TaxPro Express Privacy Policy

1. INTRODUCTION

TaxPro Express (“TaxPro Express,” “we,” “our,” or “us”) values your privacy and is committed to protecting the personal and financial information entrusted to us.

This Privacy Policy explains how we collect, use, store, protect, and disclose personal information obtained through our website, tax services, tax software, CRM systems, client portals, online forms, mentorship programs, and other related services.

By using our website, submitting information through our forms or portals, or using our services, you acknowledge the practices described in this Privacy Policy.

2. INFORMATION WE COLLECT

Depending on the services you use, we may collect personal, financial, tax, business, and technical information, including:

• Full name

• Phone number

• Email address

• Mailing address

• Social Security Number (SSN)

• Individual Taxpayer Identification Number (ITIN)

• Employer Identification Number (EIN)

• Taxpayer identification information

• Tax returns and tax-related information

• W-2, 1099, and other income documents

• Bank statements and refund-related banking information

• Business and entity information

• Business formation documents

• Credit-related information where applicable to requested services

• Payment and billing information

• Appointment and scheduling information

• CRM activity and customer records

• Form submissions

• Document uploads

• Portal activity

• IP address

• Browser type

• Device information

• Website usage and analytics information

Information may be collected through secure client portals, websites, online forms, applications, scheduling systems, CRM platforms, communication channels, and other authorized systems.

3. HOW WE USE YOUR INFORMATION

We may use the information we collect to:

• Provide tax preparation and tax-related services

• Prepare and electronically file federal and state tax returns

• Provide tax software and related technology services

• Provide mentorship, training, coaching, and educational services

• Support tax professionals and business owners using our services

• Process registrations and applications

• Provide client portal and CRM functionality

• Manage appointments and communications

• Request and process required documents

• Maintain tax and business records

• Communicate service updates and important notices

• Send appointment reminders

• Process payments and billing

• Process applicable refund-related or banking products

• Provide customer support

• Improve our website, software, CRM, and customer experience

• Monitor and improve system security

• Conduct analytics and operational reporting

• Comply with applicable legal, regulatory, and tax requirements

You may opt out of promotional communications as described in the applicable communication or by contacting us.

4. INFORMATION SHARING AND DISCLOSURE

TaxPro Express does not sell or rent your personal information.

We may share information when necessary to provide requested services, operate our business, comply with legal requirements, or protect our systems.

Information may be shared with:

AUTHORIZED PERSONNEL

Employees, contractors, tax professionals, service providers, mentors, or other authorized personnel who require access to perform services or support business operations.

TECHNOLOGY AND SERVICE PROVIDERS

Third-party providers that support our business operations, including tax software providers, CRM platforms, payment processors, scheduling platforms, secure document systems, communication platforms, and other technology providers.

FINANCIAL INSTITUTIONS

Financial institutions or authorized providers when necessary to process requested financial or refund-related products.

GOVERNMENT AGENCIES

Federal, state, or local governmental agencies when disclosure is required or permitted by applicable law.

LEGAL AUTHORITIES

Information may be disclosed when required in response to subpoenas, court orders, legal proceedings, investigations, audits, or other lawful requests.

5. DATA PROTECTION AND SECURITY

TaxPro Express takes the protection of taxpayer and customer information seriously.

We may use administrative, technical, and physical safeguards designed to protect information from unauthorized access, use, alteration, disclosure, or destruction.

These safeguards may include:

• Secure client portals

• Encryption where appropriate

• Role-based access controls

• Strong password requirements

• Multi-factor authentication

• Access restrictions

• Secure document handling

• Cybersecurity monitoring

• System updates and security controls

• Employee and contractor security procedures

• Written information security policies and procedures

Tax professionals have specific obligations to protect taxpayer information.

No electronic system or method of transmission can guarantee absolute security.

6. DATA RETENTION

We retain personal information for as long as reasonably necessary to:

• Provide requested services

• Maintain active customer or client relationships

• Meet tax and recordkeeping obligations

• Satisfy legal and regulatory requirements

• Resolve disputes

• Maintain business and transaction records

• Protect against fraud or unauthorized activity

Certain tax and financial records may be retained for periods required by applicable law or professional and regulatory obligations.

Requests concerning deletion of information will be evaluated based on applicable legal, tax, regulatory, and contractual requirements.

7. COOKIES AND TRACKING TECHNOLOGIES

Our website, CRM systems, landing pages, and other digital platforms may use cookies, analytics tools, pixels, and similar technologies.

These technologies may help us:

• Improve website performance

• Understand website traffic

• Improve user experience

• Analyze marketing performance

• Maintain website security

• Understand how users interact with our services

You may be able to control or disable cookies through your browser settings. Disabling certain cookies may affect some website functionality.

8. YOUR PRIVACY RIGHTS

Depending on applicable law, you may have the right to request:

• Access to personal information we maintain about you

• Correction of inaccurate information

• Updates to your information

• Deletion of information where legally permissible

• A copy of certain information

• Removal from promotional communications

• Removal from SMS marketing communications

Some information may not be eligible for deletion because we may be required to retain it for tax, legal, regulatory, security, or business purposes.

To submit a privacy-related request, contact:

[CONFIRMED TAXPRO EXPRESS PRIVACY EMAIL]

9. SMS COMMUNICATION

If you voluntarily opt in to receive SMS communications from TaxPro Express, you may receive messages related to your relationship with us, including:

• Appointment reminders

• Training reminders

• Document requests

• Service updates

• Account notifications

• Security notifications

• Compliance communications

• Customer support messages

• Promotional communications, where applicable

Message and data rates may apply.

You may opt out of SMS communications at any time by replying:

STOP

For assistance, reply:

HELP

Consent to receive promotional SMS messages is not required as a condition of purchasing services.

10. CHILDREN'S PRIVACY

Our services are not intended for individuals under the age of 18.

We do not knowingly collect personal information from children under 18 without appropriate parental or guardian involvement where required by applicable law.

If you believe that a minor has provided personal information to us without appropriate authorization, please contact us.

11. THIRD-PARTY SOFTWARE AND PLATFORMS

TaxPro Express may use third-party technology and service providers to support our business and deliver services.

These may include:

• Tax preparation and tax software platforms

• CRM platforms

• HighLevel/GHL

• Secure client portals

• Payment processors

• Banking and financial service providers

• Scheduling platforms

• Communication systems

• Secure document management systems

• Identity or document verification services

• Analytics and website technologies

These providers may process information on our behalf or as part of providing their services.

Third-party providers may have their own privacy policies and security practices, and their handling of information may be governed by their respective agreements and applicable law.

12. BANK PRODUCTS AND E-FILE COMPLIANCE

When you request a refund-related financial product, refund transfer, bank product, or other financial service, certain information may need to be provided to authorized parties involved in processing that request.

This may include:

• Tax software providers

• Financial institutions

• Refund product providers

• Payment processors

• Other authorized service providers

Information shared will be limited to information reasonably necessary to process the requested service and satisfy applicable tax, banking, legal, and compliance requirements.

13. POLICY UPDATES

TaxPro Express may periodically update this Privacy Policy to reflect changes in:

• Our services

• Technology

• Privacy practices

• Security practices

• Legal requirements

• Regulatory requirements

When changes are made, the updated effective date will be displayed at the top of this Privacy Policy.

We encourage you to review this Privacy Policy periodically.

14. CONTACT INFORMATION

QUESTIONS ABOUT YOUR PRIVACY?

If you have questions about this Privacy Policy or would like to submit a privacy-related request, please contact us.

Legal Business Entity:

[CONFIRM LEGAL ENTITY NAME]

Email:

[CONFIRM PRIVACY EMAIL]

Phone:

[CONFIRM BUSINESS PHONE]

Website:

TaxPro Express