Privacy Policy

Prestige III ("Prestige III," "we," "us," or "our") respects your privacy and is committed to protecting the personal and business information entrusted to us.

This Privacy Policy explains how Prestige III collects, uses, stores, protects, and discloses information when you visit our website, submit information through our forms, book a consultation, create or use an account, purchase our services, participate in the Switch Program, communicate with our team, or otherwise use Prestige III services.

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

1. Information We Collect

We may collect information that you voluntarily provide to us and information automatically collected when you interact with our website or services.

Contact Information

We may collect:

• Full name
• Business name
• Email address
• Phone number
• Business address
• Mailing address
• State and ZIP code

Business & Tax Office Information

When you complete an assessment, consultation, onboarding form, or purchase our services, we may collect:

• Tax office name
• Number of locations
• Number of preparers
• Annual tax return volume
• Current tax software
• Business goals
• Software transition information
• ERO-related information

Account Information

If you create an account, we may collect:

• Username
• Login credentials
• Account preferences
• Subscription information
• Platform activity

Payment Information

When purchasing Prestige III products or services, payment information is processed securely through authorized payment providers. Prestige III does not store full payment card information on its platform unless expressly permitted by the payment processor.

Taxpayer Information

Prestige III is designed for professional tax preparers and tax offices. Customers may process sensitive taxpayer information through the platform, including:

• Taxpayer names
• Tax identification numbers
• Addresses
• Income and tax documents
• Filing information
• Banking information related to tax returns

Customers are responsible for obtaining all required authorizations before submitting taxpayer information.

Technical Information

We automatically collect certain technical data, including:

• IP address
• Browser and device type
• Operating system
• Pages visited
• Time spent on the website
• Referring websites
• Website interaction data

2. Cookies & Tracking Technologies

Prestige III uses cookies and similar technologies to:

• Improve website performance
• Remember user preferences
• Analyze website traffic
• Enhance user experience
• Detect security threats
• Support marketing and advertising efforts

You may disable cookies through your browser settings, although some website features may not function properly.

3. How We Use Your Information

We use your information to:

• Provide tax software and related services
• Create and manage your account
• Process purchases and payments
• Deliver onboarding and migration assistance
• Provide customer and technical support
• Schedule consultations and software demos
• Improve our products and services
• Communicate important updates
• Prevent fraud and protect platform security
• Comply with legal and regulatory obligations

4. Taxpayer & Customer Data

Prestige III recognizes that tax professionals handle highly sensitive information.

Customers are responsible for:

• Obtaining taxpayer consent
• Protecting taxpayer information
• Restricting access to authorized staff
• Maintaining secure account credentials
• Complying with IRS and applicable privacy regulations

Prestige III processes customer data only as necessary to provide requested services and fulfill legal obligations.

5. How We Share Information

Prestige III does not sell your personal information.

We may share information with trusted third parties only when necessary to operate our business, including:

• Payment processors
• Cloud hosting providers
• CRM and communication platforms
• Customer support providers
• Analytics and security services
• IRS-authorized e-file and tax technology partners

We may also disclose information when required by law or to protect the rights, safety, or security of Prestige III, our customers, or the public.

6. Data Security

Prestige III uses commercially reasonable administrative, technical, and organizational safeguards to protect your information against unauthorized access, disclosure, alteration, or destruction.

While we strive to protect your data, no internet transmission or electronic storage method is 100% secure. Users are responsible for maintaining strong passwords and protecting their account credentials.

7. Data Retention

We retain information only as long as necessary to:

• Provide our services
• Maintain business records
• Comply with legal obligations
• Resolve disputes
• Enforce our agreements
• Protect against fraud and security threats

When information is no longer required, it is securely deleted or anonymized where appropriate.

8. Your Privacy Rights

Depending on applicable law, you may have the right to:

• Access your personal information
• Correct inaccurate information
• Request deletion of your data
• Object to certain processing activities
• Withdraw consent for marketing communications

To exercise these rights, contact us using the information below.

9. Marketing Communications

Prestige III may send:

• Account notifications
• Product updates
• Training and educational resources
• Consultation reminders
• Promotional offers
• Service announcements

You may unsubscribe from promotional emails at any time. Transactional and security-related communications will continue as necessary to provide our services.

10. Third-Party Websites

Our website may contain links to third-party websites and services. Prestige III is not responsible for the privacy practices or content of external websites. We encourage you to review their privacy policies before sharing information.

11. Children's Privacy

Prestige III services are intended for adults and professional business users. We do not knowingly collect personal information from individuals under 18 years of age.

12. Changes to This Privacy Policy

Prestige III may update this Privacy Policy periodically to reflect changes in our services, technology, or legal requirements. Updated versions will be posted on our website with a revised Effective Date.

Your continued use of Prestige III services after changes become effective constitutes acceptance of the updated Privacy Policy.

13. Contact Us

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

Your Acknowledgment

By using the Prestige III website or services, you acknowledge that you have read, understood, and agreed to this Privacy Policy and the manner in which Prestige III collects, uses, protects, and processes your information.