Privacy Policy & Security Standards

Last Updated: 2026 / 2027 Season

1. Information We Collect

GetSmart Tax Pro collects business contact information (name, business email, telephone number, EFIN status, and experience category) for commercial account establishment, software licensing, and customer service communication.

2. Prohibition on Collecting Taxpayer Social Security Numbers

We do NOT collect taxpayer Social Security Numbers, dependent identifiers, or consumer bank account details through our marketing websites or qualification forms. All free software verification uploads strictly require users to redact all taxpayer SSNs and sensitive account numbers prior to document transmission.

3. Data Security & Encryption

All data submitted through smarttaxsoftware.com is encrypted using Transport Layer Security (TLS 1.3). Verification documents are stored in role-restricted, encrypted storage vaults accessible solely by authorized compliance officers.

4. Compliance with IRS Publication 4557

GetSmart Tax Pro adheres to IRS guidelines safeguarding tax return preparer systems against unauthorized disclosure, adhering to Gramm-Leach-Bliley Act (GLBA) data security requirements.

5. Contact Information

Inquiries regarding privacy, data access, or record deletion requests can be addressed to: privacy@smarttaxsoftware.com.