LEGAL & COMPLIANCE

Privacy Policy

Effective Date: September 28, 2026

TaxLogistics LLC

Privacy Policy | Data Security & Compliance Standards

Effective Date: September 28, 2026
Last Updated: September 28, 2026

How TaxLogistics collects, uses, protects, and handles personal and business data across our tax software, business formation, branding, and CRM platforms.

TaxLogistics LLC ("Company," "we," "us," or "our") operates the website www.taxlogistics.org and provides tax software licensing and Service Bureau services to Electronic Return Originators (EROs). This Privacy Policy explains how we collect, use, disclose, and protect your personal information.

1. INFORMATION WE COLLECT

We may collect the following when you visit our website, submit a form, use our client portal, or enroll in our services: names, business addresses, email addresses, phone numbers, SSNs, EINs, and business ownership details submitted for entity formation or ERO verification; tax and software data such as IRS EFIN credentials, bank product application details, and preparer registration data required for software access; and CRM and digital data such as client contact records, communication logs, IP addresses, browser cookies, and custom domain configuration data.

2. HOW WE USE YOUR INFORMATION

We use the information we collect for service delivery (including registering LLCs with state agencies, provisioning tax software licenses, designing custom brand assets, and activating CRM accounts) and for regulatory compliance (including verifying IRS EFIN standing and complying with state and federal filing regulations). We also use information to process payments and manage your account, communicate about your enrollment and services, send service updates and promotional communications with your consent, analyze website usage via Google Analytics, and respond to inquiries and provide customer support.

3. SMS TEXT MESSAGE COMMUNICATIONS - TCPA DISCLOSURE

By providing your mobile phone number and opting in through our web forms, client portal, or checkout pages, you consent to receive SMS communications from TaxLogistics LLC regarding onboarding, account updates, document status, and service alerts.

Sending number: (912) 333-3821.

Non-sharing disclosure: Text messaging originator data, phone numbers, and opt-in consent information will NOT be shared, sold, rented, or disclosed to any third parties, affiliates, or marketing partners under any circumstances.

Opt-out rights: You may opt out at any time by replying STOP to any text message received from us.

Customer support: For assistance, reply HELP to any text message or contact [email protected] or (912) 333-3821.

Message and data rates: Message and data rates may apply depending on your mobile carrier plan. Message frequency varies based on account activity and service interactions.

Consent: Consent to receive SMS is not a condition of purchase.

We also comply with applicable A2P 10DLC requirements for business text messaging.

4. EMAIL COMMUNICATIONS - CAN-SPAM COMPLIANCE

We may send service-related and promotional emails. Each marketing email includes an unsubscribe link. You may opt out of marketing emails at any time by clicking Unsubscribe in any email or by emailing [email protected]. Transactional emails related to your account may still be sent after opting out of marketing communications.

5. COOKIES AND ANALYTICS

Our website uses cookies and similar tracking technologies to enhance your browsing experience and analyze site traffic.

Essential cookies: Required for site functionality (cannot be disabled).

Analytics cookies: We use Google Analytics GA4 (Tag ID: G-53V7JBWR1H) to understand visitor behavior. This data is aggregated and anonymous.

You may accept or decline non-essential cookies via the consent banner displayed on our site. You may disable cookies in your browser settings at any time; note that some site features may not function properly without them.

To opt out of Google Analytics tracking: https://tools.google.com/dlpage/gaoptout

6. DATA SHARING AND THIRD PARTIES

We do not sell, rent, or trade your personal information to third parties for marketing purposes. We may share your information only in limited circumstances and only with providers required to fulfill services or comply with law, including: tax software providers (including TaxSlayer) for software licensing and e-filing services; bank product partners for refund transfers and integrations; payment processors for billing and transaction processing; state filing offices for entity formation filings; domain registrars for custom domain configuration; IRS and regulatory agencies as required by law; service providers who assist in operating our website or business (under strict confidentiality agreements); and legal authorities when required by law, court order, or to protect our rights.

7. DATA PROTECTION & IRS SECTION 7216 COMPLIANCE

Strict financial data privacy: TaxLogistics adheres to applicable federal tax data privacy guidelines. We never disclose, sell, or rent tax software or financial data to unauthorized third parties.

Encryption standards: All sensitive document uploads and payment transactions are secured using enterprise 256-bit SSL encryption.

However, no method of electronic transmission or storage is 100% secure. We cannot guarantee absolute security but are committed to protecting your data.

8. DATA RETENTION

We retain personal information for as long as necessary to provide our services and comply with legal obligations. Tax-related business records are retained for a minimum of 7 years in accordance with IRS recordkeeping requirements. You may request deletion of personal data that is not subject to legal retention requirements by contacting us.

9. YOUR RIGHTS

Depending on your location, you may have the right to: access the personal information we hold about you; request correction of inaccurate information; request deletion of your personal data (subject to legal retention requirements); withdraw consent for marketing communications at any time; and request a copy of your data in a portable format.

To exercise these rights, contact us at [email protected].

10. CHILDREN'S PRIVACY - COPPA

Our website and services are intended for adults operating licensed tax businesses. We do not knowingly collect personal information from children under the age of 13. If you believe we have inadvertently collected personal information from a child under 13, please contact us immediately at [email protected] and we will delete it promptly.

11. THIRD-PARTY LINKS

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.

12. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy from time to time. When we make material changes, we will update the Last Updated date at the top of this page. Your continued use of our website or services after changes are posted constitutes your acceptance of the updated policy. We encourage you to review this policy periodically.

13. CONTACT US

TaxLogistics LLC
Statesboro, GA 30458

Email: [email protected]
Phone: (912) 333-3821
Hours: Monday-Friday, 8:00 AM - 5:00 PM ET
Website: www.taxlogistics.org
Client Portal: access.taxlogistics.org

Compliance: [email protected]

TaxLogistics LLC Statesboro, GA 30458

(912) 333-3821 · [email protected] · Mon–Fri 8AM–5PM ET

Fraud Prevention & ERO Security

Protecting your EFIN and your ERO practice is at the core of everything we do at TaxLogistics. Review our Anti-Fraud Policy to learn how we shield ERO partners against identity theft, phishing schemes, and EFIN fraud, and what to do if you spot a threat.

Review Anti-Fraud Policy