Privacy Policy
SimpleTax Inc. (“SimpleTax”, “we”, “us”, or “our”) is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our tax and accounting services, whether online or offline.
1. Information We Collect
We may collect the following categories of information:
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Personal Information: Name, address, phone number, email address, Social Security Number, date of birth, and other identifying information.
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Financial Information: Bank account details, income, deductions, tax documents, investment information, and other financial records necessary for tax preparation and accounting services.
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Business Information: Business tax ID numbers, financial statements, payroll records, and other business-related data required for our accounting services.
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Usage Data: Information about how you interact with our website or client portals, such as IP addresses, browser type, and pages viewed.
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Communication Data: Records of correspondence with our staff, including emails, phone calls, and messages.
2. How We Use Your Information
We may use your information to:
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Provide tax preparation, accounting, and advisory services
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File and process your tax returns and financial reports
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Communicate with you about your account, tax filings, or other services
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Comply with legal and regulatory obligations
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Improve our services and maintain security
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Send you updates, newsletters, or marketing communications (you may opt out at any time)
3. How We Share Your Information
We do not sell your personal information. We may share your information in the following ways:
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With our employees, contractors, and affiliates who need the information to provide our services
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With government authorities or taxing agencies as required by law
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With third-party service providers who assist us (e.g., secure data storage, tax software providers), under strict confidentiality agreements
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As required by law, court order, or legal process
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In connection with a business transfer (e.g., merger or acquisition)
4. Data Security
We use industry-standard physical, technical, and administrative safeguards to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no data transmission or storage can be guaranteed to be 100% secure.
5. Your Choices
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You may review or update your personal information by contacting us.
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You can opt out of receiving marketing communications from us at any time.
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You have the right to request the deletion of your data where applicable by law, subject to our legal record-keeping obligations.
6. Children’s Privacy
Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.
7. 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 policy and notify you as required by law.
8. Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:
SIMPLETAX Inc.
+1 (510) 509 6334