1. Overview
TaxAssembly LLC (“TaxAssembly,” “we,” “us”) respects your privacy. This Privacy Policy explains what information we collect, how we use it, and the choices you have.
2. Information we collect
Depending on how you use the Service, we may collect:
- Account information such as name, email, role, and login credentials you provide
- Usage information such as pages viewed, features used, and interactions within demo workspaces
- Technical information such as browser type, device information, IP address, and cookies or similar technologies used for session management
- Communications such as messages you send through contact forms or email
Demo environments are intended for fictional sample cases. Please do not submit real taxpayer identifying information or real client records unless we have agreed to a production arrangement with appropriate safeguards.
3. How we use information
We use information to:
- Provide, operate, and improve the Service
- Authenticate users and maintain sessions
- Respond to inquiries and support requests
- Monitor performance, security, and abuse
- Communicate about product updates, pilots, or agreements you opt into
4. How we share information
We do not sell personal information. We may share information with service providers that help us host, secure, or operate the Service (for example, hosting or analytics providers), subject to appropriate confidentiality and security obligations. We may also disclose information if required by law or to protect rights, safety, and security.
5. Cookies and local storage
We use cookies and browser storage to keep you signed in, remember demo preferences, and support basic functionality. You can control cookies through your browser settings, but some features may not work if cookies or storage are disabled.
6. Data retention
We retain information for as long as needed to provide the Service, comply with legal obligations, resolve disputes, and enforce agreements. Demo data may be reset or removed as we update sample environments.
7. Security
We use reasonable administrative, technical, and organizational measures designed to protect information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
8. Children and students
The Service may be used in college tax classrooms. If you are an institution, instructor, or parent with questions about student use, contact us before submitting student personal information so we can discuss appropriate arrangements.
9. Your choices
You may request access, correction, or deletion of personal information we hold about you by contacting us. We will respond consistent with applicable law.
10. Changes
We may update this Privacy Policy from time to time. The “Last updated” date at the top of this page will reflect revisions.
11. Contact
Privacy questions: jay@taxassembly.com