Legal
Privacy Policy
Last updated: June 27, 2026
Information we collect
We collect information you provide directly — such as name, contact details, and tax documents — and limited technical information from your browser (such as IP address and device type) to operate and secure the Service.
How we use information
We use your information to prepare your tax return, communicate with you, comply with legal obligations (including IRS recordkeeping requirements), and operate and improve the client portal.
How we protect information
Documents are encrypted in transit and at rest. Access is role-based and limited to staff working on your engagement. We never sell your personal information.
Sharing
We share information only with service providers who help us operate the portal under confidentiality obligations, with tax authorities as required to file your return, or as required by law.
Retention
We retain tax records for the period required by federal and state law. You may request a copy of your records or deletion of non-required data by contacting us.
Your rights
Depending on your jurisdiction, you may have rights to access, correct, or delete your personal information. Contact us to exercise these rights.
Contact
Privacy questions? Reach us through the Contact page.