Privacy Policy

This Privacy Policy explains how FileMaxTax ("we", "us") collects, uses, and protects your personal and financial information when you use our website and client portal.

Information we collect

We collect information you provide directly — such as your name, contact details, tax information, and documents you upload — as well as limited technical data needed to operate the service securely.

How we use it

Your information is used solely to prepare your tax return, communicate with you about your account, and provide the services you request. We do not sell your personal information.

Document security

Documents are stored privately and access is strictly controlled. Only your assigned preparer and authorized staff can view your files, and all access is logged.

Data retention

We retain tax records for the period required by applicable law. You may request a copy of your data, or its deletion where permitted, by contacting us.

Contact

For privacy questions, email [email protected].