1.1 This Data Processing Agreement (the "DPA") applies to the processing of Personal Data by Taxxa AI or its Affiliates (“Taxxa AI”) as Processor in connection with the provision of Services to the Subscriber and is incorporated into and governed by the Terms and Conditions available at https://www.taxxa.ai/legal/terms (the “Agreement”), entered into between you (“Subscriber”) and Taxxa AI.
1.2 This DPA defines the Subscriber's rights and obligations in its capacity as Controller or Processor, alongside Taxxa AI's rights and obligations in its capacity as Processor or sub-processor when Processing Personal Data on the Subscriber's behalf pursuant to the Agreement.
1.5 Definitions:
All capitalized terms that are not expressly defined in this DPA will have the meanings given to them in the Agreement.
"Applicable Data Protection Laws" means applicable data protection laws and regulations, such as the EU General Data Protection Regulation 2016/679 (“GDPR”) and the United Kingdom General Data Protection Regulation, and all other privacy and data protection laws of the European Economic Area and the United Kingdom as amended and updated from time to time;
"Data Protection Authority" means a regulatory authority, supervisory authority, or other governmental agency empowered to enforce Applicable Data Protection Laws.
"Personal Data" means any Subscriber Content that relates to an identified or identifiable natural person and constitutes "Personal Data" within the meaning of Applicable Data Protection Laws.
“Controller”, “Processor”, “Process/Processing”, “Data Subject”, “Data Protection Impact Assessment” and “Personal Data Breach”, shall bear the meanings assigned to them under the GDPR .
1.3 All concepts, terms, and expressions employed in this DPA shall be interpreted in alignment with Applicable Data Protection Laws.
In the event of any conflict between the provisions of the Agreement and this DPA with respect to the scope of this DPA set out above in Section 1.1, the terms of this DPA shall prevail.
2.1 Taxxa AI undertakes to Process Personal Data for the purposes set out in this DPA and only on documented instructions from the Subscriber, unless required to do so by law to which the processor is subject. In such a case, the Taxxa AI shall inform the Subscriber of that legal requirement before Processing, unless that law prohibits such information on important grounds of public interest. The Subscriber's instructions to Taxxa AI regarding the subject-matter and duration of Processing, the nature and purpose of Processing, the categories of Personal Data and Data Subjects, and the rights and obligations of both Parties are detailed in this DPA (including Annex 1).
2.2 Acting as Processor, Taxxa AI undertakes to:
a) Adhere to all Applicable Data Protection Laws that apply to it as a Processor of Personal Data;
b) Inform the Subscriber promptly upon determining that in its opinion an instruction from the Subscriber infringes Applicable Data Protection Laws;
c) Make available to the Subscriber all information reasonably necessary to demonstrate compliance with this DPA as required by Applicable Data Protection Laws within a reasonable time upon request by the Subscriber;
d) Taking into account the nature of Processing and the information available to Taxxa AI, provide reasonable assistance to the Subscriber, where applicable, related to performing Data Protection Impact Assessments and related prior consultations with the Data Protection Authority;
e) Taking into account nature of Processing, provide reasonable assistance to the Subscriber, insofar as this is possible and required under the Applicable Data Protection Laws, in responding to requests from Data Subjects exercising their rights related to their Personal Data under Applicable Data Protection Laws;
f) Taking into account the nature of the Processing and the information available to it, provide reasonable assistance to the Subscriber related to the Subscriber’s obligations regarding security of Processing and notifying/communicating Personal Data Breaches to Data Protection Authorities or Data Subjects.
2.3 Assistance shall be provided at the Subscriber’s reasonable expense, unless the need for such assistance results from Taxxa AI’s failure to comply with this DPA or Applicable Data Protection Laws.
3.1 The Subscriber shall ensure that:
4.1 The Subscriber grants Taxxa AI a general authorization to engage other Processors ("Sub-processors") in connection with the provision of the Services.
4.2 Taxxa AI shall maintain an up-to-date list of its Sub-processors on its website at https://www.taxxa.ai/legal/data-processing-agreement and may update this list from time to time to reflect the addition or replacement of Sub-processors. Updates shall be deemed notified to the Subscriber when published, and the Subscriber shall be deemed to have accepted the updated list unless it objects to an addition or replacement of Sub-processor on reasonable data protection grounds within 30 days of publication. If the Subscriber objects and the parties cannot resolve the objection, Taxxa AI may terminate the Agreement with 30 days’ prior written notice. Taxxa AI shall ensure that each Sub-processor is bound by written terms imposing data protection obligations no less protective than those in this DPA, and shall remain responsible for the Sub-processor’s performance of its contractual obligations.
5.1 Taxxa AI may transfer Personal Data within the United Kingdom (“UK”) and the European Economic Area (“EEA”). Transfers to any other country are permitted only where the destination country is subject to (i) a valid adequacy decision by the European Commission, in respect of EEA Personal Data, or (ii) a valid UK adequacy decision, in respect of UK Personal Data. For the avoidance of doubt, transfers to recipients in the United States are permitted where the recipient participates in and maintains a valid certification under the EU–U.S. Data Privacy Framework or, where applicable, the UK Extension to the Data Privacy Framework.
6.2 Taxxa AI shall implement appropriate technical and organizational measures to protect Personal Data against any unauthorized or unlawful Processing (i.e. accidental or unlawful destruction, loss, alteration, unauthorized disclosure of, or access to Personal Data). The security measures are described in Annex 3.
6.3 Taxxa AI shall ensure that all persons authorized to process Personal Data are subject to confidentiality commitments or are under an appropriate statutory obligation of confidentiality.
7.1 Taxxa AI shall inform the Subscriber without undue delay and no later than 48 hours after becoming aware of a Personal Data Breach.
7.2 In the event of a Personal Data Breach, Taxxa AI shall assist the Subscriber with any information reasonably necessary for the Subscriber to comply with its Personal Data Breach notification obligations under Applicable Data Protection Laws, where applicable, taking into account the nature of processing and the information available to Taxxa AI.
8.1 The Subscriber has the right to conduct audits of Taxxa AI's processing of the Subscriber's Personal Data to confirm Taxxa AI's compliance with this DPA and Applicable Data Protection Laws. This audit right is restricted to once per 12-month period unless the Subscriber possesses clear grounds to believe that Taxxa AI has materially violated its obligations under this DPA.
8.2 Taxxa AI undertakes to permit and contribute to audits, including on-site inspections, conducted by an authorized and reputable auditor designated by the Subscriber, provided that individuals conducting the audits enter into confidentiality agreements or are subject to statutory obligations of confidentiality. Subscriber acknowledges that audits under this DPA shall exclude access to information pertaining to or belonging to Taxxa AI's other customers.
8.3 The Subscriber bears responsibility for all costs incurred in connection with audits, save for instances where an audit determines a material breach of Taxxa AI's undertakings constituting a violation of the DPA. In such instances, Taxxa AI shall reimburse the Subscriber for reasonable and documented costs incurred in connection with the audit.
9.1 The provisions of this DPA shall remain in effect for as long as Taxxa AI processes Personal Data on behalf of the Subscriber or until such time this DPA is superseded by another data processing agreement.
9.2 Taxxa AI shall at the choice of the Subscriber, delete or return all Personal Data to the Subscriber upon the termination or expiration of the Agreement and this DPA, unless applicable law requires storage of the Personal Data.
10.1 Any amendments to this DPA shall, to be valid, be mutually agreed in writing and duly executed by authorized representatives of both Parties.
10.2 Taxxa AI shall be entitled to compensation for any reasonable additional costs incurred by Taxxa AI as a consequence of the Subscriber having made amendments to its written instructions concerning Processing. Notwithstanding the foregoing, no compensation shall be payable for amendments in written instructions that arise directly from, or are directly predicated on, regulatory requirements.
The liability provisions and limitations specified in the Agreement shall apply to this DPA.
12.1 Unless otherwise required by Applicable Data Protection Laws, this DPA shall be governed by and interpreted in accordance with the governing law provision contained in the Agreement.
12.2 Any dispute, controversy, or claim arising from or in connection with this DPA, or the breach, termination, or invalidity thereof, shall be conclusively settled in accordance with the dispute resolution provision specified in the Agreement.
The Following annexes shall form a part of the DPA:
Last updated: 20th November 2025
Taxxa AI provides an AI workspace for financial knowledge work via a SaaS solution. The Services are delineated in the Agreement and encompass an AI chat interface to interact with public data, together with organizational and Subscriber data. Taxxa AI shall process Personal Data on the Subscriber's behalf for the purpose of delivering the Services pursuant to the Agreement.
Individuals included in Subscriber Content, specifically natural persons who are referenced or otherwise incorporated in the Subscriber's input data submitted to the Taxxa AI Platform.
Name, title, email, or other Personal Data submitted in search queries, prompt queries, or documents uploaded to the Services.
Taxxa AI's processing of Personal Data on the Subscriber's behalf shall persist until the expiration or termination of the Agreement or as otherwise mutually agreed between the Parties.