Clear data boundaries for compliance-preparation workflows.

TaxBridge AI is built as a compliance-preparation and adviser-handoff platform. This page explains what the current MVP may collect, what users should avoid entering during early beta testing, and how the product direction supports privacy-conscious expansion.

Information the product may use

• Basic account/profile information such as email, name, country, user type, business stage, website, and LinkedIn URL when supplied by the user.
• Readiness-checker answers and generated report content needed to display report previews and adviser-handoff material.
• Document-readiness status, adviser/review notes, and report references. The current MVP tracks status and notes only, not uploaded sensitive documents.
• Beta feedback such as tester role, pages tested, ratings, consent, and written product-improvement comments.
• Operational metadata needed for authentication, access control, report ownership, and product validation.

Do not use early beta for sensitive files

• Do not upload or paste passports, bank statements, tax certificates, payroll files, client records, immigration documents, or confidential contracts into early beta workflows.
• Do not use the product as a replacement for a licensed accountant, lawyer, tax adviser, immigration adviser, or official filing authority.
• Do not treat generated reports as final tax, legal, accounting, immigration, or government decisions.

Privacy principles for expansion

• Data minimization: collect only the information needed to prepare structured reports, status tracking, feedback, and account access.
• Purpose limitation: use submitted information for compliance-preparation workflows, product validation, support, and review handoff.
• Access control: keep admin and private report workflows protected through backend-managed checks and environment-based configuration.
• Transparency: make it clear when a page is for preparation, report preview, beta feedback, or evidence review.
• Future GDPR-ready controls: deletion request handling, export access, consent logs, role-based access, retention rules, and processor documentation can be added as the product matures.

Preparation support only

• TaxBridge AI provides preparation support, risk awareness, record organization, and adviser-handoff reports.
• TaxBridge AI is not a law firm, accounting firm, immigration adviser, tax representative, or filing authority.
• Users should confirm final actions with qualified professionals or official authorities for their specific country, business structure, and personal situation.
• Country-specific workflows should be treated as structured preparation prompts until reviewed by qualified local professionals.