Privacy Policy

1. Who we are

TaxEase UK (“we”, “us”, “our”) is an independent software product that helps individuals prepare their UK Self Assessment tax return. We are not affiliated with HMRC or any UK Government department. For questions about this policy, contact us at hello@taxeaseuk.com.

2. The short version

TaxEase UK is designed with a privacy-first approach. The application stores all your tax data locally on your own device — it is never sent to our servers. We do not sell your data. We do not track you inside the application.

3. Data stored locally on your device

When you use TaxEase UK (whether the free HTML version or the desktop application), the following data is saved in your browser’s localStorage or the desktop app’s local storage:

• Your tax return figures (income, expenses, deductions, etc.)
• Your language and display preferences
• Your onboarding status and plan selection
• MTD quarterly tracker entries (if used)

This data never leaves your device. TaxEase UK has no backend database and makes no network requests containing your personal or financial information.

4. Data we collect on the website

When you visit our website, standard server logs may record your IP address and browser type. These are used solely for security and performance monitoring and are not used to identify you personally.

If you sign up to our waitlist, we collect your email address. We use this only to notify you about TaxEase UK updates and will not share it with third parties. You can unsubscribe at any time by emailing hello@taxeaseuk.com.

5. Licence key purchases

If you purchase a Premium or B2B licence, the payment is processed by our payment provider (Stripe or equivalent). We receive confirmation of payment and your email address for licence delivery. We do not store your payment card details — these are handled entirely by the payment provider under their own privacy policy and PCI-DSS compliance.

6. Cookies

The TaxEase UK application uses localStorage (not cookies) to persist your preferences and tax data locally. Our website (taxeaseuk.com) may use essential cookies required for the site to function. We do not use advertising or tracking cookies.

7. Third-party services

TaxEase UK may link to third-party websites (such as gov.uk or HMRC). This privacy policy applies only to TaxEase UK and does not cover third-party sites. We encourage you to read their privacy policies.

The website may use Vercel (hosting) and Cloudflare (DNS/CDN). Both operate under their own privacy and data processing policies.

8. Your rights under UK GDPR

Because we do not hold personal data about you on our servers (your tax data is on your own device), most GDPR rights are exercised directly by you — you can delete your data at any time by clearing your browser’s localStorage or uninstalling the desktop application.

For data we do hold (email addresses from waitlist sign-ups or licence purchases), you have the right to access, correct, or delete your data. Contact us at hello@taxeaseuk.com to exercise these rights.

9. Data retention

Tax data: retained locally on your device for as long as you choose — we have no copy. Waitlist emails: retained until you unsubscribe. Licence records: retained for 7 years as required by UK financial regulations.

10. Children

TaxEase UK is intended for adults who are required to file a UK Self Assessment tax return. We do not knowingly collect data from individuals under 18.

11. Changes to this policy

We may update this Privacy Policy from time to time. The current version is always available at taxeaseuk.com/privacy. Material changes will be notified via the application or our mailing list.

11. Verified Accountants Directory — Public Data

If you are a registered B2B accountant partner and you opted in to the Verified Accountants Directory during registration, the following data will be displayed publicly on taxeaseuk.com/find-accountant:

• Firm name and contact name
• Professional body and membership number (displayed as verified)
• Languages spoken and specialisms
• Region and website (if provided)
• A direct enquiry link

Legal basis: Consent (Article 6(1)(a) UK GDPR). You may withdraw consent at any time by emailing hello@taxeaseuk.com. We will remove your public listing within 5 business days.

Your email address, phone number, Companies House number, and password are never displayed publicly.

12. Contact

For any privacy-related questions or requests, contact us at hello@taxeaseuk.com. We aim to respond within 5 business days.