This Privacy Policy sets out how TaxClaw AI ("we", "us", "our") collects, uses, discloses, and processes your Personal Information. We are committed to protecting your privacy and ensuring that your Personal Information is processed lawfully, transparently, and securely, in accordance with the regulations.
1. Scope and Application
This Policy applies to all Personal Information we process regarding our services, including the use of our website, mobile application, and AI tax analysis tool. Legislation protects the data of natural persons (individuals) and existing juristic persons (companies/entities).
2. Information We Collect
We process Personal Information necessary for the delivery of our AI tax optimization services. This may include, but is not limited to:
| Category | Examples of Personal Information Collected | Purpose |
|---|---|---|
| Identity Data | If you upload your documents: Full name, ID number, passport details, tax reference number. | Ensuring that the financial documentation you upload is yours (and you don't mix someone else's data), and for two-way data sharing with financial institutions to improve analysis and promotional reasons. |
| Contact Data | Email address | Communication, account management, and sending of tax advice. |
| Financial/Tax Data | IRP5s, investment statements, medical aid contribution certificates, expense records, and any other documentation you share | Core processing for tax calculation, optimization, and submission. |
| Technical & interaction data | IP address, browser type, operating system, flow session identifiers, and aggregated interaction data (such as page views, steps completed, click patterns, and error logs). | System administration, monitoring service performance, troubleshooting error states, and optimizing user flows (e.g., simplifying the questionnaire). Note: interaction tracking excludes sensitive inputs (such as tax answers, financial figures, filenames, identity numbers, or uploaded files). |
3. Lawful Basis and Purpose Specification
We process your Personal Information primarily based on the necessity to perform a contract (to provide you with the tax optimization service) and based on your explicit consent.
The defined purposes for processing are:
- To create, manage, and verify your TaxClaw AI account.
- To analyze your financial and tax data to generate the maximum potential tax refund.
- To communicate with you regarding your account and service updates.
- To submit your tax returns if so you wish.
4. Disclosure and Sharing of Personal Information
We will not share your Personal Information with third parties without your explicit consent, except with certain financial institutions for accuracy of analysis and promotional reasons.
4.1. Sharing for Accuracy and Promotion (Explicit Consent)
You expressly consent that we may share limited, necessary portions of your anonymized or aggregated tax-related Personal Information with selected financial entities. The purposes of this sharing are strictly:
- To file your tax returns: If you pay for the filing service, we will share your financial documents in a secure format with our accredited and Registered Tax Practitioners (such as TaxAssist), who will then submit it to SARS.
- To increase the accuracy of analysis: By benchmarking our AI models against broader market data provided by these partners.
- For promotional purposes: To allow our partners to offer you specific, targeted financial products, services, or advisory consultations that may further benefit your financial planning, based on your analyzed profile.
4.2. Operators
We utilize third-party Operators (service providers) to perform functions on our behalf (e.g., cloud hosting, secure payment processing). We ensure that all Operators are bound by written agreements to uphold the principles of the legislation and maintain strict confidentiality and security measures.
4.3. Analytics and Performance Monitoring
We use third-party analytics and optimization platforms to help us understand how users interact with our service (such as where they drop off in the onboarding flow, which features are used most frequently, and when technical errors occur). This interaction telemetry uses unique session identifiers but does not collect or transmit sensitive personal data, such as your answers to tax questions, personal identification numbers, financial values, or the names and contents of uploaded files. This data is used solely to improve our user experience, troubleshoot bugs, and measure application performance.
5. Security and Data Retention
We implement appropriate technical and organizational security safeguards, including encryption, access controls, and multi-factor authentication, to protect your Personal Information against unauthorized access, loss, or damage.
We make explicit use of Cloudflare Turnstile to secure our website against bots. Cloudflare's Turnstile policy is available on this link at time of publication, but may change without notice from the provider.
We retain your Personal Information only for as long as necessary to fulfill the purposes for which it was collected (including manual back-testing).
6. Data Subject Participation (Your Rights)
As a Data Subject, you have the right to:
- Be notified about the collection and processing of your Personal Information.
- Access the Personal Information we hold about you.
- Request correction or deletion of your Personal Information.
- Object to the processing of your Personal Information.
Right to Deletion (Erasure):
If you wish for your data to be destroyed or deleted, you may submit a written request to our designated contact email address of hello@taxclaw.ai. We will comply with your request and destroy or delete the relevant Personal Information as soon as reasonably practicable, provided that we are not legally obliged to retain it for compliance with a mandatory regulatory or legal retention period (e.g., tax law).