Privacy Policy of ProTax Global
Ensuring Confidentiality, Compliance, and Trust in Every Tax Filing
At ProTax Global, we are unwaveringly committed to the protection of your personal information. This Privacy Policy delineates our protocols regarding the collection, utilization, disclosure, and safeguarding of data furnished to us in the course of availing our tax filing and financial consultancy services. Our framework for data protection is meticulously structured to ensure compliance with prevailing legal mandates, maintain data integrity, and fortify client confidentiality.
In providing our services, ProTax Global may collect and process the following categories of information:
- Personally Identifiable Information (PII): Full name, residential and mailing addresses, Social Security Number (SSN), date of birth, and any other identifiers necessary for precise tax reporting.
- Financial and Taxation Data: Income statements, bank account details, investment portfolios, tax return history, employment data, and other financial records requisite for compliance with tax regulations.
- Contact Details: Email address, telephone number, and other communication credentials used to facilitate interaction.
- Regulatory and Compliance Information: Data required to meet state, federal, and international tax compliance obligations.
- Electronic Data and Metadata: Information obtained through digital interactions with our platform, including IP addresses, browser types, and usage logs to enhance service efficiency and cybersecurity.
The information collected by ProTax Global is leveraged for the following legitimate business and legal purposes:
- Tax Preparation & Submission: To facilitate accurate tax return filings with governmental agencies, ensuring adherence to federal, state, and international tax frameworks.
- Regulatory Compliance & Legal Obligations: To comply with taxation statutes, anti-fraud measures, and regulatory mandates prescribed by governing authorities.
- Client Engagement & Communication: To provide personalized assistance, respond to inquiries, and furnish service updates, deadline reminders, and advisory notifications.
- Security & Fraud Prevention: To detect, investigate, and mitigate fraudulent activities, unauthorized access attempts, and cyber threats.
- Service Enhancement & Innovation: To optimize our tax solutions, introduce AI-driven automation, and enhance the client experience through data-driven insights.
To fulfill its operational and regulatory commitments, ProTax Global may disclose client information under the following conditions:
- Government Authorities & Regulatory Bodies: Data may be disclosed to IRS, state taxation departments, and international tax agencies in compliance with legislative requirements.
- Authorized Third-Party Service Providers: We engage with vetted financial institutions, cloud storage providers, cybersecurity firms, and tax software vendors to facilitate service delivery while ensuring stringent confidentiality controls.
- Legal and Compliance Mandates: In response to lawful requests, court orders, subpoenas, or investigative audits as required by governmental authorities.
- Business Transfers & Mergers: In the event of a corporate restructuring, acquisition, or merger, client data may be transferred under the stipulation of data protection agreements.
- End-to-End Encryption (E2EE): Ensuring that all client communications and tax documents are encrypted during transmission and storage.
- Multi-Factor Authentication (MFA): Enhancing access control through stringent authentication protocols.
- Continuous Intrusion Detection & Prevention Systems (IDPS): Proactively identifying and mitigating cybersecurity threats.
- Restricted Data Access: Employing role-based access controls (RBAC) to limit data access exclusively to authorized personnel.
Clients of ProTax Global hold the following data rights, subject to regulatory limitations:
- Right to Access & Review: Clients may request a copy of their stored personal and financial information.
- Right to Rectification: Should any inaccuracies be identified, clients have the right to request modifications or corrections.
- Right to Restrict Processing: Under certain conditions, clients may limit the processing of their data.
- Right to Deletion (Right to Be Forgotten): Clients may request the deletion of their personal data, contingent upon legal and regulatory obligations.
- Right to Data Portability: Clients may request an electronic copy of their tax records in a structured, machine-readable format.
ProTax Global retains client information for the duration mandated by applicable tax laws, regulatory statutes, and financial reporting obligations. Upon expiration of the required retention period, data is securely purged using irreversible cryptographic erasure methods, ensuring that sensitive information is permanently deleted.
For any inquiries, clarifications, or data protection requests, clients may contact ProTax Global via:
At ProTax Global, we uphold the highest standards of privacy, security, and regulatory compliance to ensure that your tax filing experience remains seamless, confidential, and legally sound.