Tax Master Network — Privacy Policy
Effective Date: May 30, 2026 Last Updated: May 30, 2026
Table of Contents
- Introduction
- Scope of This Privacy Policy
- Who We Are
- Information We Collect
- How We Use Your Information
- Legal Bases for Processing (GDPR)
- Artificial Intelligence and Data Usage
- How We Share Your Information
- Data Retention
- Data Security
- International Data Transfers
- Your Rights and Choices
- Children’s Privacy
- Third-Party Links and Services
- Do Not Track and Global Privacy Control Signals
- Cookies and Tracking Technologies
- Changes to This Privacy Policy
- Additional State-Specific Disclosures
- Contact Information
1. Introduction
Tax Master Network, LLC, an Ohio limited liability company (“TMN,” “Company,” “we,” “us,” or “our“), is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, store, and protect information, including personal data, when you access or use our websites, mobile applications, software-as-a-service platform, and all related services (collectively, the “Services“).
TMN provides tax and educational consulting services and tax-related software to individuals and businesses.
By accessing or using our Services, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy. If you do not agree with this Privacy Policy, please do not access or use our Services.
This Privacy Policy should be read in conjunction with our Terms of Service, which are incorporated herein by reference.
2. Scope of This Privacy Policy
2.1 What This Policy Covers
This Privacy Policy describes TMN’s privacy practices in relation to information we collect, including in the context of:
(i) Our websites, including taxmasternetwork.com and related domains;
(ii) Our Services, including our web and mobile applications;
(iii) Our educational, consulting, marketing, and training services;
(iv) User account registration and management;
(v) Marketing and promotional communications;
(vi) Customer support interactions;
(vii) Any other activities where we display or link to this Privacy Policy.
2.2 Our Role When Handling Customer Data
TMN generally acts as a data processor (or service provider under U.S. state privacy laws) when handling data uploaded by Customers about their employees, contractors, clients, or other individuals (“Customer Data“). For those processing activities, the relevant Customer is the data controller, and TMN processes Customer Data on the Customer’s instructions. The processing of Customer Data in that capacity is governed by the agreement between TMN and the applicable Customer (including the Terms of Service).
TMN may also act as a data controller with respect to operational, account, billing, authentication, telemetry, and security-monitoring data, and for de-identified or aggregated data derived from Service Data, in each case as further described in this Privacy Policy.
If you are an employee, contractor, or client of an organization that uses TMN and you have questions about how your data is handled within the Customer’s instance of the Services, please contact that organization. For other questions about how TMN handles data, contact us at support@taxmasternetwork.com.
This Privacy Policy does not apply to third-party websites, services, or applications that may be linked to or integrated with our Services. We are not responsible for the privacy practices of such third parties.
3. Who We Are
TMN is operated by Tax Master Network, LLC, an Ohio limited liability company. For the purposes of applicable data protection laws, including the European Union General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA), TMN is the data controller of the personal information described in this Privacy Policy, except where we process data solely as a processor on behalf of our Customers.
Contact Information:
Tax Master Network, LLC 2501 RR 620 S, #110, Lakeway, TX 78734 Email: support@taxmasternetwork.com
4. Information We Collect
We collect information in several ways, as described below.
4.1 Information You Provide Directly
When you interact with our Services, you may provide us with various types of information:
(i) Account and Registration Information: name, email address, phone number, company name, job title, username, and password.
(ii) Billing and Payment Information: billing address and payment details. Payment card information is collected and processed by our third-party payment processor and is not stored on our systems.
(iii) Profile Information: profile photo, biographical information, preferences, and other details.
(iv) Communications: the content of messages, support tickets, survey responses, and attachments.
(v) Event and Webinar Information: registration information and participation details for TMN events, webinars, or training sessions.
4.2 Information Collected Through the Services
When you use our Services, you or your organization may submit various types of data:
(i) Tax-Planning Data: planning inputs, scenarios, projections, and outputs that Customer chooses to enter into the Services.
(ii) Client and Engagement Data: information about Customer’s own clients or contacts that Customer chooses to enter into the Services, which may include names, contact information, and other data.
(iii) Business and Organizational Data: information about Customer’s organization, including employees, partners, and operational data.
(iv) Analytics and Performance Data: data related to Customer’s use of the Services, including reports and analytical outputs generated through the Services.
(v) User-Generated Content: content created or uploaded by users within the Services, including notes, comments, documents, files, and other materials.
4.3 Information Collected Automatically
When you access or use our Services, we automatically collect certain information, including:
(i) Usage Data: features used, pages viewed, actions taken, search queries, session duration, and navigation paths.
(ii) Device and Browser Information: device type, operating system, browser type and version, screen resolution, language settings, and unique device identifiers.
(iii) Network and Connection Information: IP address, Internet service provider, mobile carrier, and connection speed.
(iv) Location Information: general location information derived from IP address. We do not collect precise geolocation data without your explicit consent.
(v) Log Data: server logs that record access times, error logs, and referring URLs.
4.4 Information from Third-Party Sources
We may collect information about you from third-party sources, including:
(i) Third-Party Integrations: data flowing from integrations that Customer enables.
(ii) Single Sign-On Providers: profile information from SSO services (e.g., Google or Microsoft).
(iii) Business Partners and Referrals: information from business partners, resellers, or referral sources.
(iv) Publicly Available Sources: professional networking sites, company websites, and public databases used to supplement information we hold.
4.5 Categories of Personal Information (CCPA)
Under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), we may collect the following categories of personal information:
(i) Identifiers (e.g., name, email address, phone number, IP address, account username);
(ii) Personal information described in California Civil Code § 1798.80(e) (e.g., name, address, telephone number, employment information);
(iii) Commercial information (e.g., products or services purchased, transaction history);
(iv) Internet or other electronic network activity information (e.g., browsing history, search history, interactions with our Services);
(v) Geolocation data (general location derived from IP address);
(vi) Professional or employment-related information (e.g., job title, employer);
(vii) Inferences drawn from any of the above categories to create a profile about you.
To the extent Customer uploads sensitive personal information about its own clients or contacts, that information is processed as Customer Data on the Customer’s instructions; Customer is the controller of that information for purposes of CCPA/CPRA and other applicable laws.
5. How We Use Your Information
We use the information we collect for various purposes, including:
5.1 Providing and Operating the Services
(i) Creating and managing your account;
(ii) Providing access to and operating the Services;
(iii) Processing transactions and billing;
(iv) Providing customer support and responding to inquiries;
(v) Sending service-related communications, such as confirmations, technical notices, updates, security alerts, and administrative messages;
(vi) Enabling integrations with third-party services.
5.2 Improving and Developing the Services
(i) Analyzing usage patterns and trends to understand how users interact with our Services;
(ii) Identifying and fixing bugs, errors, and technical issues;
(iii) Conducting research and development to improve existing features and develop new features, in each case using de-identified or aggregated data only;
(iv) Generating de-identified and aggregated data for the internal operation, security, and integrity of the Services.
5.3 Marketing and Communications
(i) Sending promotional emails, newsletters, and other marketing communications (where you have consented or as otherwise permitted by law);
(ii) Displaying targeted advertisements;
(iii) Conducting market research and surveys;
(iv) Personalizing your experience and tailoring content to your interests.
5.4 Security and Fraud Prevention
(i) Verifying accounts and authenticating users;
(ii) Detecting, investigating, and preventing fraudulent, unauthorized, or illegal activity;
(iii) Protecting the security and integrity of our Services;
(iv) Enforcing our Terms of Service and other policies.
5.5 Legal and Compliance
(i) Complying with applicable laws, regulations, and legal processes;
(ii) Responding to lawful requests from government authorities;
(iii) Establishing, exercising, or defending legal claims;
(iv) Protecting our rights, property, and safety, and those of our users and others.
6. Legal Bases for Processing (GDPR)
If you are located in the European Economic Area (EEA), United Kingdom (UK), or Switzerland, we process your personal data based on the following legal bases under the GDPR or equivalent legislation:
(i) Contractual Necessity: Processing necessary to perform our contract with you, including providing the Services, managing your account, and processing payments.
(ii) Legitimate Interests: Processing necessary for our legitimate interests, provided those interests are not overridden by your rights and interests. Our legitimate interests include operating and improving our Services, marketing our Services, preventing fraud, and ensuring security.
(iii) Consent: Processing based on your consent, such as for marketing communications and certain cookies. You may withdraw your consent at any time.
(iv) Legal Obligation: Processing necessary to comply with our legal obligations under applicable law.
7. Artificial Intelligence and Data Usage
7.1 AI-Powered Features
The Services may incorporate artificial intelligence and machine learning technologies to provide features such as planning suggestions, analytics, insights, and automated processing. These AI features may be powered by both TMN’s proprietary technology and one or more third-party AI service providers.
7.2 How AI Processes Your Data
When you use AI-powered features, Customer Data and other Service Data may be transmitted to one or more third-party AI service providers for the purpose of inference. TMN currently uses OpenAI, L.L.C. for AI Features.
Based on representations made by OpenAI in its publicly available terms and policies, OpenAI does not use data submitted through the OpenAI API to train its generally-available models, and OpenAI retains API inference data for no longer than thirty (30) days for abuse-monitoring purposes before deleting it. TMN does not authorize OpenAI to use Customer Data for any purpose other than performing inference for the Services. TMN does not independently verify OpenAI’s data-handling practices and does not represent or warrant that OpenAI will conform its conduct to its representations.
7.3 TMN’s Use of Service Data
TMN uses Customer Data and other Service Data to provide, operate, support, secure, and improve the Services, and to comply with applicable law. TMN represents that TMN does not train, fine-tune, or otherwise develop its own artificial intelligence or machine learning models on Customer Data, and that TMN does not sell Customer Data to third parties for third-party marketing purposes. TMN will not, on its own behalf, solicit Customer’s clients, contacts, or end-users for so long as Customer remains an active customer of the Services. The foregoing does not limit TMN’s ability to send system-generated, transactional, service-related, account, billing, security, or other business communications to Customer’s Authorized Users or to persons whose contact information is provided to TMN through the Services in connection with the operation of the Services.
TMN may generate and retain de-identified or aggregated data derived from Service Data for TMN’s lawful internal business purposes. TMN does not sell Personal Data under CCPA/CPRA, the Texas Data Privacy and Security Act, or comparable laws.
7.4 AI Limitations and Human Oversight
AI-generated outputs are intended to assist and inform human decision-making, not replace it. TMN does not engage in fully automated decision-making that produces legal or similarly significant effects on individuals without human intervention. We recommend that users review and validate all AI-generated outputs before relying on them for material decisions.
7.5 EU/UK Right to Object
If you are located in the EEA, UK, or Switzerland, you have the right to object to processing of your personal data based on our legitimate interests. To exercise this right, contact us at support@taxmasternetwork.com. We will honor valid objection requests in accordance with applicable law.
8. How We Share Your Information
We do not sell your personal information for monetary consideration, and our internal use of Service Data for analytics, product operation, and security as described in Section 7.3 does not constitute a “sale” of personal information under applicable privacy law. We share your information only in the circumstances described below.
8.1 Service Providers
We share information with third-party service providers who perform services on our behalf, including:
(i) Cloud hosting and infrastructure providers;
(ii) Payment processors;
(iii) AI service providers for inference;
(iv) Analytics and monitoring services;
(v) Email and communication services;
(vi) Customer support tools;
(vii) Marketing and advertising platforms.
Our service providers are contractually bound to use your information only for the purposes of providing services to us and to maintain appropriate security measures.
8.2 Your Organization
If you use the Services through an organization (such as your employer or firm), we may share information about your account and usage with that organization’s administrators as necessary to provide and manage the Services. Your organization may have its own policies regarding the collection and use of your information.
8.3 Third-Party Integrations
If you or your organization enable integrations with third-party services, we may share information with those services as necessary to provide the integrated functionality. The sharing of information with third-party services is governed by your agreements with those services and their privacy policies.
8.4 Legal Compliance and Protection
We may disclose information if we believe it is necessary to:
(i) Comply with applicable law, regulation, legal process, or governmental request;
(ii) Enforce our Terms of Service and other agreements;
(iii) Protect the rights, property, and safety of TMN, our users, and others;
(iv) Detect, prevent, or address fraud, security, or technical issues;
(v) Respond to an emergency involving danger of death or serious physical injury.
8.5 Business Transfers
In connection with a merger, acquisition, reorganization, sale of assets, or bankruptcy, your information may be transferred to the acquiring or surviving entity. We will provide notice before your information is transferred and becomes subject to a different privacy policy.
8.6 With Your Consent
We may share your information for other purposes with your consent or at your direction.
8.7 Aggregated and De-Identified Data
We may share aggregated, anonymized, or de-identified data that cannot reasonably be used to identify you for the limited purposes described in Section 7.5 of our Terms of Service.
9. Data Retention
We retain your information for as long as necessary to fulfill the purposes for which it was collected, including to provide the Services, comply with our legal obligations, resolve disputes, and enforce our agreements. The retention period may vary depending on the type of information and the context in which it was collected.
Generally, we retain:
(i) Account information for as long as your account is active and for a reasonable period thereafter;
(ii) Transaction and billing records as required by tax and accounting laws;
(iii) Customer Data in accordance with our agreements with Customers and their instructions;
(iv) Usage data and logs for a limited period for analytics and security purposes;
(v) Marketing preferences and opt-out records indefinitely to respect your choices.
Upon termination of a Customer’s subscription, TMN will delete Customer Data in accordance with Section 17.3 of the Terms of Service (within 30 days of termination, subject to a 60-day encrypted-backup tail).
When we no longer have a legitimate need to retain your information, we will securely delete or anonymize it.
10. Data Security
We implement and maintain administrative, technical, and physical security measures designed to protect your information from unauthorized access, use, alteration, and destruction. These measures include:
(i) Encryption of data in transit and at rest;
(ii) Tenant-level data isolation;
(iii) Access controls and authentication mechanisms (including role-based access controls and access-logging);
(iv) Regular security assessments and monitoring;
(v) Employee training on data protection and security;
(vi) Incident response and breach notification procedures.
However, no method of transmission over the Internet or method of electronic storage is completely secure. While we strive to protect your information, we cannot guarantee its absolute security. You are responsible for maintaining the confidentiality of your account credentials and for any activity that occurs under your account.
If you become aware of any unauthorized access to or use of your account, please notify us immediately at support@taxmasternetwork.com.
11. International Data Transfers
TMN is based in the United States, and your information may be transferred to, stored, and processed in the United States or other countries where we or our service providers operate. These countries may have data protection laws that are different from, and potentially less protective than, the laws of your country.
If you are located in the EEA, UK, or Switzerland, we take appropriate steps to ensure that your personal data receives an adequate level of protection when transferred outside those regions. These steps may include:
(i) Relying on adequacy decisions by the European Commission;
(ii) Entering into Standard Contractual Clauses approved by the European Commission;
(iii) Implementing appropriate supplementary measures where required.
By using our Services, you acknowledge and consent to the transfer of your information to the United States and other countries as described in this Privacy Policy.
12. Your Rights and Choices
Depending on your location and applicable law, you may have certain rights regarding your personal information. We are committed to facilitating the exercise of these rights.
12.1 Rights Under GDPR (EEA, UK, and Switzerland)
If you are located in the EEA, UK, or Switzerland, you have the following rights:
(i) Right of Access — Request access to your personal data and obtain a copy of the personal data we hold about you.
(ii) Right to Rectification — Request correction of inaccurate or incomplete personal data.
(iii) Right to Erasure — Request deletion of your personal data in certain circumstances (“right to be forgotten”).
(iv) Right to Restrict Processing — Request that we restrict the processing of your personal data in certain circumstances.
(v) Right to Data Portability — Receive your personal data in a structured, commonly used, and machine-readable format.
(vi) Right to Object — Object to processing of your personal data based on legitimate interests, or for direct marketing.
(vii) Right to Withdraw Consent — Where processing is based on your consent, withdraw that consent at any time.
(viii) Right to Lodge a Complaint — Lodge a complaint with a supervisory authority in your country of residence.
12.2 Rights Under CCPA/CPRA (California Residents)
If you are a California resident, you have the following rights under the CCPA/CPRA:
(i) Right to Know — what personal information we collect, use, disclose, and sell about you.
(ii) Right to Access — request access to and obtain a copy of the specific pieces of personal information we have collected about you.
(iii) Right to Delete — request deletion of your personal information, subject to certain exceptions.
(iv) Right to Correct — request correction of inaccurate personal information.
(v) Right to Opt-Out of Sale/Sharing — opt out of the sale or sharing of your personal information. Note: We do not sell personal information.
(vi) Right to Limit Use of Sensitive Personal Information — limit the use and disclosure of sensitive personal information.
(vii) Right to Non-Discrimination — not to receive discriminatory treatment for exercising your privacy rights.
12.3 Exercising Your Rights
To exercise any of the rights described above, please contact us at support@taxmasternetwork.com or visit our Your Privacy Choices page. We will respond to your request within the timeframe required by applicable law (generally within 30–45 days).
We may need to verify your identity before processing your request to ensure the security of your personal information. If you make a request through an authorized agent, we may require proof of authorization.
If you are an employee, contractor, or client of an organization that uses our Services, please direct your privacy requests to your organization, as they control your data within the Services.
12.4 Marketing and Communication Preferences
You may opt out of receiving marketing communications from us by:
(i) Clicking the “unsubscribe” link in our marketing emails;
(ii) Contacting us at support@taxmasternetwork.com;
(iii) Adjusting your preferences in your account settings.
Please note that even if you opt out of marketing communications, we may still send you transactional and service-related communications, such as account notifications, security alerts, and updates about the Services.
12.5 Cookie Preferences
You can manage your cookie preferences through your browser settings or by clicking “Cookie Preferences” in the footer of our website. Please note that blocking certain cookies may affect the functionality of our Services.
13. Children’s Privacy
Our Services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children under 18. If we become aware that we have collected personal information from a child under 18, we will take steps to delete such information promptly.
14. Third-Party Links and Services
Our Services may contain links to third-party websites, services, or applications that are not operated by us. This Privacy Policy does not apply to such third-party services. We are not responsible for the privacy practices of third parties, and we encourage you to review their privacy policies before providing any personal information to them.
15. Do Not Track and Global Privacy Control Signals
Some browsers offer a “Do Not Track” (DNT) signal. Because the World Wide Web Consortium has not finalized a uniform DNT standard, our Services do not currently respond to DNT signals. However, we do recognize and honor Global Privacy Control (GPC) signals to the extent required by applicable law (including the CCPA/CPRA). When we detect a valid GPC signal from your browser, we will treat it as a request to opt out of the “sale” or “sharing” of personal information for that browser and device.
16. Cookies and Tracking Technologies
We use cookies, web beacons, pixels, and similar tracking technologies to collect information about your use of our Services and to provide, improve, and personalize our Services. These technologies help us:
(i) Remember your preferences and settings;
(ii) Authenticate users and prevent fraud;
(iii) Analyze usage patterns and improve our Services;
(iv) Deliver targeted advertising and measure ad effectiveness;
(v) Provide customer support.
Types of Cookies We Use
(i) Essential Cookies: required for authentication, security, and load balancing. Cannot be disabled.
(ii) Functional Cookies: remember your preferences and provide enhanced functionality and personalization.
(iii) Analytics Cookies: understand how visitors interact with our Services.
(iv) Advertising Cookies: deliver relevant advertisements and track the effectiveness of marketing campaigns.
Managing Cookie Preferences
You can manage your cookie preferences by clicking “Cookie Preferences” in the footer of our website. You can also manage cookies through your browser settings. Most browsers allow you to block or delete cookies. Please note that blocking certain cookies may affect the functionality of our Services.
17. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, legal requirements, or other factors. When we make material changes, we will:
(i) Update the “Last Updated” date at the top of this Privacy Policy;
(ii) Post a notice on our website or within the Services;
(iii) Where required by law, seek your consent to the changes.
We encourage you to review this Privacy Policy periodically for the latest information on our privacy practices. Your continued use of the Services after any changes to this Privacy Policy constitutes your acceptance of such changes.
18. Additional State-Specific Disclosures
18.1 California Residents
In addition to the rights described in Section 12.2, California residents are entitled to the following disclosures:
(i) Categories of Personal Information Collected: In the preceding 12 months, we have collected the categories of personal information described in Section 4.5 of this Privacy Policy.
(ii) Sources of Personal Information: We collect personal information from the sources described in Section 4 of this Privacy Policy.
(iii) Business or Commercial Purposes: We use personal information for the purposes described in Section 5 of this Privacy Policy.
(iv) Categories Disclosed for Business Purposes: We disclose personal information to the categories of recipients described in Section 8 of this Privacy Policy.
(v) Sale or Sharing of Personal Information: We do not sell personal information for monetary consideration as defined under the CCPA. We may share personal information for cross-context behavioral advertising purposes through cookies and similar technologies, which may constitute “sharing” under the CCPA. You may opt out of such sharing by adjusting your cookie preferences.
(vi) Retention: We retain personal information as described in Section 9 of this Privacy Policy.
(vii) Financial Incentives: We do not offer financial incentives in exchange for personal information.
18.2 Texas, Virginia, Colorado, Connecticut, and Other State Residents
If you are a resident of Texas, Virginia, Colorado, Connecticut, Oregon, Montana, or another state with a comprehensive consumer privacy law, you may have rights similar to those described in Section 12.2, including rights to know, access, correct, delete, and opt out of certain processing. The Texas Data Privacy and Security Act (“TDPSA”) additionally grants Texas residents the right to opt out of the processing of personal data for purposes of targeted advertising, the sale of personal data, or profiling in furtherance of decisions that produce legal or similarly significant effects. To exercise any state-law privacy right, contact us at support@taxmasternetwork.com or visit our Your Privacy Choices page. We will respond within the timeframes required by applicable law.
19. Contact Information
If you have any questions, comments, or concerns about this Privacy Policy or our privacy practices, please contact us at:
Tax Master Network, LLC 2501 RR 620 S, #110, Lakeway, TX 78734 Email: support@taxmasternetwork.com
We will respond to your inquiry within 30 days or as required by applicable law.
Thank you for taking the time to read our Privacy Policy. Your privacy is important to us, and we are committed to protecting your personal information.