Privacy Notice

Intaxion collects the following information during the tax intake process:

• Personal information: full name, date of birth, email address, phone number, home address, and occupation

• Tax identification: Social Security Numbers (SSN) or Individual Taxpayer Identification Numbers (ITIN), encrypted at rest

• Financial information: income sources, expense details, life events, filing status, and household composition

• Tax documents: PDFs, images, and other supporting documents you upload

• Communication records: emails and notes exchanged with your tax preparer

We use the information you provide for the following purposes:

• To prepare and file your tax returns accurately and on time

• To communicate with you regarding your tax preparation

• To maintain a secure record of your submissions and correspondence

• To generate AI-assisted document summaries to help your preparer review materials more efficiently

• To comply with tax laws and IRS requirements

Your documents are processed using AWS Textract, a secure optical character recognition (OCR) service. Documents are scanned to extract text for use by your preparer.

The extracted text is then masked to remove sensitive information including Social Security Numbers, Employer Identification Numbers, and account numbers. After masking, the redacted text is sent to OpenAI for AI-powered summarization to help your preparer understand document contents more efficiently.

Workspace owners can disable AI processing in their workspace settings at any time. If AI processing is disabled, documents are scanned with AWS Textract but no text is sent to OpenAI. Documents themselves are never stored by OpenAI—only masked text is processed.

All AI processing is done with your preparer's knowledge and is fully compliant with IRS regulations for tax preparation services.

Your information is shared only with the following parties, as necessary:

• Your assigned tax preparer and their staff (within your workspace)

• AWS Textract (for secure document OCR processing)

• OpenAI (for masked summary generation only—PII is removed before transmission)

• Supabase (for encrypted database storage and secure authentication)

• Vercel (for hosting and delivering the Intaxion application)

We never sell or share your information with third parties for marketing or any other purpose outside the scope of your tax preparation.

In compliance with IRS Circular 230, tax preparer records are retained for a minimum of three years. Intaxion retains all submission records indefinitely. No automatic deletion is performed. If you request deletion of your data, your preparer may authorize it, and the action will be logged in our audit system.

You have the right to:

• Request access to your personal information and submitted documents

• Request correction of inaccurate information

• Request deletion of your data (subject to IRS record retention requirements and preparer authorization)

To exercise these rights, contact your tax preparer or email us at support@intaxion.com.

Intaxion uses industry-standard security measures to protect your information. Social Security Numbers are encrypted at rest. All data transmission uses HTTPS encryption. Access to your information is restricted to authorized preparer staff only.

If you have questions about this Privacy Notice or your data, please contact us at:

Email: support@intaxion.com