01Information We Collect
We collect information directly from you, automatically through your use of our website and platforms, from business customers that use our services, and from third party providers that support our operations.
Information You Provide
Depending on how you interact with TaxPro HQ, we may collect your name, business name, mailing address, email address, telephone number, account credentials, profile information, company information, tax office information, professional credentials, EFIN, PTIN, EIN, onboarding information, service preferences, appointment information, and information submitted through forms, support requests, surveys, or communications.
We may also collect documents, messages, logos, images, business records, client information, and other content you choose to upload or submit through our platforms.
Please do not submit confidential taxpayer information through an unapproved or unsecured communication method.
Payment & Transaction Information
When you purchase a product or service, our payment processors may collect your payment card information, billing address, and other information necessary to process the transaction.
TaxPro HQ does not store complete payment card numbers on its servers. We may receive limited transaction information, such as the payment status, amount, transaction date, payment method type, and the last four digits of the payment card.
Technical & Usage Information
When you visit our website or use our platforms, we may automatically collect your IP address, browser type, device type, operating system, internet service provider, device identifiers, referring pages, access dates and times, login history, pages viewed, feature usage, system activity, error reports, and interactions with our website or services.
Communications
We may collect and maintain emails, text messages, support requests, portal messages, appointment communications, call records, and other communications between you and TaxPro HQ.
Calls or virtual sessions may be recorded only when notice or consent is provided as required by applicable law.
Information From Other Sources
We may receive information from payment processors, software providers, CRM platforms, analytics providers, identity verification services, banking partners, referral sources, social media platforms, and other services you choose to connect with TaxPro HQ.
Information received from another provider may also be governed by that provider’s privacy policy.
Business Customer & Client Data
TaxPro HQ provides platforms and services that may allow business customers to submit information concerning their team members, clients, leads, referrals, or other individuals.
When information is submitted by one of our business customers, that customer is responsible for determining why the information is collected and how it is used. TaxPro HQ generally processes that information to provide, secure, support, and maintain the requested services.
If your information was submitted to TaxPro HQ by a tax office, service bureau, ERO, or another business, you may need to direct your privacy request to that business. We will assist the business with a valid request when appropriate and required by law.
Business customers are responsible for obtaining any notice, permission, authorization, or consent required before submitting another person’s information through our services.
02How We Use Information
We may use information to create and manage accounts, provide software and portal access, complete purchases, process payments, schedule appointments, conduct onboarding, deliver digital products and training, operate our online community, respond to inquiries, provide technical support, and communicate important service information.
We may also use information to personalize services, improve website and platform performance, develop features, maintain security, prevent fraud, enforce our policies, troubleshoot technical issues, maintain business records, comply with legal obligations, and protect the rights and safety of TaxPro HQ, our users, and others.
Information may also be used to send promotional communications when permitted by law and consistent with the consent you have provided.
03Email Communications
We may send emails concerning your account, purchases, appointments, billing, security, support requests, onboarding, software access, training, and service updates.
Promotional emails may be discontinued by selecting the unsubscribe link included in the email. Unsubscribing from promotional emails will not prevent us from sending necessary account, transaction, billing, security, support, or legally required communications.
04SMS & Mobile Information
When you provide your mobile number and consent to receive text messages, TaxPro HQ may use your mobile number to send appointment confirmations, reminders, account notifications, service updates, support communications, educational information, and promotional offers consistent with the consent provided.
Message frequency varies. Message and data rates may apply. Consent to receive promotional text messages is not required as a condition of purchasing a product or service.
Reply STOP to unsubscribe from text messages. Reply START to subscribe or resume messages. Reply HELP for assistance. You may also contact us at [email protected] or (833) 805-8299.
We may retain records of your consent, message activity, and opt out requests to operate our messaging program and comply with applicable requirements.
Mobile information, SMS consent, and text messaging opt in data will not be sold or shared with third parties or affiliates for their own marketing or promotional purposes. We may provide limited mobile information to communication platforms, carriers, and service providers that help us deliver messages and operate our messaging program. Those providers may use the information only to perform services on our behalf.
06How We Disclose Information
We may disclose information to providers that help us operate our business, including payment processors, cloud hosting companies, CRM providers, software providers, communication platforms, customer support systems, analytics providers, electronic signature platforms, professional advisors, and security providers.
Information may also be disclosed to a banking partner, software provider, or integration when you request or use a service involving that provider.
We may disclose information when reasonably necessary to comply with a law, court order, subpoena, regulatory request, or legal process. We may also disclose information to investigate fraud, enforce our agreements, protect platform security, or defend the rights, property, or safety of TaxPro HQ, our users, or others.
If TaxPro HQ is involved in a merger, acquisition, reorganization, financing, or sale of business assets, information may be transferred as part of that transaction, subject to applicable privacy requirements.
We may use or disclose information that has been aggregated or deidentified so that it cannot reasonably be linked to a specific individual.
07Sale & Targeted Advertising
TaxPro HQ does not sell personal information for money.
We may disclose limited device identifiers, cookie information, or website activity to analytics and advertising providers to measure performance or improve our marketing. Some privacy laws may define certain advertising related disclosures as a sale, sharing, or targeted advertising.
Where required by applicable law, you may request to opt out of the sale or sharing of personal information and the processing of personal information for targeted advertising by contacting us.
Mobile information and SMS consent information are excluded from advertising disclosures and will not be shared for third party marketing.
08Data Security
TaxPro HQ uses reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.
These safeguards may include access controls, authentication measures, encryption where appropriate, provider oversight, system monitoring, security procedures, and team training.
No website, transmission method, platform, or electronic storage system can be guaranteed completely secure. You are responsible for protecting your passwords, account credentials, devices, networks, and copies of information downloaded from our services.
Notify us immediately at [email protected] if you believe your account or information has been compromised.
09Data Retention
We retain personal information only for as long as reasonably necessary to provide services, maintain accounts, complete transactions, comply with legal and contractual obligations, resolve disputes, prevent fraud, enforce agreements, and protect our business.
Retention periods vary depending on the type of information, the service involved, legal requirements, security needs, and whether an account remains active.
Information may be deleted, anonymized, or securely disposed of when it is no longer reasonably required. Some information may remain in backups or archived records until those systems are securely overwritten or deleted according to our retention procedures.
10Your Privacy Rights
Depending on your location and applicable law, you may have the right to confirm whether we process your personal information, access information we maintain about you, correct inaccurate information, request deletion, and receive a portable copy of certain information.
You may also have the right to withdraw consent, opt out of promotional communications, opt out of certain targeted advertising, opt out of certain sales or sharing of personal information, and appeal a decision concerning a privacy request.
To submit a request, email [email protected] with the subject line Privacy Request. Please describe your request and identify the account, email address, or service involved.
We may take reasonable steps to verify your identity before completing a request. If we cannot verify your identity or the request is subject to a legal exception, we may be unable to complete it.
If we deny your request, you may submit an appeal by emailing [email protected] with the subject line Privacy Appeal and explaining why you believe the decision should be reconsidered.
We will not unlawfully discriminate against you for exercising an applicable privacy right.
11Third-Party Websites & Services
Our website and platforms may link to or integrate with third party websites, tax software, payment processors, banking services, mobile applications, social media platforms, and other external services.
TaxPro HQ does not control the privacy, security, or data handling practices of independent third parties. This Privacy Policy does not apply to information collected directly by those providers.
We encourage you to review each provider’s privacy policy before submitting personal information or connecting an outside service.
12Children’s Privacy
TaxPro HQ services are intended for adults and business users who are at least eighteen years old.
We do not knowingly collect personal information directly from children under thirteen. If we learn that we collected personal information from a child under thirteen without legally required authorization, we will take reasonable steps to delete it.
13Changes to This Privacy Policy
We may update this Privacy Policy to reflect changes in our services, technology, business practices, or legal obligations.
The revised policy will be posted on this page with an updated effective date. When required by law, we may provide additional notice through email, account notification, or another appropriate method.
14Contact Us
Questions, concerns, and privacy requests may be directed to:
- Email[email protected]
- Phone(833) 805-8299
- Websitewww.taxprohq.net
- Partner Portalapp.taxprohq.net
- Business HoursMon–Fri, 9:00 AM–6:00 PM CT