PRIVACY POLICY

Effective Date: June 24, 2026

At S&E Tax Solutions, your privacy is of the utmost importance to us. This Privacy Policy outlines how we collect, use, protect, and handle your information across our website (https://www.setaxsolutions.com/) and all associated operational platforms.


A. Data Sharing Restrictions & Commitments

  • No Sharing for Marketing: S&E Tax Solutions strictly enforces data sharing restrictions. We explicitly affirm that no personal information, consumer data, or user data will ever be shared, sold, rented, or leased to external third parties or affiliates for marketing or promotional purposes under any circumstances.
  • Business Purposes Only: Any data sharing we engage in is strictly limited to core business operational purposes—such as processing your student enrollment, managing your software license, or providing requested tech support.
  • Mobile Information Protection: We maintain a rigorous commitment to mobile privacy. Absolutely no mobile information, phone numbers, subscriber communication logs, or explicit text messaging (SMS) opt-in data and consent will be shared with third parties or external affiliates for marketing or promotional reasons. All the above data protection categories exclude text messaging originator opt-in data and consent; this explicit information remains completely confidential.


B. Data Usage Explanation

We believe in full transparency regarding how user data flows through our platforms.

  • Types of Data Collected: We collect personal information you knowingly provide directly to us when filling out forms or enrolling in the S&E Tax Academy. This includes your legal name, business name, physical address, email address, phone number, and billing details. We also log interaction data specifically related to our SMS communications, including consent logs, timestamps, and opt-in/opt-out keyword requests (e.g., HELP, STOP).
  • How the Data is Used: Collected information is strictly leveraged to provide and improve our B2B software services and educational training. Specifically, your phone number and email are used to deliver active account updates, automated mentorship appointment reminders, course curriculum updates, software technical support notices, and occasional requested marketing updates regarding academy enrollment windows.
  • Third Parties With Whom Data May Be Shared: We do not share your information with third-party marketing agencies. Data is only securely processed by our essential sub-processors who assist us in operating our business (such as our direct cloud website host, integrated payment gateways, and backend telephony service provider). These entities are legally bound to keep your information strictly confidential and are forbidden from using your data for independent marketing.


C. Data Transfer & Security Commitment

  • No External Transfer: S&E Tax Solutions explicitly states that consumer data, subscriber records, and phone numbers will not be transferred, redistributed, or assigned to external organizations, lead networks, or third-party lists.
  • Security Measures: We have implemented comprehensive, industry-standard administrative, physical, and technical data security measures designed to safeguard your information. These active safeguards are in place to explicitly prevent unauthorized data sharing, accidental data loss, data alteration, theft, or unauthorized network access to your private consumer information.


D. SMS Disclosures & Opt-Out Options

If you choose to explicitly consent to receive SMS communications from S&E Tax Solutions via our unchecked web forms, you agree to receive informational, operational, and promotional text messages from us.

  • Standard Rates: Standard message and data rates may apply.
  • Frequency: Text messaging frequency may vary based on your student account or software support requests.
  • How to Get Help: For immediate system assistance or support, text HELP to our business number.
  • How to Opt-Out: You can fully revoke consent and opt out of receiving future text communications at any time by replying STOP to any text message received.

If you have questions regarding our data practices, please contact our privacy compliance team directly through our website.