Your privacy matters to us. Learn how we collect, use, and protect your information across our website and ChatGPT application.
We collect the following categories of data: (1) Contact information you provide voluntarily, including your name and email address when you request a CPA connection. (2) Behavioral analytics from our ChatGPT widgets, including which categories or transaction types you view, selections and review decisions you make, time spent per step, scroll depth, and session completion status. (3) Session metadata such as timestamps, quiz or wizard completion percentage, deduction counts, readiness scores, and complexity indicators. (4) For our Crypto Tax Checkup tool: transaction type classifications (IRS categories selected), cost basis method preferences, 1099-DA readiness assessment responses (yes/no/unsure per checklist item), wizard step progress, and derived complexity flags.
Name and email collected only when you voluntarily submit the CPA connection form
Widget interaction events: categories tapped, transaction types selected, review statuses, session duration, scroll depth
Session metadata: timestamps, completion percentage, readiness scores, complexity indicators
256-bit encryption
We never sell your data
You control your data
We're here to help you understand how we protect your information.
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