Legal

Journey.tax is committed to clear, transparent, and firm-first legal standards. This Legal Hub provides the governing terms, privacy disclosures, data processing framework, software license terms, and client-data compliance notice for firms using the Journey.tax platform.

Journey.tax is operated by Secord Fintech Inc. Journey.tax provides a cloud-based firm-management and workflow platform for accounting, tax, and advisory firms. It does not provide tax, legal, accounting, or financial advisory services.

Legal Documents

Our platform legal framework includes the following documents, each of which applies to a specific aspect of your use of the Service. These are companion documents within the Journey.tax platform-to-firm legal layer.

Terms of Service
Governs your firm's access to and use of the Journey.tax platform: eligibility, subscriptions and billing, license rights, data ownership, acceptable use, service availability, termination, disclaimers, limitations of liability, and dispute resolution.
Privacy Policy
How Journey.tax handles information in connection with the Service. Distinguishes Journey.tax's role as controller for firm-user account information and processor/service provider for client data submitted by firms.
Data Processing Addendum (DPA)
Governs Journey.tax's processing of personal data and tax return information submitted by firms. Addresses purpose limitation, AI/OCR subprocessing, subprocessors, safeguards, breach notice, deletion, and international transfers.
Software License Terms
Supplements the license grant in the Terms of Service. Provides a limited, non-exclusive, non-transferable, revocable, subscription-based license for internal business purposes only.
Client Data & Compliance Notice
Explains the tools Journey.tax provides to help firms collect, store, transmit, and manage client data (including consent capture, audit trails, and configurable consent-form templates), and the firm's responsibility for IRC § 7216 consents.
SMS / Text Messaging Terms
Governs the text-messaging program available to clients of firms that use Journey.tax: message types (service/transactional only), frequency, message-and-data rates, and how to opt out (reply STOP) or get help (reply HELP). Journey.tax / Secord Fintech Inc. is the platform and number registrant, sending on the firm's behalf.

Privacy, Security, and Data Handling

Journey.tax does not sell personal information and shares data only with subprocessors that help operate the Service and with legal authorities where required by law. Journey.tax does not use client data submitted by firms for its own purposes and does not use it to train third-party AI models.

Journey.tax maintains an information security program with administrative, technical, and physical safeguards consistent with the FTC Safeguards Rule and IRS Publication 4557, including encryption in transit and at rest, role-based access controls, multi-factor authentication for administrative access, time-limited signed URLs for document access, logging, and monitoring.

Journey.tax's DPA lists subprocessors used to provide the Service, including Supabase for cloud hosting and database services in the United States.

Company Information

Legal Documents

Privacy, Security, and Data Handling