Privacy-Policy

Introduction

Welcome to Automated Tax Credits (“Company,” “we,” “us,” or “our”). We are committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information in compliance with applicable United States laws, including the California Consumer Privacy Act (CCPA), the General Data Protection Regulation (GDPR) (where applicable), and other relevant state and federal laws. By accessing or using our website and services, you agree to the terms of this Privacy Policy.

Information We Collect

Personal Information

We may collect personal information that you provide directly to us, such as your name, email address, phone number, billing information, and other information necessary to provide our services.

Usage Information

We collect information about your interactions with our website and services, including IP address, browser type, pages visited, time and date of visits, and other analytical data.

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our website. Cookies help us understand user preferences, track usage patterns, and deliver personalized content. You can control cookie settings through your browser settings.

How We Use Your Information

Provide and Improve Services

We use your information to provide, maintain, and improve our services, including facilitating CPA and accountant matching, assisting with tax credits and grants, providing tax resolution services, managing bookkeeping, and ensuring compliance with beneficial ownership reporting requirements.

Communications

We may use your contact information to send you updates, marketing communications, and other information related to our services. You can opt-out of marketing communications at any time by following the instructions in the communication or contacting us directly.

Compliance and Protection

We may use your information to comply with legal obligations, resolve disputes, enforce our agreements, and protect the rights, property, and safety of our Company, users, and the public.

Information Sharing

Service Providers

We may share your information with third-party service providers who perform services on our behalf, such as payment processing, data analysis, and customer support. These providers are bound by confidentiality agreements and are prohibited from using your information for any other purpose.

Legal Requirements

We may disclose your information if required by law or in response to valid requests by public authorities, such as a court or government agency, in compliance with legal obligations.

Business Transfers

In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred to the acquiring entity.

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Your Rights

Access and Control

You have the right to access, update, or delete your personal information. You can do this by contacting us at [email protected]. We will respond to your request within a reasonable timeframe.

Opt-Out Rights

You have the right to opt-out of marketing communications and data sharing practices. You may also request that we limit the processing of your data under certain circumstances.

CCPA Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information is collected, used, shared, or sold, and the right to access, delete, and opt-out of the sale of personal information.

GDPR Rights

Where applicable under the General Data Protection Regulation (GDPR), you have rights including the right to data portability, the right to object to data processing, and the right to lodge a complaint with a supervisory authority.

Marketing and Communication

Opt-In Consent

By using our services, you consent to receive communications from us, including but not limited to, text messages, emails, and phone calls, regarding our services and other information we believe may be of interest to you. Standard data and messaging rates may apply.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.

Phone Calls and Messages

You acknowledge and agree that we may contact you via phone calls and text messages for marketing purposes, including information about new services, promotions, and updates. You may opt out of receiving such communications at any time by following the instructions provided in the communication or by contacting us directly.

 

Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time without prior notice. Any changes will be effective immediately upon posting on our website. Your continued use of our services after any such changes constitutes your acceptance of the revised Privacy Policy.

Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us at:

Automated Tax Credits
[email protected]


By accessing or using our website and services, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy.