ZZARVEN Privacy Policy
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Privacy Policy

Last updated: September 2026

ZZARVEN ("we", "us", "our") operates the ZZARVEN tax advisory, preparation, and training platform (the "Service"). This Privacy Policy explains what personal and tax information we collect, how we use and protect it, and the choices you have. By creating an account or using the Service, you agree to the practices described here.

Information We Collect

  • Account information you provide when you register: name, email address, and password.
  • Profile details you choose to add to your client profile, such as phone number, state of residence, filing status, and business type.
  • Tax and financial information you enter into the tax estimator, scenario planner, or share with your advisor, including income figures, deductions, credits, and filing details.
  • Documents you upload to your document vault, such as W-2s, 1099s, receipts, business records, and prior-year returns.
  • Messages and questions you exchange with your advisor through the platform.
  • Payment information processed by our payment provider, Base44 Payments (powered by Wix). We do not store your full card number or banking details on our servers.
  • Usage and device information, such as pages visited, app interactions, and crash reports, used to improve the service.

How We Use Your Information

  • To provide tax estimation, scenario planning, advisory, and tax preparation services.
  • To connect you with a assigned tax advisor and enable secure messaging and collaboration.
  • To process purchases, subscriptions, and course enrollments through Base44 Payments.
  • To send service-related notifications, such as filing reminders, advisor messages, and account updates.
  • To operate and improve the Tax Academy training program and educational content.
  • To detect, prevent, and address fraud, abuse, and security issues.
  • To comply with legal, tax, and regulatory obligations.

How We Protect Your Data

  • Access to your records is restricted by role-based permissions. Your advisor can only see records assigned to you, and administrators manage the platform.
  • You can enable Limited PII Mode to mask your email and phone number from advisor views.
  • Uploaded documents are stored privately and served through time-limited, signed links that are validated against your account before access is granted.
  • Payment card data is handled entirely by our PCI-compliant payment provider and never touches our database.
  • We use encryption in transit (HTTPS/TLS) for all data moving between your device and our servers.

Payments

  • Checkout and payment processing are handled by Base44 Payments (powered by Wix).
  • We receive a confirmation of your purchase and, where needed, your buyer email and name from the payment provider, but we never receive or store your card number, CVV, or full banking details.
  • Subscription status and purchase records are stored on your client profile so we can grant and manage your access.

Sharing of Your Information

  • We do not sell your personal or tax information.
  • Your assigned tax advisor can view the records and documents you share for the purpose of providing advisory and preparation services.
  • We share data with our service providers (such as our payment and hosting providers) only as needed to operate the platform, under their own privacy and security obligations.
  • We may disclose information when required by law, court order, or to protect our rights and the safety of others.

Your Rights and Choices

  • You can update your profile, enable Limited PII Mode, and manage your documents at any time from your client portal.
  • You can request deletion of your account and associated data by contacting us at the email below or using the in-app account deletion tool.
  • You can cancel a subscription at any time; access remains until the end of the current billing period.
  • You can withdraw consent for optional communications by following the unsubscribe link in our emails.

Data Retention

  • We retain your account and tax records for as long as your account is active and as needed to provide our services.
  • Tax documents and records may be retained for the period required by law or recommended for tax recordkeeping (generally up to 7 years) before deletion.
  • When you delete your account, we remove or anonymize your personal data within a reasonable period, except where retention is legally required.

Children's Privacy

  • Our services are not directed to children under 16, and we do not knowingly collect personal information from them. If you believe a minor has provided us data, contact us and we will delete it.

Changes to This Policy

  • We may update this Privacy Policy to reflect changes in our practices or legal requirements. We will notify you of material changes through the app or by email. Continued use after changes constitutes acceptance.

Contact Us

If you have questions about this Privacy Policy or want to exercise your data rights, contact our privacy team:

lgm1471z@zzarven.com