Privacy Policy

1. Introduction

At TaxBroz, we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our tax preparation software, mobile applications, training services, and website (collectively, “Services”).

2. Information We Collect

a) Information You Provide:

• Personal identification information (name, email address, phone number)
• Business information
• Tax preparation data
• Payment information
• Training course participation data
• Account credentials
• Communications with our support team

b) Automatically Collected Information:

• Log data
• Device information
• Usage information
• Cookies and tracking technologies
• IP addresses
• Browser type and settings

3. How We Use Your Information

We use collected information to:

• Provide and maintain our Services
• Process tax returns and e-filings
• Provide customer support
• Send administrative information
• Deliver software updates
• Improve our Services
• Comply with legal obligations
• Detect and prevent fraud
• Communicate about products, services, and promotions

4. Information Sharing and Disclosure

We may share your information with:

• IRS and state tax authorities (as required for tax filing)
• Service providers and business partners
• Professional advisors and consultants
• Law enforcement (when legally required)
• Successor entities (in case of merger or acquisition)

We do not sell your personal information to third parties.

5. Data Security

We implement appropriate security measures to protect your information, including:

• Encryption of sensitive data
• Regular security assessments
• Access controls
• Secure data storage
• Employee training on data protection
• Regular system monitoring

6. Your Rights

You have the right to:

• Access your personal information
• Correct inaccurate data
• Request deletion of your data
• Opt-out of marketing communications
• Export your data
• Lodge a complaint

7. Data Retention

We retain your information for as long as:

• Required by law
• Needed to provide our Services
• Necessary for legitimate business purposes
• Required for tax record-keeping

8. Children’s Privacy

Our Services are not intended for children under 13. We do not knowingly collect information from children under 13.

9. Changes to This Policy

We may update this Privacy Policy periodically. We will notify you of any material changes through our Services or via email.

10. International Data Transfers

If we transfer your data internationally, we ensure appropriate safeguards are in place.

11. Contact Us

For privacy-related questions or concerns: Email: privacy@taxbroz.com Phone: 1-800-TAX-BROZ Address: [Company Address]

12. California Privacy Rights

California residents have additional rights under the CCPA. [Details specific to California privacy laws]

13. State-Specific Privacy Rights

Certain states may have specific privacy rights. We comply with all applicable state privacy laws.

14. Professional Obligations

As a tax preparation service provider, we maintain confidentiality in accordance with IRS regulations and professional standards.