TaxGPT procurement policy evidence
Only topics backed by verified findings appear below. Each row preserves the platform's exact policy words and capture provenance.
| Topic | Plan or tier | Risk | Their words | Source |
|---|---|---|---|---|
| DPA, audit rights & data residency | All applicable tiers | low | “ TaxGPT or its designated third-party auditor may audit you for the purpose of analyzing and verifying your compliance with this Cowork Addendum. TaxGPT will bear the costs of any audit unless the audit determines Customer’s use of the Software is in breach of this Addendum, the Agreement, or an applicable Order Form. In the event that such a breach is discovered, you will reimburse TaxGPT for the cost of the audit, plus any underpayments to TaxGPT that were discovered, within thirty (30) days of TaxGPT providing you with the audit results. Without limiting the Terms, you acknowledge and agree that TaxGPT may monitor your use of the Software (including placing a verification tool within the Software) for the purposes of verifying billing accuracy, and verifying your compliance with the Terms in your use of the Software.” | Captured 2026-09-26Open source →Finding permalink → |
| DPA, audit rights & data residency | All applicable tiers | unknown | “ All personal information processed by us may be transferred, processed, and stored anywhere in the world, including, but not limited to, the United States or other countries, which may have data protection laws that are different from the laws where you live. ” | Captured 2026-09-26Open source →Finding permalink → |
| Data retention | All applicable tiers | unknown | “ Upon termination of the Terms, (i) your rights with respect to the Software will terminate immediately and without further notice; and (ii) you will immediately cease use of and uninstall (and provide written certification of such uninstallation to TaxGPT upon request) all copies of the Software.” | Captured 2026-09-26Open source →Finding permalink → |
| Data retention | All applicable tiers | unknown | “ Your Communications with Us . We may collect personal information, such as your name, email address, or phone number when you contact us. Surveys . We may contact you to participate in surveys. If you decide to participate, we may collect personal information from you in connection with the survey. Interactive Features . We and others who use our Services may collect personal information that you submit or make available through our interactive features (e.g., forums, blogs, an AI-powered analysis agent (“ Agent Andrew ”), and social media pages). We may monitor and retain any information you submit through Agent Andrew and store it with our service providers. Any information you provide using the public sharing features of the Services will be considered “public.” Conferences, Trade Shows, and Other Events. We may collect personal information from individuals when we attend or host conferences, trade shows, and other events. Business Development and Strategic Partnerships. We may collect personal information from individuals and third parties to assess and pursue potential business opportunities. Job Applications. If you apply for a job with us, we will collect any personal information you provide with your application, such as your contact information and CV.” | Captured 2026-09-26Open source →Finding permalink → |
| Subprocessors & data sharing | All applicable tiers | unknown | “ We may access, preserve, and disclose any information we store associated with you to external parties if we, in good faith, believe doing so is required or appropriate to: comply with law enforcement or national security requests and legal process, such as a court order or subpoena; protect your, our, or others’ rights, property, or safety; enforce our policies or contracts; collect amounts owed to us; or assist with an investigation or prosecution of suspected or actual illegal activity.” | Captured 2026-09-26Open source →Finding permalink → |
| Subprocessors & data sharing | All applicable tiers | medium | “ Once your personal information is shared with our business partner, it will also be subject to our business partner’s privacy policy. We are not responsible for the processing of personal information by our business partners. TaxGPT Customers (Authorized Users Only). In cases where you use our Services as an employee, contractor, or other authorized user of a TaxGPT customer (e.g., an accountant or similar professional), that customer may access information associated with your use of the Services including usage data and the contents of the communications and files associated with your account. Your personal information may also be subject to the TaxGPT customer’s privacy policy. We are not responsible for the TaxGPT customer’s processing of your personal information. Affiliates . We may share your personal information with our corporate affiliates. Advertising Partners . We may share your personal information with third-party advertising partners. These third-party advertising partners may set Technologies and other tracking tools on our Services to collect information regarding your activities and your device (e.g., your IP address, cookie identifiers, page(s) visited, location, time of day). These advertising partners may use this information (and similar information collected from other services) for purposes of delivering personalized advertisements to you when you visit digital properties within their networks. This practice is commonly referred to as “interest-based advertising” or “personalized advertising”.” | Captured 2026-09-26Open source →Finding permalink → |
| Subprocessors & data sharing | All applicable tiers | unknown | “ The Services may contain links to other websites/applications and other websites/applications may reference or link to our Services. These third-party services are not controlled by us. We encourage our users to read the privacy policies of each website and application with which they interact. We do not endorse, screen, or approve, and are not responsible for, the privacy practices or content of such other websites or applications. Providing personal information to third-party websites or applications is at your own risk. ” | Captured 2026-09-26Open source →Finding permalink → |
| Subprocessors & data sharing | All applicable tiers | unknown | “ If we are involved in a merger, acquisition, financing, reorganization, bankruptcy, receivership, purchase or sale of assets, transition of service to another provider, or other similar corporate transaction, your personal information may be disclosed, sold, or transferred as part of such a transaction.” | Captured 2026-09-26Open source →Finding permalink → |
| Subprocessors & data sharing | All applicable tiers | medium | “ We disclose personal information to third parties for a variety of business purposes, including to provide the Services, to protect us or others, or in the event of a major business transaction such as a merger, sale, or asset transfer, as described below. ” | Captured 2026-09-26Open source →Finding permalink → |
| Subprocessors & data sharing | All applicable tiers | unknown | “ Some of the service providers we may use include: Google Analytics . For more information about how Google uses your personal information, please visit Google Analytics’ Privacy Policy . To learn more about how to opt-out of Google Analytics’ use of your personal information, please click here . Third-Party Services You Share or Interact With . The Services may link to or allow you to interface, interact, share information with, direct us to share information with, access and/or use third-party websites, applications, services, products, and technology (each a “ Third-Party Service ”).” | Captured 2026-09-26Open source →Finding permalink → |
| Subprocessors & data sharing | All applicable tiers | medium | “ The categories of third parties with whom we may share your personal information are described below. Service Providers . We may disclose personal information to our third-party service providers and vendors that assist us with the provision of the Services. This includes service providers and vendors that provide us with analytics, marketing services, IT support, hosting, artificial intelligence and machine learning technology, customer service, and related services. In addition, personal information and communications may be disclosed to service providers that help provide TaxGPT’s AI-powered analysis agent.” | Captured 2026-09-26Open source →Finding permalink → |
| Subprocessors & data sharing | All applicable tiers | medium | “ For example, this may include, but is not limited to, Third-Party Services that prepare and file tax returns on your behalf. Any personal information shared with a Third-Party Service will be subject to the Third- Party Service’s privacy policy. We are not responsible for the processing of personal information by Third-Party Services you share or interact with. Business Partners . We may share your personal information with business partners to provide you with a product or service you have requested. We may also share your personal information with business partners with whom we jointly offer products or services. ” | Captured 2026-09-26Open source →Finding permalink → |
| Tier differences | All applicable tiers | unknown | “ 1. Users may purchase virtual credits (“ Credits ”) for use of the Services either by contacting TaxGPT directly or by utilizing available features of the Services, in which case TaxGPT will charge the payment information you have provided in connection with your access to the Services. The price per Credit will be listed on the Services or otherwise communicated to you by TaxGPT. Subject to applicable law, credits expire one year from the date of purchase, regardless of whether they are used and any unused Credits will rollover into subsequent Subscription periods but will nonetheless expire one year after the date of purchase.” | Captured 2026-09-26Open source →Finding permalink → |
| Tier differences | All applicable tiers | medium | “ 6. Free Tier. TaxGPT may, from time to time and in its sole discretion, offer certain aspects of the Services free of charge (whether for a limited period of time or otherwise). Such free aspects Services may be subject to additional terms and conditions (as will be communicated to you). Without limiting anything to the contrary in these Terms, you may not create more than one account to benefit from credits provided in the free tier of the Services. If we believe you are not using the free tier in good faith, we may charge you standard fees or stop providing access to the Services.” | Captured 2026-09-26Open source →Finding permalink → |
Informational only, not legal advice. Terms can change; verify every cited source and capture date during procurement review.
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