Privacy Policy

Stratus Financial Ltd. ("we," "us," or "our") operates the website taxreview.stratustaxes.com (the "Service"). This Privacy Policy explains how we collect, use, and protect your information when you use our Service.

Information we collect

When you use our intake form, we collect:

• Contact information: your name, email address, and phone number (if voluntarily provided).
• Business information: details you share about your professional work, annual revenue, business entity structure, state, and current bookkeeping setup.
• Consent records: whether you consented to receive SMS messages, with a timestamp.
• Conversation transcript: the full text of your AI intake conversation, stored for service quality and follow-up purposes.
• Technical information: standard web analytics including IP address, browser type, and pages visited.

How we use your information

We use the information you provide solely to:

• Provide the tax review service you requested.
• Send you a confirmation email or SMS (only with your explicit consent) summarizing your intake.
• Have a CPA follow up with you regarding your tax situation.
• Improve our intake process and AI conversation quality.
• Comply with applicable legal and regulatory requirements.

We do not sell or share your data

We do not sell, rent, or share your personal information with third parties for marketing purposes. Your information is used solely for delivering the service you requested.

Service providers

We use trusted third-party service providers to operate our Service. These providers receive only the information necessary to perform their function and are contractually bound to protect your data:

• Anthropic — powers the AI conversation. Your messages are processed but not used for training.
• Supabase — stores your information in an encrypted database hosted in the United States.
• Resend — delivers transactional emails on our behalf.
• Twilio — delivers SMS messages on our behalf (only if you opted in).
• Vercel — hosts the website infrastructure.

SMS messaging

We only send SMS messages to users who have explicitly opted in during the intake conversation. SMS messages are limited to: (1) a single confirmation message after intake, and (2) appointment reminders if applicable. Maximum frequency is 2 messages per recipient over a 30-day period.

You may opt out at any time by replying STOP to any message. Message and data rates may apply. For help, reply HELP or contact us at the email address below.

Mobile information collected for SMS purposes is not shared with third parties or affiliates for marketing or promotional purposes.

Data retention and deletion

We retain your information for as long as needed to provide our services or as required by applicable tax and accounting regulations. You may request deletion of your data at any time by contacting us at the email address below; we will respond within 30 days.

Your rights

Depending on your jurisdiction, you may have rights to:

• Access the personal information we hold about you.
• Correct inaccurate information.
• Request deletion of your data.
• Withdraw consent at any time.
• Opt out of marketing communications (including SMS by replying STOP).

To exercise any of these rights, contact us at info@stratustaxes.com.

Security

We implement reasonable technical and organizational measures to protect your information, including encryption in transit (HTTPS) and at rest, access controls on our internal systems, and regular security review. However, no internet transmission is 100% secure.

Children's privacy

Our Service is intended for adults aged 18 and over. We do not knowingly collect information from children under 18. If you believe a child has provided us with information, contact us and we will delete it.

Changes to this policy

We may update this Privacy Policy from time to time. Material changes will be posted on this page with an updated "Last updated" date.

Contact us

Questions about this Privacy Policy or how we handle your data?
Email us at info@stratustaxes.com.