Introduction
This Cookie Policy describes the categories of cookies and similar technologies that TaxMD™ deploys on our website and platform, the purposes for which they are used, and your choices. For more information about how we handle your personal information generally, see our Privacy Policy at www.taxmd.com/privacy-policy.
Cookie Categories and Third-Party Tools
1. Strictly Necessary (Cannot Be Disabled)
These cookies are required to operate the Services. They cannot be opted out of.
- Session management and authentication tokens
- Security controls (bot detection, CSRF protection)
- Load balancing and service availability
- Saving your cookie consent preferences
2. Functional (Optional)
Enable enhanced features and personalization. You can manage these through the Preference Center.
- Remembering your language or display settings
- Improving in-app usability
3. Analytics / Performance (Optional)
Help us understand usage patterns and improve the platform. You can opt out through the Preference Center.
- Google Analytics (Google LLC), which measures page performance, feature usage, and navigation. Subject to Google's Privacy Policy at policies.google.com/privacy.
- Google Tag Manager (Google LLC), which manages and deploys tracking tags based on your consent settings. Does not independently collect personal data.
4. Advertising / Marketing (Consent Required; Public Pages Only)
Used to measure and optimize marketing campaigns. Only deployed on our public marketing pages, only with your explicit consent, and never within the logged-in platform. We never allow these cookies to access your tax data.
5. Data Collected
Cookies may collect: IP address (or truncated IP), device type, browser, session identifiers, consent preferences, and usage metadata (page views, navigation patterns, error events).
Your Choices
Preference Center
Access the Preference Center via the footer link on our website to consent to, refuse, or customize optional cookie categories.
Browser Controls
You can manage or delete cookies through your browser settings. Blocking certain cookies may impair platform functionality, including sign-in and security features.
CCPA / Do Not Sell
TaxMD™ does not sell your personal information and does not use cookies for cross-context behavioral advertising. To submit a formal CCPA opt-out, email Privacy@taxmd.com with "CCPA Opt-Out Request" in the subject line.
Global Privacy Control (GPC)
Where required by applicable law, TaxMD™ honors GPC signals as an opt-out of sharing for cross-context behavioral advertising. DNT signals are not currently treated as a universal opt-out due to lack of a consistent industry standard.
Retention
- Strictly necessary: session to up to 12 months
- Functional: session to up to 12 months
- Analytics/performance: 1 day to up to 24 months
- Advertising/marketing (Public Pages only; if consented): 1 day to up to 13 months
FTI and Sensitive Data Boundaries
Cookies are never used to collect, store, or disclose your Federal Tax Information (FTI) or other sensitive tax data. Advertising/marketing cookies are never deployed within the logged-in platform.
AI and Telemetry
Operational telemetry (performance metrics, error logs, feature usage) is collected to operate and improve the Services. This data is not used to train general-purpose AI models and is not used for advertising or cross-context profiling.
Changes to This Policy
We may update this Policy from time to time and will revise the effective date and version number. Where required by law, we will provide additional notice of material changes.
Contact Us
- Email: compliance@taxmd.com
- Privacy requests: Privacy@taxmd.com
- Website: www.taxmd.com