Tax Data Handling Disclosure

Last updated: 2026-03-27
Version: 1.0

This disclosure explains how ProTaxAdvisorsFL / Protaxbolt handles tax-grade data, including transcripts, authorizations, notices, payment records, and filing-workspace information.

1. Categories of Tax Data

• Tax organizers, intake answers, uploaded tax documents, and filing workspace records.
• Identity data used to verify a taxpayer before filing or before handling IRS-facing workflows.
• Transcript packages, notice data, payment records, and authorization artifacts when you direct us to retrieve or process them.
• Audit records showing who performed sensitive actions, when they occurred, and which account or tenant they affected.

2. How Tax Data Enters the Platform

• Directly from you through uploads, form entry, messages, or support interactions.
• From professionals or staff working within your tenant or with delegated access.
• From payment, identity, filing, or transcript providers when the related workflow is enabled and you have completed required consent and authorization steps.

3. How We Use Tax Data

• Prepare, review, file, monitor, and support tax workflows you request.
• Reconcile taxpayer data, identify discrepancies, calculate liabilities, and maintain compliance timelines.
• Produce audit trails, account history, and service records required for support, security, and compliance operations.

4. Access Controls

• Tax data is intended to remain tenant-scoped and role-restricted.
• Sensitive actions are expected to be authenticated, authorized, and logged.
• Access may be limited when onboarding, legal consent, or authorization prerequisites are incomplete.

5. Storage and Retention

• Tax data is retained for service delivery, security review, dispute resolution, and legal or tax recordkeeping obligations.
• Certain transcript, authorization, and audit records may remain on file after a workspace or subscription ends if we are required to preserve them.

6. Sharing

• We share tax data only with service providers, processors, professionals, and authorities as needed to deliver the requested service, comply with law, or act under your instructions.
• We do not sell tax-return information.

7. Your Responsibilities

• Provide accurate information and review outputs before filing or payment actions are finalized.
• Use secure account practices and notify us promptly if you suspect unauthorized access.
• Do not instruct us to retrieve or act on tax data unless you are authorized to do so.

8. Contact

Questions about tax-data handling can be sent to privacy@protaxadvisorsfl.com or security@protaxadvisorsfl.com.