FeaturesPricingFAQContactLoginCreate account

Privacy policy

Privacy Policy

This Privacy Policy explains how TaxLiix collects, uses, stores, protects, and manages personal information when users access the website, create an account, or use the platform.

Last updated: May 2026

Data minimization

TaxLiix should only collect data needed to operate the account, support the product, process payments, improve reliability, and meet legal obligations.

User control

Users should be able to understand the data involved, request support, and exercise applicable privacy rights through a clear contact route.

Operational protection

Privacy governance should align with authentication, account security, access controls, retention, processor management, and auditability.

Privacy overview

TaxLiix handles financial workspace data with clear boundaries.

The service may process account information, product activity, financial records entered by users, support communications, billing data, device information, and consent or preference signals where relevant.

This policy is designed to explain what data may be processed, why it is used, when it may be shared, how long it may be kept, and how users can exercise their privacy rights.

Account data

Registration, authentication, profile, subscription, and support information.

Financial records

Income, expenses, categories, budgets, receipts, reports, and user-entered preparation data.

Service metadata

Security logs, device data, usage events, preferences, and technical diagnostics.

Processor controls

Third-party providers should be limited to defined service, infrastructure, payment, analytics, and support needs.

Privacy rights

Rights must remain actionable.

Depending on applicable law, users may have rights over their personal data. TaxLiix should keep the route to exercise those rights clear.

Access personal data

Correct inaccurate data

Request deletion

Object or restrict use

TaxLiix is a financial organization platform designed to help users structure records, manage financial information, review activity, and prepare better inputs for planning, reporting, and tax-related workflows.

For the purposes of this Privacy Policy, TaxLiix is responsible for the personal data it collects and processes through the website, application, account areas, and related services.

  • Controller: TaxLiix.
  • Contact email: hello@taxliix.com.
  • If TaxLiix is operated by a specific legal entity, the legal entity name, registered office, company registration number, VAT or tax identification number, and applicable representative details should be made available in the Impressum, Terms of Service, or another official notice.

This Privacy Policy applies to personal information processed through the TaxLiix website, authentication pages, onboarding flow, account area, product interfaces, customer support communications, billing workflows where applicable, and related digital services.

It does not replace the Terms of Service, Cookie Policy, Disclaimer, or any contractual document that may apply to a specific subscription, integration, partner arrangement, or enterprise relationship.

  • It applies to visitors, registered users, trial users, paying users, and people who contact TaxLiix.
  • It covers information collected directly from users, information generated through use of the platform, and information processed through service providers.
  • It should be read together with the Cookie Policy for information about cookies and similar technologies.

TaxLiix may collect personal information directly from users, automatically through the use of the platform, or from service providers that support the operation of the product.

The information collected depends on how the user interacts with TaxLiix, whether the user is browsing the website, creating an account, completing onboarding, entering records, contacting support, subscribing to a plan, or using product features.

  • Account information, such as name, email address, password credentials, authentication status, account settings, selected profile type, language preference, and workspace configuration.
  • Contact information, such as messages submitted through contact forms, support requests, feedback, communication preferences, and replies to TaxLiix communications.
  • Financial records entered by the user, such as income, expenses, categories, descriptions, dates, recurring flags, account labels, budget information, tax-related notes, attachments if enabled, and other records the user chooses to store.
  • Usage information, such as pages viewed, features used, actions taken, session events, preferences, language selection, interaction with product interfaces, and onboarding choices.
  • Technical information, such as IP address, browser type, device information, operating system, approximate location inferred from technical data, logs, security events, diagnostic data, and cookie identifiers.
  • Billing and subscription information where paid plans are used, which may include plan selection, payment status, invoices, transaction references, billing contact information, tax information, and limited payment metadata handled through payment providers.

TaxLiix is built around user-entered financial records. Users decide what information they add to the platform and are responsible for ensuring that the information they submit is accurate, lawful, and appropriate for their own use case.

TaxLiix does not require users to enter unnecessary sensitive information. Users should avoid adding personal information that is not needed for financial organization, reporting, tax preparation support, or related product functionality.

  • Users control the financial records they create, edit, categorize, archive, export, or delete.
  • Users should avoid entering third-party personal data unless they have a lawful reason to do so.
  • Users should not upload or store highly sensitive information unless it is strictly necessary for their own financial records and supported by the platform.
  • Users remain responsible for validating financial, tax, accounting, legal, or investment outputs before relying on them.

TaxLiix uses personal information to operate the platform, deliver product functionality, protect accounts, improve service quality, communicate with users, manage subscriptions where applicable, and comply with applicable obligations.

The information is used in a way that is intended to support the user’s financial organization workflow and maintain a secure, reliable, and auditable product experience.

  • To create, authenticate, secure, and manage user accounts.
  • To provide dashboards, records, categories, budgets, reports, preparation workflows, and related product functionality.
  • To store, retrieve, display, categorize, analyze, and organize financial records entered by users.
  • To personalize the workspace based on onboarding choices, preferences, language, plan type, and user settings.
  • To respond to contact requests, support messages, account questions, billing issues, product feedback, and rights requests.
  • To monitor performance, fix errors, improve usability, develop features, maintain reliability, and understand product adoption.
  • To protect the platform against abuse, fraud, unauthorized access, automated misuse, security incidents, and violations of the Terms of Service.
  • To manage plans, billing, invoices, subscription status, payment confirmations, and related administrative processes where applicable.
  • To comply with legal, regulatory, tax, accounting, security, contractual, and recordkeeping obligations where applicable.

TaxLiix may use cookies, local storage, session storage, pixels, analytics tools, and similar technologies to operate the website and platform, remember preferences, secure sessions, measure performance, and improve the user experience.

Non-essential cookies or similar technologies will be handled according to the Cookie Policy and applicable consent requirements.

  • Strictly necessary technologies may be used to provide security, authentication, session continuity, language routing, consent storage, and core product functionality.
  • Analytics, preference, functional, or marketing technologies may require consent depending on their purpose and configuration.
  • Users can review further details in the Cookie Policy.
  • Users can manage browser-level cookie settings through their browser or device controls.

TaxLiix may use trusted third-party service providers to operate, host, secure, maintain, analyze, and improve the platform. These providers may process personal information only where needed to provide their services to TaxLiix or where otherwise permitted by law.

TaxLiix seeks to work with providers that apply appropriate technical, contractual, and organizational safeguards.

  • Hosting and infrastructure providers.
  • Authentication and identity providers.
  • Database, storage, monitoring, logging, and backup providers.
  • Analytics and product improvement tools.
  • Email, communication, and customer support tools.
  • Payment, billing, invoicing, and subscription management providers where paid plans are available.
  • Fraud prevention, security, and abuse detection providers.
  • Professional advisers, compliance partners, auditors, accountants, or legal service providers where required.

Where TaxLiix offers paid plans, payments may be processed by third-party payment providers. TaxLiix does not intend to store full payment card numbers directly on its own systems.

Payment providers may process payment details, billing information, fraud prevention data, tax information, and transaction metadata according to their own terms and privacy notices.

  • TaxLiix may receive limited payment metadata, such as subscription status, plan type, invoice references, payment confirmation, billing contact information, and transaction identifiers.
  • Users should review the privacy notice of the relevant payment provider where applicable.
  • TaxLiix may retain billing records where required for tax, accounting, legal, chargeback, dispute, or compliance purposes.

TaxLiix applies technical and organizational measures intended to protect personal information against unauthorized access, loss, misuse, alteration, disclosure, or destruction.

No digital service can guarantee absolute security, but TaxLiix aims to maintain proportionate safeguards aligned with the nature of the data processed, the risks involved, and the maturity of the product.

  • Account access controls and authentication protections.
  • Secure session management and abuse prevention.
  • Use of reputable infrastructure and service providers.
  • Operational monitoring, logging, and error detection.
  • Access limitation based on role and operational need.
  • Administrative, technical, and organizational controls to reduce unauthorized access.
  • Ongoing improvement of security practices as the platform evolves.

TaxLiix keeps personal information only for as long as necessary for the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law.

Retention periods may vary depending on the type of data, the user’s account status, legal obligations, operational needs, security requirements, backup practices, and whether the data is needed to resolve disputes or enforce agreements.

  • Account data is generally retained while the account remains active.
  • Financial records entered by users are retained while needed to provide the service or until deleted by the user, subject to technical and legal constraints.
  • Support communications may be retained for operational continuity, dispute resolution, training, and quality assurance.
  • Security logs may be retained for a limited period to protect the platform and investigate abuse.
  • Billing records may be retained where required for tax, accounting, legal, chargeback, or compliance purposes.
  • Backup copies may remain for a limited period before being overwritten or deleted according to operational processes.

Depending on applicable law, users may have rights in relation to their personal data. TaxLiix will assess and respond to rights requests according to the law that applies to the user and the specific request.

Users may contact TaxLiix to exercise privacy rights or request information about their personal data.

  • Right to access personal data.
  • Right to correct inaccurate or incomplete data.
  • Right to request deletion of personal data.
  • Right to restrict certain processing activities.
  • Right to object to certain processing activities.
  • Right to data portability where applicable.
  • Right to withdraw consent where processing is based on consent.
  • Right to lodge a complaint with a competent data protection authority.

Users may request account deletion or data export where available under applicable law and product functionality.

TaxLiix will take reasonable steps to process deletion or export requests, subject to identity verification, technical limitations, backup retention, security requirements, unresolved disputes, fraud prevention, and legal or accounting obligations.

  • Deleting an account may remove access to product records, dashboards, settings, and stored financial information.
  • Some information may be retained where required for legal, billing, security, dispute resolution, fraud prevention, or compliance purposes.
  • Backup copies may persist for a limited period before being overwritten or deleted according to operational processes.
  • Export functionality may depend on product availability, account status, format constraints, and identity verification.

TaxLiix may use service providers located in different jurisdictions. Where personal information is transferred outside the user’s country or region, TaxLiix will seek to rely on appropriate safeguards where required by applicable law.

These safeguards may include adequacy decisions, contractual protections, Standard Contractual Clauses, transfer assessments, supplementary measures, or other lawful transfer mechanisms.

  • Provider locations may change as the platform and vendor stack evolve.
  • TaxLiix should keep provider and transfer information aligned with its actual technical architecture.
  • Where required, TaxLiix will assess transfer risks and apply proportionate safeguards.

TaxLiix may send service-related communications needed to operate the account or provide the platform. These may include security notices, account updates, billing messages, product changes, policy changes, or important legal information.

Optional marketing communications will be sent only where permitted by law and may be managed through unsubscribe links, account settings, or direct contact with TaxLiix.

  • Service communications may be necessary and may not always be optional.
  • Marketing communications can be withdrawn where applicable.
  • TaxLiix does not aim to sell personal information to advertisers.
  • TaxLiix may use limited contact and usage information to understand whether communications are relevant, subject to applicable law and user preferences.

TaxLiix may use automated processing to organize records, calculate summaries, classify entries, display dashboards, identify trends, generate reports, or support preparation workflows.

These outputs are intended to help users organize and review their information. They do not replace professional tax, legal, accounting, investment, or financial advice.

  • Users remain responsible for checking the accuracy of records, categories, calculations, reports, and preparation outputs.
  • Automated outputs may depend on user-entered data, configuration, category logic, and product limitations.
  • Users should validate high-impact financial, legal, accounting, or tax conclusions with qualified professionals.

TaxLiix is not intended for children and does not knowingly collect personal information from children.

If TaxLiix becomes aware that a child has provided personal information without appropriate authorization, it will take reasonable steps to delete or restrict the relevant information where required.

  • Users should not create accounts or submit data if they are below the minimum age required by applicable law.
  • Parents or guardians may contact TaxLiix if they believe a child has provided personal information.

TaxLiix may update this Privacy Policy to reflect product changes, legal developments, provider changes, operational improvements, or new data processing activities.

When material changes are made, TaxLiix may notify users through the website, product interface, email, or other appropriate channels.

  • The latest version should always be available on the TaxLiix website.
  • Users should review this policy periodically.
  • Continued use of TaxLiix after updates may be subject to the updated policy, where permitted by law.

Users may contact TaxLiix with questions about this Privacy Policy, personal data, rights requests, account information, deletion, export, consent, cookies, security, or provider processing.

  • Email: hello@taxliix.com.
  • Users should include the account email, request type, relevant product area, and enough context for TaxLiix to assess the request.

Privacy request?

Send the request with enough context to route it properly.

For questions about personal data, account records, retention, processors, cookies, or privacy rights, contact TaxLiix with the relevant account and request details.

Contact us