TaxCure360

1 Our Two Roles

We handle personal information in two different roles, and it is important to understand the difference:

• •
  Information we collect for our own purposes: When you visit the Site, request a demo, become a customer, or communicate with us, we collect and use your information as described in this Policy.
• •
  Client Data we process for our customers: Our customers are tax professionals who use TaxCure360 to manage their own leads and clients. Information that a customer collects and stores in their TaxCure360 account — such as their contacts’ names, phone numbers, email addresses, and case details — is “Client Data.” We process Client Data on behalf of, and at the direction of, our customers, who are responsible for their own privacy practices and for obtaining any consents required from their contacts.

If you are a client or lead of a tax professional who uses TaxCure360, please direct privacy questions and requests about your information to that professional. Section 6 below describes our role as a service provider for Client Data.

2 Information We Collect

3 How We Use Information

• • Provide, operate, maintain, and secure the Site and the Service.
• • Create and manage accounts, and provide onboarding, training, and customer support.
• • Process payments and manage subscriptions.
• • Send service and transactional communications, such as confirmations, technical notices, billing notices, and security alerts.
• • Send marketing communications about TaxCure products and services, which you may opt out of at any time.
• • Improve the Site and Service and develop new features.
• • Protect against fraud, abuse, and security risks, and enforce our Terms and Conditions.
• • Comply with legal obligations.

4 Text Messaging and Mobile Information

If you opt in to receive text messages from us, we will use your mobile number to send the types of messages described at the point of opt-in (for example, demo scheduling, account notifications, and service updates). Message frequency varies. Message and data rates may apply. Reply STOP at any time to opt out and HELP for help.

No mobile information will be sold or shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors that support our services, such as customer service providers, is permitted. Text messaging originator opt-in data and consent will not be shared with any third parties.

5 How We Share Information

We do not sell personal information, and we do not share personal information with third parties for targeted advertising.

6 Client Data: Our Role as a Service Provider

We process Client Data only to provide the Service to our customers under our agreement with them, to support and secure the Service, and as required by law. We do not use Client Data to market to our customers’ contacts, and we do not sell Client Data.

Customers are responsible for the lawfulness of the Client Data they collect, for obtaining any consents required from their contacts (including consents for calls, text messages, and emails), and for responding to privacy requests from their contacts. We will reasonably assist customers in fulfilling those obligations as required by applicable law. Export and deletion of Client Data are governed by our Terms and Conditions.

7 Cookies

We use only the cookies and similar technologies necessary to operate the Site and Service — for example, to keep you signed in, maintain your session, remember basic preferences, and support security.

We do not use advertising cookies, analytics pixels, or third-party marketing trackers on the Site. If our use of cookies changes, we will update this Policy. You can manage or disable cookies through your browser settings, but some features of the Site (such as logging in) may not function properly without them.

8 Data Retention

We retain personal information for as long as needed to provide the Service, comply with legal, tax, and accounting obligations, resolve disputes, and enforce our agreements.

Customer account information is generally retained for the duration of the subscription and for a reasonable period afterward, after which it is deleted or de-identified. Client Data is retained and deleted according to our Terms and Conditions and our agreement with the customer.

9 Security

We use administrative, technical, and physical safeguards designed to protect personal information, including encryption of data in transit and access controls limiting who can view personal information.

No method of transmission or storage is completely secure, and we cannot guarantee absolute security. If a data breach occurs, we will notify affected individuals and regulators as required by applicable law.

10 Your Privacy Rights

Depending on your state of residence, you may have the right to request access to, correction of, deletion of, or a copy of your personal information. To exercise these rights, contact us at [email protected]. We will verify your request and respond as required by applicable law, and we will not discriminate against you for exercising your rights.

You may opt out of marketing emails at any time using the unsubscribe link in those emails, and you may opt out of text messages by replying STOP.

11 Children’s Privacy

The Site and Service are intended for business use by adults and are not directed to children. We do not knowingly collect personal information from children under 13. If you believe a child has provided us with personal information, please contact us and we will delete it.

12 Third-Party Websites

The Site may contain links to third-party websites and services that we do not control. Their privacy practices are governed by their own privacy policies, which we encourage you to review.

13 Changes to This Policy

We may update this Privacy Policy from time to time. We will post the updated version on this page with a new “Last Updated” date and, for material changes, provide additional notice such as email or in-Service notice.