Privacy Policy

Last Updated: January 29, 2023

We are committed to following and respecting all relevant privacy laws and regulations in the United States. Our privacy practices are aligned with local legislation to ensure that our users' personal information is protected and their rights are respected. In the event that we update our Privacy Policy, we will take into consideration any changes to local privacy laws and regulations. Your privacy is of utmost importance to us, and we are committed to transparency and accountability in all of our practices.

At CloudTax, we are dedicated to protecting the privacy and confidentiality of personal information under our control. This Privacy Policy outlines the measures we have in place to maintain these commitments and explains how CloudTax collects, uses, discloses, and otherwise handles personal information through our website, available at, including all related pages, and other communications with our users and potential users. This Privacy Policy is subject to periodic updates to reflect any changes in our personal information practices. We encourage you to review this Privacy Policy regularly for the most current information.

"CloudTax" refers to CloudTax Inc.

Types of personal information we collectCloudTax collects personal information from users either directly or through authorized third parties to provide our services.

This information may include:

  • Information entered on an income tax form, such as your name, address, social security number, contact information, tax and financial information, and email address.
  • Information provided during registration, sign-in, service use, support inquiries, or feedback.
  • Payment information for billing purposes, including credit or debit card information (e.g. card number and expiration date).
  • Analytics and usage data to improve our services and ensure proper operation.

We only collect the minimum personal information necessary for the intended purpose.

Use of personal information

We use personal information collected during account creation for the following purposes:

  • To assist in completing and filing tax returns.
  • To prepare and file returns if authorized.
  • To verify identity and other information provided.
  • For operational management.
  • To enhance our services.
  • To meet legal and regulatory requirements.

Marketing Communications: With your consent, we may send you email, SMS, and other communications regarding CloudTax products, services, and events. You can opt-out of marketing and promotional emails by following the unsubscribe instructions or by contacting us at Note that you will still receive emails regarding your account and transactions.

Customer Service: When you contact us for support, we may ask for information that identifies you and additional information necessary to respond to your inquiry. We may retain this information for future reference and to improve our customer service and offerings.

Access to personal information

Users can choose which information we have access to when they are not logged in through account settings. Some personal information, such as Social Security number, date of birth, and mailing address, will be encrypted and only accessible with the password provided.

Restriction on disclosure of personal information

We will not disclose, trade, rent, sell, or transfer personal information without your consent, except as allowed by this Privacy Policy or as permitted or required by law.

Service Providers: We may share personal information with service providers who provide services on our behalf, such as identity verification, technology, hosting, data analysis, research, legal, and accounting services.

Business Transactions: In connection with a merger, sale, or other change in corporate control, we may transfer information about you as an asset.

This may occur in the context of a prospective or completed transaction or business relationship, including bankruptcy proceedings.

Commitment to privacy

We take our responsibility for privacy seriously and will adhere to this Privacy Policy. If you have any questions or concerns, please contact us at To request access to or review of your personal information, please send a written request to CloudTax Inc., Suite 2201, 250 Yonge Street, Toronto, Ontario M5B 2L7, Canada or call 1-888-953-2112.

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Frequently Asked Tax Questions

How can the software help me save time on filing my taxes?

CloudTax can save you time and energy on filing your taxes by providing you with accurate calculations and automated form-filling. You can also take advantage of CloudReceipts, an expense management platform specifically designed for tax purposes.

Is CloudTax safe and secure?

CloudTax offers a variety of security measures to help protect your confidential information. It has built-in encryption protocols and follow bank-level security.

How is CloudTax different from other IRS-Certified tax software?

CloudTax has partnered with an IRS-Certified tax engine to provide a comprehensive income tax filing solution. Its features include an intuitive user interface, automated tax calculation, and support in case you get stuck. Additionally, CloudTax offers an expense management platform called CloudReceipts. Compared to other popular tax filing software, our platform has a more streamlined interface and transparent pricing plans.

Who can use CloudTax?

You can use CloudTax to file taxes for all personal tax situations for the federal and all states in the US, except Puerto Rico.