Privacy Policy

Last updated: May 23, 2026

Welcome to DocuNudge Agent. We are committed to protecting your privacy and securing the financial and personal documents you entrust to us. This Privacy Policy explains how we collect, use, and safeguard your data.

1. Data Collection and Intake

DocuNudge processes financial documents (such as W-2, 1099, and 1098 forms) uploaded by tax clients. The document files, extracted tax metadata, and client contact info (name, email, phone) are securely stored in our encrypted databases to enable the document intake workspace for your CPA.

2. AI Processing and Security

We use Google Gemini AI models to analyze and verify document formats and detect missing tax information. All data is processed using private APIs with strict transit encryption. Your document content is never used to train public AI models.

3. CPA & Dashboard Access

Only your authorized CPA (the dashboard owner) and their staff have access to the uploaded files and data. We do not sell, rent, or share client financial documents or contact information with third-party advertisers.

4. Security Measures

Your files are stored in Google Cloud Storage using enterprise-grade encryption keys. Firebase Security Rules govern all database queries to prevent unauthorized read/write actions.

5. Contact Us

If you have questions about this policy, please reach out to your CPA or contact the DocuNudge support team at info@aezisai.com.