SalesTaxx AI Inc., a Delaware corporation (“SalesTaxx,” “Company,” “we,” “us,” or “our”), is committed to protecting the privacy and confidentiality of information processed through its website at https://salestaxx.ai, subscription platform at https://app.salestaxx.ai, applications, integrations, and related services (collectively, the “Platform”).
This Privacy and Cookie Policy (“Policy”) describes how we collect, use, process, disclose, retain, and protect personal information, our use of cookies and similar technologies, and the rights available under applicable privacy laws. It applies to business customers, CPA firms, accountants, tax professionals, Authorized Users, website visitors, and other individuals whose information is processed through the Platform.
This Policy should be read together with our Terms of Service and applicable data processing agreements. Where consent is legally required for specific processing activities, SalesTaxx will obtain such consent separately.
1. Information We Collect
SalesTaxx may collect and process the following categories of information:
(a)Account and Contact Information: Names, business names, email addresses, telephone numbers, business addresses, account credentials, and professional information.
(b)Business, Financial, and Tax Information: Tax identification numbers, transaction records, invoices, receipts, sales records, exemption certificates, tax returns, financial records, and other business or tax compliance information.
(c)CPA and Client Information: Business, financial, tax, and personal information concerning clients of CPA firms, accountants, tax professionals, and other authorized intermediaries.
(d)Billing Information: Subscription details, invoices, transaction records, and payment information processed directly or through authorized payment providers.
(e)Technical and Usage Information: IP addresses, device identifiers, browser information, access logs, Platform activity, cookies, and similar tracking information.
(f)Communications and Integrations: Customer support communications, feedback, correspondence, and information received through Customer-authorized integrations and Third-Party Services.
Information may be collected directly from users and Customers, through authorized professional intermediaries, connected third-party systems, publicly available sources, or automatically through Platform usage. Sensitive personal information may be processed where necessary for authorized Services and permitted by applicable law.
2. How We Use Information
SalesTaxx may use personal information to:
(a)Provide, operate, maintain, support, secure, and improve the Platform and Services;
(b)Perform automated sales tax calculations, nexus assessments, taxability classifications, exemption management, reporting, and related tax compliance functions;
(c)Process business records, transaction information, and data obtained through authorized integrations;
(d)Generate automated analyses, calculations, assessments, recommendations, reports, and other AI-enabled outputs;
(e)Administer accounts, subscriptions, billing, customer support, and service communications;
(f)Monitor performance, conduct analytics, troubleshoot technical issues, and improve Platform functionality;
(g)Detect fraud, prevent unauthorized activities, enforce contractual rights, and comply with legal and regulatory obligations; and
(h)Communicate regarding products, services, and business opportunities where permitted by applicable law.
Where SalesTaxx processes personal information on behalf of a Customer, such processing shall be limited to authorized purposes under the applicable agreement, Customer instructions, and applicable data protection laws.
3. Business Customers, CPA Firms, and Client Data
SalesTaxx may act as a business or data controller with respect to personal information processed for its own website operations, account administration, billing, security, and business purposes. Where SalesTaxx processes personal information on behalf of a Customer, it generally acts as a service provider or processor, as applicable under relevant privacy laws.
(a)Business Customers: Customers remain responsible for ensuring that information relating to their businesses, employees, customers, and other individuals is lawfully collected, disclosed, and processed with all necessary rights and authorizations.
(b)CPA Firms and Professional Customers: CPA firms, accountants, tax professionals, and other intermediaries remain responsible for obtaining necessary client authorizations and complying with applicable professional confidentiality obligations, privacy laws, and restrictions governing the disclosure and processing of client tax information.
(c)Customer Data: Customers retain ownership of Customer Data, subject to applicable third-party rights. SalesTaxx processes such information in accordance with its Terms of Service, applicable agreements, and legal requirements.
(d)Processing Restrictions: SalesTaxx does not sell or share personal information processed on behalf of Customers for cross-context behavioral advertising or use such information for unauthorized purposes.
Use of the Platform by a professional intermediary does not independently establish a professional or contractual relationship between SalesTaxx and that intermediary's clients.
4. Disclosure of Information
SalesTaxx may disclose information, where reasonably necessary and legally permitted, to:
(a)Cloud hosting providers, infrastructure vendors, security providers, and technical support providers;
(b)AI providers, analytics providers, and other authorized technology processors;
(c)Payment processors, financial institutions, and subscription billing providers;
(d)Customer-authorized accounting platforms, e-commerce systems, tax databases, and other integrated services;
(e)Professional advisors, including legal counsel, accountants, auditors, and insurers;
(f)Governmental authorities, regulators, courts, and law enforcement agencies where disclosure is legally authorized or required; and
(g)Parties involved in an actual or proposed merger, acquisition, restructuring, financing, or sale of business assets, subject to applicable confidentiality and legal safeguards.
SalesTaxx requires appropriate confidentiality, security, and data protection obligations from authorized service providers and subprocessors as required by applicable law. Third-party services independently selected or connected by Customers may be subject to their own privacy policies.
5. Artificial Intelligence and Automated Processing
The Platform may use artificial intelligence, machine learning, rules-based systems, and third-party technologies to process Customer Data, generate Automated Outputs, and provide authorized Services.
SalesTaxx may use information to operate, maintain, evaluate, and improve the Platform, subject to applicable contractual and legal restrictions. Identifiable Customer Data will not be used to train or fine-tune general-purpose AI models without appropriate authorization and a lawful basis for such processing.
Automated Outputs may contain inaccuracies and should be reviewed in accordance with the Terms of Service.
7. Data Security, Retention, and International Processing
7.1Data Security. SalesTaxx maintains commercially reasonable administrative, technical, and organizational safeguards designed to protect personal information and Customer Data against unauthorized access, disclosure, alteration, misuse, destruction, or loss. Access is restricted to authorized personnel and service providers subject to appropriate confidentiality and security obligations. While no electronic system can be guaranteed to be completely secure, SalesTaxx will address security incidents and provide notifications as required by applicable law and the Terms of Service.
7.2Data Retention and Deletion. SalesTaxx may retain personal information and Customer Data for as long as reasonably necessary to provide the Services, maintain business records, comply with legal and regulatory requirements, protect Platform security, and fulfill contractual obligations. Upon termination, Customers may request access, export, or deletion of Customer Data, subject to applicable legal retention requirements, technical limitations, and the Terms of Service.
7.3International Data Processing. Customer Data and personal information may be processed, stored, transferred to, or accessed from locations outside the United States by SalesTaxx, its personnel, or authorized Third-Party Services, subject to applicable data protection laws, confidentiality obligations, and international transfer requirements.
7.4Relationship with Terms of Service. Additional provisions governing data security, processing, retention, deletion, and international transfers are set forth in Section 9 of the SalesTaxx Terms of Service, which shall govern Customer Data processed on behalf of Customers, subject to applicable law.
8. Privacy Rights
8.1Applicable Privacy Laws. SalesTaxx shall comply with applicable federal and state privacy laws governing the collection, use, processing, disclosure, and protection of personal information, subject to applicable statutory exemptions and limitations. Any privacy rights, obligations, or protections shall apply only to the extent required by applicable law.
8.2Privacy Rights Requests. Where required by applicable law, privacy rights requests may be submitted to operations@salestaxx.ai. SalesTaxx may verify the identity and authority of the person submitting a request and shall respond in accordance with applicable legal requirements, including statutory exemptions, limitations, and appeal procedures.
8.3Customer-Controlled Information. Where SalesTaxx processes personal information on behalf of a business Customer, CPA firm, accountant, or other professional intermediary, the relevant Customer generally determines the purposes and means of processing and remains responsible for applicable privacy obligations. Privacy requests concerning such information should be directed to the relevant Customer. SalesTaxx shall provide assistance as required by applicable law and contractual data processing obligations.
9. General Provisions
9.1Marketing Communications. SalesTaxx may send product updates, service information, educational materials, promotional communications, and other marketing communications where permitted by applicable law. Recipients may unsubscribe from promotional communications using the unsubscribe mechanism provided or by contacting SalesTaxx. Necessary account, security, billing, and operational communications may continue as permitted by law.
9.2Children's Privacy. The Platform is intended for businesses and professional users and is not directed to individuals under 18 years of age. SalesTaxx does not knowingly solicit personal information directly from children. This does not prohibit lawful processing of information relating to minors where submitted by authorized Customers for legitimate business or tax compliance purposes.
9.3Changes to This Policy. SalesTaxx may update this Policy from time to time to reflect changes in its Services, technologies, data processing practices, or applicable laws. Updates will be published on the Platform with a revised “Last Updated” date. Material changes will be communicated, and additional consent obtained, where required by applicable law.
9.4Relationship with Other Agreements. This Policy shall be read together with the SalesTaxx Terms of Service, applicable Orders, authorizations, and data processing agreements. In the event of a conflict, mandatory legal requirements shall prevail, followed by applicable data processing agreements and the order of precedence under Section 10.9 of the Terms of Service.
9.5Contact Information. Questions, privacy rights requests, and communications concerning this Policy may be directed to:
SalesTaxx AI Inc.Attn: Privacy Department
20745 Williamsport Pl STE 200, Ashburn, VA 20147, United States
operations@salestaxx.ai