Effective July 23, 2026
Privacy Policy
This policy describes the current SargoTax AI applications, their local record-organizing features, and the optional cloud AI merchant-review feature.
Current application
SargoTax AI organizes expenses, mileage, document-type checklists, and educational tax estimates. Local matching, statement extraction, and other local features can be used without cloud AI. Expense, mileage, receipt, checklist, and estimate records remain on the customer’s device unless the app clearly identifies a cloud feature and the customer chooses to use it.
Account information
When account access is available and you sign in, Supabase processes the email address, account or authentication-provider identifier, and security-session information needed to create and protect the account. If you use Apple or Google sign-in, your Apple or Google password is handled by that provider and is not shared with SargoTax.
Account security
The website protects account sessions with encrypted HTTPS connections and browser security controls. The Supabase access token is used to authenticate an optional cloud AI request; it is not included in the merchant data sent to the AI model.
Information entered in the app
Questionnaire choices, document-type selections, household facts, dates, eligibility categories, entered financial amounts, expense transactions, mileage trips, and locally selected receipts are processed on the device. The checklist records document types and does not upload document files.
Optional cloud AI merchant review
Cloud AI is off until a signed-in customer turns on the AI consent switch. When enabled, SargoTax sends OpenAI only the merchant description, a temporary transaction identifier, the identifiers and names of available expense categories, and the consent-policy version. The purpose is to suggest a standardized merchant name and an expense category. SargoTax does not send transaction dates or amounts, the original PDF or CSV statement, receipt image, account number, statement balance, full statement text, business purpose, mileage route, or notes to OpenAI for this feature.
The app records the consent version and the time consent was granted or revoked in local device storage. Turning the switch off revokes consent, stops automatic review, and cancels an active request. Local merchant matching remains available. AI suggestions are not tax advice, use confidence controls, never replace a customer-confirmed category, and can be undone or separated by the customer.
AI requests are sent through SargoTax’s protected service after Supabase verifies the signed-in session. The model request is submitted with response storage disabled. OpenAI and Supabase may process limited service, security, and diagnostic information under their respective service terms and privacy practices.
Sensitive information
SargoTax does not ask for full Social Security or taxpayer identification numbers or bank-login credentials. Do not enter those values in notes, descriptions, or support messages.
Location
The iPhone app requests location only after a customer starts mileage tracking. Optional background access is used only for a trip the customer chose to record. Completed trips store dates, mileage, classification, and purpose—not a map of the route—and customers can delete local mileage data in the app.
Support communications
If you email support, we receive the information in your message, including your email address and issue description. Support messages are used to respond to requests and maintain the product. Do not include taxpayer data.
Tracking and advertising
The current application does not sell personal information and does not include advertising or cross-app tracking.
Your choices
You may keep cloud AI off, revoke AI consent at any time, use local merchant matching, clear local expense and mileage workspaces, remove individual receipt records, and turn location permission off in system settings. To request deletion of a SargoTax account or associated authentication record, email gpluidze@gmail.com from the account email address. Local records on a device must also be cleared in the app because they are not stored in the account service.
Contact
Privacy questions may be sent to gpluidze@gmail.com.