We may collect information that you voluntarily provide, as well as technical information collected automatically when you use our website or services.
- First and last name
- Business name
- Mailing address
- Email address
- Phone number
- Date of birth
- EFIN information
- PTIN information
- Business formation information
- Payment information
- Account credentials
- Documents submitted during onboarding
- Tax office information
- Service Bureau information
- Software preferences
- Marketing preferences
- Business licensing information
- Banking information when required for onboarding
We may automatically collect:
- IP address
- Browser type
- Device information
- Operating system
- Referral source
- Website activity
- Pages visited
- Session duration
- Click activity
- Cookies and tracking data
We may use your information to:
- Process purchases
- Deliver products and services
- Complete onboarding
- Provide software access
- Verify identity
- Provide customer support
- Send updates and notifications
- Deliver training materials
- Improve website performance
- Process payments
- Prevent fraud
- Maintain compliance requirements
- Respond to inquiries
- Send marketing communications
- Administer memberships and communities
By providing your phone number through our website, forms, checkout pages, scheduling tools, onboarding forms, or other communication channels, you consent to receive SMS messages from Elevation Tax Pro Software.
Messages may include:
- Appointment reminders
- Onboarding updates
- Software notifications
- Customer service messages
- Product announcements
- Marketing messages
- Promotional offers
- Educational content
- Account notifications
Consent to receive SMS communications is not a condition of purchase.
By providing your email address, you consent to receive communications from Elevation Tax Pro Software. These may include:
- Purchase confirmations
- Product delivery notifications
- Onboarding instructions
- Service updates
- Educational materials
- Marketing communications
- Promotional offers
- Customer support responses
Our website may use cookies, pixels, tags, and similar technologies to:
- Improve user experience
- Analyze website traffic
- Track website performance
- Measure marketing effectiveness
- Remember user preferences
- Improve security
Third-party services such as analytics providers, advertising networks, CRM platforms, and payment processors may also use cookies or tracking technologies.
We may share information with trusted third-party providers necessary to operate our business, including:
- Payment processors
- Software providers
- Banking partners
- CRM platforms
- Email marketing platforms
- SMS providers
- Hosting providers
- Analytics providers
- Customer support platforms
These providers are authorized to use your information only as necessary to perform services on our behalf.
We implement commercially reasonable administrative, technical, and physical safeguards designed to protect your personal information.
We retain personal information for as long as necessary to:
- Provide services
- Meet legal obligations
- Resolve disputes
- Enforce agreements
- Maintain business records
Information may be retained after account closure when required by law or for legitimate business purposes.
Our website, products, and services are not directed to individuals under the age of 18. We do not knowingly collect information from children.
If we learn that information from a child has been collected, we will take reasonable steps to delete it.
Depending on your state of residence, you may have rights regarding your personal information, including:
- Access to information we maintain
- Correction of inaccurate information
- Request deletion of information
- Request information about data usage
- Opt out of certain marketing communications
Our website may contain links to third-party websites. We are not responsible for the privacy practices, policies, or content of external websites.
Users should review the privacy policies of any third-party sites they visit.
Elevation Tax Pro Software reserves the right to update or modify this Privacy Policy at any time. Changes become effective immediately upon posting to the website.
Continued use of our website, products, or services constitutes acceptance of the revised Privacy Policy.
