When you voluntarily provide your mobile telephone number and separately opt in to receive text messages from TaxSynx, we may send you recurring SMS or MMS messages.

Messages may include:

• Account notifications
• Appointment reminders
• Webinar reminders
• Onboarding communications
• Customer-support messages
• Service and software updates
• Tax-business information
• Promotional or marketing offers
• Follow-up communications regarding products or services you requested

Message frequency varies. Message and data rates may apply.

You may opt out of text messages at any time by replying STOP. After submitting a STOP request, you may receive one final message confirming your opt-out. For assistance, reply HELP or email support@taxsynx.com.

Consent to receive marketing text messages is not a condition of purchasing any goods or services from TaxSynx.

Mobile information, including mobile telephone numbers and SMS opt-in data, will not be sold, rented, or shared with third parties or affiliates for marketing or promotional purposes.

We may disclose mobile information to service providers that help us deliver text messages, such as telecommunications carriers, messaging platforms, and technology providers. Such information may be disclosed only as necessary to operate and support our messaging program and may not be used by those providers for their own marketing purposes.

All categories of information described in this Privacy Policy exclude text-messaging originator opt-in data and consent. Text-messaging opt-in data and consent will not be shared with third parties or affiliates for marketing or promotional purposes.

Wireless carriers are not responsible for delayed or undelivered messages. Delivery is subject to effective transmission by your wireless carrier and is not guaranteed.

5. Cookies and Tracking Technologies

TaxSynx and our service providers may use cookies, pixels, analytics tools, and similar technologies to:

• Keep our website functioning
• Remember user preferences
• Understand website traffic and visitor activity
• Improve our content and services
• Measure advertising performance
• Deliver relevant advertisements where legally permitted
• Detect security threats or fraudulent activity

You may control cookies through your browser settings. Disabling cookies may affect the operation of certain website features.

6. How We Disclose Information

We may disclose personal information in the following circumstances:

Service Providers

We may disclose information to trusted service providers that perform services on our behalf, such as:

• Website hosting
• Customer relationship management
• Cloud storage
• Payment processing
• Email delivery
• SMS delivery
• Scheduling
• Analytics
• Advertising
• Customer support
• Software maintenance
• Cybersecurity
• Professional consulting

These providers may access information only as reasonably necessary to perform contracted services and are expected to protect it appropriately.

Business Transactions

If TaxSynx is involved in a merger, acquisition, financing, reorganization, sale of assets, bankruptcy, or similar transaction, information may be disclosed or transferred as part of that transaction, subject to applicable law.

Legal and Safety Requirements

We may disclose information when we reasonably believe disclosure is necessary to:

• Comply with a law, regulation, legal process, court order, or governmental request
• Protect the rights, property, safety, or security of TaxSynx, our customers, or others
• Investigate fraud, misuse, security incidents, or illegal activity
• Enforce our contracts, policies, or legal rights
• Establish, exercise, or defend legal claims

At Your Direction

We may disclose information when you request, authorize, or direct us to do so.

TaxSynx does not sell SMS opt-in information or mobile telephone numbers. We do not disclose SMS opt-in information to third parties or affiliates for their marketing or promotional purposes.

7. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, loss, misuse, alteration, or disclosure.

However, no website, electronic transmission, database, or storage system can be guaranteed to be completely secure. You are responsible for protecting your account credentials and notifying us promptly if you believe your account or information has been compromised.

8. Data Retention

We retain personal information for as long as reasonably necessary to:

• Provide our services
• Maintain business and transaction records
• Fulfill the purposes described in this Privacy Policy
• Meet contractual obligations
• Resolve disputes
• Enforce agreements
• Comply with legal, tax, accounting, and regulatory requirements

Retention periods may vary depending on the type of information and the reason it was collected.

9. Your Privacy Choices

Depending on your location and applicable law, you may have the right to:

• Request access to personal information we maintain about you
• Request correction of inaccurate information
• Request deletion of certain information
• Withdraw consent when processing is based on consent
• Opt out of promotional emails
• Opt out of marketing text messages
• Request information about how your information is used or disclosed

To opt out of promotional emails, use the unsubscribe link included in the email.

To opt out of text messages, reply STOP.

To submit another privacy request, contact us at support@taxsynx.com. We may need to verify your identity before completing a request. Certain information may be retained when required or permitted by law.

10. Third-Party Websites and Services

Our website or communications may contain links to websites, applications, payment processors, social-media platforms, or services operated by third parties.

TaxSynx does not control and is not responsible for the privacy, security, or content practices of third parties. We encourage you to review the privacy policies of any third-party service before providing personal information.

11. Advertising and Analytics

We may use third-party analytics and advertising providers to understand website usage, measure advertising performance, and communicate with people who may be interested in our services.

These providers may use cookies, pixels, or similar technologies subject to their own privacy policies. SMS opt-in information and consent are not shared with these providers for their independent marketing or promotional purposes.

12. Children’s Privacy

TaxSynx’s website and services are intended for individuals who are at least 18 years old. We do not knowingly collect personal information from children under 13.

If we learn that we have collected personal information from a child under 13 without legally valid authorization, we will take reasonable steps to delete it. A parent or legal guardian who believes a child has provided information to us may contact support@taxsynx.com.

13. Information Submitted Through TaxSynx Services

Customers who use TaxSynx software, CRM features, portals, forms, or communication tools may submit or process information concerning their own clients, employees, contractors, or business contacts.

In those circumstances, the TaxSynx customer is responsible for:

• Having the legal right and appropriate authorization to collect and submit the information
• Providing all legally required privacy notices
• Obtaining any required communication or marketing consent
• Using the information in accordance with applicable laws and regulations
• Maintaining appropriate safeguards for sensitive information

TaxSynx processes such information as necessary to provide the requested services and in accordance with applicable agreements and legal requirements.

14. Sensitive Information

Our services may involve business, financial, tax-related, or identity information. Please do not submit sensitive personal information through an unsecured communication method when a secure portal or approved collection method is available.

TaxSynx will use sensitive information only for legitimate business purposes, to provide requested services, or as otherwise permitted or required by law.

15. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, services, technology, or legal obligations.

When we update this Privacy Policy, we will revise the Effective Date displayed at the top of the page. Continued use of our website or services after an updated Privacy Policy becomes effective constitutes acknowledgment of the revised policy to the extent permitted by law.