Personal Information: Name, email address, phone number, mailing address, EFIN, PTIN, and other identifiers.
Client Data: Taxpayer information entered into the software, including SSNs, income details, dependents, and deductions.
Usage Data: IP address, browser type, device information, and interaction logs.
Payment Information: Billing details for software subscriptions or service purchases.
Provide and maintain our software and services
Process transactions and manage subscriptions
Offer customer support and respond to inquiries
Improve user experience and software functionality
Send updates, alerts, and promotional content (with opt-out options)
Trusted service providers who assist in operations (e.g., hosting, payment processing).
Regulatory bodies if required by law or for compliance purposes.
Authorized team members within your organization (if applicable)
Encryption of sensitive information
Secure login and authentication protocols
Regular software updates and vulnerability scans
Access and update your personal information
Request deletion of your account or data (subject to legal retention requirements)
Opt out of marketing communications at any time

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