Privacy Policy

Last updated: June 2, 2026

This Privacy Policy explains how Butter Platforms, Inc. ("Butter," "we," "us," or "our"), a Delaware corporation, collects, uses, shares, and protects your information. It applies to:

• our marketing website at welikebutter.com;
• our client portal at members.welikebutter.com; and
• our Butter iOS app.

We provide personalized tax analysis and prepare draft federal and state tax returns, coordinating with a licensed CPA firm that performs final review and filing. Access to Butter's tax services requires a signed engagement agreement; using our websites or app does not by itself create a client relationship, and no engagement is established without one. Because of the nature of our services, much of the information we handle is sensitive financial information, and we treat it accordingly. For Butter clients, this policy is the privacy notice referenced in and incorporated into the Butter engagement agreement. Because we provide tax preparation services, U.S. financial-privacy law (the Gramm-Leach-Bliley Act, or "GLBA") applies to how we handle your nonpublic personal information, and this policy also serves as the privacy notice that law calls for. See "Your Tax Return Information" and "Financial Privacy (GLBA)" below.

If you do not agree with this policy, please do not use our websites or app.

1. Information We Collect

Information you provide to us

• Account and identity information. When you create or access your Butter account, we collect your name, email address, phone number, and login credentials, and, if you sign in with Google or Apple, the identifiers those services share with us. Accounts are created as part of client onboarding, not in the mobile app.
• Tax documents and tax return information. To analyze your tax situation and prepare your draft returns, we collect the documents and details you provide — for example, government identification numbers (including Social Security numbers), income, employment, investment, equity-compensation, real-estate, and other financial information, and the contents of the documents you upload. This is among the most sensitive information we hold. Please provide only the information relevant to your tax services, or that we specifically ask for, and do not upload other sensitive information that is not required, such as medical records.
• Information about other people. Your returns may require information about your spouse, dependents, or others. You should provide that information only if you have the right to share it, and you are responsible for providing accurate information and for any consents needed to share information about other people with us.
• Communications. Messages you send us through the app's chat, email, or other channels, and any attachments you include.
• Billing information. When you pay our fee, we collect billing information such as your name, billing address, and bank account or other payment details through our billing process. The mobile app does not collect or process payment information.
• Prospect and inquiry information. If you contact us or request a call on our marketing site, we collect the information you submit (such as name, email, and any optional details).

Information we collect automatically

• Device and log data. When you use our websites or app, our servers automatically receive basic technical information such as your device type, operating system, app version, IP address, and log data.
• Push notification tokens, where you have enabled notifications.
• Cookies and similar technologies on our websites, used for essential functions such as keeping you signed in. You can control cookies through your browser settings.

Information from third parties

• Authentication providers (Google, Apple) when you sign in with them.
• Service providers that help us deliver the service, as described in "How We Share Information."

We do not use third-party advertising networks, we do not sell your personal information, and we do not track you across other companies' apps or websites.

2. How We Use Your Information

We use the identifiable personal and financial information you provide solely to provide the services described in your engagement agreement, including to:

• analyze your tax situation and prepare your draft federal and state returns;
• coordinate with the licensed CPA firm that performs final review and filing;
• organize and extract data from the documents you submit, including with automated and AI-assisted tools that process your information on our behalf (see "How We Share Information");
• communicate with you about your account and engagement, and send transactional messages and notifications;
• bill and collect our fee;
• protect the security and integrity of our services, prevent fraud, and respond to support requests; and
• comply with our legal, tax, and regulatory obligations.

For prospect and inquiry information, we use it to respond to you and tell you about Butter.

We describe our limited use of de-identified, aggregated data separately in "Aggregated, Anonymized Data" below.

3. Your Tax Return Information

Information you provide for the analysis and preparation of your tax returns — including your documents, the contents of your communications with us, and information derived from them — is "tax return information" protected under Internal Revenue Code § 7216 and its Treasury Regulations.

We use and disclose your tax return information only to provide the services you have engaged us for, and otherwise only:

• as permitted by law — for example, electronic filing with the IRS and state tax authorities, disclosure to the CPA firm that reviews and files your return, processing by our service providers under confidentiality obligations, or disclosure required by subpoena or other legal process; or
• with your separate written consent, in the form required by law.

We will not use your tax return information to market other products or services to you, or disclose it to third parties for their own purposes, without first obtaining the written consent that the law requires.

Information that has been aggregated and anonymized so that it can no longer be linked to you is not "tax return information" and is handled as described in the next section.

4. Aggregated, Anonymized Data

We may create, use, and retain aggregated and anonymized data — data that has been combined and de-identified so that it can in no way be linked to you — to improve, test, train, operate, promote, and market our products and services. This aggregated, anonymized data is our property. We will not disclose it in any form that could identify you, and we will not attempt to re-identify you or anyone else from it.

5. How We Share Information

We do not sell your personal information. We share information only in these circumstances:

• The licensed CPA firm that performs final review and filing of your return.
• Service providers and processors who perform services for us under contractual confidentiality and data-protection obligations. These include providers of document processing and AI (used to classify and extract data from the documents you submit and assist preparation; they process your data on our behalf and do not use it to train their own models), cloud hosting and infrastructure, transactional email and push notifications, authentication, and electronic signature.
• Tax authorities (the IRS and applicable state agencies) to electronically file your returns.
• Legal and safety reasons — to comply with law, enforce our agreements, or protect the rights, safety, and property of Butter, our clients, or others.
• Business transfers — in connection with a merger, acquisition, financing, sale of assets, or other change in Butter's corporate form, subject to this policy.
• With your consent, including any consent required under § 7216.

6. Financial Privacy (GLBA)

Because we provide tax preparation services, the GLBA applies to how we handle your nonpublic personal information, and this policy serves as the privacy notice that law calls for. We collect nonpublic personal information as described above and use it to provide and manage the services you request. We do not disclose it to nonaffiliated third parties except as permitted by law (for example, to service providers that perform services for us, to complete transactions you request, or as legally required).

We do not share your nonpublic personal information with nonaffiliated third parties for their own marketing, so no opt-out is necessary. If this ever changes, we will provide notice and any opt-out the law requires before doing so.

7. Data Retention

• Tax returns and supporting documents. We retain these for at least the period required of tax return preparers by law (generally three years under IRC § 6107) and, as a matter of practice, for up to seven years to align with IRS audit periods.
• Account and profile data. For as long as your account is active and as needed to provide the service.
• Communications. We retain these for as long as needed to provide and support the service.
• Prospect and inquiry data. Until you unsubscribe or it is no longer needed for the purpose collected.

When you delete your account, we delete or de-identify personal data we are not legally required to keep. Records we must retain under tax or other law are kept for the required period and then securely deleted.

8. Your Choices and Rights

• Access, correction, and deletion. You may ask us to access, correct, or delete your personal information by contacting us at info@welikebutter.com. If you use our iOS app, you can also initiate account deletion from within the app. Information we are legally required to retain (such as tax records) will be kept for the required period and then deleted.
• Communications. You can unsubscribe from marketing emails using the link in those messages. You may still receive transactional messages about your account and engagement.
• Cookies. You can control cookies through your browser settings.
• State privacy rights. Depending on where you live, you may have rights to access, correct, delete, or obtain a copy of your personal information, and to opt out of certain processing. Much of the information we hold about clients is financial information regulated by the GLBA and is handled as described above; certain state laws exempt that information but still apply to other data we collect, such as information from prospects and website visitors who are not clients. To exercise a right, contact us at info@welikebutter.com. We will verify your request and respond as applicable law requires. We do not sell your personal information or share it for cross-context behavioral advertising.

9. How We Protect Your Data

We maintain administrative, technical, and physical safeguards designed to protect your information, including encryption of data in transit and at rest, access controls that limit access to authorized personnel, and security logging and monitoring. No method of transmission or storage is completely secure, and we cannot guarantee absolute security. We will notify you and the appropriate authorities of a security incident where required by law.

10. Data Storage and Location

We store and process your information in the United States.

11. Eligibility and Children's Privacy

Our Services are only available to individuals who are U.S. residents and aged 18 or older. If you are not a U.S. resident or under the age of 18, you may not use our Services. We do not knowingly collect personal information from anyone under 18, and if we learn that we have, we will delete it.

12. Changes to This Policy

We may update this policy from time to time. We will post the updated version here with a new "Last updated" date and, where required, provide additional notice.

13. Contact Us

If you have questions about this policy or our privacy practices, contact us at:

Butter Platforms, Inc.
Email: info@welikebutter.com