Effective date: September 6, 2026
1. About This Privacy Policy
This Privacy Policy explains how GOTAXTOOLS collects, uses, protects, and shares personal information when people visit our website, contact our sales or support teams, request a demonstration, schedule an appointment, use tax preparation services, receive onboarding or training, or otherwise interact with GOTAXTOOLS.
2. Information We May Collect
Depending on how you interact with us, we may collect your name, business name, email address, telephone number, mailing address, appointment details, account or onboarding information, support requests, communication preferences, and information you choose to provide through forms, email, telephone calls, or other communications.
When tax preparation or document-related services are requested, we may also receive tax, financial, identity, or other client information that is reasonably necessary to provide the requested service. We ask users to provide only information they are authorized to share.
3. How We Use Information
GOTAXTOOLS may use information to respond to inquiries, provide requested products or services, schedule appointments, process onboarding, provide customer support and training, operate tax preparation services, administer accounts, coordinate eligible bank-product workflows, maintain records, improve our website and business operations, protect our systems, and comply with applicable law.
4. Service Providers and Business Operations
We may use vendors or service providers to help operate our website, email, scheduling, communications, payment processing, support, document workflows, hosting, security, and other business functions. Those providers may process information only as reasonably necessary to perform services for GOTAXTOOLS or as otherwise permitted by law.
GOTAXTOOLS does not sell personal information for marketing purposes.
5. SMS and Mobile Information
Mobile phone numbers, SMS opt-in information, and text-message consent records are not sold, rented, or shared with third parties or affiliates for their own marketing, promotional, or lead-generation purposes. We may use mobile information to send messages that are consistent with the consent provided, including account, appointment, service, sales, or support communications.
Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of SMS messages and HELP for assistance. Additional details are provided in the GOTAXTOOLS SMS Terms & Conditions.
6. Cookies and Website Data
Our website may use cookies, logs, analytics, and similar technologies to maintain site functionality, understand general usage, support security, and improve performance. Browser settings may allow you to limit certain cookies, although some site features may not function as intended.
7. Data Security
GOTAXTOOLS uses administrative, technical, and organizational safeguards designed to reduce the risk of unauthorized access, loss, misuse, or disclosure. No website, network, or storage system can be guaranteed to be completely secure, so users should also protect their own devices, passwords, and account credentials.
8. Data Retention
We retain information for as long as reasonably necessary for the purpose for which it was collected, to provide requested services, maintain business and tax-related records, resolve support issues, protect our operations, and meet legal or regulatory obligations.
9. Your Choices
You may contact GOTAXTOOLS to update your contact information, ask questions about our privacy practices, or request changes to communication preferences. Certain records may need to be retained where required for legal, security, accounting, tax, or operational reasons.
10. GOTAXTOOLS Brand and Website Materials
GOTAXTOOLS is a registered trademark. The GOTAXTOOLS name, logo, branding, original website text, graphics, designs, marketing materials, training materials, and other original content are protected by applicable trademark, copyright, and other intellectual-property laws. No person or business may copy, reproduce, publish, distribute, modify, display, or use GOTAXTOOLS brand assets or original materials without prior written permission from GOTAXTOOLS, except where use is permitted by applicable law.
11. Changes to This Privacy Policy
We may revise this Privacy Policy as our services, technology, business practices, or legal requirements change. The current version will be posted on this website with its effective date.
12. Contact GOTAXTOOLS
Questions about this Privacy Policy may be directed to GOTAXTOOLS at sales@gotaxtools.com or 319-237-3103.
Also review the GOTAXTOOLS Terms & Conditions and SMS Terms & Conditions.