Privacy Policy
Last updated: May 10, 2026
Overview
TapIn provides software tools to help users organize financial and case information during major family transitions.
Information We Process
With user consent, we process connected financial account metadata, balances, and transaction history needed for budgeting, planning, and reporting features.
How We Use Data
We use data to provide and improve user-authorized product features, including account aggregation, standardization, financial summaries, and collaboration workflows.
Data Sharing
We do not sell personal financial data. We share data only as required to operate the service, comply with law, or with user direction.
Security
We use administrative, technical, and physical safeguards designed to protect information from unauthorized access or misuse.
Contact
For privacy questions, contact support@tapinfamilylaw.com.