Privacy Policy
How QuickTaxnBooks365 collects, uses, and safeguards the data of tax firms and their clients. Your data and your clients' data stay protected.
Last updated: September 30, 2026
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1. Overview
This Privacy Policy explains how QuickTaxnBooks365.com Inc. ("QuickTaxnBooks365," "we," "us," or "our") collects, uses, discloses, and safeguards information when you use our operating system for tax firms (the "Service"). We are committed to protecting the privacy of tax professionals and the clients they serve. By using the Service, you agree to the practices described in this policy.
2. Information we collect
We collect information you provide directly, such as your name, firm name, email address, phone number, and billing details when you register. We also collect client data you upload or generate through the Service, including names, contact details, tax documents, engagement letters, and e-signature records. Automatically collected technical data includes IP address, browser type, device identifiers, and usage logs that help us operate and secure the platform.
3. How we use information
We use your information to provide and maintain the Service, to process payments, to communicate with you about your account, to deliver support, to improve features and performance, to detect and prevent fraud or abuse, and to comply with legal obligations. Client data you upload is processed solely to deliver the tools you have configured, such as document requests, workflow automation, e-signatures, and CRM activity.
4. Legal basis for processing
We process personal information on the basis of your consent, the performance of a contract (providing the Service you requested), our legitimate interests in operating and securing the platform, and compliance with legal obligations. Where consent is the basis, you may withdraw it at any time by contacting support, though withdrawal may limit certain features.
5. Data retention
We retain account and billing information for the life of your account and for as long as reasonably required afterward for legal, tax, and accounting purposes. Client data you upload is retained while your account is active. Upon cancellation, you may export your data for a limited period, after which it may be permanently deleted in accordance with our retention schedule.
7. Data security
We implement safeguards aligned with the FTC Safeguards Rule and IRS Publication 4557 guidance, including encryption in transit and at rest, access controls, and regular monitoring. No system is perfectly secure, but we use reasonable measures to protect personal information. You are responsible for controlling access within your firm and for safeguarding your account credentials.
8. Your rights
Depending on your location, you may have rights to access, correct, export, or delete personal information we hold about you, and to object to or restrict certain processing. You may also have rights under state privacy laws such as the California Consumer Privacy Act. To exercise any right, contact us at support@quicktaxnbooks365.com. We will respond within the timeframe required by applicable law.
9. Client data ownership
You retain all rights to the client data you upload or generate through the Service. We act as a processor with respect to that data, handling it according to your instructions and this policy. You are responsible for obtaining any consents required from your clients before collecting, storing, or transmitting their information through the platform.
10. International transfers
The Service is primarily operated from the United States. If you access the Service from outside the United States, your information may be transferred to and processed in the United States, where data protection laws may differ from those in your jurisdiction. By using the Service, you consent to such transfers in accordance with this policy.
11. Children's privacy
The Service is intended for tax professionals and businesses. We do not knowingly collect personal information from children under 16. If you believe a child has provided us with personal information, please contact us and we will take steps to delete it.
13. Changes to this policy
We may update this Privacy Policy from time to time. Material changes will be communicated through the platform or by email. Continued use of the Service after changes take effect constitutes acceptance of the revised policy. The effective date below indicates when the policy was last updated.
14. Contact
If you have questions about this Privacy Policy or your personal information, please contact us at support@quicktaxnbooks365.com or +1 518-738-8555.
Questions about privacy? Contact us and we will help.
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