1. Introduction
BasilTax ("we," "our," or "us") provides software to help you
organize tax-related information and understand estimated tax outcomes. This Privacy
Policy explains how we collect, use, store, and protect information when you use our
website and services (the "Service"). By using the Service, you acknowledge
this policy alongside our
Terms and Conditions
.
2. Information we collect
- Account information:
such as your name, email address, and credentials you use to register and sign in.
- Tax documents and content:
files and data you upload or connect for processing (for example PDFs, images, or
structured data you provide).
- Usage and technical data:
such as device or browser type, log data, and diagnostics needed to operate and
secure the Service.
3. Sensitive information: SSNs, EINs, and PII
Tax documents often contain highly sensitive identifiers, including Social Security
numbers (SSNs), Employer Identification Numbers (EINs), and other personal
information. We treat this category of data with heightened care.
- Redaction before AI processing:
Before text from your documents is sent to third-party AI systems for extraction or
analysis, we apply automated detection and redaction so that SSNs, EINs, and
similar identifiers are removed or masked. The goal is that such values are not
transmitted to AI providers as part of those requests.
- Filtering on responses:
When responses are returned from AI systems, we scan outputs for patterns that may
resemble personal identifiers and apply additional filtering or redaction before
results are stored or shown to you.
- No perfect guarantee:
Automated redaction and filtering are designed to reduce risk but cannot guarantee
perfection in every edge case. You should continue to treat uploaded materials as
sensitive and limit sharing accordingly.
4. How we use information
We use information to:
- Provide, maintain, and improve the Service (including document processing and estimates).
- Authenticate accounts, prevent fraud, and protect security.
- Communicate with you about the Service (for example support or service notices).
- Comply with law and enforce our terms where applicable.
5. AI, training, advertising, and sharing
-
We do not sell your
personal information.
-
We do not use your
documents or tax content to train generalized public AI models for advertising or
unrelated purposes.
-
We may use subprocessors (such as AI or cloud infrastructure providers) strictly to
operate the Service, subject to contractual and technical safeguards appropriate to
the sensitivity of tax-related data.
6. Security
We use industry-standard measures designed to protect data in transit and at rest,
including encrypted connections (HTTPS) for web access and secure authentication
practices. No method of transmission or storage is completely secure; we work to reduce
risk through layered controls and monitoring.
7. Retention
We retain information as long as needed to provide the Service, comply with legal
obligations, resolve disputes, and enforce our agreements. Retention periods may vary
based on account activity and legal requirements.
8. Your choices and rights
Depending on where you live, you may have rights to access, correct, delete, or export
certain personal information, or to object to certain processing. You may contact us
to make a request. We may need to verify your identity before fulfilling requests.
9. Children
The Service is not directed to children under 13, and we do not knowingly collect
personal information from children under 13.
10. Changes to this policy
We may update this Privacy Policy from time to time. We will post the updated policy on
this page and revise the "Last updated" date. Continued use of the Service after
changes constitutes acceptance of the updated policy, except where applicable law
requires additional notice or consent.
11. Contact
For privacy questions, contact us through the support channels provided on
basiltax.com
.