Privacy Policy

1. Introduction

At Tax365 (“we,” “our,” “us”), your privacy matters. This policy explains how we handle information when you use our website.

2. What We Collect

When visiting our site, we may collect:

• Basic contact details (name, phone, email) if you complete a contact form or sign up for updates.
• Technical information such as IP address, browser type, and site usage data for analytics.

We do not request or accept sensitive tax documents, Social Security Numbers, or financial account details through the website.

3. How We Use Information

We use the information we collect to:

• Respond to inquiries or service requests
• Send updates, reminders, and marketing (you may opt out anytime)
• Improve site performance and user experience

4. Secure Client Portal & Mobile App

Our website may provide links to the MaxTax365 Client Portal and the MaxTax365 mobile app. These are the only approved channels for uploading or sharing sensitive tax and financial information.

• The Client Portal is created with each client’s account and is fully secure for document uploads and communication.
• The Mobile App provides a secure environment for file transfers and account management.

Any sensitive data shared outside of these secure methods (such as through general email or web forms) is not protected by our security measures.

5. Sharing of Information

We do not sell or rent your personal information. We may share limited information with trusted service providers (e.g., email services, analytics platforms) solely to operate our website and communications.

6. Cookies & Analytics

We may use cookies and analytics tools to monitor site traffic and improve our content. You can manage cookies through your browser settings.

7. Security

We implement safeguards to protect your data. However, please remember that the website itself is not for sensitive data submission. Always use the secure client portal or mobile app for private information.

8. Third-Party Links

Our website may include links to third-party sites (including app stores). We are not responsible for their privacy practices.

9. Children’s Privacy

Our services are not directed to children under 13, and we do not knowingly collect personal information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted here with a new “Effective Date.”

11. Contact Us

If you have questions about this Privacy Policy, contact us at:

MaxTax365

Email: [Insert Email]

Phone: [Insert Phone]

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