Privacy Policy
Effective Date: January 1, 2026
PHASE Now Business Solutions LLC (“Company,” “we,” “us,” or “our”) is committed to protecting the privacy and security of your information.
This Privacy Policy explains how we collect, use, store, and protect information obtained through our website and services.
1. Information We Collect
We may collect the following types of information:
Personal Information
- Name
- Email address
- Phone number
- Mailing address
- Tax-related and financial documentation
- Identification information required for tax preparation
Technical Information
- IP address
- Browser type
- Device information
- Website usage data
- Cookies and tracking technologies
Client Portal Information
Information uploaded to our secure client portal, including tax documents, financial records, and engagement agreements.
2. How We Use Information
We use collected information to:
- Provide tax preparation and bookkeeping services
- Respond to inquiries
- Schedule consultations
- Process payments
- Deliver secure portal access
- Maintain compliance with federal and state regulations
- Improve website functionality
We do not sell or rent personal information.
3. Data Security
We implement administrative, technical, and physical safeguards consistent with industry standards and IRS data protection expectations.
Sensitive documents are exchanged through a secure client portal. Regular email is not used for transmitting confidential tax documents.
While we take reasonable security measures, no online transmission can be guaranteed 100% secure.
4. Client Portal
Clients receive access to a secure portal for:
- Uploading documentation
- Signing agreements
- Viewing invoices
- Secure communication
Portal access credentials are the responsibility of the client. Unauthorized sharing of login credentials may compromise security.
5. Cookies and Tracking
Our website may use cookies and analytics tools to improve user experience and monitor traffic patterns.
You may adjust browser settings to refuse cookies.
6. Third-Party Services
We may use third-party providers for:
- Website hosting
- Client portal management
- Payment processing
- Scheduling software
- CRM systems
These providers are contractually obligated to safeguard information.
7. Legal Compliance
We may disclose information when required by:
- Federal law
- State law
- IRS regulations
- Court order or subpoena
8. Data Retention
Client records are retained as required by applicable tax and business regulations.
9. Your Rights
You may request access to or correction of your personal information by contacting us through the website.
10. Governing Law
This Privacy Policy is governed by the laws of the State of Florida.