Privacy Policy

TechBloom Inc. (“Rally.tax,” “we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how your personal information is collected, used, and disclosed by Rally.tax. This Policy applies to our website (www.rally.tax) (the “Site”) and our online services (collectively, the “Service”).

By accessing or using our Service, you signify that you have read, understood, and agree to our collection, storage, use, and disclosure of your personal information as described in this Privacy Policy and our Terms of Service.

1. What Information Do We Collect and For What Purpose?

We collect the following categories of information for the purposes described below:

Information you provide to us directly

We may collect personal information about you, your spouse, your dependents, or your business when you use our services. Personal information includes data that can identify a person individually. The types of information we may collect include:

• Contact Information (e.g., name, phone number, address, and email address)
• Social Security Number and other government identification numbers (e.g., EIN, Driver’s License Number, ITIN)
• Date of Birth
• Financial Information (e.g., income, revenue, assets, credits, deductions, expenses, and bank account information)
• Payment Data (e.g., checking, debit and credit card account numbers, balances, and payment history)
• Health Information (e.g., health insurance status and financial information related to payment for healthcare services)
• Geo-location Information (approximate)
• Website and Email Usage Data (e.g., interactions with our website or emails)
• Device Information (e.g., IP address, device type, unique identifier, browser version, operating system, and network data)
• Login Information
• Demographic Information
• Professional or employment-related information
• Education information

We may also collect any communications between you and Rally.tax and any other information you provide to us.

Information we receive from third-party services

We may receive information about you from third parties and combine it with the information we collect directly. For example, when you connect or log in through a third-party service (such as Google), that service may share certain information like your name and email address. Similarly, if you interact with Rally.tax through social media (e.g., LinkedIn, Twitter, or Instagram), we may receive limited profile information, depending on your privacy settings.

You should always review and adjust your privacy settings on any third-party site before linking it to our Service.

Location information

We may approximate your location based on your IP address to help provide relevant content or optimize our Service. We do not use GPS or other location-tracking tools.

Information we receive from partners

From time to time, we may receive information from partners and public sources (e.g., Plaid or other financial data aggregators). This helps us verify and improve our services.

We use this information to operate, maintain, and improve our Service, to communicate with you, and to provide updates, notifications, and relevant tax-related information.

2. How We Use Cookies and Other Tracking Technology

Like most websites, we and our service providers automatically collect certain information about your interactions with the Service through cookies, web beacons, and similar technologies (“tracking technologies”). We use tracking technologies to:

• Remember your preferences and improve your experience
• Measure traffic and usage trends
• Personalize content and communications
• Improve the security and performance of the Service

You can modify your browser settings to refuse cookies or alert you when cookies are sent. Note that disabling cookies may affect your ability to use certain parts of the Service.

3. Sharing of Your Information

• Communications with the IRS and State Taxing Authorities: Certain information (e.g., your name, Social Security number, IP address, and bank account details) may be shared as required to prepare or electronically file your tax return.
• At your request: We may share information with third parties when you ask us to do so.
• Third-party service providers: We may share data with trusted vendors who perform services on our behalf (e.g., web hosting, payment processing, analytics, and professional tax support).
• Legal requirements: We may share information to comply with law, legal processes, subpoenas, or government requests, or to protect the rights, property, and safety of Rally.tax, our users, or others.
• Business transfers: If TechBloom Inc. is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

We may also share aggregated or de-identified data that cannot reasonably be used to identify you.

4. Control Over Your Information

Profile and communication settings

You can update your profile information or adjust data-sharing preferences by contacting us at hello@rally.tax.

Access to device information

You may control access to certain device permissions (such as location or notifications) through your browser or device settings.

Communication preferences

You may unsubscribe from promotional emails by clicking “unsubscribe” in our emails. You cannot opt out of essential communications related to your account (e.g., tax filings or system alerts).

Modifying or deleting information

If you wish to review, modify, or delete your personal information, contact us at hello@rally.tax. Please note that certain data may need to be retained to comply with legal or regulatory obligations.

5. Third-Party Tracking and Online Advertising

We may use third-party analytics and advertising tools (e.g., Google Analytics) to understand usage patterns and improve our Service. These providers may use cookies or identifiers to show you relevant ads or measure campaign effectiveness.

You can learn more about how to control personalized ads by visiting industry opt-out pages such as:

• Network Advertising Initiative
• Digital Advertising Alliance

You may also adjust ad settings on your mobile device by enabling “Limit Ad Tracking” (iOS) or “Opt out of interest-based ads” (Android).

6. How We Store and Protect Your Information

Your data may be stored and processed in the United States. We maintain administrative, technical, and physical safeguards to protect your information from unauthorized access, loss, misuse, or alteration.

However, no system is completely secure. If we discover a data breach, we will take reasonable steps to investigate and notify affected users as required by law.

7. Links to Other Websites

Our Service may include links to third-party websites or services. We are not responsible for the privacy practices or content of those websites. We encourage you to read their privacy policies before providing any personal information.

8. How to Contact Us

If you have any questions about this Privacy Policy or how we handle your information, please contact us at:

Email: hello@rally.tax

Mailing Address: TechBloom Inc., Mountain View, California, USA

9. Changes to This Policy

We may update this Privacy Policy from time to time. Any material changes will be noted with a revised “last modified” date below. Continued use of our Services after changes means you accept the revised policy.

Last modified on October 14, 2025.