Privacy Notice

1. Privacy-first design

ErgoTax is designed to minimize data collection. Tax return data, tax form contents, and documents that users attach or import are processed locally and do not leave the user's device.

2. Information ErgoTax does not collect

ErgoTax does not intentionally collect or receive the contents of tax forms, uploaded tax documents, Social Security numbers, taxpayer identification numbers, names, mailing addresses, dates of birth, employer information, brokerage account details, bank account numbers, numeric tax values, or free-form tax answers entered into the product.

3. Information ErgoTax may collect

ErgoTax may collect limited non-PII product and operational data, such as:

• Product version
• Browser family and operating system family
• Coarse device or app capability information
• Feature usage events
• Page or screen load success and failure signals
• Error categories and diagnostic codes
• Performance and latency measurements
• Consent and policy acceptance records

ErgoTax does not use telemetry to collect personally identifiable information.

4. How information is used

Any limited data we collect is used to:

• Operate and secure ergotax.app
• Understand product reliability and feature usage in aggregate
• Troubleshoot technical issues without receiving tax data
• Maintain records of policy updates and user consents

5. Documents and tax data stay on device

Documents attached by users, extracted tax information, generated forms, and tax return contents are not transmitted to ErgoTax servers as part of normal product operation.

6. Cookies and similar technologies

ErgoTax may use essential cookies or similar technologies required to operate the website and maintain sessions. ErgoTax does not use cookies to track users for advertising based on personal identity. See the Cookie and Tracking Notice for details.

7. Data retention

Because tax documents and tax return contents do not leave the user's device, ErgoTax does not retain those materials on its systems. Limited non-PII telemetry and operational records may be retained for a limited period as needed for security, reliability, and legal recordkeeping. See the Data Retention and Deletion Policy for details.

8. Third-party service providers

ErgoTax may use third-party providers for hosting, domain services, email delivery, security monitoring, or similar infrastructure. These providers are selected to support the service and are not intended to receive tax return contents or attached tax documents.

9. Security

ErgoTax uses reasonable administrative, technical, and organizational safeguards designed to protect the service and the limited data it processes.

10. Your choices

Users may stop using the service at any time. Users may also contact ErgoTax regarding privacy-related questions.

11. Children

ErgoTax is not directed to children under 13.

12. Changes to this notice

ErgoTax may update this Privacy Notice from time to time. The updated version will be posted at ergotax.app with a revised effective date.

13. Contact

Privacy questions may be sent to privacy@ergotax.app.