TAX SHIELD SOFTWARE

PRIVACY POLICY

Effective Date: October 14, 2026
Website: https://www.taxshieldsoftware.com

1. Introduction

Tax Shield Software (“Tax Shield,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal and business information you provide when using our website, products, and services.

This Privacy Policy explains how we collect, use, store, disclose, and protect information obtained through our website, software services, customer support systems, and communications.

By using our website or services, you acknowledge the information practices described in this Privacy Policy.

2. Information We Collect

We may collect information directly from you when you visit our website, complete a contact form, request a software demonstration, purchase services, register for training, or communicate with our company.

Personal and Business Information

Information collected may include:

First and last name.
Business or company name.
Email address.
Telephone and mobile phone numbers.
Mailing and billing addresses.
Business credentials and professional registration information.
Software preferences and service interests.
Customer inquiries and support requests.
Payment and transaction information.

Website and Technical Information

When you access our website, we may automatically collect:

IP address.
Browser type and device information.
Operating system.
Pages visited and time spent on our website.
Referring website addresses.
Cookies and similar tracking information.
Website interaction and performance data.

Tax Preparation Information

When applicable to our software services, Tax Shield Software or its authorized technology providers may process taxpayer information necessary to provide tax preparation, electronic filing, or related services.

Such information may include taxpayer identification details, income information, filing information, and other tax return data.

Taxpayer information is subject to applicable confidentiality, security, and federal tax information protection requirements.

3. How We Use Your Information

Tax Shield Software may use information collected for the following purposes:

Responding to inquiries and requests for information.
Providing tax preparation software and related services.
Processing software registrations, purchases, and account requests.
Scheduling demonstrations, consultations, and training sessions.
Providing technical support and customer assistance.
Sending account notifications and important service announcements.
Delivering software updates and educational information.
Sending promotional emails or SMS messages when appropriate consent has been obtained.
Improving our website, products, services, and customer experience.
Detecting fraud, preventing unauthorized access, and maintaining security.
Meeting applicable legal, regulatory, and contractual requirements.

We do not use taxpayer return information for unrelated marketing or advertising purposes without authorization required by applicable law.

4. SMS Messaging Privacy

Tax Shield Software respects the privacy of individuals who choose to receive SMS communications.

SMS Consent

When you voluntarily opt in to receive text messages from Tax Shield Software, we may use your mobile phone number to send communications consistent with the consent you provided.

Messages may include:

Appointment reminders and confirmations.
Responses to software inquiries.
Customer service and technical support communications.
Account and service notifications.
Software updates and training announcements.
Promotional offers and marketing messages when separately authorized.

SMS Information Sharing

Mobile phone numbers, SMS opt-in information, and messaging consent records will not be sold, rented, or shared with third parties or affiliates for their own marketing or promotional purposes.

We may share information with authorized messaging platforms, wireless carriers, and technology providers only as necessary to deliver messages and operate our communications program.

Message Frequency and Charges

Message frequency varies depending on your interactions with Tax Shield Software and the messaging program in which you enroll.

Message and data rates may apply.

Opting Out

You may opt out of SMS communications at any time by replying STOP to any text message from Tax Shield Software.

You may receive a final confirmation message acknowledging your opt-out request.

For assistance, reply HELP or contact Tax Shield Software directly.

Consent to receive marketing text messages is not a condition of purchasing products or services.

5. Email Communications

We may use your email address to respond to inquiries, provide customer support, deliver account information, and communicate about products and services.

Promotional emails will be sent in accordance with applicable law.

You may unsubscribe from marketing emails by selecting the unsubscribe link included in the message or contacting us directly.

Unsubscribing from marketing communications does not necessarily prevent essential transactional, security, or account-related communications.

6. Information Sharing and Disclosure

Tax Shield Software does not sell personal information as part of its stated business practices.

We may disclose information to trusted third parties when reasonably necessary to provide services or operate our business.

These parties may include:

Software developers and technology service providers.
Website hosting and maintenance providers.
Customer relationship management systems, including GoHighLevel.
Email and SMS communication service providers.
Payment processors and financial institutions.
Authorized software integration and electronic filing providers.
Security, fraud prevention, and technical support providers.
Government or regulatory agencies when required by law.

Third-party service providers are expected to use information only for authorized purposes and to protect it appropriately.

SMS opt-in data and consent information are excluded from sharing with third parties for their independent marketing purposes.

7. Cookies and Website Analytics

Our website may use cookies and similar technologies to improve functionality, understand visitor activity, and evaluate website performance.

Cookies may help us:

Remember visitor preferences.
Improve website navigation.
Analyze website traffic.
Identify technical problems.
Evaluate the effectiveness of website content and advertising, where applicable.

You may control or disable cookies through your browser settings.

Disabling certain cookies may affect website functionality.

Where required by applicable law, we will obtain consent before using nonessential cookies or tracking technologies.

8. Data Security

Tax Shield Software recognizes the importance of protecting personal, business, and taxpayer information.

We use reasonable administrative, technical, and organizational security measures intended to safeguard information against unauthorized access, disclosure, alteration, and destruction.

These measures may include access controls, secure transmission methods, authentication requirements, and oversight of authorized service providers.

However, no method of electronic transmission or data storage can be guaranteed completely secure.

Customers and tax professionals are responsible for protecting their login credentials, devices, and taxpayer records.

9. Taxpayer Information and Confidentiality

Tax Shield Software recognizes that tax return information is sensitive and may be subject to additional federal and state privacy requirements.

Tax professionals using our software remain responsible for obtaining required taxpayer authorizations, protecting taxpayer information, and complying with applicable confidentiality and data security requirements.

Where applicable, the use and disclosure of federal tax return information are governed by Internal Revenue Code Section 7216 and related regulations.

Taxpayer information will not be used or disclosed for unrelated purposes except as authorized or permitted by applicable law.

10. Data Retention

We retain personal information only for as long as reasonably necessary to fulfill legitimate business purposes, provide services, maintain appropriate records, resolve disputes, enforce agreements, and comply with legal obligations.

Retention periods may vary depending on the type of information and applicable legal requirements.

When information is no longer needed, we take reasonable steps to securely delete, deidentify, or otherwise dispose of it, subject to applicable retention obligations.

11. Your Privacy Choices and Rights

Depending on your location and applicable law, you may have the right to:

Request access to personal information we maintain about you.
Request correction of inaccurate information.
Request deletion of certain personal information.
Withdraw consent for optional marketing communications.
Opt out of promotional SMS messages.
Unsubscribe from marketing emails.
Request information about applicable data-sharing practices.

Certain requests may be limited by legal, regulatory, contractual, or record-retention requirements.

To submit a privacy-related request, please contact Tax Shield Software using the contact information below.

We may take reasonable steps to verify your identity before processing a request.

12. Third-Party Websites and Services

Our website may contain links to websites, products, and services operated by third parties.

Tax Shield Software is not responsible for the privacy practices or content of independently operated third-party websites.

We encourage visitors to review the privacy policies of external websites before submitting personal information.

13. Children’s Privacy

Tax Shield Software’s website and professional tax preparation services are not directed toward children under the age of 13.

We do not knowingly collect personal information directly from children under 13 through our general website for marketing purposes.

If we discover that personal information has been collected from a child in violation of applicable law, we will take appropriate steps to address the information.

Information concerning dependents may be processed as part of authorized tax preparation services and is subject to applicable confidentiality and security requirements.

14. Changes to This Privacy Policy

Tax Shield Software may update this Privacy Policy periodically to reflect changes in business practices, services, technology, or applicable laws.

Updates will be posted on this page with a revised effective date.

When required by law, we will provide additional notice or obtain consent before implementing material changes affecting the use of personal information.

We encourage visitors to review this page periodically.

15. Contact Information

If you have questions about this Privacy Policy, our information practices, or your privacy rights, please contact:

Tax Shield Software

Website: https://www.taxshieldsoftware.com

Contact Page: https://www.taxshieldsoftware.com/contact/

Phone: 1-855-507-1040

16. SMS Privacy Statement

Tax Shield Software values your privacy.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties for their own marketing or promotional purposes.

Information may be disclosed to authorized service providers solely to facilitate the delivery of requested communications, subject to applicable privacy and security requirements.

You may opt out of SMS communications at any time by replying STOP. For assistance, reply HELP.