Privacy Policy

1. Introduction

PORTL ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website at portl.tax and our services (collectively, the "Services"). Please read this policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access the Services.

2. Information We Collect

We may collect information about you in a variety of ways, including:

Personal Data

When you register for an account, we collect personally identifiable information such as your name, email address, phone number, business name, and payment information. This information is necessary to provide our Services to you.

Client Data

Tax professionals using PORTL may upload client information, tax documents, and other sensitive data through our platform. We treat all client data as confidential and process it solely on behalf of the tax professional.

Usage Data

We automatically collect certain information when you visit or use our Services, including your IP address, browser type, operating system, access times, pages viewed, and referring website addresses. This data helps us improve our Services and user experience.

3. How We Use Your Information

We use the information we collect to:

• Provide, operate, and maintain our Services
• Process payments and prevent fraudulent transactions
• Send administrative information, such as updates and security alerts
• Respond to your comments, questions, and customer service requests
• Improve our website and Services based on usage patterns
• Send marketing and promotional communications (with your consent)
• Monitor and analyze usage and trends to improve user experience
• Comply with legal obligations and protect our rights

4. How We Share Your Information

We do not sell, trade, or otherwise transfer your personally identifiable information to outside parties except as described below:

Service Providers

We may share your information with third-party vendors, service providers, contractors, or agents who perform services for us or on our behalf, such as payment processing (Stripe), email delivery, hosting, and analytics.

Legal Requirements

We may disclose your information where required to do so by law or in response to valid requests by public authorities (e.g., a court or government agency).

Business Transfers

If we are involved in a merger, acquisition, or asset sale, your information may be transferred as part of that transaction.

5. Data Security

We implement appropriate technical and organizational security measures to protect your information. This includes encryption of data in transit and at rest, access controls, and regular security assessments. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. You may request deletion of your account and associated data by contacting us.

7. Your Rights and Choices

Depending on your location, you may have the following rights regarding your personal data:

• Access — Request a copy of the personal data we hold about you
• Correction — Request that we correct inaccurate or incomplete data
• Deletion — Request that we delete your personal data
• Restriction — Request that we restrict the processing of your data
• Portability — Request a transfer of your data to another service
• Objection — Object to our processing of your personal data

To exercise these rights, please contact us using the information below.

8. Cookies and Tracking Technologies

We may use cookies and similar tracking technologies to track activity on our Services and hold certain information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, some features of our Services may not function properly without cookies.

9. Children's Privacy

Our Services are not intended for use by children under the age of 18. We do not knowingly collect personal information from children under 18. If we learn that we have collected personal information from a child under 18, we will delete that information promptly.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The updated version will be indicated by an updated "Last updated" date. We encourage you to review this Privacy Policy periodically to stay informed about our practices.

11. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at hello@portl.tax. PORTL, Inc.