Privacy Policy

TaxPro Express ("we," "us," or "our") is committed to protecting the privacy of individuals who interact with our website, products, and services. This Privacy Policy explains how we collect, use, share, and safeguard personal information when you engage with TaxPro Express.

By accessing or using our website or services, you acknowledge the practices described in this Privacy Policy. This policy applies to information collected through our website, communication channels, and the professional services we provide.

TaxPro Express may collect the following categories of information when applicable to the services being provided:

• Full name
• Email address
• Phone number
• Business information
• Information voluntarily submitted through forms
• Appointment and service inquiries
• Communication preferences
• Website usage and technical information
• Tax-related information when necessary for services

Information is collected only when applicable to the services being provided. We do not seek to gather more information than is reasonably necessary to operate our business and deliver our services.

Collected information may be used to:

• Respond to inquiries
• Provide requested services
• Manage client relationships
• Schedule and confirm appointments
• Send service-related communications
• Provide software, training, and mentorship support where applicable
• Send marketing messages when separately authorized
• Maintain security and comply with legal obligations

Program Name: TaxPro Express SMS Communications

Program Description: Depending on the consent provided, messages may include appointment confirmations, appointment reminders, responses to inquiries, service updates, customer support messages, and promotional offers where separately authorized.

Message Frequency: Message frequency varies based on your interactions and the messaging categories selected.

Message and Data Rates: Message and data rates may apply. Check with your mobile carrier for details.

Opt-Out: You may opt out at any time by replying STOP to any SMS message. After opting out, you may receive a final confirmation message.

Help: Reply HELP for assistance or contact TaxPro Express using the contact information provided in this Privacy Policy.

Consent to receive SMS messages is not a condition of purchasing any goods or services.

Carrier Liability: Wireless carriers are not liable for delayed or undelivered messages. Message delivery is subject to carrier network availability and your mobile service plan.

TaxPro Express sends application-to-person (A2P) text messages through U.S. short message service (SMS) using 10-digit long code (10DLC) phone numbers registered with The Campaign Registry in accordance with U.S. wireless carrier requirements.

Opt-In Method: SMS consent is obtained through an express written opt-in, where you provide your mobile phone number and affirmatively authorize TaxPro Express to send text messages to that number. We do not enroll any individual in SMS communications without their express opt-in, and SMS consent is never a condition of purchasing any goods or services.

Message Categories: The categories of messages you may receive depend on the consent you provide and may include informational messages (such as appointment confirmations, reminders, and service updates), customer support messages, and, where separately authorized, promotional or marketing messages.

Opt-Out and Help: You may opt out of SMS communications at any time by replying STOP to any message. After opting out, you may receive a final confirmation message confirming your opt-out. For assistance, reply HELP to any message or contact TaxPro Express using the contact information provided in this Privacy Policy.

Data Sharing: Text messaging originator opt-in data and consent are not shared with any third parties or affiliates for their own marketing or promotional purposes. SMS consent information is not sold or shared for third-party marketing.

Carrier Disclaimer: Wireless carriers are not liable for delayed or undelivered messages. Message delivery depends on carrier network availability and your mobile service plan.

Information may be shared with authorized service providers when reasonably necessary to operate the business, deliver services, or comply with applicable law. Service providers are limited to the information needed to perform their functions and are expected to protect it appropriately.

SMS consent information is not sold or shared for third-party marketing purposes.

TaxPro Express uses reasonable administrative, technical, and organizational safeguards to protect personal information against unauthorized access, use, or disclosure.

No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security of your information.

Information is retained only as long as reasonably necessary for legitimate business purposes and applicable legal requirements. When information is no longer needed, it is removed or de-identified in accordance with our retention practices and applicable law.

If enabled on the website, cookies or analytics tools may be used to collect information about how visitors use the site, such as pages visited and general usage patterns. This information helps improve website performance and user experience.

We do not claim that specific tracking tools are active without confirmation. You may manage or disable cookies through your browser settings, although some features of the website may not function properly without them.

Subject to applicable laws and record-retention requirements, individuals may request access to, correction of, or deletion of personal information held by TaxPro Express. To make such a request, please contact us using the contact information provided below.

We will respond to verified requests in accordance with applicable law and within any required timeframes.

Our services are not directed toward children under 13, and we do not knowingly collect personal information directly from children under 13. If you believe a child has provided us with personal information, please contact us so we can take appropriate steps to remove it.

This Privacy Policy may be updated periodically to reflect changes in our practices or applicable legal requirements. The effective date will be displayed on this page, and continued use of our website or services after changes take effect constitutes acceptance of the updated policy.

If you have questions about this Privacy Policy or our information practices, please contact TaxPro Express using the information below: