This privacy policy applies to the Ezra marketing site at ezratax.com. We’re still in pre-launch — no shipped product yet, no client data flowing. The only personal data we collect right now is what you give us when you book a demo. A separate, broader privacy policy will replace this one when the product is live and firms have onboarded; we will email you to flag that change.
Who we are
Ezra is being built as an AI-powered client intake engine for UK accountancy firms. For questions about your data, write to hello@ezratax.com.
What we collect
When you submit the demo-request form, we collect:
- Your firm name and your role.
- Your work email address — so we can contact you to schedule the call.
- Your firm’s size band (1–5, 6–20, 21–50, 51+ staff) — to gauge fit.
- Your landlord-client volume band (none or few, 20–50, 50–200, 200+) — to prioritise demo slots for firms where the wedge fits.
We don’t collect any client data, bank records, tax information, or anything about the people you serve. We’re not your tax agent and we don’t want or need that data during the demo-request phase.
How we use it
We use the data above only to:
- Email you to schedule a 30-minute call. You can unsubscribe at any time from the bottom of any email we send.
- Understand the shape of inbound demand (firm sizes, landlord volumes) for product and roadmap planning.
We don’t profile you, run automated decision-making, or share your details with anyone for marketing purposes.
Where it’s stored
Demo-request contacts are stored in Loops, the email-marketing platform we use as a data processor. Loops processes data in the United States; the transfer is covered by the UK addendum to the EU–US Data Privacy Framework. The marketing site itself runs on Vercel (United States and EU).
Vercel Analytics is enabled on this site. It’s a cookieless, privacy-first product — we don’t see your IP address, we don’t fingerprint you, and we don’t set any tracking cookies. You don’t need to consent to analytics here because there’s nothing for you to consent to.
How long we keep it
We keep your contact details until you ask us to delete them, or until 24 months after launch (whichever is sooner). If you unsubscribe, we keep a minimal suppression record so we don’t accidentally email you again.
Your rights under UK GDPR
You have the right to:
- access the personal data we hold about you;
- correct it if it’s inaccurate;
- ask us to delete it;
- ask us to stop using it for direct marketing (which is our only use here, so this is the same as deletion in practice);
- ask for a copy of it in a portable format (an email or CSV is fine).
To exercise any of these rights, write to hello@ezratax.com. We respond within 30 days. If you’re unhappy with our response, you can complain to the Information Commissioner’s Office.
Cookies
The marketing site sets no cookies of its own and no third-party tracking cookies. If we add anything that requires consent in the future, we’ll show you a banner before it happens.
Changes to this policy
We’ll update the “Last updated” date at the top when this policy changes. Material changes will be flagged by email to everyone who has booked a demo.