Privacy Policy

Information We Collect

We collect information necessary to provide our professional financial services, including:

• Personal identification information (name, phone number, email address)
• Tax-related intake information and financial documents
• Appointment details and service inquiries
• Business information (entity details, financial statements)
• Website usage data (cookies, analytics, session information)

How We Use Your Information

Your information is used exclusively for:

• Providing tax preparation, business services, and customer support
• Appointment reminders, account updates, and onboarding
• Service-related communication and follow-up
• Supporting ERO opportunities and tax preparer recruiting
• Meeting legal and regulatory requirements

SMS Communications

When you provide your phone number, you may separately opt in to service-related SMS and/or marketing SMS from Manifest & Multiply Financials. Please note:

• SMS consent and phone numbers are not sold, rented, or shared with third parties for marketing purposes.
• Service-related SMS consent and marketing SMS consent are collected separately. Opting in to one does not opt you in to the other.
• You may opt out of either or both at any time by replying STOP.
• Reply HELP for assistance.
• Message frequency varies.
• Message & data rates may apply.
• Consent is not a condition of purchase.

Information Protection

We implement robust security measures to protect your information:

• Encrypted data transmission and storage
• Secure file upload and document management systems
• Limited access to authorized personnel only
• Regular security audits and updates

Information Sharing

We do not sell, trade, or share your personal information except:

• When required by law or legal process
• With tax authorities as part of filing requirements
• With your explicit written consent
• To protect our rights, property, or safety
• With trusted service providers under strict confidentiality agreements

Cookies and Tracking

Our website uses cookies to enhance your experience and analyze usage. You can control cookie preferences through your browser settings. We use:

• Essential cookies for website functionality
• Analytics cookies to understand site usage
• Preference cookies to remember your settings

Your Rights

You have the right to:

• Access your personal information we hold
• Request corrections to inaccurate information
• Request deletion of your information (subject to legal requirements)
• Opt-out of marketing communications
• Receive copies of your documents and records

Data Retention

We retain your information as required by law and professional standards. Tax records are typically maintained for seven years. You may request information about specific retention periods for your data.

Policy Updates

We may update this privacy policy to reflect changes in our practices or legal requirements. We will notify you of significant changes through our website or direct communication.

Contact Us

For questions about this privacy policy or your personal information, please contact us: