Legal and trust

Legal documents

Read the current agreements and policies below. Each document includes its update date, an effective date where applicable, and an option to print or save as a PDF. Security summaries distinguish current controls from pending work.

• Terms of Service

  Service terms and the responsibilities of Taxably and your firm.

• Privacy Policy

  How customer account information is collected, used, and protected.

• Data Processing Addendum

  The data-processing agreement between Taxably and your firm.

• Subprocessors

  Service providers, their purposes, and processing locations.

• Service Level Agreement

  Service availability, exclusions, and the credit-request process.

• Acceptable Use Policy

  Permitted uses and restrictions for the service.

• Cookie Policy

  Cookies, analytics, and your choices.

• Written Information Security Plan (WISP)

  Taxably’s security program, implemented safeguards, firm responsibilities, and formal adoption status.

• AI & Model Training Policy

  How Taxably uses customer tax content, restricts model training, and handles retention and connected assistants.

• Business Continuity & Disaster Recovery Policy

  Hosted backups, local workspace recovery, and responsibilities when Taxably Connect is interrupted.

• Client Documents Sent to Taxably by Email

  What Taxably does when a client’s tax document reaches it by email, and how the sender is told.

• Founders Edition Requests

  How a Founders Edition request is answered, including when all 25 places are taken.

• Security & Compliance Overview

  Taxably security controls, current assurance status, and how to request due diligence materials.