Privacy Policy

At GradTax, your privacy is very important to us. This policy explains how we collect, use, and protect your personal information.

1. Information We Collect:

We may collect the following:

• Name, email address, and phone number

• School attended and student status

• Employment and income details (such as W-2 or 1098-T forms)

• Any other tax-related documents you voluntarily submit

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2. How We Use Your Information:

We use your information to:

• Review your tax situation and determine service eligibility

• Prepare and file your tax return (if you proceed with services)

• Contact you with updates about your filing or service status

• Improve our services and offerings

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3. Information Sharing:

We do not sell, rent, or trade your personal information. We may securely share your data with trusted third-party service providers who help us deliver our tax services, including:

• Canopy – Our secure client portal used for document collection, communication, and storage. All data shared through Canopy is encrypted and protected under their strict security standards.

• Tax software providers for return filing (e.g., TaxSlayer)

• Legal authorities, if required by law

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4. Data Protection:

We use multiple layers of security to protect your information, including:

• End-to-end encrypted portals via Canopy for document upload and communication

• Secure online forms and encrypted file storage

• Internal access controls and role-based data restrictions

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5. Your Rights:

You can request access to or deletion of your data at any time by contacting us at mygradtax@gmail.com

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6. Changes to this Policy:

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated revision date.

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Contact Us:

If you have questions about this policy, reach out to us at mygradtax@gmail.com