Tax Software Software
Royale Tax & Financial Services ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our Tax Software software ("Software").
We may collect personal and business information about you and your clients, including:
Professional Information: Your name, business name, EFIN, PTIN, address, email, and phone number.
Client Data: Any information you upload or enter about your tax clients, which may include names, Social Security Numbers (SSNs), financial information (income, deductions), and contact information.
Transactional Data: Information about the returns you file, the bank products you offer, and the fees processed.
Usage Data: Information about how you use the Software, including login times, features accessed, and system performance.
We use the information we collect to:
We do not sell your information. We may share your information only in the following circumstances:
With Third-Party Service Providers: With our banking partners to facilitate bank products, and with government agencies (like the IRS) to e-file returns.
For Legal Reasons: If required by law, subpoena, or other legal process, or if we have a good-faith belief that disclosure is necessary to protect our rights, your safety, or the safety of others.
Business Transfers: In connection with any merger, sale of company assets, or acquisition of all or a portion of our business by another company.
With Your Consent: We may share your information with third parties when you give us explicit permission to do so.
We use administrative, technical, and physical security measures to help protect your information. This includes:
Encryption: Use of 256-bit SSL encryption for data in transit and at rest.
Secure Data Centers: Storing data in secure, access-controlled data centers with redundant backups.
Access Controls: Limiting access to personal information to authorized employees and contractors who need it to perform their job functions.
Regular Audits: Conducting regular security audits of our systems and infrastructure.
Employee Training: Training our staff on data protection and security best practices.
Access and Correction: You have the right to access and correct your professional information in your account settings.
Data Deletion: You may request the deletion of your account, subject to our legal and regulatory data retention obligations.
Client Data: You are the controller of your client's data. We process it according to your instructions as a data processor.
Opt-Out: You may opt out of non-essential communications from us at any time.
We will retain your information and your clients' information for as long as your account is active and as required to comply with our legal obligations, which is typically a period of 3 to 7 years as required by IRS and professional standards.
Our Software is not intended for use by individuals under the age of 18. We do not knowingly collect personal information from children.
We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on our website and updating the "Last Updated" date.
If you have questions or concerns about this Privacy Policy, please contact us at:
Email: [email protected]
Phone: (XXX) XXX-XXXX
Service Area: Nationwide (100% Virtual)