Privacy Policy
Fast Close AI Inc. ("we", "us", or "our") provides tax preparation and advisory services. This policy describes information collected through our website, booking and contact forms, newsletter, client intake, and client services.
1. Information We Collect
- Personal Data: Name, email, contact information
- Tax and Financial Data: Information you provide for your engagement, including Social Security or taxpayer identification numbers, dates of birth, filing status, spouse and dependent details, income, deductions, business and rental information, tax documents, and bank details for refund or payment arrangements.
- Technical Data: IP address, device/browser information, usage logs
2. How We Use Your Data
- To provide, maintain, and improve our services
- To assess your tax situation, prepare returns, and provide the tax advice or representation covered by your engagement
- To respond to inquiries, arrange sessions, and send updates you request
- To authenticate users and manage access
- To detect and prevent fraud or misuse
- To comply with legal obligations
3. Data Sharing
We do not sell your data. We may share data only with:
- Service providers that support hosting, database storage, scheduling, email, document exchange, and client administration. Intake information is stored in our database and may be transferred to connected workflow tools when configured.
- Tax authorities and other parties as authorized for your engagement or required by law
- Regulatory or legal authorities if required
Tax return information is subject to additional legal restrictions, including Internal Revenue Code Section 7216 where applicable. This privacy policy is not a substitute for a separate consent required for a particular use or disclosure.
SMS/Text Messaging Consent: All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
4. Data Security
Access to client administration pages requires an authorized account. No internet service can guarantee absolute security. Please discuss the appropriate document-sharing method with your CPA before providing sensitive records.
Do not put Social Security numbers, bank account numbers, or tax documents in ordinary email, newsletter signups, or booking messages. Complete tax intake only when requested for your engagement. Contact us if you believe information has been sent to the wrong recipient.
5. Data Retention
Retention depends on the type of record, your engagement, and applicable tax, professional, and legal recordkeeping requirements. Contact us for the retention period applicable to your records. A deletion request may be limited by those requirements.
6. Your Rights
Subject to applicable law and recordkeeping obligations, you may contact us to request:
- Access, correct, or delete your data
- Request data portability
- Withdraw consent for non-essential processing
7. Children's Privacy
Our website is not directed to children. A parent or guardian may provide dependent information, including a child's name, date of birth, and taxpayer identification number, when needed for tax preparation.
8. Changes to This Policy
We may update this policy and will revise the date above. Please review it when providing information.
9. Contact Us
Questions? Email: privacy@fastclose.ai