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Communication Policy

We may use personal information to contact you with newsletters, marketing or promotional materials and other information that may be of interest to you. You may opt out of receiving any, or all, of these communications from us by following the unsubscribe link of instructions provided in any email we send.

Privacy Policy

The privacy of our clients is important to us. We collect nonpublic information about clients from various sources, including:


  • Interviews regarding our client's tax and financial situation.

  • Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other financial and tax-related data.

  • Tax-related documents clients provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions.

It is the policy of Quick Guide Tax to handle the information you provide us with the utmost confidentiality and care. We restrict access to nonpublic personal information about you to members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal and confidential information to anyone outside our firm without your express written permission to do so. We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.


Security & Safeguards

TaxDome is our secure client portal that includes the following safety measures:

  • SSL Report

    • All customer interaction with TaxDome is encrypted via Secure Socket Layer (SSL). Our SSL certificates use 256-bit encryption to protect your data. We received an A-grade from Qualys SSL Labs.

  • Data Retention

    • The data is stored in  Amazon AWS and is backed up daily. The physical location of your data is determined by your firm location. For example US firm data is stored in the US and Canadian firm data is stored in Canada. TaxDome stores the minimum amount of data required in order to provide our services. While customer data is stored by TaxDome, all credit card details are stored by our PCI compliant service partners Stripe and CPACharge.

  • PCI DSS Security

    • Credit card details are never stored by TaxDome. Credit cards are transmitted directly to our payment providers over SSL connections and are not logged or stored in TaxDome systems. All credit payments are processed either by Stripe or CPACharge, PCI-DSS Level 1 compliant service providers.

  • TaxDome Physical Server Security

    • ​TaxDome production systems run on Amazon AWS, the world’s leading cloud computing platform. Amazon AWS security details the physical, network, system and data security provided by Amazon.

  • GLBA Compliance

    • TaxDome allows you to be compliant with the Gramm LEach Bliley (GLBA) Act by ensuring the security and confidentiality of your clients’ data.​

  • SSAE-16 SOC Compliance

  • HITRUST Compliance

  • PIPEDA Compliance

  • FIPS Compliance

  • EIDAS Compliance

Client information is only stored on TaxDome and is never saved on any computer hard drives. Our computers are regularly scanned with McAfee Total Protection Security software and maintain email, web and firewall protection. Please note that we cannot guarantee that the security measures we have in place to safeguard Data and/or other information will never be defeated or fail, or that such measures will always be sufficient or effective. Any transmission of Data and/or other information is at your own risk.

If you have any questions about our privacy policy, please send us a message here.

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