This policy explains exactly what data we collect, how we use it, who sees it, and how you control it. Written in plain language — no legalese necessary.
TaxTrimIQ Strategic Partners ("TaxTrimIQ," "we," "our," or "us") is a sales tax recovery firm that provides audit and recovery services for e-commerce businesses. Our registered address is on file with clients and regulatory bodies upon request.
This Privacy Policy governs how we collect, use, store, and protect information related to: (a) visitors to our website at taxtrimiq.com, and (b) clients who engage us for audit and recovery services. Where these two contexts have different rules, we distinguish them clearly below.
We collect two distinct categories of data: information you provide directly, and information generated during the course of an audit engagement.
When you visit our website, submit an inquiry, or request an audit, we may collect:
For clients who proceed with an audit engagement, we access the following data from your Avalara or TaxJar account via read-only API:
| Data Type | Purpose | We Access |
|---|---|---|
| Transaction records | Core audit analysis — classification review and rate validation | Yes |
| SKU identifiers & product tax codes | Classification audit and reclassification recommendations | Yes |
| Jurisdiction & address data | Jurisdiction rate validation and boundary verification | Yes |
| Tax amounts remitted | Calculating over-remittance and recovery value | Yes |
| Customer names or personal details | — | No |
| Payment or banking information | — | No |
| E-commerce platform backend | — | No |
We use the data we collect exclusively for the purposes described below. We do not use your data for advertising, profiling, resale, or any purpose unrelated to delivering your audit.
Your data is not sold, rented, or traded. We do not share it with advertisers, data brokers, or any party with a commercial interest in it. Access is limited to the following:
Only the audit personnel specifically assigned to your engagement have access to your client data. Internal access is logged, role-based, and subject to strict confidentiality agreements. No other team members, departments, or systems have access.
We use a small number of third-party sub-processors to operate our infrastructure. These include cloud hosting providers and data processing tools, all of which are contractually bound to our data protection standards and do not have permission to use your data for any purpose other than providing the underlying infrastructure.
We maintain an up-to-date list of sub-processors and will provide it upon written request.
We may disclose information if required to do so by law, court order, or valid legal process. We will notify you of any such request to the extent permitted by law, and we will take reasonable steps to contest requests we believe to be overbroad or unjustified.
We take data security seriously — both as an ethical obligation and as a practical requirement given the nature of the data we handle.
We retain data only for as long as necessary to fulfill the purpose for which it was collected.
| Data Category | Retention Period | Deletion Method |
|---|---|---|
| Audit transaction data | 30 days after audit completion | Automated secure deletion with written confirmation available |
| Savings report & findings | Duration of engagement + 12 months | Deleted upon request or at engagement end + 12 months |
| Contact & inquiry data | 24 months from last contact | Deleted upon request or automatically at expiry |
| Website analytics | 13 months (aggregate only) | Anonymized — no individual deletion required |
| Financial records (invoices) | 7 years (legal requirement) | Retained per applicable tax and accounting law |
Depending on your location and the nature of your relationship with us, you may have the following rights with respect to your data. We honor these rights regardless of whether they are legally mandated in your specific jurisdiction.
To exercise any of these rights, email privacy@taxtrimiq.com. We will respond within 10 business days.
Our website uses a minimal set of cookies to operate correctly and to understand how visitors use the site. We do not use advertising cookies, tracking pixels, or third-party behavioral targeting tools.
| Cookie Type | Purpose | Duration |
|---|---|---|
| Essential cookies | Required for the website to function. Cannot be disabled. | Session |
| Analytics cookies | Aggregate, anonymized page view data to improve the site. No individual identification. | 13 months |
| Preference cookies | Remembering form inputs and UI preferences. | 30 days |
You can disable non-essential cookies through your browser settings at any time. This will not affect your ability to use our website.
Our services are designed for and directed exclusively at businesses and their authorized representatives. We do not knowingly collect personal information from individuals under the age of 18. If we become aware that we have inadvertently collected information from a minor, we will delete it immediately.
If you believe we have inadvertently collected information from a minor, please contact us at privacy@taxtrimiq.com.
We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or the services we offer. When we make material changes, we will:
Continued use of our services after a policy update constitutes your acceptance of the revised policy. If you disagree with any changes, you may terminate your engagement and request deletion of your data by contacting us.
If you have questions, concerns, or requests related to this Privacy Policy or our data handling practices, please reach out. We take every inquiry seriously and respond within one business day.
Zero upfront cost. Read-only access. Data deleted at close. No surprises.