Privacy Policy for Jaxmo Tax Client Portal

Introduction

Jaxmo Solutions LLC ("Jaxmo Solutions," "we," "our," or "us") operates the Jaxmo Tax Client Portal (the "App"). We are committed to protecting your privacy and safeguarding your personal information.

This Privacy Policy explains how we collect, use, disclose, and protect information when you use the App. By accessing or using the App, you agree to the practices described in this Privacy Policy.

You must accept this Privacy Policy and our Terms of Service before submitting any personal information.

1. Information We Collect

1.1 Information You Provide

• Account Information: Email address, password (securely hashed), and account preferences
• Profile Information: Name, contact details, mailing address, date of birth, and business information (if applicable)
• Tax-Related Information: Filing status, dependent information, income details, and other tax preparation data
• Uploaded Documents: Tax documents, receipts, identification images, and related files you choose to upload
• Communications: Messages and information shared with authorized tax professionals through the App

1.2 Information Collected Automatically

• Device Information: Device type, operating system, and app version
• Usage Data: App interactions, feature usage, and navigation patterns
• Log and Diagnostic Data: IP address, timestamps, error logs, and crash reports
• Authentication Events: Login attempts, session activity, and security-related events

1.3 Information from Third Parties

• Push notification providers (e.g., Apple Push Notification Service)
• Infrastructure, hosting, and authentication providers supporting App functionality

2. How We Use Your Information

• Provide, operate, and maintain the App
• Create and manage user accounts
• Enable secure collaboration with authorized tax professionals
• Process and organize tax-related information and documents
• Send service-related notifications and communications
• Provide customer support and respond to inquiries
• Monitor and improve App performance and functionality
• Protect against fraud, abuse, and unauthorized access
• Comply with legal, regulatory, and tax-related obligations

3. Data Security

We implement administrative, technical, and physical safeguards designed to protect your personal information. These safeguards include encryption, access controls, secure infrastructure, and monitoring systems.

Access to personal and financial information is restricted to you and, where applicable, tax professionals you authorize.

While we take reasonable steps to protect your information, no method of transmission or storage is completely secure. We cannot guarantee absolute security.

4. How We Share Your Information

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

4.1 With Your Authorization

When you choose to work with a tax professional, relevant information is made accessible to that professional for the purpose of providing tax preparation services.

4.2 Service Providers

We use trusted third-party service providers to support App operations, including hosting, authentication, analytics, and notifications. These providers are contractually obligated to protect your information.

4.3 Legal Requirements

We may access, preserve, or disclose information if required by law, legal process, or governmental request, or to protect the rights, safety, and property of our users or others.

4.4 Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

5. Your Rights and Choices

• Access and update your information through the App
• Manage notification preferences
• Delete your account through the App's Settings screen or by contacting us at support@jaxmosolutions.com
• Request assistance with privacy-related questions

Account deletion will permanently remove your personal information, uploaded documents, messages, and account data from our servers. This action is irreversible. You are responsible for maintaining your own copies of any tax documents or records you may need for IRS compliance purposes.

6. Data Retention

We retain personal information for as long as your account is active or as necessary to provide the App's services. Upon account deletion, your data is permanently removed from our servers.

7. Children’s Privacy

The App is intended for users who are at least 18 years of age. We do not knowingly collect personal information from children under 13.

8. Geographic Scope

The App is intended for use within the United States. Information is processed and stored in accordance with U.S. laws and regulations.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be posted within the App and reflected by the “Last updated” date.

10. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, contact us at:

Email: support@jaxmosolutions.com

11. App Store & Platform-Specific Information

Apple App Store

• No cross-app tracking
• No sale of personal information
• Data collection and use disclosed in App Store privacy labels

Google Play Store

• Data safety practices disclosed on the Play Store listing
• Compliance with Google Play User Data policies