Privacy Policy

1. Information We Collect

We collect information you provide directly to us, such as when you create an account, use our services, or contact us for support. This includes:

• Account Information: Name, email address, phone number, company name, and billing information
• Client Data: Tax documents, financial information, and personal data you upload on behalf of your clients
• Usage Information: How you interact with our platform, including features used and time spent
• Technical Information: IP address, browser type, device information, and log data

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our services
• Process transactions and send related information
• Send technical notices, updates, and support messages
• Respond to your comments and questions
• Comply with legal obligations and prevent fraud
• Analyze usage patterns to enhance user experience

3. Information Sharing and Disclosure

We do not sell, trade, or otherwise transfer your personal information to third parties except as described below:

• Service Providers: Third-party vendors who assist in operating our platform (cloud hosting, payment processing, customer support)
• Legal Requirements: When required by law, court order, or governmental authority
• Business Transfers: In connection with any merger, acquisition, or sale of assets
• Consent: With your explicit consent for any other purpose

4. Data Security

We implement comprehensive security measures to protect your information:

• Encryption: All data is encrypted in transit and at rest using industry-standard AES-256 encryption
• Access Controls: Strict access controls and authentication requirements for all personnel
• Infrastructure: Secure cloud infrastructure with regular security audits and monitoring
• Compliance: SOC 2 Type II certified and GDPR compliant
• Backups: Regular encrypted backups with secure retention policies

5. Data Retention

We retain your information for as long as necessary to provide our services and fulfill the purposes outlined in this policy:

• Account data is retained for the duration of your subscription plus 7 years for tax compliance
• Client data is retained according to your instructions and legal requirements
• Usage logs are retained for 2 years for security and analytics purposes
• You may request deletion of your data subject to legal and contractual obligations

6. Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information:

• Access: Request access to your personal information we maintain
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information (subject to limitations)
• Portability: Request export of your data in a machine-readable format
• Opt-out: Unsubscribe from marketing communications at any time

7. Cookies and Tracking

We use cookies and similar technologies to:

• Remember your preferences and settings
• Authenticate your account and maintain security
• Analyze platform usage and performance
• Provide personalized content and features

You can control cookies through your browser settings, though this may affect platform functionality.

8. Third-Party Integrations

Our platform may integrate with third-party services (tax software, payment processors, etc.). These integrations are governed by their respective privacy policies. We encourage you to review the privacy practices of any third-party services you choose to connect.

9. International Data Transfers

Your information may be processed and stored in the United States or other countries where our service providers operate. We ensure appropriate safeguards are in place for international data transfers, including:

• Standard contractual clauses approved by relevant authorities
• Adequacy decisions where applicable
• Other lawful transfer mechanisms as required

10. Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child, we will take steps to delete such information.

11. California Privacy Rights

California residents have additional rights under the California Consumer Privacy Act (CCPA):

• Right to know what personal information is collected and how it's used
• Right to delete personal information (subject to exceptions)
• Right to opt-out of the sale of personal information (we do not sell personal information)
• Right to non-discrimination for exercising privacy rights

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by:

• Posting the updated policy on our website
• Sending email notification to registered users
• Providing in-app notifications where appropriate

Your continued use of the service after changes become effective constitutes acceptance of the revised policy.

13. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us:

• Email: privacy@omnifusetax.com
• Phone: +1 (469) 555-3890
• Mail: Data Protection Officer
  Omnifuse Inc.
  123 Business District
  Dallas, TX 75201

14. Data Protection Officer

For matters related to data protection and privacy compliance, you may contact our Data Protection Officer directly at dpo@omnifusetax.com.