Privacy-first desktop workflow
The Tax Tidy app is offline-first. It does not upload imported statements, transaction data, receipt files, rules, notes, reports, or exported workbooks to Tax Tidy. You decide when to export or share those records.
Privacy proof method: Reviewed against the current Windows app workflow, public screenshots, Tax Tidy privacy policy, account and checkout flows, and patch notes. This page explains Tax Tidy's data boundary; it is not a security certification.
| Data or activity | Where it is handled | What you control |
|---|---|---|
| Imported statements and reviewed transactions | Inside the Tax Tidy Windows app on your device. | Your Windows account, device access, storage, backups, retention, exports, and sharing. |
| Categories, rules, notes, and receipt evidence | Inside the local app workspace; Tax Tidy does not upload this workspace content to its website. | What you enter, retain, export, remove, or share with an accountant or other person. |
| Reports and accountant handoff exports | Generated from the local workspace and saved where you choose. | The destination folder, backup, transfer method, recipients, and deletion. |
| Website account and subscription | Tax Tidy's website stores account email, plan and order records, licence metadata, billing invoice records, and billing events needed to deliver the subscription. | Your account details, plan, device reset requests, and support contact choices. |
| Support messages | Information you choose to send is handled through Tax Tidy's support process. | Do not include statement files, credentials, card details, or personal financial records unless support explicitly requires a safe method. |
| Card payment | Processed through Eway payment flows. Tax Tidy does not store full card numbers or CVV values. | The payment details you submit through the payment flow and whether you continue with purchase. |
Keeping records locally does not remove your record-keeping responsibilities. Review the ATO record-keeping guidance, protect your Windows account and device, maintain appropriate backups, and choose a secure way to share records.
Tax Tidy does not provide customer or supplier invoicing, bank reconciliation, payroll, BAS or tax lodgement, a full general ledger, or formal financial statements.
Imported statements, reviewed transactions, categories, rules, receipt evidence, reports, and exported workbooks stay in the app data on your machine unless you choose to export or share them.
The website uses account, licence, order, billing, and support information to provide the subscription. The detailed categories are documented in the privacy policy.
Payments are processed by Eway. Tax Tidy does not store full card numbers or CVV values.
Use the maintained workflow screenshots and patch notes to confirm what the app currently does, then review the legal privacy policy for website and subscription handling.