Privacy Policy

1. Introduction

Sure-Fire Tax Business ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at surefiretaxbusiness.com (the "Site") or use our tax preparation software platform and related services (collectively, the "Services").

By accessing or using our Services, you agree to the terms of this Privacy Policy. If you do not agree, please do not use our Services.

2. Information We Collect

Personal Information You Provide

We may collect the following information when you register for an account, request information, or use our Services:

• Full name, email address, phone number, and mailing address
• Business name, PTIN (Preparer Tax Identification Number), and EFIN information
• Billing and payment information (processed securely through third-party payment processors)
• Communications you send to us (support requests, form submissions, etc.)

Information Collected Automatically

When you visit our Site, we may automatically collect:

• IP address, browser type, operating system, and device information
• Pages visited, time spent on pages, and referring URLs
• Cookies and similar tracking technologies (see Section 6)

Tax Return and Client Data

When you use our tax preparation software through our platform, the tax return data you enter is processed through the Taxwise software system. We do not directly access, store, or review individual tax return data prepared by our partners. Tax return data is governed by the Taxwise software provider's privacy policies and applicable IRS regulations.

3. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our Services and software platform
• Process your account registration and manage your subscription
• Communicate with you about your account, services, updates, and promotions
• Provide technical support, coaching, and onboarding assistance
• Process payments and manage revenue-share or per-return fee arrangements
• Comply with legal obligations, including IRS regulations for tax service providers
• Detect, prevent, and address fraud, security issues, or technical problems
• Analyze usage trends to improve our website and user experience

4. How We Share Your Information

We do not sell, rent, or trade your personal information to third parties. We may share your information in the following limited circumstances:

• Service Providers: With trusted third-party vendors who help us operate our business (e.g., payment processors, email service providers, hosting providers) under strict confidentiality agreements
• Software Partners: With Taxwise and bank product providers as necessary to provision your software licenses and enable bank product offerings
• Legal Requirements: When required by law, regulation, legal process, or governmental request, including IRS compliance requirements
• Business Transfers: In connection with a merger, acquisition, or sale of all or a portion of our assets
• With Your Consent: When you have given us explicit permission to share your information

5. Data Security

We implement industry-standard administrative, technical, and physical security measures to protect your personal information from unauthorized access, use, alteration, and disclosure. These measures include:

• SSL/TLS encryption for all data transmitted between your browser and our servers
• Secure password hashing and account authentication
• Regular security assessments and monitoring
• Access controls limiting employee access to personal data on a need-to-know basis

While we strive to protect your information, no method of electronic transmission or storage is 100% secure. We cannot guarantee absolute security but are committed to following best practices.

6. Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience on our Site. These may include:

• Essential Cookies: Required for basic site functionality (login sessions, CSRF protection, etc.)
• Analytics Cookies: Help us understand how visitors interact with our Site so we can improve it
• Marketing Cookies: Used to deliver relevant advertisements and measure campaign effectiveness

You can control cookie preferences through your browser settings. Disabling certain cookies may limit your ability to use some features of our Site.

7. Third-Party Links

Our Site may contain links to third-party websites or services (such as the Taxwise software portal or bank product providers). We are not responsible for the privacy practices of these third parties. We encourage you to review the privacy policies of any third-party site you visit.

8. Data Retention

We retain your personal information for as long as your account is active or as needed to provide you Services. We may also retain certain information as required by law, to resolve disputes, enforce agreements, and for legitimate business purposes. When your information is no longer needed, we will securely delete or anonymize it.

9. Your Rights and Choices

Depending on your location, you may have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information, subject to legal retention requirements
• Opt-Out: Unsubscribe from marketing communications at any time by clicking "unsubscribe" in any email or contacting us directly

To exercise any of these rights, please contact us using the information in Section 12.

10. Children's Privacy

Our Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child under 18, we will take steps to delete that information promptly.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. We will notify you of any material changes by posting the updated policy on this page with a revised "Last updated" date. Your continued use of our Services after any changes constitutes your acceptance of the updated policy.

12. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: