corrections or updates
  • Request deletion of your information
  • Object to certain forms of processing
  • Request data portability
  • Withdraw consent at any time

To exercise any of these rights, contact us at support@autotaxpilot.com.

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