Privacy Policy
Last updated: 2026
Information we process
Depending on which features you use, you may provide: questions submitted to the assistant; tax documents uploaded for Return Review, K-1 Review or Board Decks; information required for the Form 990-N filing service; contact or account details; and payment-related information. Payments are handled by Stripe, and Exempt Tax Desk does not store card numbers.
AI-assisted processing
Several features rely on third-party technology and service providers, including AI providers, to process submitted content and return the functionality you requested. Content you submit is transmitted to those providers as needed to produce a result.
Questions submitted to Ask
Exempt Tax Desk does not intentionally retain the full text of Ask questions in its application database after processing. Usage records keep a one-way hash of the question along with session and quota information so access limits can be enforced. Questions are transmitted to service providers as necessary to generate a response.
Documents you upload
Return Review. Documents are processed to produce the requested review and are not intentionally retained after processing.
K-1 Review. Documents may be temporarily stored in private, server-controlled storage while the review runs. They are deleted after the review is complete, and residual files are automatically cleaned up within approximately 24 hours.
Board Decks. Documents may be temporarily stored in private, server-controlled storage while the deck is generated. They are deleted after generation, and residual files are automatically cleaned up within approximately one hour.
Form 990-N filing. Information submitted through the filing service is retained as reasonably necessary to prepare, complete and administer your filing, and to maintain records of the service performed.
Tax preparation inquiries. Information submitted through a preparation request — organization and contact details, return type, tax year and the approximate figures you provide — is retained to evaluate the request, respond to you, and, if an engagement is accepted, perform the preparation services. It is accessible only to Exempt Tax Desk staff and is not used for unrelated purposes.
Exempt Tax Desk for Excel
The Excel add-in reads and transmits only the cells you select, and only after you click Analyze Selection. Entire workbooks are not uploaded, and the workbook file, file name, other worksheets, formulas, comments and workbook metadata are not transmitted. Selected values, the sheet name and range address are used only to provide the requested analysis, are sent to service providers as needed to produce it, and are not stored in the application database after the response is generated. Workbook values are not included in analytics. The add-in writes to your workbook only when you choose Add to Review Sheet.
Account email and marketing communications
Your account email address is used to sign you in and to administer your account. If you separately opt in — for example, by checking the updates box when creating your account — we may also send you Exempt Tax Desk tax updates, practical IRS guidance, product and resource announcements, and other Exempt Tax Desk marketing communications. Marketing consent is optional and is never required to create an account or to use the free features.
You can unsubscribe from marketing emails at any time. We do not sell personal information, and we do not provide our subscriber email list to sponsors or advertisers. Exempt Tax Desk emails may occasionally include clearly identified sponsored content; sponsors never receive the subscriber list.
How information is used
Information is used to operate the service, deliver the features you request, process access passes and filings, and maintain the reliability of the platform. We do not sell personal information.
Security
We use technical and organizational safeguards designed to protect information processed through the service. These include encrypted transmission over HTTPS/TLS, private document storage that is not publicly accessible, server-side access controls, and limited retention of uploaded files.
Sensitive information
Our review features are designed to process tax documents and workpaper data. Please submit only the information needed for the service you are requesting, and avoid unnecessary Social Security numbers or taxpayer identification numbers, passwords or other authentication credentials, and payment-card or bank-account credentials.
Contact
Questions about this policy can be sent to info@exempttaxdesk.com.