MarketWise Tax ("MarketWise", "we", "us", or "our") respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy explains what we collect, how we use it, how your tax documents are handled through our secure third-party client portal, and the rights you have over your data.
1. Information we collect
We collect information you provide directly to us when you create an account, complete a questionnaire, select services, request a consultation, or communicate with us. This may include your name, contact information, business details, and any other information necessary to deliver our services.
We do not collect or store your tax documents on the MarketWise Tax website. Your tax documents and sensitive tax information (such as government identifiers, financial statements, and source documents) are uploaded by you directly into a secure third-party client portal operated by TaxDome, a professional tax practice-management platform. See Section 3 below for how those documents are handled.
We also collect limited technical information automatically, including IP address, browser type, device identifiers, and pages visited, for security, fraud prevention, and analytics purposes.
2. How we use your information
We use the information we collect to create and manage your account, process your questionnaire responses and service selections, coordinate your engagement with the tax preparation team, communicate with you about your account, process payments, respond to your inquiries, and comply with our legal and regulatory obligations. We do not sell your personal information to third parties.
3. Tax document handling
After you sign up and pay, you receive an invitation to a secure third-party client portal (TaxDome). All tax documents and sensitive tax information are uploaded by you directly into that portal, which is a professional tax practice-management platform operated under its own security and privacy practices.
Tax return preparation and filing are performed by a third-party professional tax preparation team working through that secure portal. Your tax documents and sensitive tax information are handled within the portal under the portal provider's security and privacy practices, and may be processed by our third-party tax preparation partners, who may be located outside your country of residence.
MarketWise Tax does not collect, forward, or store your tax documents on its own systems.
4. Data retention
We retain the information we collect on MarketWise Tax — account information, questionnaire responses, service selections, payment records, and messages — for as long as your account is active and as needed to provide the services, comply with our legal obligations (including tax and accounting record-keeping requirements), resolve disputes, and enforce our agreements. Records we are legally required to retain are kept for the periods required by applicable law, then securely destroyed.
Retention of tax documents and related records within the third-party portal is governed by the portal provider's and the tax preparation team's own retention practices.
5. Third parties we share with
We share the minimum information necessary with the following categories of third parties:
Client portal provider. Your name and contact information are shared with TaxDome to issue your portal invitation so you can upload documents and communicate securely.
Third-party tax preparation partners. Your questionnaire responses and account details are shared with the professional tax preparation team that performs preparation, filing, and related work on your behalf through the secure portal.
Payment processor. Payment information is collected and processed by our payment processor; we do not store full payment card details on our systems.
We also use trusted service providers for hosting, authentication, analytics, and customer communication. These providers are contractually required to protect your information and may use it only to perform services for us.
6. Security
We use industry-standard administrative, technical, and physical safeguards designed to protect the information we hold, including encryption in transit, role-based access controls, and authenticated account access. Your tax documents are protected by the security measures of the third-party portal, which is designed for professional tax practice management. No method of transmission or storage is perfectly secure, but we work continuously to maintain a high security standard.
7. Your rights
Subject to applicable law, you may request access to, correction of, or deletion of the personal information we hold about you. You may also opt out of certain marketing communications at any time. To exercise these rights, contact us at the email below. We may need to verify your identity before fulfilling a request. Requests relating to documents or records held within the third-party portal may be directed to us and will be coordinated with the portal provider and tax preparation team as appropriate.
8. Children's privacy
Our services are intended for adults. We do not knowingly collect personal information from children under 13.
9. Changes to this policy
We may update this Privacy Policy from time to time. Material changes will be posted on this page and, where appropriate, communicated to you directly.
10. Contact us
Questions about this policy or how we handle your information? Email us at privacy@marketwisetax.com.