Maven Cost Segregation ChatGPT Plugin: Privacy Policy
Original effective date: October 12, 2026. Last updated: November 12, 2026. This policy explains what the Maven Cost Segregation plugin collects in ChatGPT and Codex, how Maven uses it, and the choices you have.
Maven's website and other products are covered by the Maven Privacy Policy.
1. Introduction and Scope
Maven Cost Segregation Tax Advisors ("Maven," "we," "us") offers the Maven Cost Segregation plugin in ChatGPT and Codex (together, "ChatGPT"). This policy explains what information the plugin collects, how we use it, who receives it, how long we keep it, and the choices you have.
The plugin has two tools:
- Estimate tool: calculates an informational estimate of the accelerated depreciation a cost segregation study could produce for a US rental or commercial property. It does not ask for contact details.
- Consultation tool: sends a request for Maven's team to contact you about a cost segregation study or price quote. It runs only when you ask to be contacted and confirm the details to be sent.
The plugin runs on ChatGPT, a service provided by OpenAI. Your conversation is stored and processed by OpenAI under its own privacy policy. The plugin cannot see your ChatGPT conversation history, memory, files, or account details. It receives only the information ChatGPT passes to a tool when that tool is used.
This policy covers only the plugin and the consultation requests it sends. Maven's website and other products are covered by the Maven Privacy Policy. If you engage Maven for a cost segregation study, information about your engagement, such as property documents, study files, and deliverables, is governed by your engagement agreement and the Maven Privacy Policy, not by this policy.
2. Information We Collect
| Source | What we collect |
|---|---|
| Estimate tool | Property details only: property type and subtype, purchase price, in-service and contract dates, land value, property state, capital expenditures, filing year, rental type and, if you choose to give it, your marginal tax rate. No name, email, phone, street address, or other contact details. |
| Consultation tool | Your name and email address; your phone number, if you would like a call; your confirmation that you want to be contacted; an optional message; and, optionally, the property details and estimate results from your conversation. |
| Technical data | Limited technical information about each request to the plugin, such as time, network address, request type, and response status, used to operate and secure the service. |
ChatGPT may send technical context with each tool call, such as language, device type, and approximate location. The plugin does not use or store this context.
Information we do not accept
The plugin is not designed to receive Social Security numbers, EINs, or other government identifiers, payment card or bank account details, passwords or other credentials, health information, street addresses, or precise location. The consultation tool screens for several of these and refuses to send a request that contains them. Please do not include them in your message.
3. How We Use Information
Estimate information is used only to calculate your estimate and return it in ChatGPT. It is not stored, not used to create a contact record, and not used for marketing.
Consultation information is used to:
- Contact you by email, or by phone if you gave a number, and confirm we received your request.
- Evaluate your property and prepare a proposal, benefit estimate, or price quote.
- Keep a record of your inquiry in our sales and client systems.
- Measure how many inquiries and clients come through the plugin compared with other channels.
- Measure advertising performance if you become a paying client, as described below.
- Protect the service against abuse, troubleshoot problems, and meet legal obligations.
Advertising measurement
If you become a paying Maven client, we report your payments to advertising platforms we use (such as Google, Meta, Reddit, and OpenAI) so we can measure how our ads perform. These reports contain hashed (scrambled) versions of your email and, if you gave one, your phone number, along with payment details and any ad click reference already on your record. This never happens for an estimate or a consultation request alone. You can opt out at any time (Section 6).
Marketing
Requesting a consultation does not sign you up for marketing. Maven's team will contact you one-to-one about your request, but we do not add plugin users to newsletters, automated email campaigns, or advertising audiences. If you later agree to receive marketing from Maven, you can unsubscribe at any time.
We do not sell information collected through the plugin.
4. Who Receives Information
Estimate information goes only to OpenAI and Maven's plugin hosting provider. Consultation information, and conversion data for paying clients, may be received by:
| Recipient | Why |
|---|---|
| Maven personnel | To contact you and prepare a proposal |
| OpenAI (ChatGPT) | Operates the platform the plugin runs on |
| Hosting and infrastructure providers | Run the plugin and Maven's internal systems |
| Email and communication providers | Send notifications to our team and your confirmation email |
| CRM, database, and spreadsheet providers | Store and manage your inquiry |
| Advertising platforms (paying clients only) | Measure ad performance, as described in Section 3 |
Service providers process information on Maven's behalf to provide their services. Advertising platforms process conversion data under their own terms and privacy policies. We may also disclose information when required by law or to protect the rights and safety of Maven, our clients, or others.
5. Data Retention
| Information | How long we keep it |
|---|---|
| Estimate inputs | Not retained. Processed to calculate the result, then discarded. |
| Technical and operational logs | Up to 90 days, then deleted automatically |
| Consultation records | Deleted in our annual review once 5 years have passed since our last contact with you |
| Engagement records (if you become a client) | As described in your engagement agreement and the Maven Privacy Policy |
| Advertising conversion data | Held by each platform under its own retention policy |
We keep records longer only where the law requires. Your ChatGPT conversation, including estimate results, is held by OpenAI under its own settings.
6. Your Choices and Controls
- Get an estimate without sharing contact details. The estimate tool never asks for them. Your tax rate is optional.
- Share less. Your phone number is optional when you request a consultation.
- Review before sending. ChatGPT shows the details before a consultation request is sent. Nothing is sent unless you confirm.
- Access, correct, or delete. Email info@mavencostseg.com. We respond within 45 days, or sooner where the law requires. Information we must keep by law, backups, and operational logs are deleted on their normal schedule.
- Opt out of advertising measurement. Email info@mavencostseg.com, and we will stop reporting your payments to advertising platforms. Reports already sent cannot be recalled.
- Stop marketing messages. Use the unsubscribe link in any marketing email, or reply STOP to marketing texts.
- Control your ChatGPT data. Disconnect the plugin in ChatGPT settings at any time. Your ChatGPT conversations are managed through OpenAI.
7. Data Security
The plugin communicates only over encrypted (HTTPS) connections, and access to consultation information is limited to Maven personnel and service providers who need it. No system is completely secure, and we cannot guarantee absolute security.
8. Children's Privacy
The plugin is intended for property owners, investors, and tax professionals. It is not directed to children under 13, and we do not knowingly collect their information. If we learn a child under 13 has submitted information, we will delete it. To report this, email info@mavencostseg.com.
9. Changes to This Policy
We may update this policy as the plugin changes. We will post updates on this page and revise the "Last Updated" date. Material changes in how we collect, use, or share information will be posted before they take effect.
10. Contact
Maven Cost Segregation Tax Advisors
Email: info@mavencostseg.com
Website: mavencostseg.com
Maven Privacy Policy