Effective Date: May 15, 2020

Seismic Tax Solutions
(“Seismic,” “Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information.

This Privacy Policy explains how we collect, use, store, disclose, and protect information when you access our website, software, CRM systems, training portals, communication systems, and related services.

By using our services, you consent to the practices described in this Privacy Policy.

1. INFORMATION WE COLLECT

We may collect information including but not limited to:

Personal Information
First and last name
Business name
Mailing address
Email address
Phone number
Date of birth
PTIN/EFIN information
Tax business information
Payment information
Government-issued identification where required
Technical Information
IP address
Browser type
Device information
Operating system
Website activity
Referral URLs
Cookies and analytics data
Uploaded Documents

Users may upload:

Tax-related documents
W-9 forms
Banking documents
Contracts
Identification documents
Business verification documents

2. HOW WE USE INFORMATION

We use collected information to:

Provide software and CRM services
Process applications and onboarding
Deliver training and support
Process payments
Send SMS and email communications
Verify user identity
Improve platform performance
Comply with legal obligations
Prevent fraud and abuse
Support A2P and telecom compliance requirements

3. SMS, A2P, AND COMMUNICATION CONSENT
SMS CONSENT

By providing your phone number through our website, forms, CRM systems, applications, or other communication channels, you expressly consent to receive:

SMS/text messages
Automated reminders
Notifications
Appointment updates
Service-related alerts
Marketing communications

from Seismic Tax Solutions.

Consent is not a condition of purchase.

Message frequency may vary.

Message and data rates may apply.

4. A2P 10DLC COMPLIANCE DISCLOSURE

To comply with:

TCPA regulations
CTIA messaging guidelines
Carrier requirements
A2P 10DLC registration standards

we maintain records of user consent and opt-in activity.

Users may opt out at any time by replying:

STOP

Users may request assistance by replying:

HELP

or by contacting us through our website.

We do not knowingly send unsolicited text messages.

Phone numbers collected for SMS consent are not sold to third parties for independent marketing purposes.

5. HOW WE SHARE INFORMATION

We may share information with trusted service providers including:

CRM platforms
Payment processors
Cloud hosting providers
Communication providers
SMS delivery providers
Email service providers
Analytics providers
Tax software integrations

Third-party providers may include:

GoHighLevel
Twilio
Stripe
Google
Mailgun
Zoom
Meta/Facebook

Information is shared only as necessary to operate our services.

6. DATA SECURITY

We implement commercially reasonable safeguards designed to protect user information.

Security measures may include:

SSL encryption
Secure cloud storage
Role-based access controls
Restricted administrative access
Secure file handling procedures

However, no internet transmission or electronic storage system can be guaranteed 100% secure.

Users transmit information at their own risk.

7. DOCUMENT STORAGE & SENSITIVE INFORMATION

Users acknowledge:

Documents uploaded electronically may contain sensitive information
Electronic storage carries inherent risks
Users should avoid transmitting unnecessary sensitive information unless requested

Where possible, Seismic Tax Solutions uses secure storage and restricted access procedures.

8. COOKIES & TRACKING TECHNOLOGIES

Our website may use:

Cookies
Pixels
Analytics tools
Session tracking
Marketing tracking technologies

to improve user experience and marketing performance.

Users may disable cookies through browser settings.

9. EMAIL COMMUNICATIONS

Users may receive:

Transactional emails
Marketing emails
Onboarding communications
Appointment reminders
Service notifications

Users may unsubscribe from marketing emails using the unsubscribe link included in emails.

Certain operational communications may still be sent as necessary for account management.

10. DATA RETENTION

We retain information for as long as necessary to:

Provide services
Maintain business records
Comply with legal obligations
Resolve disputes
Enforce agreements

Retention periods may vary based on service type and regulatory requirements.

11. CHILDREN’S PRIVACY

Our services are not intended for individuals under 18 years of age.

We do not knowingly collect information from minors.

12. THIRD-PARTY LINKS

Our website may contain links to third-party websites or services.

We are not responsible for the privacy practices or content of third-party sites.

Users should review third-party privacy policies independently.

13. YOUR RIGHTS

Depending on applicable law, users may have rights to:

Request access to personal information
Correct inaccurate information
Request deletion of information
Withdraw consent
Request communication preferences updates

Requests may be submitted through our website contact methods.

14. CALIFORNIA & U.S. PRIVACY DISCLOSURES

If applicable, users may have rights under state privacy laws regarding:

Access to collected information
Data deletion requests
Disclosure of data-sharing practices

Seismic Tax Solutions does not sell personal information in the traditional sense.

15. CHANGES TO THIS POLICY

We reserve the right to update this Privacy Policy at any time.

Updated versions become effective immediately upon posting to the website.

Continued use of our services constitutes acceptance of revised policies.

16. CONTACT INFORMATION

For privacy, compliance, or data-related inquiries, contact:

Seismic Tax Solutions

17. MOBILE INFORMATION SHARING DISCLOSURE

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

All categories above exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

18. CONSENT TO ELECTRONIC RECORDS

By using our services, users consent to receiving:

Electronic notices
Agreements
Disclosures
Contracts
Invoices
SMS notifications
Email communications

electronically instead of paper copies.