Authentication and account management
Clerk, Inc.
Information involved
Advisor account identifiers such as email address and user ID; authentication credentials and recovery information; session, device, IP, cookie, and security-event information needed to provide and protect account access.
Case-data boundary
Clerk supports account access. RetireTax Scan Pro does not intentionally use Clerk as a repository for the manual case-entry fields or calculated case results.
Website hosting, application delivery, and infrastructure
Vercel Inc.
Information involved
Network and request information such as IP address, browser or device details, timestamps, page requests, performance, diagnostics, security signals, and other technical data used to deliver and protect the hosted application.
Case-data boundary
The current application performs case scoring in the browser and does not intentionally send the manual case-entry payload to an application database. Vercel may still process ordinary traffic and infrastructure logs under its services and policies.
Hosted annual subscription checkout, payments, and billing portal
Stripe, Inc.
Information involved
Billing contact information, payment-card and payment-method information entered directly into Stripe, subscription plan and status, transaction and invoice identifiers, billing address, tax-related checkout information when enabled, fraud and security signals, refunds, cancellations, and related payment records.
Case-data boundary
Stripe is used only for RetireTax Scan Pro membership billing. Manual scanner case fields, tax-return figures, account totals, calculated scores, and generated report contents are not intentionally sent to Stripe. Complete payment-card details are entered into Stripe's hosted checkout rather than the scanner.
Telephone number, call connection, and voice-call routing
Twilio Inc.
Information involved
Caller phone number, call-routing and device information, live audio needed to connect and transport the call, timestamps, duration, delivery status, and ordinary communications and operational records. RetireTax Scan Pro does not intentionally record these calls.
Case-data boundary
Twilio supports the RetireTax Scan Pro phone number and call routing. The phone channel is limited to general software questions, FAQs, and demo scheduling and must not receive client or prospect financial information, tax-return or account data, passwords, payment-card information, or professional-advice requests.
AI audio conversation for software FAQs and demo scheduling
Grok Assistant
Information involved
Spoken audio and other call content processed to understand the caller, generate audio responses, answer general software questions, and help schedule a 20-minute demo, together with related technical and operational information. RetireTax Scan Pro does not intentionally record these calls.
Case-data boundary
Grok Assistant is not intended for client or prospect information, tax-return or account data, passwords, payment-card information, billing or refunds, account access, privacy, security, compliance, or tax, legal, financial, investment, or insurance advice.
Online scheduling for the 20-minute product demo
Calendly, LLC
Information involved
Scheduling information voluntarily provided by the invitee, such as name, email address, time zone, selected appointment time, meeting responses, and ordinary device, network, cookie, and calendar-event information processed by Calendly.
Case-data boundary
Calendly is used for product-demo scheduling and is not part of the scanner's manual case-entry workflow or application case database. Invitees should not place client, prospect, tax-return, account, or other confidential financial information in scheduling fields.
Optional public-site visit and marketing measurement
Meta Platforms, Inc.
Information involved
When a visitor selects Allow measurement, the Meta Pixel may process public-page visits, page and referral information, IP address, browser or device information, cookies, and related identifiers used to measure website and advertising performance.
Case-data boundary
The Pixel is intentionally excluded from case-entry, report, account-registration, and sign-in pages. RetireTax Scan Pro does not intentionally send manual client case fields or calculated case results to Meta.
Optional public-site analytics, campaign attribution, and conversion measurement
LinkedIn Corporation
Information involved
When a visitor selects Allow measurement, the LinkedIn Insight Tag may process public-page URLs, referral information, IP address, browser or device characteristics, timestamps, cookies, and related pseudonymous identifiers used for campaign reporting, website audiences, and conversion measurement.
Case-data boundary
The Insight Tag is intentionally limited to selected public business-to-business product and advisor-education pages and is excluded from case-entry, report, account-registration, sign-in, and legal-policy pages. RetireTax Scan Pro does not intentionally send manual client case fields, calculated case results, Calendly invitee details, or account credentials to LinkedIn.
Not currently enabled
The current application code does not intentionally include a session-replay product, customer document-upload processor, or customer document-upload processor. Before additional analytics, support, email marketing, monitoring, document upload, or another provider is enabled, this page and the Privacy Policy should be updated to identify the provider and purpose.
Provider changes
Providers and their practices may change. Their own agreements and policies govern their services. Listing a provider does not claim that RetireTax Scan Pro independently holds the provider's certifications.