Privacy Policy

1. Introduction

Tax Portal (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, disclose, and protect information when you use the Tax Portal mobile application and related services.

By using Tax Portal, you acknowledge this Privacy Policy.

2. Information We Collect

Depending on the features you use, Tax Portal may collect the following categories of information:

Account and Contact Information

• Name
• Email address
• Phone number, if provided
• Account credentials and authentication information

Tax and Financial Information

To provide tax preparation and related services, we may collect information such as:

• Income, employment, and tax filing information
• Tax identification numbers, including Social Security Numbers where applicable
• Tax deductions, credits, dependents, and other tax-related details
• Financial information relevant to preparing tax returns

Documents and Files

You may provide tax forms, receipts, identification documents, financial records, or other files needed to deliver the requested services.

Payment Information

If you purchase services through the app or an associated website, payment information may be processed by our payment service providers. The information we receive depends on the payment method and provider used.

Technical and Usage Information

Depending on the app's implementation and enabled services, we may collect device information, app activity, diagnostic information, crash reports, and security logs.

We collect only the information necessary for the relevant purposes described in this policy, subject to applicable law.

3. How We Use Information

We may use your information to:

• Create and manage your account.
• Provide tax preparation and related services.
• Process tax information and documents you submit.
• Communicate about your account, tax services, and support requests.
• Process payments and manage transactions.
• Maintain app security and prevent fraud or unauthorized access.
• Troubleshoot technical problems and improve app reliability.
• Comply with legal obligations and respond to lawful requests.

We will not use your tax information for unrelated purposes without an appropriate legal basis or consent where required.

4. How We Share Information

We may disclose information when necessary to provide the services you request, including to:

• Service providers: Hosting, cloud storage, authentication, customer support, analytics, and other providers that support our operations.
• Payment processors: Providers that process payments for services.
• Tax professionals or authorized recipients: Where necessary to provide requested tax services and as permitted by law.
• Government authorities: When required by applicable law, regulation, court order, or other valid legal process.
• Business successors: In connection with a merger, acquisition, restructuring, or transfer of business assets, subject to applicable privacy requirements.

Service providers are permitted to process information as needed to perform their services, subject to applicable contractual and legal protections.

5. Tax and Sensitive Information

Tax information, identification numbers, and financial records can be highly sensitive. We use such information only for legitimate purposes related to providing requested services, maintaining security, meeting legal obligations, and other purposes described in this policy.

Please do not submit information that is not requested or necessary for your use of Tax Portal.

6. Data Retention and Deletion

We retain personal information for as long as reasonably necessary to provide our services, maintain accounts and records, resolve disputes, enforce agreements, and meet applicable legal or tax recordkeeping obligations.

Retention periods vary according to the type of information and the purpose for which it is collected.

You may request access to, correction of, or deletion of your personal information by contacting us at info@cfetaxservices.com. We will review and respond to requests in accordance with applicable law. Certain information may need to be retained where legally required or where a valid exception applies.

If account deletion is available within the app, users may also use that feature to submit a deletion request.

7. Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, disclosure, alteration, and destruction.

No method of electronic storage or transmission is completely secure. Therefore, we cannot guarantee absolute security.

8. Cookies and Similar Technologies

Our website or related services may use cookies or similar technologies where necessary for functionality, security, preferences, or analytics. The technologies used and any applicable consent options depend on the services implemented.

9. Third-Party Services

Tax Portal may rely on third-party services to operate features of the app. Those providers may process information under their own privacy policies and applicable agreements.

Where appropriate, users should review the privacy policies of relevant third-party providers. We remain responsible for accurately describing our own privacy practices and the relevant practices of our integrated service providers.

10. Children's Privacy

Tax Portal is not intended for children who are below the minimum age permitted to use the service under applicable law. We do not knowingly collect personal information from children where such collection is prohibited. If you believe a child has provided personal information inappropriately, contact us so we can review the matter.

11. International Data Transfers

Your information may be processed or stored in countries other than your country of residence, depending on our hosting providers and service arrangements. Where required, we will use appropriate safeguards for international transfers of personal information.

12. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the effective date at the top of this page. We encourage you to review this policy periodically.

13. Contact Us

For questions or privacy requests, contact:

Our Commitment

Tax Portal respects your privacy and is committed to protecting your personal information. Depending on the features you use, Tax Portal may collect account and contact information, tax and financial information, documents you submit, payment-related information, and technical or diagnostic information.

How We Use Information

We use this information to provide tax preparation and related services, manage accounts, process requested transactions, provide customer support, maintain security, troubleshoot problems, and comply with applicable legal obligations.

Sharing

We may share information with service providers and other authorized recipients when necessary to deliver requested services, maintain operations, or meet legal requirements. We do not authorize service providers to use information beyond the purposes permitted by applicable agreements and law.

Retention & Your Rights

We retain information only for as long as reasonably necessary for the purposes described in this policy, subject to applicable legal and recordkeeping requirements. Users may contact us to request access to, correction of, or deletion of their personal information, subject to applicable law and any legal retention obligations.

Security

We use reasonable safeguards designed to protect personal information, although no electronic storage or transmission method can be guaranteed completely secure.

Contact

For questions or privacy requests, contact:

For full details, see Part 1 — Privacy Policy — Tax Portal above.