At FreedomTax Pro ("Company," "we," "our," or "us"), we are committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website, purchase our products or services, or use our software.
Information We Collect
We collect information that you provide directly to us, as well as information collected automatically when you use our services.
Information You Provide:
- Contact information (name, email address, phone number, mailing address)
- Business registration information (business name, EIN, business address)
- Tax professional credentials (PTIN, EFIN, state licenses)
- Payment and billing information
- Account login credentials
- Communications with our support team
- Information submitted through forms, surveys, or applications
Information Collected Automatically:
- IP address and device information
- Browser type and operating system
- Website usage data and analytics
- Cookies and similar tracking technologies
- Referring and exit pages
How We Use Your Information
We use the information we collect for the following purposes:
- To provide, maintain, and improve our software and services
- To process payments and manage your account
- To provide customer support and respond to inquiries
- To send account notifications, updates, and service announcements
- To deliver marketing communications and promotional offers (with your consent)
- To personalize your experience and optimize our platform
- To detect, prevent, and address fraud, security, or technical issues
- To comply with legal obligations, including IRS regulations
- To analyze usage trends and improve our products
How We Share Your Information
FreedomTax Pro does not sell, rent, or trade your personal information to third parties for their marketing purposes. We may share your information in the following limited circumstances:
- Service Providers: We share information with trusted third-party vendors who perform services on our behalf, such as payment processing, cloud hosting, email delivery, SMS messaging, customer support, and analytics. These providers are contractually obligated to protect your information.
- IRS and Tax Authorities: We may disclose information as required for e-filing tax returns or as mandated by applicable tax laws and regulations.
- Legal Compliance: We may disclose information if required by law, court order, subpoena, or to protect our rights, property, or safety, or that of our users or others.
- Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the transaction. You will be notified of any such change.
- With Your Consent: We may share information when you explicitly authorize us to do so.
Data Security
We implement industry-standard security measures to protect your personal information, including:
- Secure Socket Layer (SSL) encryption for data transmission
- Encrypted data storage and secure server infrastructure
- Multi-factor authentication for account access
- Regular security audits and vulnerability assessments
- Access controls limiting employee access to necessary information only
- Employee training on data privacy and security best practices
Cookies and Tracking Technologies
We use cookies, web beacons, and similar technologies to enhance your experience, analyze website traffic, and understand user behavior. These technologies help us:
- Remember your preferences and settings
- Authenticate your account and maintain your session
- Analyze how our website and services are used
- Deliver relevant marketing and advertising
You can manage your cookie preferences through your browser settings. Note that disabling certain cookies may affect the functionality of our website.
Your Privacy Rights and Choices
You have the following rights regarding your personal information:
- Access: Request a copy of the personal information we hold about you.
- Correction: Update or correct inaccurate or incomplete information.
- Deletion: Request deletion of your personal information, subject to legal retention requirements.
- Opt-Out: Unsubscribe from marketing emails by clicking "Unsubscribe" or contacting us directly. Reply STOP to opt out of SMS messages.
- Cookies: Manage cookie preferences through your browser settings.
- Do Not Track: Our website currently does not respond to Do Not Track browser signals.
To exercise any of these rights, please contact us using the information provided in Section 12.
Data Retention
We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Specifically:
- Account information is retained while your account is active and for a reasonable period thereafter.
- Tax-related information may be retained as required by IRS regulations and applicable law.
- Payment records are retained in accordance with financial and tax recordkeeping requirements.
- Marketing preferences and opt-out requests are retained indefinitely to honor your choices.
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. If we become aware that we have collected personal information from a child under 18, we will take steps to delete that information promptly.
Third-Party Links and Services
Our website may contain links to third-party websites, services, or applications that are not operated by us. This Privacy Policy does not apply to those third-party sites. We encourage you to review the privacy policies of any third-party sites you visit.
We are not responsible for the privacy practices or content of third-party websites, including CRM platforms, AI tools, banking partners, e-file providers, or payment processors that integrate with our services.
Artificial Intelligence and Automated Processing
Certain FreedomTax Pro services utilize artificial intelligence (AI) and automated systems to enhance functionality, including:
- AI-powered automation and workflow tools
- CRM and marketing system optimizations
- Data analysis and business insights
Any data processed through AI systems is handled in accordance with this Privacy Policy. We implement safeguards to ensure that sensitive information is protected and not used to train third-party AI models. We do not share customer data or trained AI models with any third party.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or service offerings. We will notify you of any material changes by posting the updated policy on our website with a revised effective date.
Your continued use of our website and services after any changes constitutes your acceptance of the updated Privacy Policy. We encourage you to review this policy periodically.
Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: