Income and withholding
Payroll data can help estimate year-to-date income, withholding, pay frequency, benefit deductions, and potential year-end adjustment needs.
Integrations Review
Why TaxVayda may request financial and payroll context.
TaxVayda uses user-authorized data to help consumers organize tax information, understand their tax picture during the year, and receive planning reminders before deadlines pass.
Data categories
Each connection supports a specific tax-planning purpose.
Connected accounts are optional. Manual upload remains available for users who prefer not to connect financial accounts.
Cash-flow context
Bank data may help identify user-provided income patterns, deductible spending categories, estimated payment reminders, and missing tax records.
Capital activity
Investment data may help users understand dividends, interest, realized gains, losses, and planning reminders tied to taxable events.
Tax forms and receipts
Uploaded documents support extraction, organization, missing-item checks, and future filing or advisor workflows.
Plan and beta operations
Payment providers may support subscriptions, invoices, beta billing, and plan management as paid tiers become available.
Ciana Rose context
The assistant uses available tax profile context to explain planning ideas, missing data, and reminders without guaranteeing tax results.
Proof of concept
Visible app context for reviewers.
TaxVayda separates the public review site from the private app while still showing reviewers what users see in the planning workspace.
The authenticated workspace is separated from the public marketing and compliance website.
The public site explains product purpose, privacy posture, terms, deletion requests, and beta access.
Account connections should occur through provider authorization flows and can be avoided by using manual uploads.
Use-case map
Review-friendly data minimization language.
Primary purpose
Organize tax data and identify planning reminders based on user-provided and user-authorized context.
Consumer tax planningNot a filing system
TaxVayda is not presented as tax filing software, a CPA firm, or a guarantee of refunds or lower taxes.
Boundary statedManual alternative
Users can upload documents manually when they do not want to connect external accounts.
User choiceDeletion path
Users can request deletion through the public Data Deletion Request page.
Public process