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Privacy Policy

LAST UPDATED: Nov 15, 2023
This Privacy Policy describes the information collected by, operated by AdvisorIQ LLC d/b/a TaxPlanIQ (“Company”), how that information may be used, with whom it may be shared, and a user’s (“you”) choice about such uses and disclosures. Company encourages you to read this privacy policy carefully when using this website, including its sub-domains and all websites, pages, and feeds therein (individually and collectively, the “Site”) or using Company’s services or transacting business with Company or its users (including a Subscriber or Subscriber Client as defined in the Terms). Please see Company’s terms of service (“Terms”), found here By accessing or using the Site, creating an Account (as set forth in the Terms), or taking a similar action to signify your affirmative acceptance, you unconditionally accept and agree to be bound by this privacy policy. If you have any questions about Company’s privacy practices, please refer to the end of this policy on how to contact Company. If you do not agree with this privacy policy, you may not access the Site or Services (as defined in the Terms).
Company reserves the right to modify, alter, amend, or update this privacy policy at any time without notice to you in Company’s sole discretion, and such new terms will immediately take effect upon Company posting such new terms on the Site. You are encouraged to frequently visit this privacy policy, specifically at to review the current terms. Please see the Terms for additional information, found here Notwithstanding the foregoing, regarding Personal Data (defined below), if any modifications are materially less restrictive on Company’s use or disclosure of the Personal Data previously disclosed by you, Company will obtain your consent before implementing such revisions with respect to such information.
In General,  the company may collect personal information that can identify you such as your name and email address and other information that does not identify you. When you provide personal information through the Site, the information may be sent to servers located in the United States. "Personal Data” or “personal information” or “protected information” as used herein and the Terms, is any information which is related to an identified or identifiable natural person, such as name, an identification number, location data, an online identifier or one of several special characteristics, which expresses the physical, physiological, genetic, mental, commercial, cultural or social identity of these natural persons.
Information you provide. Company may collect and store your personal information that you enter on the Site or provide to Company in a variety of manners. This includes identifying information, such as your name, address, email address, and telephone number, financial records and details of other transactions, and, if you transact business with Company, financial information such as your payment method (valid debit/credit card number, type, expiration date or other financial information).
Information about others. Company may collect and store personal information about other people that you provide to Company, such as their name, address and email address, including a Subscriber Client. If you use the Site to post or disseminate such information, you authorize Company to collect and store such information.
Use of cookies and other technologies to collect information. Company uses various technologies to collect information from your computer and mobile device and about your activities on the Site.
Participation in Google’s AdSense Network. Company reserves the right to participate in Google’s AdSense network for purposes of serving 3rd Party Behavioral Ads. Google uses specific cookies in its AdSense network. You may opt out of the use of such cookies by viewing the information found on
Pixel Tracking. A tracking pixel, also known as a marketing pixel, is a 1x1 pixel graphic used to track user behavior, site conversions, web traffic, and other metrics similar to a cookie. The tiny pixel-sided image is usually hidden and embedded in everything from banner ads to emails. Tracking pixels are embedded into the Site’s HTML code, which contains an external link to the pixel server. When you visit Company’s website, the HTML code is processed by the browser, follows the external link, and opens the hidden graphic.
Company may deploy retargeting pixels, which tracks a user through different sites and social media platforms. These pixels will provide you with a better experience on the Site, by suggesting targeted and relevant content.
Company may deploy conversion pixels, which are active once you make a purchase through the Site. These pixels will track results from a specific ad campaign, which measure the conversion rate.
Company may also deploy Facebook pixels, which are used in conjunction with Facebook Ads. These pixels track users who interact with both Facebook ads and the Site.
Other Technologies. Company may use standard internet technology, such as web beacons and other similar technologies, to track your use of the Site. Company also may include web beacons in advertisements or email messages to determine whether messages have been opened and acted upon. The information Company obtains in this manner enables Company to customize the services offered to Company’s website visitors, to deliver targeted advertisements, and to measure the overall effectiveness of Company’s online advertising, content, programming or other activities.
If you ask to be added to Company’s mailing list, Company will keep you updated with information on news, offers, updates, and other products, services, and events via email. Company may use pixels in email campaigns that allow Company to collect your email and IP address as well as the date and time you open an email or click on any links in the email. In line with the legitimate interest Company has in promoting Company’s business, Company will use the email address you give to Company to provide you with this information. If you would like to be removed from that list, please let Company know by clicking unsubscribe at the bottom of any marketing email that you receive. After you unsubscribe, you will be removed from Company’s applicable mailing list within a reasonable amount of time, as further set forth in the Terms.
In General. Company may use information that is collected about you to:
  • Deliver the Site
  • Deliver the products and services that you have requested, including processing your uploaded tax information     
  • Manage your account and provide you with customer support.
  • Perform research and analysis about your use of, or interest in, Company’s products, services, or content, or products, services or content offered by others.
  • Communicate with you by email, mail, telephone and/or mobile devices about products or services that may be of interest to you either from Company or other third parties.
  • Develop and display content and advertising tailored to your interests on the Site and other sites.
  • Verify your eligibility and deliver prizes in connection with contests and sweepstakes.
  • Enforce or exercise any rights in the Terms.
  • To protect against and prevent fraud, unauthorized transactions, and other liabilities.
  • To manage risk exposure, including to protect against hackers and other unauthorized users.
  • Manage Company’s business.
  • Provide advertisements to you when you visit other sites.
  • Perform functions as otherwise described to you at the time of collection.
  • Promote and administer Company’s legitimate business interests
Financial information. Company may use financial information or payment method information to process payment for any purchases made on the Site, enroll you in a subscription, affiliate or other program in which you elect to participate, to protect against or identify possible fraudulent transactions, and otherwise as needed to manage Company’s business. Without limiting the foregoing, this includes sharing such financial information with third-party payment processors.
Personal information. Company does not share your personal information with others except as indicated herein, in the Terms (including sharing information with any tax authority as part of the Services), or when Company informs you and gives you an opportunity to opt out of having your personal information shared. Company may share personal information with:
Subsidiaries and Affiliates: Company’s subsidiaries and affiliates
Service providers: Company may share your Personal Data, which may include your name and contact information (including email address), with third parties that perform certain services on Company’s behalf. These services may include fulfilling orders, connecting you with other users on the Site, providing customer service and marketing assistance, performing business and sales analysis, member screenings, supporting Site functionality, and supporting contests, sweepstakes, surveys, and other features offered through the Site. Company may also share your Personal Data and credit card information with authorized service providers who process financial payments. These service providers may have access to personal information needed to perform their functions but are not permitted to share or use such information for any other purposes. Currently, Company uses the following service providers:
Business partners: When you make transactions on the Site, Company may share personal information with the businesses with whom Company partners to offer you the applicable goods or services.
Other Situations. Company also may disclose your information, including personal information:
In response to a subpoena or similar investigative demand, a court order, or a request for cooperation from a law enforcement or other government agency; to establish or exercise Company’s legal rights or to protect the rights of users of the Site, including Subscribers and Subscriber Clients; to defend against legal claims; or as otherwise required by law. In such cases, Company may raise or waive any legal objection or right available to Company.
When Company believes disclosure is appropriate in connection with efforts to investigate, prevent, or take other action regarding illegal activity, suspected fraud or other wrongdoing; to protect and defend the rights, property or safety of Company, Company’s users, employees, or others; to comply with applicable law or cooperate with law enforcement; or to enforce the Terms, this privacy policy, or other agreements or policies.
In connection with a corporate transaction, such as the sale of Company’s business, a divestiture, merger, consolidation, or asset sale, or in the unlikely event of bankruptcy.
Anonymized and non-personally-identifiable information. Company may share non-personally-identifiable information collected under any of the above circumstances. Company may also share it with third parties to develop and deliver targeted advertising on the Site and on websites of third parties, and to analyze and report on advertising you see. Company may combine non-personally-identifiable information collected with additional non-personally-identifiable information collected from other sources. Company also may share anonymized, non-personally-identifiable information with third parties, including advisors, advertisers and investors, for the purpose of conducting general business and other analysis.
Disclosure to Company’s Affiliates and Resellers. Company reserves the right to disclose your protected information to any of Company’s (i) affiliates that referred you to the Site, and (ii) resellers that may re-sell Company’s products or services to you. Company may also disclose your protected information to any marketing partners that may participate in the offer or related fulfillment.
Your California Privacy Rights. California law, in particular the California Consumer Privacy Act (CCPA) and Civil Code Section 1798.83, permits California residents to request certain information regarding disclosure of their personal information to third parties for purposes of direct marketing, including categories of personal information collected, the source of the collected information, the purposes for which the collected personal information is used, the categories of personal information disclosed for a business purposes, and the categories of all personal information sold. Notwithstanding the foregoing, Company does not sell your personal information pursuant to the definition of a “sale” under the CCPA. If you are a California resident, you may request further information about Company’s compliance with California law regarding your information at the following email address:, including requests to delete your information and direct our service providers to delete your information. You may be required to verify your identity or otherwise authenticate your requests, which Company will do so pursuant to CCPA regulations. Notwithstanding the foregoing, please note that, under the CCPA, Company is not required to grant a request to access/know or a request to delete with respect to personal information obtained from you in your role as an employee, owner, director, officer, or contractor of a company (which may include a Subscriber you work with) and within the context of Company providing its services to such company. For the avoidance of doubt, Company will not discriminate against any California resident who exercises these rights, but please be aware that Company is only required to respond to two requests per registrant each year, and Company is not required to respond to requests made by means other than through this the address provided above or otherwise in this privacy policy.
Disclosure When Company Acts as an Affiliate or Reseller for Others. Company may act as an affiliate or reseller for certain of Company’s marketing partners for purposes of selling their products or services to you, and Company reserves the right to right to disclose your protected information to them for purposes of transaction processing, fulfillment, and support. These marketing partners may also email you regarding complementary products or services, however, you have two ways to opt out of receiving these emails – (i) contact Company (as provided below under the contact heading) with a request to opt out, or (ii) wait until you receive an email from them and then unsubscribe.
Company does not sell your protected information and will not do so in the future without providing you with notice and an opportunity to opt-out of such sale as required by law. Company may disclose your protected information for the following purposes, which are not a sale: (i) if you direct Company to share your protected information, (ii) to comply with your valid requests under the California Consumer Privacy Act of 2018, and its successors, (iii) disclosures as part of a merger or asset sale, and (iv) as otherwise required or permitted by applicable law. Similarly, Company does not offer financial incentives associated with the collection, use, or disclosure of your protected information.
Additionally, Nevada law (SB §220) requires website operators to provide a way for Nevada consumers to opt out of the sale of certain information that the website operator may collect about them. Company does not sell your personal information to third parties as defined in Nevada law, and will not do so in the future without providing you with notice and an opportunity to opt-out of such sale as required by law.
There may be places on the Site where you may click on a link to access other websites that do not operate under this privacy policy. For example, if you click on an advertisement on the Site or another user’s homepage, you may be taken to a website that Company does not control. These third-party websites may independently solicit and collect information, including personal information, from you and in some instances, provide Company with information about your activities on those websites. Company recommends that you consult the privacy statements of all third-party websites you visit by clicking on privacy pages or link typically located at the bottom of the webpage you are visiting.
If you have an online account with Company, you have the ability to review and update your personal information online by logging into your account. If you have an online account with Company, you also may terminate your account at any time by visiting the cancellation information available to you via your account. In addition, if certain information has already been provided to third parties as described in this privacy policy, retention of that information will be subject to those third parties' policies.
You can choose not to provide Company with certain information, but that may result in you being unable to use certain features of the Site because such information may be required in order for you to register an account; purchase products or services; participate in a contest, promotion, survey, or sweepstakes; ask a question; or initiate other transactions on the Site. At any time you can choose to no longer receive commercial or promotional emails from Company by submitting this request to or opting out at the bottom of applicable emails. Company shall have a reasonable amount of time to process an opt-out request. Company may send you other types of transactional and relationship email communications, such as service announcements, administrative notices, and surveys, without offering you the opportunity to opt out of receiving them. Please note that changing information in your account, or otherwise opting out of receipt of promotional email communications, will only affect future activities or communications from Company. If Company has already provided your information to a third party (such as a service provider) before you have changed your preferences or updated your information, you may have to change your preferences directly with that third party. You can also control information collected by cookies. See above for information about declining or deleting cookies.
When signing up for a trial, you hereby acknowledge and agree that you will be considered a Marketing contact, and consequently, you will continue to receive communications related to customer service, transactional information, and promotional materials, including our newsletter, for the duration of your customer relationship with us. You understand that these communications are essential for the proper functioning of our services and maintaining our business relationship with you. If you wish to opt out of specific types of communications, you may exercise your preferences by contacting
Company takes appropriate security measures to help safeguard your personal information from unauthorized access and disclosure. Company wants you to feel confident using the Site to transact business. However, no system can be completely secure. Therefore, although Company takes steps to secure your information, Company does not promise, and you should not expect, that your personal information, searches, or other communications will always remain secure. Users should also take care with how they handle and disclose their personal information and should avoid sending personal information through insecure email.
Company may provide public areas on the Site where you can post information about yourself and others and communicate with others or upload media content. Such postings are governed by the Terms. In addition, such postings may appear on other websites or when searches are executed on the subject of your posting. Also, whenever you voluntarily disclose personal information on publicly-viewable web pages, that information will be publicly available and can be collected and used by others. For example, if you post your email address, you may receive unsolicited messages. Company cannot control who reads such information or what other users may do with the information you voluntarily post, so Company encourages you to exercise discretion and caution with respect to your personal information.
Company is committed to preserving online privacy for all of its website visitors, including children. This site is a general site not geared to children. Consistent with the Children’s Online Privacy Protection Act (COPPA), Company will not knowingly collect any information from, or sell to, children under the age of 13. If you are a parent or guardian who has discovered that your child under the age of 13 has submitted his, her, or their personally identifiable information without your permission or consent, Company will remove the information from Company’s active list at your request. To request the removal of your child’s information, please contact Company at and be sure to include in your message the same login information that your child submitted or other applicable information for Company to identify the child’s information.
If you are under 18 years of age, reside in California, and have a registered account with the Site, you have the right to request removal of unwanted data that you publicly post on the Site. To request removal of such data, please contact Company using the contact information provided below, and include the email address associated with your account and a statement that you reside in California. Company will make sure the data is not publicly displayed on the Site, but please be aware that the data may not be completely or comprehensively removed from the Site or Company’s systems.
This privacy policy is intended to cover collection of information on Company’s website from residents of the United States. If you are visiting the Site from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States where Company’s servers are located and where Company’s central database is operated. By using the Site, you understand that your information may be transferred to Company’s facilities and those third parties with whom Company shares it as described in this privacy policy and the Terms.
Company will hold your personal information for as long as is necessary for the relevant purpose for which that personal information was obtained unless a longer retention period is required or permitted by law (such as tax, accounting, or other legal requirements). To determine the appropriate retention period for personal information, Company considers the amount, nature, and sensitivity of the personal information, the potential risk of harm from unauthorized use or disclosure of your personal information, the purposes for which Company process your personal information, whether Company can achieve those purposes through other means, and the applicable legal requirements. Notwithstanding the foregoing, Company retains personal information while your account is active and not closed, and if you do not delete your account, your personal information may remain within your account even if you have not recently visited the Site. You can delete your account at any time by following the instructions in the account settings. If you would like Company to stop using or holding your personal information and would like to request its deletion, please email Company at
To the extent the GDPR may apply to the Site, AdvisorIQ LLC d/b/a TaxPlanIQ is the entity that owns the Site, will serve as the Data Controller and Data Processor. The contact information for Company is located in the contact section at the bottom of this privacy policy. Company’s data protection officer can be reached at the address in the contact section. If Company makes any changes to this privacy policy, you will be notified via email of the changes. The Personal Data that Company stores and how Company stores it is included in this privacy policy. If your Personal Data is incomplete or incorrect, Company will change it for you upon request. If you wish to have your Personal Data deleted, Company will delete it for you upon request. If you wish to have some Personal Data blocked, Company will do so upon request (but please understand the Site may not operate without personal information). Company will make your Personal Data available to you upon request. If you do not want your Personal Data used for marketing purposes, you may withdraw your consent by contacting the data privacy officer in the contact section at the bottom of this privacy policy. If Company decides to take any action that subjects you to legal consequence, Company will notify you prior to taking action.
The personal information Company collects is necessary to utilize the features of the Site. Without providing personal information such as your name and email address, Company would be unable to connect you to other users or bill you for Company’s services.
If Company is acquired by or merged with a third party entity, or if Company sells this website business or a line of business from this website, Company reserves the right to transfer your protected information as part of such merger, acquisition, sale, or other change in control. In the unlikely event of Company’s bankruptcy, insolvency, reorganization, receivership, or assignment for the benefit of creditors, or the application of laws or equitable principles affecting creditors’ rights generally, Company reserves the right to transfer your protected information to protect Company’s rights or as required by law.
This privacy policy does not create rights enforceable by third parties or require disclosure of any personal information relating to users of the website. Notwithstanding the foregoing or anything else to the contrary stated herein, a Subscriber Client understands that a Subscriber will have access to their information given the nature of a Subscriber Client’s relationship with a Subscriber.
jAIne – AI-Powered Assistance: We have introduced an AI-powered assistant, jAIne, to enhance our services. jAIne is designed to assist CPAs and Tax Advisors by providing answers to all kinds of tax related queries. When interacting with jAIne, any information or data you provide will be processed and stored in accordance with our privacy standards.
OCR Technology: Our Optical Character Recognition (OCR) technology allows users to upload redacted 1040 tax forms. jAIne will process these documents to suggest possible tax strategies. Please ensure that all uploaded documents are appropriately redacted to protect sensitive information. Our OCR process is compliant with our data protection and privacy protocols.
Data Handling with jAIne and OCR: The information processed by jAIne and our OCR technology is subject to the same rigorous data protection standards as all other user data we handle. We store and process this information securely to maintain confidentiality and integrity.
Usage of AI and OCR Data: The suggestions and information provided by jAIne and our OCR technology are based on the data inputted by users. We do not take responsibility for the accuracy or suitability of the strategies suggested. Users should exercise their professional judgment in applying these suggestions.
Consent and Discretion: By using jAIne and our OCR features, you consent to the processing of your data through these technologies. We urge you to use discretion in the type of information shared or uploaded and to ensure compliance with applicable privacy and data protection laws
Company will occasionally update this privacy policy. When Company posts changes to this privacy policy, Company will revise the "last updated" date at the top of this privacy policy. Company recommends that you check the Site from time to time to inform yourself of any changes in this privacy policy or any of Company’s other Terms and policies.
If you have any questions regarding this privacy policy, please contact the owner and operator of this website business at:
AdvisorIQ LLC d/b/a TaxPlanIQ
Attn: Data Protection Officer
1207 S White Chapel Blvd, Ste 200
Southlake, TX 76092
(888) 272-1258
  • Temporary Data storage 
    • We will store your data for the entire time you are using the service and for 5 years after. 
  • Always Secure
    • Data Security is not a one-time bolt-on operation.  We are continuously evaluating and reinforcing our DataSec architecture. The team is highly qualified and experienced in information technology and data security, holding the following certifications:
      • Certified Fraud Examiner by ACFE
      • Certified in ISO 27001 Info Security Management Systems
      • Certified in Info Security by ISACA
    • Every person on the team, every process implemented, and every program developed is mandated by highest level security measures.
    • We may be providing the storage, but you can rest assured that you own your data.
  • User access
    • Within each user account, we provide you with complete access to confidential customer data and how that data is shared. You can share data to other users through invites and revoke their access to data or remove individual users from the control panel in your account.
  • We have specifically selected support team members who can also access your data, for specific purposes like technical support. You can trust that we have performed background checks on all support team members. 
  • Dedicated Server
    • The server is dedicated to TaxPlanOQ and not shared with any other parties. External network access to our servers is controlled by a state of art firewall, which is configured and monitored according to industry best practices. 
  • Data protection & backup
    • Our servers automatically backup customer data every 6 hours. We also retain an encrypted copy of a daily backup in multiple geographic locations to aid in disaster recovery.
  • Company-specific data is separated through logical separation at the data tier based on application-level access permissions and roles so you can be certain that nobody else sees your data unless you give them permission and access and you won’t see anyone elses without permission and access.
  • SSL
    • Our site deploys Secure Sockets Layer (SSL), which is an encryption technology used to protect your data as it travels over the internet.
    • All TaxPlanIQ application communications are encrypted with 128-bit SSL, providing a level of encryption comparable to that used by banks and financial institutions.
    • TaxPlanIq automatically encrypts data at rest using Advanced Encryption Standard (AES) 256-bit symmetric keys and supports secure transfer of your data over Secure Sockets Layer (SSL).
  • Hosting & Physical Security
  • TaxPlanIq is hosted on AWS (Amazon Web Services), a highly scalable cloud computing platform with end-to-end security and privacy features built in. Our team takes additional measures to maintain a secure infrastructure and application environment within the AWS architecture. For more specific details regarding AWS security, please refer to