Privacy Policy

LegacyPro Tax may collect personal information when you:

• visit our website
• submit a contact or inquiry form
• apply for software access or service bureau partnerships
• purchase digital products or training resources
• communicate with our support team

The information collected may include:

• full name
• email address
• phone number
• business name
• mailing address
• EFIN or tax business information for partnership applications
• billing or payment information when purchasing services

We may also collect limited technical data including IP address, browser type, device information, and website activity for security and website performance purposes.

LegacyPro Tax may use the information collected to:

• respond to inquiries or support requests
• process software licensing applications
• manage service bureau partnerships
• deliver digital products and training materials
• communicate service updates or system notifications
• provide customer support
• improve website performance and service offerings

LegacyPro Tax does not sell, rent, or trade personal information to third parties.

By submitting your information through this website, completing a form, registering for services, or requesting information, you consent to receive communications from LegacyPro Tax.

These communications may include:

• email messages
• phone calls
• text messages (SMS)
• service notifications
• updates related to software licensing, training, partnerships, and services

Message and data rates may apply depending on your mobile carrier.

Providing your contact information constitutes consent for LegacyPro Tax to communicate with you regarding services, inquiries, and business related matters.

Your consent to receive communications is not required as a condition of purchasing services.

You may opt out of marketing communications at any time.

Email Communications

All marketing emails include an unsubscribe link that allows you to opt out of future promotional messages.

SMS Communications

You may opt out of text messages by replying STOP to any message received. Once you opt out, you may receive a confirmation message confirming your removal.

Operational Messages

Even if you opt out of marketing communications, LegacyPro Tax may still send important service related messages including:

• account notifications
• support responses
• software access information
• compliance updates

These messages are necessary for operational purposes.

LegacyPro Tax may use third party technology platforms to manage communication, customer records, and business operations, including CRM systems and automation platforms.

Information submitted through this website may be stored within these secure systems to allow LegacyPro Tax to manage inquiries, partnerships, training access, and customer communication.

These systems are used solely for legitimate business purposes.

LegacyPro Tax takes reasonable administrative and technical measures to protect personal information from unauthorized access, misuse, or disclosure.

Partners who access tax software through LegacyPro Tax are responsible for maintaining their own data security safeguards consistent with IRS Publication 4557 and applicable data protection regulations.

LegacyPro Tax is not responsible for data breaches caused by negligence or improper security practices by independent users or partners.

LegacyPro Tax may provide access to or reference third party services including:

• tax preparation software platforms
• bank product providers
• CRM and automation platforms
• payment processors

These providers operate independently and maintain their own privacy policies. LegacyPro Tax is not responsible for the privacy practices of third party services.

Users are encouraged to review the privacy policies of those providers.

LegacyPro Tax services are intended for business owners and tax professionals.

LegacyPro Tax does not provide services to individuals under the age of 18.

By using this website or submitting information, you confirm that you are at least 18 years of age.

LegacyPro Tax does not knowingly collect personal information from individuals under the age of 18.

LegacyPro Tax retains personal information only as long as necessary to:

• provide services
• maintain business records
• comply with legal or regulatory requirements

Partners and tax professionals using LegacyPro Tax systems remain responsible for maintaining records required under IRS regulations.

You may request to update, correct, or remove personal information we maintain by contacting us using the information provided below.

LegacyPro Tax will make reasonable efforts to respond to such requests in accordance with applicable privacy laws.

LegacyPro Tax reserves the right to update or modify this Privacy Policy at any time.

Any updates will be posted on this page with the updated effective date.

Continued use of the website constitutes acceptance of the updated policy.