Privacy Policy

Last updated July 22, 2026 — draft, pending legal review

Tax File Portal ("we," "us") prepares individual and small business tax returns. This policy explains what information we collect through our website and client portal, how we use it, and how we protect it.

Information we collect

• Account information you provide at signup, such as your name and email address
• Tax documents you upload to the portal, which may include Social Security numbers, income statements, and other tax return information
• Communications you send us through the portal's messaging feature
• Basic technical information, such as login timestamps, needed to keep the portal secure

How we use your information

We use your information solely to prepare and file your tax return, communicate with you about your return, and meet our legal and professional obligations as a paid tax preparer.

Consent under IRC §7216

Federal law restricts how tax preparers may use or disclose the information you provide in connection with preparing your return. By creating a portal account, you consent to our use and disclosure of your tax return information as described in this policy and as necessary to prepare and file your return. You may withdraw this consent at any time by contacting us, though this may affect our ability to complete your return.

How we protect your information

• Documents are encrypted both in transit (via HTTPS) and at rest
• Access to your documents is limited to you and the preparer assigned to your return
• Every account requires multi-factor authentication
• Access to client documents is logged
• We retain documents only as long as needed to complete your return and meet IRS record-retention requirements, after which they are securely deleted

Who we share information with

We do not sell your information. We may share it with service providers who host our infrastructure and storage, under agreements that require them to protect it, and as required by law.

Your rights

You may request a copy of the documents you've uploaded, ask us to correct inaccurate account information, or request deletion of your account, subject to our legal recordkeeping obligations.

Contact

Questions about this policy can be sent to info@example.com.