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Privacy policy

This policy explains how Taxy handles information used to prepare and complete client-authorised tax filing work.

Effective: 2 August 2026 · Version 2.0
Plain-language summary

Your draft remains private until you place an order. Submitted filing data is available only to authorised staff working on that order.

1. Public planning tools

The public assessment and filing-plan selection run in the browser. A selected plan may be retained in that browser long enough to carry it through sign-in, but it is not a filed return and does not give Taxy access to iTax.

2. Account and filing information

When you create an account or a filing job, Taxy may process your name, email, phone number, KRA PIN, encrypted iTax password, selected tax types, answers, uploaded records, order status and communications needed to provide the requested service.

3. Sensitive credentials

KRA PINs and iTax passwords are encrypted at rest. They are made available only to authorised staff after you place a filing order. Incomplete drafts are not available in the administrator work queue. Access to submitted sensitive details and documents is logged.

4. Documents and purpose

Documents are collected through specific filing requirements and used to prepare, review, submit and evidence the filing service you requested. Do not upload unrelated records. Taxy does not sell personal information.

5. Authentication and hosting

Firebase provides account authentication. Taxy’s private API, database and upload storage are hosted on Taxy-controlled VPS infrastructure. Service providers process information only for the functions they supply.

6. Retention and security

Information is retained only for active work, service records, legal obligations and legitimate dispute handling. Transport encryption, encrypted sensitive fields, restricted submitted-job access and private file storage reduce risk, but no online system is risk-free.

7. Your choices and rights

You may keep a job as a private draft, remove draft files, or choose not to place the order. You may request access, correction, deletion where applicable, or raise a privacy concern at [email protected]. Identity verification may be required.

Contact

Questions about this policy can be sent to [email protected].

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