Privacy Policy

We may collect information you provide directly to us, including:

• Name
• Email address
• Telephone or mobile number
• Business name
• Business address
• Mailing address
• EIN or other business-identifying information
• PTIN and EFIN information
• Tax office and software setup information
• Number of preparers or office locations
• Software package selections
• Bank-product preferences
• Appointment and consultation information
• Customer-service communications
• Onboarding information
• Documents you voluntarily submit for account setup or verification
• Electronic signatures and acknowledgments
• Order, payment, and transaction information

Payment information may be processed by third-party payment processors. We may receive information confirming your transaction, but payment-card information may be handled directly by those providers.

When you use our website or online services, certain information may be collected automatically, such as:

• IP address
• Browser type
• Device type
• Operating system
• Pages viewed
• Date and time of visits
• Referring website
• Website activity and interactions
• Cookies and similar technologies

We may use this information to operate our website, understand usage, improve our services, prevent fraud, and troubleshoot technical problems.

We may use information we collect to:

• Provide tax software and related services
• Process purchases and renewals
• Create and maintain customer accounts
• Complete software onboarding and setup
• Verify information needed for software access
• Schedule and manage consultations
• Provide customer service and technical support
• Send account, appointment, onboarding, renewal, and service communications
• Provide training and customer resources
• Operate our customer portal and community
• Respond to questions and requests
• Improve our website, services, and customer experience
• Maintain business records
• Prevent fraud or misuse
• Comply with applicable laws, regulations, contractual obligations, or legal requests
• Send marketing communications when we have the appropriate permission

If you provide your email address, we may send emails related to your account, software purchase, onboarding, appointments, renewals, training, customer support, and other services you request.

Where permitted and where appropriate consent has been obtained, we may also send promotional or marketing emails.

You may unsubscribe from marketing emails by using the unsubscribe link contained in the message. Service-related or transactional communications may still be sent when necessary to provide services you requested.

TaxPro Software Solutions LLC may offer text-message communications for customers and prospective customers who provide the appropriate consent.

Depending on the consent you provide, messages may include:

• Appointment confirmations and reminders
• Software onboarding information
• Account and service updates
• Customer-support messages
• Software renewal information
• Training or event information
• Promotional offers
• Information about opportunities or services that may be relevant to TaxPro Software Solutions customers

Message frequency may vary. Message and data rates may apply.

You may reply STOP to discontinue text messages and HELP for assistance.

Providing consent to receive marketing text messages is not a condition of purchasing goods or services.

Entering a phone number by itself does not constitute consent to receive marketing text messages.

Mobile Information and SMS Consent

We do not sell, rent, or share mobile opt-in information or text-message consent with third parties or affiliates for their own marketing or promotional purposes.

We may share information with service providers and subcontractors that help us provide customer support, communications, software, scheduling, or other services on our behalf. Mobile opt-in data and SMS consent are excluded from sharing for third-party marketing or promotional purposes.

We may disclose personal information when reasonably necessary to operate our business or provide requested services, including to service providers that assist with:

• Website hosting
• Customer relationship management
• Email delivery
• SMS communications
• Tax-software fulfillment and technical services
• Payment processing
• Customer support
• Appointment scheduling
• Cloud storage
• Document management
• Analytics
• Automation and workflow tools
• Security and fraud prevention

These providers may only receive information reasonably necessary to perform services for us and are subject to their own contractual and privacy obligations.

We may also disclose information when required to:

• Comply with applicable law
• Respond to lawful requests
• Protect our rights or property
• Investigate fraud or security concerns
• Enforce agreements
• Protect customers or other individuals

We do not sell personal information for monetary compensation.

We may use artificial intelligence, automation, or similar technology to help us:

• Respond to common customer questions
• Organize customer information
• Route support requests
• Assist with onboarding
• Summarize customer communications
• Personalize service communications
• Identify information that may require human review

Automated tools may assist our team, but important decisions relating to account verification, software access, payments, or other matters may be reviewed by a member of our team where appropriate.

Our website may use cookies or similar technologies to maintain website functionality, understand how visitors use the site, improve performance, and measure marketing activity.

You may be able to control cookies through your browser settings. Disabling certain cookies may affect how parts of the website function.

We use reasonable administrative, technical, and organizational safeguards designed to protect the information in our possession.

However, no internet transmission, electronic storage system, or security system can be guaranteed to be completely secure.

Please do not send passwords, full Social Security numbers, or other highly sensitive information through ordinary email or text messages unless specifically instructed to use an approved secure method.

Customers may be asked to submit documents for software onboarding, EFIN verification, account setup, or other legitimate business purposes.

Where available, customers should use the designated secure document-upload or customer-portal process rather than ordinary email.

We use submitted documents only for legitimate business, verification, support, compliance, or account-administration purposes.

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

• Provide services
• Maintain customer accounts
• Complete transactions
• Meet business and accounting requirements
• Resolve disputes
• Enforce agreements
• Meet legal, regulatory, or contractual requirements

Retention periods may vary based on the type of information and the purpose for which it was collected.

Depending on your location and applicable law, you may have rights relating to your personal information, including the ability to request:

• Access to certain information we maintain about you
• Correction of inaccurate information
• Deletion of certain information
• Information about how your data is used
• Withdrawal of certain consent
• Opt-out from marketing communications

Some information may need to be retained where required for legal, contractual, accounting, fraud-prevention, or legitimate business purposes.

To submit a privacy request, contact us using the information below.

Our services are intended for business owners, tax professionals, and adults.

We do not knowingly collect personal information from children under 13 through our website or services.

Our website may contain links to third-party websites, software providers, payment processors, banking partners, training providers, or other services.

Their privacy practices are governed by their own privacy policies, not this Privacy Policy.

We encourage you to review the privacy practices of any third-party service you use.

From time to time, TaxPro Software Solutions may provide information regarding services or opportunities offered by third-party banking or financial-service providers.

Any eligibility, approval, funding amount, terms, or conditions are determined by the applicable provider.

If you choose to provide information directly to a banking or financial provider, that provider's privacy practices will govern the information it collects.

We may update this Privacy Policy as our services, technology, business practices, or legal requirements change.

When changes are made, we will update the Last Updated date at the top of this page.

Material changes may also be communicated through our website or other appropriate means.

TaxPro Software Solutions LLC

124 South Main Street, Suite 108

Jonesboro, GA 30236

Phone: 877-272-4036

Email: support@mytaxprosoftware.com

Website: www.mytaxprosoftware.com