Effective Date: 09/20/2024

1. Introduction

Securus Tax & Insurance. We is committed to protecting the privacy of our clients and website visitors. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information when you engage with our tax and accounting services.

2. Information We Collect

We may collect the following types of information:

• Personal Identifiable Information (PII): Name, address, email, phone number, Social Security number, tax identification numbers, and other identifying information.

• Financial Information: Bank account details, income, expenses, investments, and other financial information necessary for tax preparation and accounting services.

• Tax and Accounting Records: Information related to your tax filings, business transactions, payroll, and other accounting records.

• Usage Data: Information about your interactions with our website, such as IP addresses, browser types, and access times.

3. How We Use Your Information

We use the collected information for the following purposes:

• To provide tax and accounting services, including tax preparation, filing, and consulting.

• To communicate with you regarding your account, services, or inquiries.

• To comply with legal and regulatory obligations.

• To improve our services and website.

• To send you updates, newsletters, or promotional materials (if you have opted in).

4. Disclosure of Your Information

We may share your information with:

• Service Providers: Third-party vendors who assist us in delivering our services, such as IT support, data storage, and payment processing. These providers are required to protect your data and only use it as directed by us. The information that is collected for SMS outreach is not shared with service providers. These providers are bound to protect client data and that any information they access is strictly for the purpose of providing better services. In which these providers assist, such as IT support or payment processing, without compromising on data privacy.

• Government Authorities: As required by law, we may disclose your information to comply with tax authorities, court orders, or other legal processes.

• Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our business, your information may be transferred as part of that business transaction. The information that is collected for SMS outreach is not shared with Business transfer. All the information will not be misused and will only be utilized in accordance with applicable privacy laws.

5. SMS Opt-In

 By providing your phone number, you consent to receive SMS messages related to your account, services, and promotional offers from Securus Tax & Insurance. SMS opt-in and phone numbers collected for SMS purposes will not be shared with third parties or affiliates for marketing purposes under any circumstances.

Intended Use of Phone Number:

The phone number you provide will be used for the following purposes:

To send important account updates and notifications regarding your tax and accounting services.
To communicate time-sensitive information about your accounts, deadlines, or changes in services.
To provide customer support and respond to inquiries as needed.
To send promotional offers or informational messages if you have opted in to receive such messages.
Message frequency may vary, and standard message and data rates may apply. You may opt out of receiving SMS messages at any time by replying "STOP" to any SMS you receive from us.

6. Data Security

We implement industry-standard security measures to protect your personal information from unauthorized access, use, or disclosure. These measures include encryption, firewalls, and secure access controls.

7. Your Rights

Depending on your location, you may have the following rights regarding your personal data:

• Access: Request a copy of the personal information we hold about you.

• Correction: Request correction of any inaccurate or incomplete data.

• Deletion: Request the deletion of your personal data, subject to legal requirements.

• Opt-Out: Opt-out of receiving marketing communications from us at any time.

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

8. Data Retention

We retain your personal information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements.

9. Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these sites and encourage you to review their privacy policies.

10. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy regularly to stay informed about how we protect your information.

11. Contact Us

If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us at:

Securus Tax & Insurance
Xochitl@securusti.com
(704)928-8962
803 Stockton St, 

Statesville, NC 28677