Privacy

Privacy Policy

How Setoff Tax collects, uses, protects, and shares information across the public website and tax operations workspace.

Last updated: July 25, 2026

Information we collect

We collect account details, company information, contact information, product usage data, and tax workspace content that you or your team provide while using Setoff Tax.

How we use information

We use information to operate the platform, provide tax workflow automation, support customer requests, improve reliability, secure the service, and communicate important product or account updates.

AI agents and workspace data

Setoff Tax may process workspace data through AI-assisted workflows to draft, reconcile, classify, review, and route tax tasks. Outputs should be reviewed by authorized users before external submission.

Sharing and processors

We do not sell personal information. We may share information with service providers, infrastructure partners, professional advisors, or authorities where required to operate the service or comply with law.

Security

We use administrative, technical, and organizational controls designed to protect customer data, including access controls, encryption in transit, monitoring, and internal data handling restrictions.

Retention

We retain information for as long as needed to provide the service, comply with legal obligations, resolve disputes, enforce agreements, and maintain accurate tax and audit records.

Your choices

You may request access, correction, export, or deletion of eligible personal information. Some records may need to be retained where tax, audit, contractual, or security obligations apply.

Contact

Questions about privacy or data handling can be sent through the contact page or by emailing privacy@gosetoff.com.

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