Privacy Policy

Effective date: March 1, 2026

TaxMatch ("we," "our," or "us") is operated by JMS Dev Lab. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our web application and related services (collectively, the "Service"). Please read this policy carefully. By accessing or using the Service, you agree to the practices described herein.

1. Information We Collect

Account Information

When you create an account, we collect your name, email address, and password. If you subscribe to a paid plan, we collect billing information such as your payment method details, which are processed and stored by our third-party payment processor.

Financial Data

To provide reconciliation services, we collect transaction data from your connected payment processors (such as Shopify Payments, PayPal, and Stripe), including gross sales amounts, refunds, chargebacks, processing fees, and 1099-K form details.

Usage Data

We automatically collect certain information about your device and how you interact with the Service, including your IP address, browser type, operating system, referring URLs, pages viewed, and timestamps. This data helps us improve performance and diagnose technical issues.

2. How We Use Your Information

To provide, maintain, and improve the Service, including generating reconciliation reports and discrepancy analyses.
To process transactions and manage your subscription.
To communicate with you about your account, including service announcements, billing notifications, and support responses.
To detect, prevent, and address fraud, security issues, and technical problems.
To comply with legal obligations, including tax reporting requirements.
To analyze aggregate usage trends in order to improve the Service. We do not sell your personal information to third parties.

3. Data Security

We implement industry-standard security measures to protect your data, including encryption in transit (TLS) and at rest, secure authentication mechanisms, and regular security assessments.

While we take reasonable precautions to safeguard your information, no method of electronic transmission or storage is completely secure. We cannot guarantee absolute security, but we are committed to promptly addressing any security incidents that may arise.

4. Third-Party Services

The Service integrates with third-party payment processors and platforms to retrieve transaction data on your behalf. These integrations operate under the respective privacy policies of each third-party provider.

We use third-party services for payment processing (such as Stripe), hosting infrastructure, and analytics. These service providers have access to your information only to the extent necessary to perform their functions and are obligated to maintain its confidentiality.

5. Data Retention

We retain your account and financial data for as long as your account is active or as needed to provide the Service. If you close your account, we will delete or anonymize your personal data within 90 days, except where retention is required by law (for example, tax records that must be kept for a legally mandated period). You may request deletion of your data at any time by contacting us.

6. Your Rights

Depending on your jurisdiction, you may have the right to:

Access the personal data we hold about you.
Request correction of inaccurate or incomplete personal data.
Request deletion of your personal data, subject to legal retention requirements.
Object to or restrict certain processing of your data.
Request a portable copy of your data in a commonly used format.

To exercise any of these rights, please contact us at the email address listed below. We will respond to your request within 30 days.

7. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at [email protected].