Soft Tax Pro (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us.

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, purchase our digital products or training programs, book a consultation or strategy session, communicate with us, or otherwise interact with our services.

By accessing or using our website and services, you acknowledge the practices described in this Privacy Policy.

INFORMATION WE COLLECT

Personal Information

When you make a purchase, submit a form, book an appointment, create an account, contact us, or interact with our services, we may collect information including:

Full name
Email address
Phone number
Billing information
Business or company information you voluntarily provide
Appointment and consultation details
Training or product enrollment information
Communications you send to us
Purchase and transaction information

Payment card information is processed securely through third-party payment processors. Soft Tax Pro does not directly store your complete payment card information.

Automatically Collected Information

When you visit or interact with our website, we may automatically collect certain information, including:

IP address
Browser type
Device information
Operating system
Pages visited
Time spent on the website
Referral source
General location information
Cookies and similar tracking technologies

HOW WE USE YOUR INFORMATION

We may use the information we collect to:

Process and fulfill purchases
Provide access to digital training, programs, guides, templates, and resources
Create and manage customer accounts
Deliver the Tax Business Starter System
Deliver access to the Premium Tax Business Development Program
Schedule and manage strategy sessions or appointments
Provide customer service and technical support
Communicate with you regarding your purchases, training, appointments, and account
Send product-access instructions and updates
Send transactional emails and text messages
Send marketing communications where permitted
Personalize your experience
Improve our website, programs, products, and services
Analyze website and marketing performance
Prevent fraud, abuse, and unauthorized activity
Maintain business and transaction records
Comply with applicable legal obligations

PAYMENT PROCESSING

We do not directly store your complete credit or debit card information.

Payments are processed securely through third-party payment processors. Your payment information is handled according to the privacy policies, terms, and security practices of those providers.

We may retain limited transaction information, such as:

Purchase date
Product or program purchased
Transaction amount
Payment status
Customer name and contact information

This information may be used for accounting, customer service, business operations, fraud prevention, and recordkeeping.

EMAIL AND TEXT MESSAGE COMMUNICATIONS

We may send communications related to:

Purchase confirmations
Product and training access
Appointment confirmations and reminders
Strategy-session information
Account-related messages
Customer support
Service updates
Educational content
Promotional or marketing communications where permitted

You may unsubscribe from promotional emails at any time by using the unsubscribe link included in the email.

Where text-message communications are offered, you may opt out by replying STOP. Message and data rates may apply.

Transactional, account-related, purchase-related, or service-related communications may still be sent when necessary to provide the products or services you requested.

COOKIES AND TRACKING TECHNOLOGIES

Our website may use cookies, pixels, analytics tools, and similar technologies to:

Remember preferences
Improve website functionality
Understand website traffic
Measure marketing performance
Analyze visitor behavior
Improve user experience
Detect or prevent fraud

You may be able to control or disable cookies through your browser settings. Certain website functions may not operate properly when cookies are disabled.

HOW WE SHARE YOUR INFORMATION

We do not sell or rent your personal information.

We may share information with trusted service providers that help us operate our business and deliver our services, including:

Payment processors
Website and funnel hosting providers
Email and text-message service providers
CRM and customer-management platforms
Appointment-booking providers
Training and course platforms
Analytics providers
Marketing and advertising platforms
Automation software providers
Customer-support platforms
Professional advisors where necessary

These providers may receive information reasonably necessary to perform services on our behalf and are subject to their own privacy and security obligations.

We may also disclose information when required by law, legal process, court order, governmental request, or when reasonably necessary to protect our rights, customers, business, users, or the public.

DATA SECURITY

We use commercially reasonable administrative, technical, and organizational safeguards designed to protect personal information.

These safeguards may include secure payment processing, access controls, encryption, monitoring, password protection, and restricted access to information.

However, no method of transmitting or storing information over the internet is completely secure, and we cannot guarantee absolute security.

DATA RETENTION

We retain personal information for as long as reasonably necessary to:

Provide products and services
Maintain customer accounts
Process and document transactions
Provide support
Manage appointments
Resolve disputes
Enforce agreements
Maintain appropriate business records
Meet accounting, tax, legal, and regulatory requirements
Protect against fraud and abuse

When information is no longer reasonably required, we may delete, anonymize, or securely dispose of it, subject to applicable legal requirements.

YOUR PRIVACY RIGHTS

Depending on where you live, you may have certain rights regarding your personal information, which may include the right to:

Request access to your personal information
Request correction of inaccurate information
Request deletion of certain information where permitted by law
Request a copy of certain information
Object to certain processing activities
Restrict certain uses of your information
Withdraw consent where processing is based on consent
Opt out of promotional communications

Some rights may be subject to exceptions or limitations under applicable law.

To submit a privacy-related request, contact us using the information listed below. We may need to verify your identity before processing certain requests.

THIRD-PARTY WEBSITES AND SERVICES

Our website, training programs, communications, or services may contain links to third-party websites, applications, payment providers, scheduling platforms, social-media platforms, or other services.

Soft Tax Pro is not responsible for the privacy practices, security, availability, or content of third-party services.

We encourage you to review the privacy policies of any third-party service before providing personal information.

CHILDREN’S PRIVACY

Our website, products, training programs, and services are intended for adults and are not directed toward children under 13 years of age.

We do not knowingly collect personal information from children under 13.

If we become aware that personal information has been collected from a child under 13 without appropriate authorization, we will take reasonable steps to delete it.

INTERNATIONAL USERS

If you access our website or services from outside the United States, your information may be transferred to, stored in, or processed in the United States or other locations where our service providers operate.

By using our website and services, you acknowledge that your information may be processed in jurisdictions that may have different data-protection laws than your country of residence.

BUSINESS TRANSFERS

If Soft Tax Pro is involved in a merger, acquisition, financing, restructuring, sale of assets, or similar business transaction, information may be transferred as part of that transaction where permitted by applicable law.

CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy from time to time to reflect changes in our business practices, products, services, technology, or legal requirements.

Any updates will be posted on this page with a revised “Last Updated” date.

Your continued use of our website or services after changes are posted constitutes acknowledgment of the updated Privacy Policy.

CONTACT US

If you have questions about this Privacy Policy, our privacy practices, or your personal information, please contact:

Soft Tax Pro
Email: [email protected]
Phone: 407-753-1553
Website: www.softtaxpro.com

© 2026 Soft Tax Pro. All Rights Reserved.