Privacy Policy

1. Scope

This Privacy Policy applies to the JD Tax Pro Software website, contact forms, enrollment forms, program communications, portals, training services, and related online services operated by JD Tax Pro Software.

2. Information We Collect

We may collect the following categories of information:

• Name
• Mailing address
• Email address
• Telephone number
• Business information
• PTIN- or EFIN-related information provided voluntarily
• Program selections and enrollment information
• Account credentials
• Payment and transaction information
• Communications and support requests
• Uploaded documents
• Device information, IP address, and browser information
• Website activity, cookie data, and analytics information

We do not collect Social Security numbers, taxpayer identification numbers, or sensitive taxpayer documents through our public website.

3. How Information Is Collected

Information may be collected directly from you through forms, portals, and communications, and automatically through cookies, analytics tools, payment processors, service providers, and business partners.

4. How We Use Your Information

We use the information we collect to:

• Provide requested services and process enrollment
• Manage accounts and deliver training
• Provide software access and onboarding support
• Respond to inquiries and support requests
• Process payments and send billing communications
• Send operational, enrollment, and account communications
• Improve our services and website
• Prevent fraud and maintain security
• Comply with legal obligations and enforce agreements
• Send marketing communications where permitted by law

5. Cookies and Analytics

Our website may use essential cookies necessary for site functionality, preference cookies to remember your settings, analytics tools to understand how visitors use the site, and advertising tools. Where technically available, visitors may accept or decline nonessential cookies. We do not claim that the website uses no tracking.

6. Sharing Your Information

We share information only as reasonably necessary with:

• Payment processors
• Website hosting providers
• CRM and email communication providers
• Scheduling providers
• Tax software providers
• Bank product providers
• Professional advisers
• Security providers
• Government authorities when legally required
• Business successors in a merger, acquisition, or sale

7. Sale of Personal Information

JD Tax Pro Software does not sell personal information for monetary consideration. If analytics or advertising tools receive identifiers or browsing information as part of their operation, that is disclosed separately in Section 5 above rather than as a sale of personal information.

8. Sensitive and Taxpayer Information

Tax professionals must obtain proper authorization before providing any taxpayer information to JD Tax Pro Software or any third-party platform. JD Tax Pro Software does not prepare individual tax returns for the public. Participants are responsible for the lawful collection, use, upload, access, and disclosure of taxpayer information within their own businesses.

9. Data Security

JD Tax Pro Software uses reasonable administrative, technical, and physical safeguards appropriate to the information and services involved. No method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee that a security incident will never occur.

10. Data Retention

Information is retained only as reasonably necessary for service delivery, business records, security, dispute resolution, legal compliance, and enforcement of agreements. Different categories of information may have different retention periods.

11. Your Choices and Rights

Depending on applicable law, you may request:

• Access to information we hold about you
• Correction of inaccurate information
• Deletion of certain information where legally available
• A copy of certain information
• Opt-out from marketing communications
• Changes to cookie preferences

Submit requests to [email protected]. Identity verification may be required. Some information may be retained when required by law or legitimate business obligations.

12. Email and Text Communications

You may unsubscribe from promotional emails by following the unsubscribe link in any marketing email or by contacting us directly. Operational, security, billing, enrollment, and account messages may still be sent when necessary. We do not send marketing text messages without appropriate consent.

13. Children's Privacy

Our services are intended for adults. We do not knowingly collect personal information from children under 13. Program enrollment requires users to be at least 18 years old.

14. Third-Party Links and Services

Our website may contain links to third-party websites and platforms. Those sites have their own privacy policies, and JD Tax Pro Software is not responsible for every third party's independent privacy practices.

15. Data Breach Response

Suspected security incidents will be investigated promptly. Legally required notifications will be provided when applicable. Notification timelines depend on the law applicable to the specific incident.

16. State Privacy Rights

Residents of certain states may have additional privacy rights depending on applicable law and eligibility. To submit a privacy request or, where required, to appeal a privacy decision, contact us at [email protected].

17. Changes to This Policy

This Privacy Policy may be updated from time to time. Material changes will be posted with an updated effective date. We encourage you to review this policy periodically.

18. Contact Information