Privacy Policy

1. Overview

TaxFlow CRM ("we", "us", or "the App") is a customer relationship management tool used by tax preparation offices to manage client communications, documents, and marketing. This Privacy Policy explains what data we collect, how we use it, and the choices you have.

2. Information We Collect

• Account information: Your name and email address when you are invited to the App by your office administrator.
• Client information: Contact details (name, email, phone, address) and tax-related documents that you or your office enter into the CRM.
• Social media data: When you connect a Facebook or Instagram account, we access your Page name and the content you choose to publish through the App. We do not store your social media passwords.
• Usage data: Basic logs of actions taken within the App for security and audit purposes.

3. How We Use Your Information

• To provide CRM features such as client tracking, document collection, and messaging.
• To publish posts to connected social media Pages on your behalf when you request it.
• To send emails and SMS messages to clients at your direction.
• To maintain security and comply with legal obligations.

4. Facebook & Instagram Data

When you connect a Facebook or Instagram account, the App requests permissions to manage your Page content and read lead information. We use these permissions only to perform actions you initiate within the App. We do not sell or share social media data with third parties.

5. Mobile Numbers & SMS Text Messaging

When you provide your mobile phone number on our intake or opt-in form and check the SMS consent box, we use your number solely to send service-related text messages about your tax return — document requests, secure portal links, appointment reminders, filing status, and refund notifications.

• SMS consent is voluntary and is not a condition of purchasing any product or service.
• We do not sell, rent, lease, or share your mobile number, SMS opt-in data, or client contact information with any third parties for marketing or any other purpose.
• Message frequency is occasional and tied to your tax filing.
• You may opt out at any time by replying STOP to any message, or reply HELP for support. Message and data rates may apply.
• You may also request removal of your mobile number from our records by replying STOP or contacting your office administrator.

6. Data Storage & Security

Data is stored on secure cloud infrastructure. Access is restricted per office (tenant isolation) so that users in one office cannot see another office's data. Sensitive credentials are encrypted at rest.

7. Data Retention & Deletion

Your data is retained while your account is active. You may request deletion of your account and associated data by contacting your office administrator. Social media connections can be revoked at any time from within the App or from your Facebook/Instagram settings.

8. Your Rights

You may request access to, correction of, or deletion of your personal data. To exercise these rights, contact your office administrator or the email below.

9. Children's Privacy

The App is not directed to children under 13, and we do not knowingly collect their information.

10. Contact

For privacy questions or requests, contact your office administrator or support through the App.