1. Who this policy covers
This policy applies to prospective and enrolled partners — tax preparers, EROs, and service bureaus — and to visitors of our public website. Where a partner uses the Platform to serve their own clients, that partner is the controller of their client data and EFIN Empire acts as a service provider processing that data on the partner's instructions.
Taxpayer end-clients should review the privacy notice provided by the tax office they engaged.
2. Information we collect
Information you provide: name, business name, email, phone, mailing address, EFIN and PTIN details, onboarding application answers, uploaded compliance documents, support messages, and Academy activity.
Payment information: membership payments are processed by our payment processor. We receive confirmation, plan, and status information — we do not store full card numbers on our systems.
Automatically collected: IP address, device and browser data, pages viewed, and authentication events, used for security and reliability.
Partner-submitted client data: contacts, leads, appointments, form submissions, and tax workflow records that partners enter into their own tenant workspace.
3. How we use information
To create and administer accounts; provision software licenses, bank product enrollment support, and Academy access; process membership payments; deliver notifications, onboarding reminders, and support; detect fraud and secure the Platform; meet legal, tax, and IRS-related obligations; and improve our services.
Marketing email and SMS are sent only where permitted, and every message includes an unsubscribe or STOP option. Transactional and account-security messages continue regardless of marketing preferences.
4. How we share information
We share information with service providers who operate the Platform on our behalf — hosting and database infrastructure, payment processing, email delivery, SMS delivery, and e-signature — under contracts limiting their use of the data.
We may share information with software and bank product partners where you have asked us to enroll you, with your parent bureau or ERO where your account sits within their hierarchy, and with authorities where required by law or to protect rights and safety. We may transfer information as part of a merger, acquisition, or sale of assets.
We do not sell personal information.
5. Multi-tenant separation
The Platform enforces tenant isolation at the database level. Each workspace can access only its own records, plus records of workspaces beneath it in its own organizational hierarchy. Individual preparers see only records assigned to them or clients they own.
6. Security
We use encryption in transit, private document storage with authorization checks on every request, row-level database access controls, signature verification on inbound integrations, and least-privilege administrative access. No system is perfectly secure, and we cannot guarantee absolute security.
7. Retention
We keep account and membership records for the life of the account and afterwards as needed to meet legal, tax, and recordkeeping obligations. Compliance documents such as EFIN letters are retained per applicable IRS guidance. Audit logs are retained for security review. [Insert your confirmed retention schedule here after counsel review.]
8. Your choices and rights
You may access and update your profile from your workspace, request a copy or deletion of your personal information, opt out of marketing communications, and — depending on your state of residence — exercise additional rights under applicable privacy laws. Requests that conflict with legal recordkeeping obligations may be limited.
To make a request, email enroll@efinempire.com. We respond within the time the law allows.
9. Cookies
We use cookies and similar technologies to keep you signed in, remember preferences, and measure usage. Blocking cookies may prevent parts of the Platform from working.
10. Children
The Platform is a business tool and is not directed to children under 16. We do not knowingly collect their personal information.
11. Changes and contact
We may update this policy; material changes will be announced on this page with a revised date. Contact us at enroll@efinempire.com or (504) 332-8180. [Insert registered business entity name and mailing address here.]