Privacy Policy & Use Of Information

TaxPrepBoss Software respects your privacy and is committed to protecting the personal information submitted through this website, software inquiry forms, onboarding forms, contact forms, and related communication channels.

Information We Collect

When you visit our website, complete a form, request information, inquire about software services, or communicate with TaxPrepBoss Software, we may collect personal and business-related information including, but not limited to:

* Full name

* Phone number

* Email address

* Business name

* Location or state

* Tax business details

* EFIN or tax preparation experience information

* Marketing or software interests

* Any information voluntarily submitted through forms, messages, or consultations

How Your Information Is Used

The information collected may be used for the following purposes:

* Responding to inquiries regarding TaxPrepBoss software or services

* Providing information about software packages, onboarding, training, or related opportunities

* Contacting users regarding requested information or support

* Sending emails, text messages, updates, promotional offers, training information, or important business communications

* Improving website functionality, marketing efforts, and customer experience

* Internal record keeping and business operations

* Screening or evaluating applicants interested in joining the TaxPrepBoss network or related programs


Information Sharing

TaxPrepBoss Software does not sell, rent, or trade personal information to third parties for unrelated marketing purposes.

Information may be shared with trusted third-party service providers solely for business-related purposes including website hosting, CRM systems, marketing systems, payment processing, communication platforms, or software-related operations.

Data Security

We take reasonable precautions to help protect submitted information from unauthorized access, misuse, or disclosure. However, no electronic transmission or storage system can be guaranteed to be 100% secure.

Marketing Communications

By submitting your information through this website or related forms, you consent to receive communications from TaxPrepBoss Software by email, phone call, and/or SMS regarding software services, training, updates, promotions, and related business opportunities. Message and data rates may apply. Users may opt out of marketing communications at any time.

No Guarantee of Acceptance or Approval

Submission of information through this website does not guarantee acceptance into any TaxPrepBoss program, partnership, software offering, or business opportunity.

Third-Party Links


This website may contain links to third-party services or platforms. TaxPrepBoss is not responsible for the privacy practices or content of external websites.

Policy Updates

TaxPrepBoss reserves the right to update or modify this Privacy Policy at any time without prior notice. Updated versions will be posted on this website with the revised effective date.

Contact Information

For questions regarding this Privacy Policy or the use of your information, please contact:

TaxPrepBoss

[email protected]

757-517-0500

Professional tax software built for growth. IRS-approved tools for tax professionals.

Compliance Pages

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