Privacy Policy
Last Updated: August 1, 2026
Your Data Is Secure & Never Sold
FreedomTax Pro respects your privacy. We collect personal information solely to provide access to our digital tax software suites, onboarding support, business coaching, and account management. We never sell or lease your personal information to third parties.
1. Information We Collect
When you interact with FreedomTax Pro, submit lead forms, book strategy calls, or purchase our digital packages, we may collect:
- Personal Identifiers: Name, business name, email address, phone number, mailing address.
- Payment & Billing Data: Payment details processed securely through 256-bit encrypted merchant gateways (we do not store raw credit card numbers on our servers).
- Tax Professional Information: PTIN status, EFIN details, years of experience, office volume (used solely for software setup and customization).
- Automated Analytics: IP address, device type, browser information, and interaction logs via cookies and tracking pixels to optimize user experience.
2. How We Use Your Information
We utilize collected data for the following legitimate business purposes:
- Provisioning instant cloud tax software access and license credentials.
- Delivering automated SMS and email notifications regarding strategy calls, software updates, and training webinars.
- Configuring custom CRM, website, and marketing automation for Growth and Done-For-You packages.
- Providing technical customer support and business growth guidance.
- Complying with federal tax software vendor security standards and regulatory mandates.
3. Digital Product & Strict No Refund Policy
FreedomTax Pro provides instant-access digital software, downloadable growth frameworks, and digital infrastructure setups. As stated in our Terms & Conditions, all purchases are digital and final with no refunds provided. You agree to this policy upon checkout or sign-up.
4. Communication Preferences & Opt-Out
By submitting your phone number or email address on FreedomTax Pro, you consent to receive account notifications, onboarding instructions, and informational updates via SMS and email. You can opt out of marketing communications at any time by clicking "Unsubscribe" in emails or replying "STOP" to SMS messages.
5. Data Security
We employ strict industry-standard technical, administrative, and physical safeguards—including SSL encryption, restricted access control, and secure cloud servers—to safeguard your information against unauthorized access, loss, or disclosure.
6. Contact Us
If you have any questions or concerns regarding our Privacy Policy or data handling practices, please reach out to: