Last Updated: November 17, 2025

SmartTaxx (“we,” “us,” or “our”) is committed to protecting your personal information. This Privacy Policy explains what we collect, how we use it, and how we keep it safe when you visit smartaxx.com or engage our services.

By using our website or working with us, you agree to the practices described below.

1. Information We Collect

We collect information to deliver accurate tax, bookkeeping, payroll, and financial services. This may include:

Personal Information

• Name

• Email address

• Phone number

• Mailing address

• Identification details (as required by law)

Financial Information

• Income documents

• Banking details (if needed for payroll or bookkeeping)

• Expense records

• Business documents

Website and Usage Data

• IP address

• Browser type

• Pages visited

• Cookies or similar tracking technologies

2. How We Use Your Information

We use your information to:

• Provide tax, bookkeeping, payroll, and related services

• Prepare documents and filings

• Communicate updates, requests, and reminders

• Improve our website and client experience

• Comply with legal and regulatory obligations

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties

3. How We Protect Your Information

We take data security seriously.

SmartTaxx uses industry-standard safeguards to protect your information from unauthorized access, disclosure, or misuse.

Security measures may include:

• Encrypted data storage

• Secure file-sharing systems

• Access controls for internal staff

• Regular system checks

While we do our best to protect your data, no system is completely risk-free. You share information with this understanding.

4. Sharing Your Information

We only share information when necessary:

With Your Permission

To fulfill a request or deliver a service.

With Service Providers

For platforms used in tax preparation, payroll, accounting software, e-signatures, or secure communication.

When Required by Law

Such as IRS requests, subpoenas, or regulatory obligations.

We do not sell, trade, or rent your information.

5. Data Retention

We keep your information only as long as necessary to:

• Deliver services

• Maintain accurate records

• Comply with legal requirements

When information is no longer needed, we securely delete or archive it based on compliance standards.

6. Your Rights

Depending on your location, you may have rights such as:

• Accessing your personal information

• Requesting corrections

• Requesting deletion (where legally permitted)

• Limiting how your information is used

To request any of these, contact us directly.

7. Cookies and Tracking

SmartTaxx may use cookies or tracking technologies to:

• Improve website functionality

• Monitor performance

• Personalize user experience

You may disable cookies through your browser settings, though some features may not work as intended.

8. Third-Party Links

Our website may link to third-party tools or services.

We are not responsible for their content, security, or privacy practices.

We encourage you to review any third-party privacy policies before sharing information.

9. Children’s Privacy

SmartTaxx does not knowingly collect information from children under 13.

If you believe a child has provided personal information, please contact us so we can remove it.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

Any changes will be posted on this page with a new “Last Updated” date.

Continued use of our website means you accept the updated policy.

11. Contact Us

If you have questions or want to exercise your rights, reach out:

SmarTaxx

Email: [email protected]

Phone: +1 205-882-3041

Website: smartaxx.com