Privacy Policy

Last Updated: [Date]

1. Introduction & Scope

Welcome to TaxLabPro ("Company," "we," "us," or "our"). We operate the software-as-a-service platform available at [YourWebsite.com] and its associated applications (collectively, the "Service"). This Privacy Policy explains how we collect, use, protect, and share information. By using our Service, you agree to the data practices described in this Policy.

2. Your Role as Data Controller, Our Role as Data Processor

This is a critical distinction in our relationship:

  • You, the Subscriber (as "Data Controller"): You are responsible for the client information you upload ("Service Data"). You warrant that you have the legal authority (e.g., Power of Attorney) to process this data in our Service.
  • We, the Company (as "Data Processor"): We process Service Data only upon your instruction and for the sole purpose of providing the Service. We have no direct relationship with your end-clients.

3. Information We Collect

a) Subscriber Account Information

Data you provide to create and manage your account, such as your name, email, business details, and team user information. Billing information is handled by our third-party payment processor.

b) Service Data (Your Client Information)

Data you upload about your clients, including Personally Identifiable Financial Information (PFI), tax documents, files, and notes.

c) Technical and Usage Information

Data collected automatically, such as IP addresses, browser types, and usage logs, to ensure the security and functionality of the Service. We use essential cookies for session management.

4. How We Use Information

We use information to provide, maintain, and improve the Service, manage your account, communicate with you, ensure security, and for anonymized internal analytics. We do not sell, rent, or trade your data.

5. How We Share Information

We share information only with trusted third-party service providers (sub-processors) who help us operate the Service, with third-party integrations you authorize, or to comply with legal obligations.

6. Information Security

We implement robust technical and organizational security measures, including encryption in transit (SSL/TLS) and encryption at rest for sensitive data. However, no system is 100% secure.

7. Data Retention and Deletion

We retain your data while your subscription is active. Upon cancellation, your data will be permanently deleted after a 30-day grace period. You can delete Service Data at any time through the platform interface.

8. Your U.S. Privacy Rights (CCPA/CPRA & Others)

You have rights to know, access, delete, and correct your Account Information. To exercise these rights, contact us at [PrivacySupport@YourDomain.com]. You are responsible for managing requests from your own clients regarding their Service Data.

9. Specific Disclosures

This section covers our policies regarding social media use, any AI companions, integrations with services like Google, and our commitment to not knowingly collecting data from children under 18.

10. Changes to this Privacy Policy

We may update this policy and will notify you of material changes by posting the new policy on this page or via email.

11. Contact Us

If you have any questions about this Privacy Policy, please contact us at:
TaxLabPro
[Your Company Address]
Email: [PrivacySupport@YourDomain.com]