Privacy policy

Information we collect

• Contact details you provide, such as your name, phone number, email, and mailing address.
• Tax situation details you share during intake, including notice types, balances, filing status, and income information.
• Documents you send us, such as IRS notices or identification, when a case is open.
• Usage information like pages visited and device type, collected automatically to keep the site working well.

How we use it

• To organize the information you provide and generate your DIY plan.
• To respond to account and software-support questions.
• To process payments and maintain your account.
• To improve our intake process and support experience.

Who we share it with

We share information with service providers that help operate 247.tax, such as payment processing, hosting, email, and security providers. We do not sell your personal information or refer you to a tax professional through this software.

How long we keep it

We retain case-related records for as long as required by applicable tax practice and recordkeeping rules, and delete intake information that never becomes an open case after a reasonable period.

Your choices

You can ask us to access, correct, or delete your personal information, and you can opt out of text and email communications at any time. Contact us using the details on our contact page to make a request.