At Service Bureau Direct, we are committed to protecting your privacy and maintaining the confidentiality of your personal information. This Privacy Policy describes how we collect, use, share, and safeguard the information you provide to us in connection with our tax preparation, bookkeeping, business formation, compliance support, and related services.
In the course of providing our services, we collect nonpublic personal information about you.
This may include information such as your name, address, phone number, email address, Social Security number or tax identification number, financial account details, income information, tax records, business information, employment history, and other information necessary to provide our services. We obtain this information directly from you through applications, forms, documents, and other interactions, as well as through transactions and communications related to our services. In some cases, we may also collect information from third-party sources, such as financial institutions, government agencies, software providers, or authorized representatives, as necessary to provide effective service.
We use your personal information to provide and improve our services, prepare and file tax-related documents, maintain your account, process transactions, communicate with you regarding your services, respond to inquiries, comply with legal and regulatory obligations, and support the operation of our business.
Service Bureau Direct does not sell your personal information to anyone. We may share your information only in limited circumstances and strictly for legitimate business purposes. These instances may include sharing information with trusted service providers who support our operations, such as software vendors, payment processors, cloud storage providers, tax software platforms, and other business partners necessary to deliver our services. We may also disclose information when required by law, court order, government request, or regulatory authority. In all such cases, we require third parties to maintain the confidentiality and security of your information and to use it only for authorized purposes.
To protect your personal information, we maintain physical, electronic, and procedural safeguards designed to meet applicable legal and industry standards. Our security measures include secure file storage, restricted access to sensitive information, password-protected systems, encryption technologies where appropriate, and ongoing monitoring of our information systems. Access to your information is limited to employees, contractors, and authorized parties who require access to perform their responsibilities and provide services to you.
As a client, you may have certain rights regarding your personal information, depending on applicable law. You may request access to, correction of, or updates to information we maintain about you. You may also inquire about how your information is used and shared. If you wish to exercise any of these rights or have concerns regarding your personal information, please contact us using the contact information provided below.
This Privacy Policy may be updated periodically to reflect changes in our services, business practices, technology, or legal requirements. When material changes are made, we will update this policy and revise the effective date. Continued use of our services following any updates constitutes acceptance of the revised Privacy Policy.
If you have any questions regarding this Privacy Policy or the manner in which your information is collected, used, stored, or protected, please contact Service Bureau Direct.