This Privacy Policy describes how RoboTax, Inc., a Delaware C Corporation (“RoboTax,” “we,” “our”) collects, uses, and discloses information when you use the RoboTax Platform (“Platform”). It also explains your rights regarding your information. This Privacy Policy is governed by the laws of the State of Florida, without regard to conflict-of-law principles. The internal affairs of RoboTax, Inc. as a Delaware corporation are governed by the Delaware General Corporation Law (8 Del. C. §§ 101–398). Any dispute arising out of or related to this Privacy Policy is subject to the dispute resolution procedures set forth in the Terms of Service, including mandatory mediation followed by binding arbitration administered by the American Arbitration Association (AAA), both conducted in Pinellas County, Florida.
Core commitment: Any data RoboTax shares with any third party is anonymized before disclosure. We never sell, license, or share your identifiable personal information with third parties for their own purposes.
2.1 Information You Provide Directly
2.2 Information from Connected Accounts
2.3 Information Collected Automatically
3.1 To Provide the Platform
We use your financial and tax data to analyze it against IRC provisions, identify potential tax strategies, and generate modeled estimates of potential tax impact.
3.2 To Improve the Platform
We use anonymized and de-identified data to train our AI models, improve strategy detection accuracy, and develop new features. This data cannot reasonably be used to identify any individual. We do not use your identifiable personal information or tax return information to train AI or machine learning models. The Platform uses artificial intelligence and machine learning technologies to analyze your data and identify potential tax strategies. These technologies process your data only within the Platform’s secure environment. All AI-generated output is subject to review by qualified tax professionals before being presented as a Tax Plan.
3.3 To Communicate With You
We use your contact information to send account notifications, security alerts, and (with your consent) marketing communications.
RoboTax never shares your identifiable personal information with third parties for their own commercial purposes. Any data disclosed externally is anonymized.
4.1 Service Providers
We share information with service providers who perform services on our behalf, including cloud hosting, data aggregation, payment processing, and customer support. These providers are contractually prohibited from using your data for any purpose other than providing services to RoboTax.
4.2 Anonymized and Synthetic Data Program
We may create anonymized datasets by permanently removing all personally identifiable information from user data. We may further create synthetic datasets — artificial data generated from statistical patterns that does not represent any real individual. These anonymized and synthetic datasets may be licensed to third parties including financial institutions, research firms, and tax industry participants for market analysis, product development, and research.
De-identification includes the removal or irreversible transformation of: (a) names and taxpayer identification numbers; (b) addresses and geographic identifiers more specific than state; (c) telephone numbers, email addresses, and other direct contact information; (d) account numbers and financial institution identifiers; (e) dates more specific than year; and (f) any other data element that would permit identification.
4.3 Legal Requirements
We may disclose your information if required by law, regulation, legal process, or governmental request.
4.4 Business Transfers
In connection with a merger, acquisition, or sale of assets, your information may be transferred. We will provide notice before your information becomes subject to a different privacy policy.
RoboTax maintains a Written Information Security Plan (“WISP”) in compliance with IRS Publication 4557 and the FTC’s Safeguards Rule under the Gramm-Leach-Bliley Act (16 CFR Part 314). Security measures include: encryption in transit (TLS 1.3) and at rest (AES-256); role-based access controls; regular security assessments; employee training on data handling protocols; and physical access controls. Multi-factor authentication (MFA) is required for all user account access.
Data Breach Notification. In the event of a data breach affecting your personal information, RoboTax will notify affected users within thirty (30) days of confirming the breach, consistent with Fla. Stat. §501.171 and other applicable state breach notification laws.
We retain your identifiable personal information for the duration of your active account plus ninety (90) days after account closure, after which it is permanently deleted unless retention is required by law. For clients engaged under a RoboTax engagement agreement, client records may be retained for up to seven (7) years. Anonymized and synthetic data (which cannot identify you) may be retained indefinitely.
7.1 All Users
Regardless of where you reside, you may:
To exercise any of these rights, contact us at privacy@gorobotax.com or by mail at: RoboTax, 160 16th St. N. #1130, St. Petersburg, FL 33705.
7.2 Financial Data Privacy (All Users)
Under the Gramm-Leach-Bliley Act (GLBA), you have the right to opt out of the sharing of your nonpublic personal information with nonaffiliated third parties. Because RoboTax anonymizes all data before any third-party disclosure, identifiable nonpublic personal information is never shared with nonaffiliated third parties.
7.3 California Residents
California residents have additional rights under the California Consumer Privacy Act as amended by the California Privacy Rights Act (Cal. Civ. Code §§1798.100–1798.199.100), including: Right to Know, Right to Delete, Right to Correct, Right to Opt Out of Sale/Sharing, Right to Non-Discrimination, and Right to Limit Use of Sensitive Personal Information. RoboTax does not sell or share your personal information as defined by CCPA.
7.4 California Financial Information Privacy (SB-1)
Under the California Financial Information Privacy Act (Cal. Fin. Code §4050 et seq.), sharing of financial information with nonaffiliated third parties requires your affirmative opt-in consent. Because RoboTax anonymizes all data before any third-party disclosure, your identifiable financial information is never shared with nonaffiliated third parties.
7.5 Florida Residents
RoboTax is incorporated in Delaware and maintains its principal place of business in Florida. Data breach notification complies with the Florida Information Protection Act (Fla. Stat. §501.171).
7.6 Texas Residents
Texas residents have rights under the Texas Data Privacy and Security Act (TDPSA), including the right to confirm processing, access, correct, delete, and obtain portable copies of personal data. RoboTax does not sell personal data as defined by the TDPSA.
7.7 Residents of Other U.S. States with Privacy Laws
If you reside in a state with a comprehensive consumer privacy law, you may have additional rights. The rights described in Section 7.1 meet or exceed the requirements of all currently enacted U.S. state privacy laws. Contact privacy@gorobotax.com to exercise any state-specific right.
RoboTax is not a “tax return preparer” as defined in 26 U.S.C. §7701(a)(36). However, RoboTax voluntarily treats all tax return information as protected and follows §7216 consent and disclosure practices. Before processing any tax return information, RoboTax will present you with a standalone IRC §7216 Consent Form. You may revoke your consent at any time by contacting privacy@gorobotax.com.
We use the following categories of cookies:
You can manage non-essential cookie preferences through the Cookie Preference Center.
The Platform is not directed at individuals under eighteen (18). We do not knowingly collect personal information from minors.
We may update this Privacy Policy from time to time. Material changes will be communicated via email or in-Platform notification at least thirty (30) days before taking effect.
For questions about this Privacy Policy or to exercise your rights, contact:
Email: privacy@gorobotax.com
Mail: RoboTax, 160 16th St. N. #1130, St. Petersburg, FL 33705