Last Updated: December 20, 2025
Last Reviewed: December 20, 2025
DynaTax uses third-party service providers ("subprocessors") to deliver our services. This page lists all subprocessors who process customer data on our behalf, including the types of data processed, processing location, and links to their privacy policies.
All subprocessors are contractually required to protect your data and use it only for providing services to DynaTax.
IMPORTANT: AI providers process your financial and tax data to provide categorization, insights, and suggestions. We do not use your data to train AI models. AI providers process data under strict contractual terms.
| Provider | Service | Data Processed | Location | Privacy Policy |
|---|---|---|---|---|
| AI Processing Services (Multiple Vendors) | AI tax analysis, transaction categorization, document OCR, receipt processing, chat assistance | Transaction data, documents, financial info, receipt images, merchant names, amounts, expense descriptions, tax questions | USA | Various providers with contractual data protection |
| Provider | Service | Data Processed | Location | Privacy Policy |
|---|---|---|---|---|
| E-Sign, Inc. | Electronic signatures | Engagement letters, names, email addresses, signatures | USA | Link |
| Provider | Service | Data Processed | Location | Privacy Policy |
|---|---|---|---|---|
| Veriff OÜ | Professional ID verification | ID documents, photos, professional licenses, background check data | Estonia (EU) | Link |
| Provider | Service | Data Processed | Location | Privacy Policy |
|---|---|---|---|---|
| SendGrid (Twilio) | Transactional emails | Email addresses, message content | USA | Link |
We may add, remove, or replace subprocessors from time to time. When we add a new subprocessor that processes personal data, we will:
Last Updated: December 20, 2025
Next Review: March 20, 2026
Most subprocessors are located in the United States. Data transferred to the EU (Veriff) is protected by:
For questions about subprocessors or data processing:
All subprocessors listed are contractually obligated to protect your data in accordance with GDPR, CCPA, and other applicable data protection laws. Data Processing Agreements (DPAs) and Standard Contractual Clauses (SCCs) are in place where required.
Enterprise customers may request copies of relevant DPAs by contacting legal@dynatax.ai.
Last Updated: December 20, 2025