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Privacy Policy

Effective Date: March 2026

1. Introduction

RL Tax Pro (referred to as “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal and financial information. This Privacy Policy explains what information we collect, how we use it, and your rights.

2. Information We Collect

We collect personal and financial information you provide directly when you:

- Activate your portal and create an account

- Upload tax documents (e.g., income, deductions, identification data)

- Communicate with support

- Use the Services We also collect technical data (e.g., IP address, browser type) and usage data.

3. How We Use Your Information

We use your information to: - Provide tax preparation and filing services - Verify identity and prevent fraud - Communicate about return status, updates, and support - Improve Services and user experience - Comply with legal obligations

4. Email Communications & Marketing
If you choose to subscribe to our email list, including RL Insider, you agree to receive communications from RL Tax Pro, which may include:
-Tax tips and educational content
-Service updates and announcements
-Promotions, offers, and limited-time opportunities
-Exclusive insights and resources
We may use third-party platforms to manage email communications and client engagement.
You can unsubscribe at any time by clicking the “unsubscribe” link included in our emails. Opting out of marketing emails does not affect service-related communications.

5. Data Protection & Security

We implement administrative, technical, and physical safeguards (e.g., encryption, secure portal access) to protect your data from unauthorized access or disclosure. While we use industry-standard safeguards, no system is completely secure. Learn more

6. Data Sharing & Disclosure
We do not sell your information for marketing purposes. We may share your data with:
- Government agencies and tax authorities as necessary for filing
- Trusted third-party service providers that assist in delivering the Services
- Legal authorities when required by law

7. Your Rights
Depending on your jurisdiction, you may have rights to:
- Access or correct your personal information
- Request deletion (subject to legal retention requirements)
- Opt-out of marketing communications

8. Cookies & Tracking
Our website may use cookies or similar technologies to improve site functionality. You may control cookie settings through your browser.

9. Third-Party Links
Links to third-party services (e.g., payment processors, scheduling tools) are not covered by this Privacy Policy. Their own policies apply; review them separately.

10. Retention of Information
We retain personal and tax-related information as required to provide Services and comply with IRS and state retention rules, which may extend for multiple years.

11. Changes to this Policy
We may revise this Privacy Policy; updates will be posted with a new effective date. Continued use constitutes acceptance.

If you have any questions or concerns regarding this Privacy Policy please contact support@rltaxpro.co