Legal
Privacy Policy
What we collect, how we use it and the choices you have.
TaxFort, LLC (“TaxFort,” “we”) writes information security plans for tax and accounting offices. This policy explains what information we collect through taxfortsecurity.com, our forms and our emails, how we use it, and the choices you have. We never ask for, and do not want, your clients' taxpayer information.
Information we collect
We collect only what we need to assess and document your office's security practices, and to run our business.
| Where | What we collect |
|---|---|
| Free WISP Self-Check | Your yes / no / not sure answers, your score, and the name, email and firm name you enter |
| Client intake form | Firm name, delivery email, the name and title of your security contact, staff count, an approximate client-count range, and how your office is set up (devices, software, backups, access, vendors) |
| Email and messages | Whatever you choose to send us, plus your name and email address |
| Payments | Billing name, email and payment status. Card details are entered with our payment processor (Stripe) and never reach us |
| Website visits | Basic technical data sent automatically by your browser (such as IP address and browser type) to our website host and font provider. We do not use advertising trackers |
We do not collect taxpayer information. Our forms tell you not to enter client names, Social Security numbers, or tax data, and our plans are written without it. If you send any by mistake, we delete it and let you know.
How we use it, and who helps us
We use your information to:
- Write, review, deliver and update your security plan
- Send your Self-Check results and answer your questions
- Process payments and keep business and tax records
- Send occasional security tips and offers. Every marketing email has an unsubscribe option, and we honor it
We do not sell or rent your information, and we do not share it for advertising.
A small set of service providers handle information for us, only to run TaxFort:
| Provider | What it does for us |
|---|---|
| Tally | Hosts our Self-Check and intake forms |
| Google Workspace | Business email and secure document storage |
| Make | Moves intake answers into your client folder and notifies us |
| Stripe | Processes payments |
| FreshBooks | Bookkeeping and invoicing |
| Cloudflare | Hosts our website |
| Google Fonts | Supplies the typefaces our website displays |
| AI writing tools | Help draft plan language from your intake answers. A person reviews every plan before it reaches you, and intake answers contain no taxpayer data |
We may also disclose information if the law requires it, or to protect our rights in a legal dispute.
How we protect it, how long we keep it, and your choices
We hold ourselves to the standard we write for our clients:
- Business accounts require multi-factor authentication
- Client folders are stored in encrypted cloud storage, and access is limited to authorized TaxFort staff who need it to serve you and are bound by confidentiality
- Email is sent from our own authenticated domain
- We collect the minimum information needed and never ask for taxpayer data
No system is perfectly secure. If a breach ever affected your information, we would notify you promptly and as required by law.
How long we keep it. We keep client files for as long as you are a client and for three years after our work ends, so we can support your plan reviews and meet our own record-keeping duties. Self-Check answers from people who don't become clients are deleted after two years. We keep payment and tax records as long as tax law requires.
Your choices. You can ask us to show you, correct, or delete the information we hold about you, or to stop sending you marketing emails, by writing to [email protected]. We will respond within 30 days. We may keep records the law requires us to keep.
Children, changes, and contact
Children. Our services are for businesses. We do not knowingly collect information from anyone under 18.
Changes. If we change this policy, we will post the new version here with a new effective date. For significant changes, we will also email our current clients.
Contact us. TaxFort, LLC, 38513 Chestnut Ridge Rd, Unit #257, Elyria, OH 44035. [email protected]
Effective date: November 14, 2026