Privacy Policy :: Tax-Wizard

Tax-Wizard is provided by WizardStork as a Software as a Service (SaaS) with associated costs (see pricing) and must be used as is.
This page outlines the policies regarding the collection, use, and disclosure of Personal Information arising from the use of our Service.
By choosing to use our SaaS, you consent to the collection and use of information in connection with this policy.

Collection and Use of Personal Information

The use of the Dashboard requires that you provide us with certain information regarding the features you wish to enjoy. The information base comprises statements extracted from Revolut, Degiro, eToro, XTB, Trading212, Interactive Brokers, Lightyear, and Trade Republic.
For Members reporting their Taxes in Portugal only: To generate an IRS statement on the capital gains of shares and dividends, you must also upload a pre-filled IRS statement.
The information we collect is explicitly entered by the user and is solely intended to provide you access to the features that Tax-Wizard provides.
The submitted data is retained by us only for the time necessary to perform all calculations and generate the files for extraction.
A unique access identifier is generated so that only those who submitted the information have access to download the generated files. Once the files generated by us are made available, the submitted data is deleted.
The only data permanently stored in the user's profile are the email, name, and country provided during account creation.
If you wish to close your account, you can contact us to place the order, and all your data will be deleted immediately.
We do not share your data with any organizations or companies.


Cookies are small files with data used as anonymous unique identifiers. They are sent to your browser from the websites you visit and are stored locally on the client side.
This Service does not use cookies explicitly. However, third-party code and libraries that use cookies can be used to collect information and improve their services. If you decide to refuse our cookies, you may not be able to use some parts of this Service.


We value your confidence in providing us with your personal information and strive to use commercially acceptable means to protect it.
However, no method of transmission over the Internet, or method of electronic storage, is 100% safe and reliable, and we cannot guarantee its absolute security. We keep your information as short as possible to reduce the possibility of information theft.

Changes to the Privacy Policy

We may update our Privacy Policy at any time.
If you have any questions or suggestions about our Privacy Policy, contact us at hello [at]

Date created: 2021-04-18
Last updated: 2024-03-02