Draft for legal review. Not final.
What we collect
Your contact details, the information you enter in the client portal, the tax documents you upload, and messages you send us. We also collect basic technical information such as browser type and pages viewed.
How we use it
To prepare and file your returns, communicate with you, meet legal obligations and improve our service. We do not sell your personal information.
Who can see it
Only authorized staff and the service providers we use to run this website, such as our hosting and storage providers. We disclose information to government authorities where the law requires it or as needed to file your return.
How we protect it
Data is encrypted in transit and at rest. Uploaded documents are kept in private storage, and download links expire quickly.
How long we keep it
[Retention period to be confirmed.] You can ask us to access, correct or delete your information, subject to legal record-keeping requirements.
Contact
info@example.com