Privacy Policy

Introduction

Welcome to Prestige III. We are committed to protecting your privacy and ensuring the security of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our cloud-based tax preparation software and related services.

By using Prestige III services, you agree to the collection and use of information in accordance with this policy. If you do not agree with our policies and practices, please do not use our services.

Information We Collect

We collect several types of information to provide and improve our services to you:

Personal Information

Information you provide directly to us, including:

Name, address, phone number, and email address
Social Security Number or Tax Identification Number
Date of birth and identification documents
Banking and financial account information
Tax preparation and filing information
Payment and billing information

Usage Information

Information automatically collected when you use our services:

Device information (IP address, browser type, operating system)
Log data and activity tracking
Cookies and similar tracking technologies
Location data (with your permission)
Service usage patterns and preferences

Tax Documents

Documents you upload or create within our platform:

W-2s, 1099s, and other income statements
Receipts and expense documentation
Supporting tax documents and schedules
Prior year tax returns
Any other documents necessary for tax preparation

How We Use Your Information

We use the information we collect for the following purposes:

Tax Preparation & Filing: To prepare, process, and electronically file your tax returns with the IRS and state agencies
Service Delivery: To provide, maintain, and improve our cloud-based tax software platform
Account Management: To create and manage your account, process payments, and provide customer support
Communication: To send you service updates, technical notices, security alerts, and support messages
Compliance: To comply with legal obligations, including IRS e-file requirements and tax regulations
Security: To detect, prevent, and address fraud, security issues, and technical problems
Analytics: To analyze usage patterns and improve our services and user experience
Marketing: To send promotional communications (with your consent, and you may opt-out at any time)

Information Sharing & Disclosure

We do not sell your personal information. We may share your information in the following circumstances:

Tax Authorities

We transmit your tax returns and related information to the IRS and state tax agencies as part of the e-filing process, as authorized by you.

Financial Institutions

We share information with our partner banks and financial institutions to facilitate refund transfers, fee deductions, and payment processing services.

Service Providers

We work with trusted third-party service providers who assist us in operating our platform, conducting our business, and serving our clients. These providers are contractually obligated to maintain confidentiality.

Legal Requirements

We may disclose information when required by law, legal process, or government request, or to protect the rights, property, or safety of Prestige III, our users, or others.

Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity, subject to the same privacy protections.

Data Security

We implement industry-leading security measures to protect your information:

Encryption: All data is encrypted in transit using TLS/SSL protocols and at rest using AES-256 encryption
Access Controls: Strict access controls and authentication requirements limit who can access your data
Regular Audits: We conduct regular security audits and vulnerability assessments
Secure Infrastructure: Our cloud infrastructure is hosted on secure, compliant servers with redundant backups
Employee Training: All employees undergo regular security and privacy training
Monitoring: 24/7 monitoring and intrusion detection systems protect against unauthorized access
IRS Compliance: We maintain compliance with IRS Publication 1075 security requirements for tax data

While we strive to protect your information using commercially acceptable means, no method of transmission or electronic storage is 100% secure. We cannot guarantee absolute security but continuously work to enhance our security measures.

Data Retention

We retain your personal information and tax records for as long as necessary to:

Provide our services and fulfill transactions you have requested
Comply with IRS regulations requiring retention of tax preparation records (minimum 3 years, typically 7 years)
Comply with legal, regulatory, and accounting obligations
Resolve disputes and enforce our agreements
Maintain backup and disaster recovery systems

When information is no longer needed, we securely delete or anonymize it in accordance with our data retention policies and applicable legal requirements.

Your Privacy Rights

You have certain rights regarding your personal information:

Access: You can request access to the personal information we hold about you
Correction: You can request correction of inaccurate or incomplete information
Deletion: You can request deletion of your information, subject to legal retention requirements
Portability: You can request a copy of your data in a structured, commonly used format
Opt-Out: You can opt-out of marketing communications at any time
Withdraw Consent: Where processing is based on consent, you can withdraw consent at any time

To exercise these rights, please contact us using the information provided below. We will respond to your request within 30 days.

Cookies & Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience and analyze platform usage:

Essential Cookies: Necessary for platform functionality and security
Preference Cookies: Remember your settings and preferences
Analytics Cookies: Help us understand how users interact with our platform
Marketing Cookies: Used to deliver relevant advertisements (with your consent)

You can control cookies through your browser settings. However, disabling certain cookies may affect platform functionality.

Children's Privacy

Prestige III services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If you become aware that a child has provided us with personal information, please contact us immediately, and we will take steps to delete such information.

Third-Party Links & Services

Our platform may contain links to third-party websites or services. We are not responsible for the privacy practices of these third parties. We encourage you to review the privacy policies of any third-party sites or services you visit.

Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of any material changes by:

Posting the updated policy on our website with a new "Last Updated" date
Sending you an email notification (for significant changes)
Displaying a prominent notice within the platform

Your continued use of our services after such modifications constitutes your acceptance of the updated Privacy Policy.

California Privacy Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

Right to know what personal information is collected, used, shared, or sold
Right to delete personal information held by businesses
Right to opt-out of the sale of personal information (we do not sell personal information)
Right to non-discrimination for exercising your privacy rights

To exercise these rights, please contact us using the information below. We will not discriminate against you for exercising your CCPA rights.