Privacy Policy

Information We Collect

When you request a compliance review, we collect:

• • Your name and contact information (email, phone number, mailing address)
• • Tax situation details (years, entity types, issues)
• • Uploaded tax records and documentation
• • Payment information (processed securely via third-party processors)
• • IP address and device information for security and fraud prevention
• • Communication preferences and consent records
• • Date and time of account creation and consent acceptance

How We Use Your Information

Your information is used solely to:

• • Review your tax records and IRS status
• • Prepare your compliance report
• • Communicate about your review status via email, SMS, phone, voicemail, or mail
• • Process payments and billing inquiries
• • Provide customer service and technical support
• • Verify your identity and prevent fraud
• • Send account-related notifications and service updates
• • Conduct follow-up communications for service quality and satisfaction
• • Maintain records of your consent for communications (TCPA compliance)
• • Comply with legal obligations and respond to legal requests

Data Protection

We implement standard security measures to protect your information. Tax documents are treated with appropriate confidentiality. We do not share your information with third parties except as required by law.

Communications and TCPA Compliance

We collect and maintain records of your express written consent to receive communications via email, SMS/text, phone calls (including autodialed or prerecorded calls), voicemail, and postal mail. This includes:

• • Date and time you provided consent
• • IP address from which consent was given
• • Phone number(s) and email address(es) you authorized us to contact
• • Method of consent (e.g., checkbox acceptance during account creation)

These records are maintained to comply with the Telephone Consumer Protection Act (TCPA), CAN-SPAM Act, and other federal and state communication laws. You may revoke consent for marketing communications at any time, but transactional communications related to your active orders and account cannot be opted out of.

Data Retention

We retain your personal information, including consent records and IP addresses, for as long as necessary to provide services and comply with legal obligations. Consent records are maintained for at least 4 years after your last interaction with us to comply with TCPA record-keeping requirements.

Contact

For privacy questions or to exercise your data rights, contact us at gethelp@proof.tax or via our website contact form.