EspañolTaxpace and Pacekeeping Subprocessors
Version: 2026-10-12 · Status: draft for attorney review
These are the companies that process data so we can provide Taxpace and Pacekeeping (alone or together in the Bundle).
- Notice of changes: we will give at least 30 days' notice before adding or replacing a subprocessor that will process taxpayer information or clients' bookkeeping information. See the Data Processing Agreement.
- Location: all of them store the data in the United States unless noted.
| Company | What it does for Taxpace and Pacekeeping | Data involved | When |
|---|---|---|---|
| DigitalOcean, LLC | Servers, database and encrypted file storage | All account and client data | Always |
| Google LLC | "Sign in with Google" | User name and email | When a user signs in with Google |
| Google LLC (Gemini API, paid tier) | Reads bank statements, receipts and checks and suggests the category of each transaction (Pacekeeping); answers questions about the account's own data and suggests how to read a file when importing clients | The document to be read or the data needed to answer. When importing: only the headers and a few sample rows with numbers hidden; never the SSN. It does not use them to train its models | In Pacekeeping, every time a document is uploaded to be read; in Taxpace, only if the firm uses those features |
| Stripe, Inc. | Subscription billing; card payments from the firm's clients if the firm connects Stripe | Billing contact and card (handled by Stripe); amount and description of the charge | Always for billing; payments only if connected |
| Block, Inc. (Square) | Card payments from the firm's clients, if the firm connects Square | Amount and description of the charge | Only if connected |
| Postmark (ActiveCampaign, LLC) | Sends service emails (invitations, notices, links) | Recipient email and the message | When emails are sent |
| Functional Software, Inc. (Sentry) | Error monitoring | Technical error details. It is configured not to receive request bodies, cookies, IP addresses or client data | Always |
| [Meta Platforms / Twilio] | Automatic WhatsApp notices | Client phone number and message | Only if the firm turns it on — [PLANNED] |
We never store card numbers: they are entered directly on the processor's page.