Privacy
Privacy Notice
How OPTAXEL LLC handles website, account, Financial Center, support, consent, and provider-processed data across the global OPTAX service.
1. Operator and Scope
OPTAX is a product of OPTAXEL LLC, registered in Delaware, United States. This notice covers the global website, account, support, newsletter, and Financial Center data practices operated by OPTAXEL LLC.
The OPTAX Privacy Officer is the accountability contact for this notice and can be reached at privacy@optax.ai.
2. Information Collected
- Website and contact data: contact details, inquiry content, newsletter consent, cookie choices, and aggregate site activity.
- Account data: name, email, authentication records, company context, plan, and billing status.
- Financial Center data: financial records, documents, transactions, reports, business context, review notes, and assistant conversations provided for a selected company.
- Support and safety data: feedback, issue reports, page context, device signals, consent receipts, security events, and audit records.
3. How Information Is Used
- Operate accounts, organize records, generate source-backed readbacks, and support reviewable reports and recommendations.
- Provide support, investigate failures, protect tenant boundaries, and maintain consent and audit records.
- Process billing, communicate service notices, and respond to product, privacy, or partnership inquiries.
- Improve product quality using operational and aggregate signals. Uploaded financial, document, banking, or chat content is not used to train public AI models.
4. Providers and International Processing
Approved providers may support cloud hosting, authentication, payments, banking connections, email, analytics, support, and AI processing. Data may be processed in the United States or other disclosed provider regions under the controls and terms available for the feature in use. Website analytics may use privacy-aware tools such as Cloudflare Web Analytics where configured.
Payment card details are handled directly by the payment processor and are not stored by OPTAX. Banking credentials are handled by the banking connection provider rather than stored by OPTAX.
Provider-specific AI limits and review controls are described in AI Data Processing and Security.
5. Regional Notices
Live markets may have additional commercial, deployment, consent, retention, or regulatory notices. The currently live Canadian service is described in the Canada Privacy Notice.
6. Retention, Security, and Requests
Information is retained for the period needed to operate the service, protect security and billing records, meet applicable obligations, and preserve reviewable outputs. Retention varies by data type, market, account status, and legal requirement.
Secure transport, access controls, tenant scope, audit records, and provider reviews are used to protect sensitive information. Use supported Account Settings and privacy request flows where available to request access, correction, export, consent withdrawal, or deletion, subject to applicable retention limits.
7. Contact
Contact the OPTAX Privacy Officer at privacy@optax.ai with privacy questions or requests.