Privacy Policy

1. Information We Collect

KeyQuest Services collects information you provide directly to us, including but not limited to your name, email address, phone number, mailing address, Social Security Number for tax preparation services only, date of birth, financial information, and any other information you choose to provide through our forms, applications, or communications.

We also automatically collect certain information when you visit our website, including your IP address, browser type, operating system, referring URLs, and information about how you interact with our Services.

2. How We Use Your Information

We use the information we collect to provide, maintain, and improve our Services; process transactions and send related information; send technical notices, updates, security alerts, and support messages; respond to comments, questions, and requests; communicate about products, services, offers, and events; monitor and analyze trends and usage; and comply with legal obligations.

3. Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share information with service providers who perform services on our behalf; to comply with legal obligations or lawful requests; to protect the rights, property, or safety of KeyQuest Services, our users, or the public; with your consent or at your direction; or in connection with a merger, acquisition, or sale of assets.

4. Tax Information Security

We understand the sensitive nature of tax-related information. Tax documents, Social Security Numbers, and financial data are encrypted in transit and at rest. Access is restricted to authorized personnel who require it to provide our services. We follow applicable IRS regulations for handling and storing taxpayer information, including IRS Publication 4557, Safeguarding Taxpayer Data.

5. Data Retention

We retain personal information for as long as necessary to provide our Services and fulfill the purposes described in this policy. Tax preparation records are retained for at least three years as required by applicable IRS regulations. You may request deletion of your account and associated data at any time, subject to legal retention requirements.

6. Cookies and Tracking

We use cookies and similar technologies to collect and track information about your use of our Services. Cookies are small data files stored on your device that help improve our Services and your experience. You can instruct your browser to refuse cookies or indicate when one is being sent; some features may not function properly without them.

7. Third-Party Services

Our Services may contain links to third-party websites or integrate with third-party services such as payment processors and CRM systems. We are not responsible for their privacy practices. We encourage you to review the privacy policies of any third-party services you use through our platform.

8. Your Rights

You may have the right to access the personal information we hold about you; request correction of inaccurate information; request deletion subject to legal requirements; opt out of marketing communications; and request a copy of your data in a portable format. To exercise these rights, contact us using the information below.

9. Children's Privacy

Our Services are not directed to individuals under age 18. We do not knowingly collect personal information from children. If we learn that we collected information from a child, we will take steps to delete it.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will post the new policy on this page and update the “Last updated” date. Continued use of our Services after changes constitutes acceptance of the updated policy.

11. SMS Communications and Mobile Information

When you provide your mobile telephone number and expressly consent to receive text messages, KeyQuest Services may send SMS or MMS messages regarding appointment reminders, account notifications, service updates, tax-related information, training opportunities, customer support, and promotional offers.

Message frequency may vary. Message and data rates may apply depending on your wireless carrier and service plan.

You may opt out at any time by replying STOP. After an opt-out request, you may receive one final confirmation. For assistance, reply HELP or contact KeyQuest Services using the information below.

Consent is voluntary and is not a condition of purchasing any product or service.

Mobile information, telephone numbers, SMS consent records, and text-messaging opt-in data will not be sold, rented, shared, or disclosed to third parties or affiliates for their own marketing. Information may be shared only with providers that help deliver communications, operate our systems, or provide requested services, as permitted by law.

Opting out of text messages does not automatically unsubscribe you from email communications or prevent legally necessary contact concerning an account, transaction, or service request.