Privacy Policy

Introduction

Welcome to Bonafide Financial Group. We value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, share, and protect your data when you use our tax portal services.

By using our services, you agree to the practices described in this policy. Please read this document carefully to understand how we handle your information.

Information We Collect

Personal Information

When you create an account or use our services, we collect personal information that you provide to us, including:

• Your name, email address, and phone number
• Date of birth and the last 4 digits of your Social Security Number
• Mailing address (street, city, state, ZIP code)
• Tax filing information (filing status, tax type, previous year information)
• Services you need assistance with

Document Information

When you upload documents through our portal, we collect:

• Document files (PDFs, images, Word documents, spreadsheets)
• Document names and labels you provide
• Notes you add to documents
• Document status and review information

Account Information

We automatically collect information related to your account, such as:

• Account creation date and login history
• Your user role (client or admin)
• Communication preferences

How We Use Your Information

We use the information we collect for the following purposes:

• Providing Tax Services: To prepare and file your tax returns, respond to your questions, and provide the tax services you request
• Account Management: To create and manage your account, process your requests, and communicate with you about your account
• Document Processing: To review, organize, and manage the tax documents you upload
• Communication: To send you important updates, respond to your inquiries, and send account-related emails (like password reset links)
• Service Improvement: To analyze how our services are used and make improvements to provide you with better service
• Legal Compliance: To comply with tax laws, regulations, and legal obligations
• Security: To protect against fraud, unauthorized access, and other security threats

How We Share Your Information

We do not sell your personal information. We may share your information only in the following situations:

• With Your Consent: When you explicitly give us permission to share your information
• Service Providers: With trusted third-party companies that help us operate our services (like email providers or cloud storage services), but only to the extent necessary to provide our services
• Legal Requirements: When required by law, court order, or government regulation, such as responding to tax authorities or legal processes
• Business Transfers: If we merge with or are acquired by another company, your information may be transferred to the new company
• Protection of Rights: To protect our rights, privacy, safety, or property, or that of our clients

Data Security

We take the security of your personal information seriously. We use industry-standard security measures to protect your data, including:

• Encryption of data both in transit and at rest
• Secure authentication and password protection
• Access controls that limit who can view your information
• Regular security audits and monitoring
• Secure document storage in protected cloud environments

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

Your Rights and Choices

You have certain rights regarding your personal information:

• Access: You can view and update most of your personal information through your account settings
• Correction: You can correct or update your information at any time by logging into your account
• Deletion: You can request deletion of your account and personal information by contacting us
• Document Management: You can upload, view, and delete documents through your account
• Communication Preferences: You can choose how you want to receive communications from us
• Account Deletion: You can request to delete your account at any time

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. For tax-related documents, we may retain information for the period required by tax laws and regulations (typically 7 years). When you delete your account, we will delete or anonymize your personal information, except where we are required to retain it for legal or regulatory purposes.

Cookies and Tracking

We use cookies and similar tracking technologies to:

• Keep you logged in to your account
• Remember your preferences and settings
• Improve website functionality and user experience
• Understand how our services are being used

You can control cookies through your browser settings. However, disabling cookies may affect your ability to use some features of our portal.

Children's Privacy

Our services are not intended for children under the age of 18. We do not knowingly collect personal information from children under 18. If we learn that we have collected information from a child under 18, we will delete that information promptly. If you believe we may have collected information from a child under 18, please contact us immediately.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. We will notify you of any significant changes by posting the new policy on this page and updating the "Last updated" date. We encourage you to review this policy periodically to stay informed about how we protect your information.

Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or how we handle your personal information, please contact us: