Privacy at BubbleTax: what happens to your IBKR data

What we store

We store only what is needed for your account, your calculation and billing. From your Flex Query export we read the tax-relevant fields: purchases and sales, dividends, interest, withholding tax, corporate actions, deposits and withdrawals, holdings.

Account data

E-mail address, registered passkeys, newsletter consent (given or not) and your licences per tax year. You see exactly this list under Settings, My Data.

Your files and inputs

The uploaded Flex Query exports in your file library and your manual inputs: acquisition data added for transfers between brokers, opening balances and manual fund classifications.

Calculations and reports

For each calculation a snapshot of the inputs used and the result with the generated reports (PDF, Excel). This lets you download a report again later without running a new export at Interactive Brokers.

Payment and invoice data

Payment runs through Stripe. Stripe holds name, billing address and amount; Stripe does not receive your tax data.

Support requests

If you write to us, the request with whatever you put into it is stored in our ticket system Freshdesk.

Technical access data

Server log files with browser type, operating system, referring page, time and IP address, as described in the privacy policy. For visitor statistics we use Plausible Analytics.

How you delete

Three levels, all inside the application, no e-mail to us required.

Remove individual files or inputs

Under Settings, My Data you see every file and every input in your library and can remove them one by one. This affects future calculations; reports already created in your history remain unchanged.

Delete all files and reports

In Settings, "Delete all files" irrevocably removes all uploaded exports, stored calculation snapshots and generated reports. Your account and your licences remain, so you can upload and calculate again later.

Delete your account

If you have not purchased anything, you delete your account yourself in Settings, immediately and irrevocably. If you have purchased a licence, you submit a deletion request under Art. 17 GDPR there: we verify your identity, delete account and data and confirm this by e-mail. Invoice data is retained because of the statutory retention obligation.

How you get your data

Immediately in the application

Under Settings, My Data we show you live what we store for your account: master data, licences, files, inputs, generated reports as well as purposes, recipients and retention periods. This is the right of access under Art. 15 GDPR, without a request and without waiting.

As a copy

On the same page you save the overview as a PDF via your browser's print dialog. You download your reports from your history.

As a formal request

If something is missing, for example log data, you submit a formal request under Art. 15 GDPR on the My Data page. We verify your identity and send you a complete statement by e-mail within one month.

You also have the rights to rectification (Art. 16), erasure (Art. 17), restriction of processing (Art. 18), data portability (Art. 20) and objection (Art. 21 GDPR), as well as the right to lodge a complaint with a data protection supervisory authority.

Questions about privacy

Write to support@bubbletax.de or call us. The controller is BubbleTax GmbH, An den Klostergründen 15, 93073 Neutraubling, Germany.

• support@bubbletax.de
• +49 9401 5399011
• Read the full privacy policy

Last updated: September 2026