Financial and tax-planning information
TaxNest can store state and filing settings, work type, estimated income, W-2 values, reserve rates and balance, payments, expenses, vendor, purpose and notes, manually entered mileage, and reminder preferences. It does not request tax-agency credentials, bank credentials, or automatic transaction access.
Local-only design
TaxNest stores its records in local SwiftData. It has no TaxNest account, CloudKit sync, developer server, advertising SDK, bank connector, or third-party analytics service. Apple App Store services process purchase and distribution information under Apple's terms.
Permissions and exports
Notifications support optional reminders and device authentication can protect access where enabled. A report or export contains the financial information selected for it. Review the file, destination, and recipients before saving or sharing, and do not rely on app lock as the only protection for the device.
Retention and deletion
Information remains locally until you delete individual records, use Clear All Data, or remove the app and its data. Clear All Data resets records, profile, onboarding, lock state, and reminders. Files already exported are outside TaxNest and remain wherever they were saved, backed up, or shared until deleted there.
Website analytics
TaxNest Pro's page on brentgaddis.com uses first-party, aggregate website analytics operated through Cloudflare. The site counts page views and allowlisted actions such as opening an App Store, support, or privacy link; it also keeps coarse source, country, device, browser, operating-system, engagement, performance, and reliability totals. It does not store raw event rows, visitor or session identities, IP or hashed-IP identifiers, cookie or local-storage visitor IDs, full user agents, full referrers or URLs, form contents, arbitrary text, or a person's raw click history. Country and source cells below five are suppressed, and aggregates are retained for up to 24 months. Cloudflare still processes request and network metadata as necessary to deliver and protect the site. These website measurements are separate from the app.
Questions
Contact Brent Gaddis with privacy questions about TaxNest Pro.