Privacy Policy

We collect the information necessary to deliver accounting, tax, and compliance services to your business.

**Business Information**: Company name, EIN, entity type, registered address, DBA names, ownership details, state tax ID numbers, and resale certificate details.

**Contact Information**: Name, email address, phone number, and mailing address of authorized representatives.

**Financial & Transactional Data**: Bank and accounting records, revenue by U.S. state, connected sales channel reports, payroll summaries, filing histories, and state and IRS account transcripts. This is processed solely to deliver our services and is never used for marketing.

**Identity Documents**: Where required for formation, EIN, or ITIN applications, government-issued identification and supporting documents, handled under strict confidentiality.

**Website & Communication Data**: IP address, browser type, pages visited, and support correspondence. We use this to maintain security and improve our services.

Your information is used strictly for the following purposes:

We do not sell, rent, or share your data with third parties for advertising or marketing purposes.

We share information only with parties essential to delivering our services:

All subprocessors are bound by confidentiality obligations and data protection terms at least as protective as this policy.

We do not sell, rent, lease, or otherwise share your personal information with third parties for their own marketing or promotional purposes. All of the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

If you provide your mobile phone number and opt in to receive SMS / text messages from TaxFlow Labs, the following applies:

**No Sharing of Mobile Opt-In Data**: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All categories of data described in this Privacy Policy exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Mobile opt-in data — including phone numbers, SMS opt-in status, and consent records — is not sold, rented, leased, or transferred to any third party, affiliate, partner, lead generator, or marketing service under any circumstances. This commitment applies regardless of any other data-sharing language in this policy.

**Limited Subprocessor Use**: Phone numbers may be shared only with our SMS delivery provider (e.g., our telephony platform) strictly for the purpose of transmitting the messages you requested. These providers are contractually prohibited from using your information for any other purpose.

**Message Types**: Messages may include filing deadline reminders, state notice alerts, appointment confirmations, account updates, and replies from your account team.

**Frequency & Cost**: Message frequency varies based on your account activity. Message and data rates may apply from your mobile carrier.

**How to Opt In**: On our website contact form, you opt in by entering your mobile phone number in the Phone field, checking the optional SMS consent box, and submitting the form. You may also opt in by replying START to a message from us or by providing written or recorded consent to a TaxFlow Labs representative. Opt-in is never a condition of purchasing any service.

**How to Opt Out**: Reply STOP to any message at any time to unsubscribe. Reply HELP for assistance, or contact hello@taxflowlabs.io.

We protect your data with industry-standard measures:

While we take every reasonable precaution, no system is completely immune to risk. We commit to transparency and rapid response in the unlikely event of a security incident.

We retain your data for as long as you maintain an active account, plus the period required by applicable state tax recordkeeping laws (generally 4–7 years depending on the state).

Upon account closure, we delete or anonymize your data within 90 days, except where retention is required for legal compliance, tax authority obligations, or the resolution of disputes.

You may request a full data export or deletion at any time by contacting hello@taxflowlabs.io.

Depending on your location, you may have the right to:

To exercise any of these rights, email us at hello@taxflowlabs.io. We respond to all requests within 30 days.

For privacy-related questions, data requests, or concerns:

**Email**: hello@taxflowlabs.io

**Address**: TaxFlow Labs LLC, 1250 Ave Ponce De Leon PMB 2013, San Juan, PR 00907

We take privacy seriously. If you have any concern about how your data is handled, we want to hear about it.