Tax Lens AI is an AI-powered platform that transforms accounting firms from compliance-focused practices into full-service advisory powerhouses. It provides 45+ specialized AI-driven services across tax compliance, financial audits, fleet and logistics, facilities and real estate, digital IT, and HR/payroll categories.

How does Tax Lens AI help CPAs?

Tax Lens AI helps CPAs by automating time-consuming tasks, identifying savings opportunities through evidence-gated AI analysis, expanding service offerings from basic tax prep to 45+ advisory services, and increasing revenue per client from an average of $500 to $5,000+.

What industries does Tax Lens AI serve?

Tax Lens AI serves multiple industries including Healthcare, Manufacturing, and Financial Services, with specialized AI agents trained on industry-specific data and compliance requirements.

How does Tax Lens AI compare to Big Four firms?

Tax Lens AI delivers comparable or superior results at a fraction of the cost. While Big Four firms charge $300-500+ per hour with 6-12 month timelines, Tax Lens AI provides AI-powered analysis in days with significantly lower costs and no upfront investment required.

Your Privacy Matters

Privacy Policy

Last updated: January 7, 2026

Tax Lens ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our AI-powered tax and advisory services platform.

Data Encryption

All data is encrypted at rest and in transit using AES-256 and TLS 1.3 protocols.

Transparency

We clearly disclose what data we collect and how it's used in our services.

Your Control

You have full control over your data with options to access, export, or delete.

Data Minimization

We only collect data necessary to provide our services effectively.

1. Information We Collect

Personal Information: Name, email address, phone number, company name, and job title when you create an account or contact us.

Financial Data: Client financial documents, tax records, and expense data that you upload for analysis through our platform.

Usage Information: How you interact with our services, including pages visited, features used, and time spent on the platform.

Device Information: Browser type, operating system, IP address, and device identifiers for security and optimization purposes.

2. How We Use Your Information

We use the information we collect to:

Provide, maintain, and improve our AI-powered tax and advisory services
Process and analyze financial data to identify savings opportunities
Generate audit reports, recommendations, and compliance documentation
Communicate with you about your account, services, and updates
Ensure platform security and prevent fraudulent activity
Comply with legal obligations and regulatory requirements

3. Data Sharing and Disclosure

We do not sell your personal information. We may share data with:

Service Providers: Third-party vendors who assist in operating our platform (hosting, analytics, customer support)
Professional Advisors: Lawyers, accountants, and auditors when necessary for business operations
Legal Requirements: When required by law, court order, or government regulation
Business Transfers: In connection with a merger, acquisition, or sale of assets

4. Data Security

We implement industry-leading security measures including:

AES-256 encryption for data at rest
TLS 1.3 encryption for data in transit
Multi-factor authentication (MFA) for account access
Regular security audits and penetration testing
SOC 2 Type II compliance certification
Role-based access controls and audit logging

5. Data Retention

We retain your information for as long as necessary to provide our services and comply with legal obligations. Financial data is retained for a minimum of 7 years as required by tax regulations. You may request deletion of your data at any time, subject to legal retention requirements.

6. Your Rights

Depending on your location, you may have the right to:

Access the personal information we hold about you
Correct inaccurate or incomplete information
Request deletion of your personal information
Export your data in a portable format
Opt-out of marketing communications
Lodge a complaint with a supervisory authority

7. Cookies and Tracking

We use cookies and similar technologies to enhance your experience, analyze usage patterns, and personalize content. You can control cookie preferences through your browser settings. Essential cookies required for platform functionality cannot be disabled.

8. International Data Transfers

Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place, including Standard Contractual Clauses and adequacy decisions, to protect your data during international transfers.

9. Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware that we have collected data from a child, we will take steps to delete it immediately.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date. Your continued use of our services after changes constitutes acceptance of the updated policy.

11. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us:

Submit an inquiry through our Contact page