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TaxWallet Legal Center

Explore all legal policies, compliance statements, regulatory disclosures, platform terms, and mobile app requirements that govern the TaxWallet platform and ecosystem.

IRS Pub. 1345GLBA / FTC SafeguardsPCI DSS Secure PaymentsESIGN / UETA BindingSOC 2-Level Controls

Compliance & Regulatory

IRS, GLBA, FTC, ESIGN, arbitration, identity verification disclosures.

IRS E-File Compliance Statement

This IRS E-File Compliance Statement outlines TaxWallet’s obligations and limitations unde...

Information Sharing Disclosure

This Information Sharing Disclosure explains how TaxWallet handles, shares, and protects p...

Arbitration Agreement & Class-Action Waiver

This Arbitration Agreement governs the resolution of all disputes involving TaxWallet and ...

HIPAA Non-Applicability Statement

This statement clarifies that HIPAA does not apply to TaxWallet’s Services and disclaims a...

Identity Verification (KYC / AML) Disclosure

This Disclosure explains how TaxWallet verifies identities and complies with federal KYC/A...

Responsible Disclosure Policy

This Responsible Disclosure Policy establishes the rules, expectations, and safe reporting...

Privacy & Data Protection

Privacy Policy

This Privacy Policy describes how TaxWallet collects, uses, protects, and discloses person...

Cookie Policy

This Cookie Policy explains how TaxWallet uses cookies, device identifiers, and similar te...

California Consumer Privacy Act (CCPA/CPRA) Addendum

This Addendum supplements the TaxWallet Privacy Policy for California residents and explai...

Data Processing Addendum (DPA)

This Data Processing Addendum governs the processing of personal data by TaxWallet on beha...

AI Model Disclosure

This disclosure explains how TaxWallet uses artificial intelligence (AI) systems, includin...

Security & Identity

Security controls, encryption, MFA/TOTP, ESIGN workflows.

Security Policy

This Security Policy describes the technical, administrative, and organizational measures ...

Electronic Signature Disclosure & Consent (ESIGN)

This ESIGN Disclosure explains how electronic signatures, records, and approvals are creat...

Authenticator & TOTP Security Policy

This policy governs the use of the TaxWallet Authenticator feature, Time-Based One-Time Pa...

Payments & Financial Services

Billing terms, refund transfers, merchant processing, financial disclosures.

Billing & Refund Policy

This Billing & Refund Policy governs all payments, subscriptions, financial transactions, ...

Refund Transfer & Banking Partner Disclosures

This Disclosure outlines all terms related to refund transfers, banking partners, financia...

Merchant Processing Addendum (MPA)

This Merchant Processing Addendum governs all payment acceptance, merchant account connect...

Third-Party Integrations & Merchant Processing Disclaimer

This Disclaimer governs all third-party integrations, merchant processing connections, ban...

Platform Agreements

Terms of Service

These Terms of Service govern your use of the TaxWallet platform, mobile application, APIs...

Acceptable Use Policy (UAP)

This Acceptable Use Policy governs all use of TaxWallet’s systems, dashboard, mobile apps,...

Intellectual Property Notice

This Intellectual Property Notice governs ownership, licensing, proprietary rights, and re...

Service Level Agreement (SLA)

This Service Level Agreement (“SLA”) governs uptime expectations, support response, mainte...

Accessibility Statement

TaxWallet is committed to ensuring digital accessibility for all users, including individu...

Mobile App Legal

App Store + Play Store required disclosures and permissions.

Mobile App Terms & Privacy Policy

These Mobile App Terms govern the use of the TaxWallet iOS and Android mobile applications...

Mobile App Permissions Disclosure

This Mobile App Permissions Disclosure explains all device permissions used by the TaxWall...

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