Privacy Policy

Privacy Policy

Preferred Plus Tax Software

Effective Date: February 1, 2025

1. Introduction

Preferred Plus Tax Software (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the information you provide when using our website, services, and software platform.

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and engage with our services, including our cloud-based tax software, training, consulting, and support offerings.

2. Information We Collect

We may collect the following types of information:

A. Personal Information

• Name
• Business name
• Email address
• Phone number
• Billing information
• EFIN and PTIN (for onboarding purposes only)
• Account login credentials

B. Business & Operational Information

• Tax office details
• Number of users/licenses
• Software usage activity
• Support requests and communication history

C. Technical Information

• IP address
• Browser type
• Device information
• Website usage data (cookies, analytics tools)

3. How We Use Your Information

We use the information collected to:

• Provide access to our cloud-based tax software
• Deliver onboarding, training, and consulting services
• Process payments and manage billing
• Provide technical support and troubleshooting
• Communicate updates, system notices, and service alerts
• Improve our website, services, and user experience
• Maintain compliance with federal and state regulations

4. Service Bureau Role & Data Responsibility

Preferred Plus Tax Software operates as a Service Bureau provider.

• We provide access to software and related services
• We do NOT prepare tax returns on behalf of your clients
• We do NOT control how you input, manage, or use taxpayer data

You, as the tax professional, are solely responsible for:

• Compliance with IRS regulations
• Data accuracy and entry
• Safeguarding taxpayer information
• Meeting due diligence requirements

5. Data Sharing & Disclosure

We do not sell your personal information.

We may share information in the following situations:

• With trusted third-party service providers (payment processors, hosting providers, etc.)
• When required by law, regulation, or legal process
• To protect the rights, property, or safety of our company and users
• In connection with a business transfer, merger, or acquisition

6. Data Security

We implement appropriate administrative, technical, and physical safeguards to protect your information, including:

• Secure cloud-based systems
• Encryption protocols where applicable
• Restricted access to sensitive data

However, no system is 100% secure. Users are responsible for maintaining the confidentiality of their login credentials.

7. Data Retention

We retain your information only as long as necessary to:

• Provide services
• Meet legal and regulatory requirements
• Resolve disputes and enforce agreements

8. Cookies & Tracking Technologies

Our website may use cookies and similar technologies to:

• Enhance user experience
• Analyze website traffic
• Improve functionality

You may adjust your browser settings to disable cookies if preferred.

9. Your Rights & Choices

You have the right to:

• Access your personal information
• Request corrections or updates
• Request deletion of your data (subject to legal obligations)
• Opt out of marketing communications

To exercise these rights, contact us using the information below.

10. Third-Party Services

Our website and software may integrate with third-party services (e.g., banking partners, payment processors, or tax software providers).

We are not responsible for the privacy practices of those third parties. Please review their policies separately.

11. Compliance with Tax Industry Regulations

While Preferred Plus Tax Software provides tools and support, users are responsible for compliance with:

• IRS regulations
• Due diligence requirements
• Data privacy laws, including applicable federal and state laws

12. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect information from minors.

13. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time. Updates will be posted on this page with a revised effective date.

14. Contact Information

If you have questions about this Privacy Policy, please contact:

Preferred Plus Tax Software

📧 mdbrewer@preferredplustaxsoftware.com

📞 762-258-0022

15. Acknowledgment

By using our website and services, you acknowledge that you have read and agree to this Privacy Policy.

If you want, I can next turn this into a matching Terms & Conditions + Service Bureau Agreement page so your website is fully protected and positioned like a high-level operation.