Privacy Policy

At StayPaperless, we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our platform.

1. Information We Collect

Personal Information

When you register for an account, we collect:

• Name and contact information (email address, phone number)
• Business name and address
• EFIN (Electronic Filing Identification Number) if provided
• Payment information (processed securely through our payment providers)

Client Data

As a platform for tax professionals, you may upload client information including names, addresses, tax documents, and other sensitive data. This data is stored securely and is only accessible to you and your authorized staff members.

Usage Information

We automatically collect certain information when you use our Service, including IP address, browser type, device information, pages visited, and actions taken within the platform.

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our Service
• Process transactions and send related information
• Send technical notices, updates, and support messages
• Respond to your comments, questions, and customer service requests
• Monitor and analyze trends, usage, and activities
• Detect, investigate, and prevent fraudulent transactions and abuse
• Comply with legal obligations

3. Data Security

We implement robust security measures to protect your data:

• Encryption: All data is encrypted at rest using AES-256 encryption and in transit using TLS 1.3
• Secure Hosting: Our platform is hosted on Microsoft Azure with enterprise-grade security
• Access Controls: Role-based access controls and multi-factor authentication
• Regular Audits: We conduct regular security assessments and penetration testing
• Compliance: Our security practices align with IRS Publication 4557 requirements

4. Data Sharing and Disclosure

We do not sell your personal information. We may share your information only in the following circumstances:

• Service Providers: With third-party vendors who assist in providing our Service (e.g., payment processing, hosting)
• Legal Requirements: When required by law or to respond to legal process
• Business Transfers: In connection with a merger, acquisition, or sale of assets
• With Your Consent: When you have given us explicit permission

5. Data Retention

We retain your data for as long as your account is active or as needed to provide you services. Upon account termination, we will retain your data for a period necessary to comply with legal obligations, resolve disputes, and enforce our agreements. You may request deletion of your data at any time.

6. Your Rights

Depending on your location, you may have the following rights:

• Access and receive a copy of your personal data
• Correct inaccurate or incomplete data
• Request deletion of your personal data
• Object to or restrict processing of your data
• Data portability
• Withdraw consent at any time

7. Cookies and Tracking

We use cookies and similar tracking technologies to track activity on our Service and hold certain information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, some features of our Service may not function properly without cookies.

8. Third-Party Services

Our Service may contain links to third-party websites or integrate with third-party services. We are not responsible for the privacy practices of these third parties. We encourage you to read their privacy policies.

9. Children's Privacy

Our Service is not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have collected personal information from a child under 18, we will take steps to delete such information.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date. You are advised to review this Privacy Policy periodically for any changes.

11. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us through our Contact Page.