Who we are
Privacy Policy for TaxGuru.co
Who We Are
Our website address is: https://taxguru.co. We are a holistic financial; services provider dedicated to helping businesses and individuals navigate their tax, bookkeeping, compliance, and other financial needs efficiently and securely.
Information We Collect
We collect personal data when visitors submit information through forms on our website (e.g., requesting a quote or sending an email). The data collected typically includes:
- Name
- Email address
- Additional details provided in the form submission
We also collect data when clients schedule meetings with us through Calendly.
We do not offer user accounts or login functionality on our website.
How We Use Your Data
The information you provide is used to:
- Respond to inquiries or requests for quotes
- Schedule and manage meetings
- Deliver the services you request
- Improve our services and user experience
Data Sharing
To streamline our processes and deliver the best experience, we share your data with the following third-party services:
- Zapier: For automating workflows and connecting the tools we use to manage your submissions.
- Qwilr: For creating and sending personalized quotes or proposals based on your submitted request.
- Calendly: For managing client meeting scheduling and reminders.
Secure Data Storage with TaxDome
We securely store client data on TaxDome, a platform designed specifically for managing sensitive client information.
- Access to your TaxDome account is protected by your email credentials. To ensure the security of your account, we strongly recommend using a unique and strong password for your email account that is not used on any other websites.
Sharing of Sensitive Information
For the protection of your sensitive information, we have the following guidelines:
- Do not share Social Security Numbers (SSNs) or other confidential information via text message.
- Instead, use Signal (a secure messaging platform) or TaxDome to securely share sensitive information.
Cookies
Our website may use cookies to enhance your browsing experience. Cookies are small data files stored on your device, and they help us understand how visitors interact with our website. We do not use cookies to collect personal data or track users across third-party websites.
Embedded Content From Other Websites
Pages on our site may include embedded content (e.g., videos, images, or articles). Embedded content from other websites behaves as if you have visited those websites directly. These external websites may collect data about you, use cookies, and monitor your interactions with the embedded content.
Data Retention
We retain the information submitted through our forms and scheduling tools for as long as necessary to respond to your inquiry, manage our business relationship, or as required for administrative or legal purposes.
Your Rights Over Your Data
You have the right to:
- Request a copy of the personal data we hold about you.
- Request the deletion of your personal data (unless we are required to retain it for legal or administrative purposes).
To exercise these rights, please contact us at day@taxguru.co.
Security of Your Data
We prioritize the security of your data and use industry-standard measures to protect it from unauthorized access, disclosure, or misuse.
Contact Information
If you have questions about this Privacy Policy or how your data is handled, please reach out to us at:
Email: day@taxguru.co
Phone: 720-295-1427