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Draft notice. This policy is a working draft and is pending legal review prior to general availability. The substantive commitments below are accurate, but specific language may change before launch.

Privacy Policy

Last updated: April 7, 2026

1. Who we are

OCMB Accountant ("we", "us", "our") provides a free, AI-assisted tax-filing application at www.openclawaccountant.com. Questions: support@openclawaccountant.com.

2. Information we collect

  • Account information. When you sign in with Google, Apple, or Facebook, we receive your email address, a stable account identifier, and (where the provider supplies it) your name and avatar. We never receive your provider password.
  • Tax data you provide. Income, deductions, dependents, filing status, state of residence, business details, and any documents you upload (1099s, W-2s, receipts, bank statements). This data is stored only to compute your return and produce your filing handoff PDF.
  • Usage data. Sign-in events, feature interactions, and error reports we collect to keep the service reliable. We do not sell this data and do not use it to build advertising profiles.

3. How we use your information

  • To compute your federal and state tax returns deterministically.
  • To answer your tax questions through our AI assistant, with grounding strictly limited to U.S. federal and state .gov sources.
  • To remind you of filing deadlines and quarterly estimated payments.
  • To generate your filing handoff PDF for printing or e-filing.
  • To detect and prevent abuse of the service.

4. AI processing

We use third-party large-language-model providers (Anthropic and OpenAI) to power the AI assistant. Your tax data is sent to those providers only when you interact with the assistant, and only the minimum context needed to answer your question. Numerical computations are performed by our own deterministic TypeScript engine — never by an LLM.

5. Sharing

We do not sell your personal information. We share data only with:

  • Service providers we use to operate the app (Supabase for database and auth, Resend for transactional email, Anthropic and OpenAI for AI inference).
  • Tax authorities, only at your explicit direction (e.g. when you generate a filing handoff PDF you choose to mail or upload).
  • Law enforcement when legally compelled by a valid subpoena, court order, or equivalent process.

6. Retention

We retain your tax data for as long as your account is active so you can file amended returns and reference prior years. You can delete your account at any time from Settings; deletion removes all stored documents and tax data within 30 days.

7. Your rights

Depending on your jurisdiction, you may have rights to access, correct, export, or delete your personal information. To exercise these rights, email support@openclawaccountant.com. California residents have additional rights under the CCPA / CPRA.

8. Security

All connections are TLS-encrypted. Data at rest is encrypted by our database provider. We follow the principle of least privilege for any employee or service that accesses production systems.

9. Children

OCMB Accountant is not directed to children under 13, and we do not knowingly collect information from them.

10. Changes

We will post updates to this policy here and update the "Last updated" date above. Material changes will be announced in-app before they take effect.

11. Contact

Questions or concerns? Email support@openclawaccountant.com.