Neo.Tax privacy & data

Identity Data includes first name, maiden name, last name, username or similar identifier, title, date of birth, and gender.

Contact Data includes billing address, email address, telephone, mobile numbers, and other contact information.

Financial Data includes bank account information, credit card information, and other payment instrument information.

Usage Data includes information about how you use our applications and services.

Accounting workbooks Accounting general ledger Payroll systems Prior years’ tax returns

As a Processor, we process employee/project data on behalf of our customers to: generate tax credit analyses, categorize transactions, store and delete data according to controller instructions.

To train our models using your inputs on categorization

As a Controller, we process business contact data for outreach to relevant professionals based on legitimate interest related to marketing and business development.

We will only retain your personal data for as long as reasonably necessary to fulfill the purposes we collected it for, including for the purposes of satisfying any legal, regulatory, tax, accounting or reporting requirements.

in which case we may use this information indefinitely without further notice to you.

Your personal data is stored in the United States of America.

we use GDPR-approved safeguards, including Standard Contractual Clauses (SCCs)

List of our Sub-Processors and related purposes: Google Cloud: Backend cloud infrastructure Neon: Data storage Vercel: Frontend cloud infrastructure CircleCI: Continuous integration Modal: AI hosting platform OpenAI: Advanced AI models and API Perplexity: Advanced AI models and API Merge.dev: Project management data Finch: HR/payroll data OneSchema: Data ingestion for CSV and Excel files

To exercise your rights, please email: privacy@neo.tax

Access your personal data

Request correction or deletion

Object to or restrict processing

Withdraw consent (where applicable)

File a complaint with a data protection authority