Legal
Privacy Policy
Last updated: August 6, 2026
TaxRes CRM respects the privacy of the people who visit our website, contact us, or schedule a demonstration.
This Privacy Policy explains what information we collect through taxrescrm.net, how we use it, when it may be shared, and the choices available to you.
This policy applies to the public TaxRes CRM website, contact forms, and appointment-scheduling pages. It does not replace the privacy policies or professional obligations of tax firms that use the TaxRes CRM application.
Information we collect
We may collect information you provide directly when you:
- Schedule a demonstration.
- Submit a contact form.
- Email us.
- Ask for product information.
- Communicate with us before or after a demonstration.
This information may include your name, business email address, telephone number, firm or company name, job title or professional role, number of users or office locations, the software your firm currently uses, appointment details, and messages or questions you choose to provide.
Please do not submit Social Security numbers, Employer Identification Numbers, tax transcripts, tax returns, account numbers, or taxpayer documents through the public marketing website.
Information collected automatically
When you visit the website, certain technical information may be collected automatically by the website host, analytics provider, or browser technologies. This may include IP address, browser and device type, operating system, referring page, pages viewed, approximate location derived from an IP address, date and time of the visit, and interactions with page elements.
We may use cookies or similar technologies to understand how visitors use the website and whether marketing pages are working as intended.
How we use information
We may use collected information to schedule and conduct product demonstrations, respond to questions and contact requests, provide information about TaxRes CRM, maintain records of sales and support communications, improve the website and demonstration process, protect the website from misuse or unauthorized activity, and comply with legal and regulatory obligations.
We do not use information submitted through the public website to prepare tax returns, provide tax advice, or represent a taxpayer before a taxing authority unless a separate professional engagement has been established.
Appointment scheduling
When you schedule a demonstration, the information you provide may be sent to the TaxRes CRM scheduling system. The scheduling system may create a lead record, reserve the selected appointment time, and send appointment confirmations or reminders by email or text message when you provide the corresponding contact information.
How information may be shared
We may share information with service providers that help us operate the website or communicate with visitors, including website hosting providers, email delivery providers, scheduling systems, analytics providers, communication providers, and professional advisers.
These providers are permitted to use information only as needed to perform services for TaxRes CRM.
We may also disclose information when reasonably necessary to comply with a law, court order, or legal process; to protect the rights or safety of TaxRes CRM or another person; to investigate suspected fraud or security incidents; or in connection with a merger, sale, or transfer of business assets.
We do not sell personal information
TaxRes CRM does not sell personal information submitted through its public website. We do not rent contact lists to third parties.
Data retention
We retain information for as long as reasonably necessary to respond to your request, maintain business records, conduct follow-up communications, meet legal or compliance obligations, resolve disputes, and enforce agreements. Retention periods may differ depending on the type of information and the reason it was collected.
Data security
We use administrative and technical measures intended to protect information from unauthorized access, alteration, disclosure, or loss. No website, network, or storage system can be guaranteed to be completely secure. You should not send taxpayer records or other highly sensitive information through the public website unless directed to an approved secure intake method.
For more information about the product's security controls, visit our Security page.
Your choices
You may ask us to confirm whether we hold contact information about you, correct inaccurate information, delete information when we are not legally required to retain it, or stop sending non-transactional marketing communications. Appointment confirmations, security notices, and direct replies to requests may still be sent when necessary.
To make a privacy request, contact: info@taxrescrm.net
Cookies and analytics
The website may use analytics tools to measure traffic, page performance, and visitor interactions. You can control cookies through your browser settings. Blocking cookies may affect certain website functions. If analytics tools are added or changed, this policy will be updated.
Links to other websites
The website may link to the TaxRes CRM application, scheduling system, or third-party websites. TaxRes CRM is not responsible for the privacy practices of third-party websites. Review the privacy policy of any external service before submitting information.
Children's privacy
TaxRes CRM is intended for tax professionals and business users. The website is not directed to children under 13, and we do not knowingly collect personal information from children through the website.
Changes to this policy
We may update this Privacy Policy as the website, product, or legal requirements change. The revised policy will be posted on this page with an updated "Last updated" date.
Contact
TaxResCRM Corp
238 Evergreen Dr
Lake Park, FL 33403
Email: info@taxrescrm.net