Privacy Policy

We collect information you provide directly to us and information gathered automatically when you use our services:

• Personal & Contact Information: Name, email address, phone number, office/business name, and mailing address when you request a consultation, create a demo account, or enroll in a package.
• Professional Credentials: PTIN (Preparer Tax Identification Number) status, EFIN (Electronic Filing Identification Number) status, and IRS registration details you share so we can assist with onboarding.
• Business Information: Estimated return volume, number of users/locations, selected package tier, and revenue-share preferences.
• Account & Login Data: Credentials and usage activity for your Inreach Tax ProSuite software account and office location login.
• Technical Data: IP address, browser type, device information, pages visited, and cookies/session data collected automatically.

We use the information we collect to:

• Provide, configure, and maintain your tax software, demo access, and office location login.
• Assist you with PTIN and EFIN registration, bank product enrollment, and onboarding.
• Respond to consultation requests, support inquiries, and provide training.
• Process billing, deferred enrollment fees, and revenue-share accounting.
• Communicate updates about tax law changes, software features, and seasonal deadlines.
• Detect, prevent, and address fraud, security issues, and violations of our Terms.
• Comply with applicable federal and state laws and IRS requirements.

We do not sell your personal information. We may share it only in these limited circumstances:

• Service Providers: Trusted third parties that help us operate, such as hosting, payment processing, bank product partners, and customer support tools — bound by confidentiality obligations.
• Bank & Financial Partners: To facilitate refund advances, bank product rebates, and electronic filing through participating financial institutions.
• IRS & Government Authorities: When required for tax filing compliance, e-Services, or lawful requests.
• Business Transfers: In connection with a merger, acquisition, or sale of assets, with assurances of continued confidentiality.
• Legal Compliance: To respond to subpoenas, court orders, or to protect the rights, property, or safety of our users and the public.

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal and business information against unauthorized access, alteration, disclosure, or destruction. These include encrypted transmissions, access controls, and secure session management for your software login. However, no method of transmission or electronic storage is 100% secure, and we cannot guarantee absolute security.

Depending on your state of residence — including under laws such as the California Consumer Privacy Act (CCPA), the California Privacy Rights Act (CPRA), and comparable state privacy laws — you may have the right to:

• Know what personal information we collect and how it is used.
• Request access to or a copy of your personal information.
• Request deletion of your personal information, subject to legal retention obligations.
• Correct inaccurate or incomplete information.
• Opt out of the "sale" or "sharing" of personal information for targeted advertising (we do not sell your data).
• Limit use of sensitive personal information where applicable.

To exercise any of these rights, contact us using the information at the bottom of this page. We will respond within the timeframe required by applicable state law.

We use cookies and similar technologies to operate the site, remember your preferences, analyze traffic, and improve performance. You can control cookies through your browser settings, but disabling them may limit some functionality of the software demo and consultation forms.

Our services are intended for tax professionals and business owners and are not directed to children under 18. We do not knowingly collect personal information from children. If you believe a child has provided us information, please contact us and we will delete it.

We retain your information for as long as your account is active or as needed to provide services, comply with legal obligations (including IRS recordkeeping requirements), resolve disputes, and enforce our agreements. When no longer needed, we delete or anonymize the data.

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date at the top of this page. We encourage you to review this page periodically. Continued use of our services after changes constitutes acceptance of the updated policy.

If you have questions about this Privacy Policy or how we handle your information, please contact us: