AI boundary
AI Data Processing Disclosure
How OPTAX uses AI for extraction, classification, review prompts, and assistance while keeping owner review and provider limits visible.
How AI Is Used
OPTAX uses AI providers to assist with document extraction, transaction classification, reviewable signal detection, workflow explanations, review prompts, and chat assistance. The provider used can vary by feature, availability, and documented controls in effect at processing time.
Provider and Training Limits
OPTAX does not use uploaded tax, banking, document, or chat content to train public AI models. Provider data handling depends on the provider used for the feature, account controls, region, and data-processing terms in effect at the time of processing.
We do not claim provider-specific zero-data-retention, training-exclusion, regional-processing, or commercial-retention terms unless those controls are documented for the provider used for that feature.
Data Minimization
- Only task-relevant context should be sent to an AI provider.
- Tax IDs, bank account numbers, passwords, and unnecessary sensitive identifiers should be masked or excluded where detected.
- AI processing controls and provider-selection decisions are recorded for auditability.
- Users remain responsible for reviewing AI-generated output before relying on it.
Your Control
Some AI-powered features are optional. Withdrawing AI processing consent may limit or disable features required for document extraction, classification, review, or assistant explanations. You may request export, deletion, or privacy support subject to legal, tax, billing, security, and audit-retention obligations.
Contact privacy@optax.ai for privacy or AI data-processing questions.