Privacy Policy

Last updated: 2025-01-27

TaxProExchange ("we," "our," or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our professional networking platform.

1. Information We Collect

1.1 Account Information

When you create an account, we collect information through our authentication provider (Clerk), including:

• Name and email address
• Profile picture (if provided)
• Authentication method (Google, LinkedIn, etc.)

1.2 Profile Information

You may provide additional professional information including:

• Professional credentials and licenses
• Firm information and contact details
• Specializations and expertise areas
• Geographic location and service areas
• Professional biography and experience

1.3 Usage and Technical Data

We automatically collect certain information when you use our service:

• IP address and device information
• Browser type and operating system
• Pages visited and features used
• Search queries and interactions
• Error logs and performance data

2. How We Use Your Information

We use the collected information for the following purposes:

• Service Provision: To provide, maintain, and improve our networking platform
• Authentication: To verify your identity and secure your account
• Professional Matching: To connect you with other tax professionals
• Communication: To send important service updates and notifications
• Safety and Compliance: To prevent fraud, abuse, and ensure compliance with our terms
• Analytics: To understand usage patterns and improve user experience

3. Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information in the following limited circumstances:

3.1 Service Providers

We work with trusted third-party service providers who assist us in operating our platform:

• Vercel: Hosting and infrastructure services
• Supabase: Database and backend services
• Clerk: Authentication and user management
• Resend: Email delivery services

3.2 Legal Requirements

We may disclose your information if required by law, court order, or government request, or to protect our rights, property, or safety.

3.3 Professional Networking

Your profile information (excluding contact details) may be visible to other registered users to facilitate professional connections.

4. Data Security

We implement reasonable security measures to protect your personal information, including encryption, secure servers, and access controls. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

5. Data Retention

We retain your information for as long as your account is active or as needed to provide services. You may request deletion of your account and associated data at any time. We may retain certain information for legal, regulatory, or business purposes.

6. Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information:

6.1 California Residents (CCPA/CPRA)

California residents have the right to:

• Know what personal information we collect and how we use it
• Request deletion of your personal information
• Request correction of inaccurate information
• Opt-out of the sale or sharing of personal information

Important: We do not sell your personal information to third parties.

6.2 General Rights

All users can:

• Access and update your profile information
• Control your privacy settings and visibility
• Request deletion of your account
• Opt-out of non-essential communications

7. Cookies and Tracking

We use essential cookies and similar technologies to provide our service, authenticate users, and improve functionality. We do not use tracking cookies for advertising purposes.

8. Children's Privacy

Our service is not intended for individuals under 18 years of age. We do not knowingly collect personal information from children under 18.

9. International Data Transfers

Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place to protect your information in accordance with this Privacy Policy.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on our website and updating the "Last updated" date.

11. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us: