Last Updated: April 27, 2025

At Find Your Deductions, we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our service.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide when creating an account or using our service, including:

• Name and contact information
• Account credentials
• Financial institution connection information (via Plaid)
• Transaction data
• Payment information

Automatically Collected Information

When you use our service, we may automatically collect certain information about your device and usage, including:

• Device information (browser type, IP address)
• Usage data (pages visited, time spent)
• Cookies and similar technologies

How We Use Your Information

We may use the information we collect for various purposes, including:

• Providing and maintaining our service
• Identifying and analyzing potential tax deductions
• Processing payments
• Responding to your inquiries and support requests
• Improving our service and user experience
• Sending you service-related communications
• Protecting against fraud and unauthorized activity
• Complying with legal obligations

Information Sharing and Disclosure

We may share your information in the following circumstances:

Service Providers

We may share your information with third-party service providers who perform services on our behalf, such as payment processing, data analysis, and customer service.

Legal Requirements

We may disclose your information if required to do so by law or in response to valid requests by public authorities.

Business Transfers

If we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

Data Security

We implement appropriate security measures to protect your information from unauthorized access, alteration, disclosure, or destruction. These measures include:

• Encryption of sensitive data
• Regular security assessments
• Access controls and authentication
• Secure infrastructure and hosting environments

However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Data Retention and Deletion

Find Your Deductions maintains a comprehensive data retention and deletion policy that is fully compliant with applicable data privacy laws including GDPR, CCPA, and other regional regulations.

Our Retention Practices:

• We retain your data only as long as necessary to provide our services to you
• Transaction data is stored for the duration of your active account plus any retention period required by applicable tax regulations (typically 7 years for tax-related information)
• Account information is maintained while your account is active
• Inactive accounts are flagged for potential deletion after 12 months of inactivity

Your Deletion Rights:

• You can request deletion of your personal data at any time
• When you delete your account, we will permanently remove your personal information from our systems within 30 days
• We may retain certain anonymized or aggregated data that cannot be linked back to you
• We may retain certain information if required by law or for legitimate business purposes such as fraud prevention

To request data deletion, please contact us at hello@findyourdeductions.com.

Your Privacy Rights

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

• Right to access and receive a copy of your personal information
• Right to correct inaccurate information
• Right to delete your personal information
• Right to restrict or object to processing
• Right to data portability
• Right to withdraw consent

To exercise these rights, please contact us using the information provided in the "Contact Us" section.

Third-Party Services

Plaid

We use Plaid to connect to your financial institutions. When you use our service, you're also sharing your information with Plaid. We encourage you to review Plaid's Privacy Policy to understand how they process your information.

Children's Privacy

Our service is not intended for use by children under the age of 18, and we do not knowingly collect personal information from children under 18.

Changes to This Privacy Policy

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