Privacy Policy

Privacy Policy Effective Date: January 9 2025

At Francis Tax Service, we are dedicated to protecting your privacy and providing a transparent and secure communication experience. This policy outlines how we collect, use, and protect your personal information, particularly regarding SMS messaging. We are committed to compliance with industry standards and carrier regulations, ensuring your information is handled responsibly and with care.
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1. Collection and Use of Information

When you interact with our website or subscribe to our SMS messaging services, or communicate with us by phone, we many collect the following types information:

Personal Identification Information: Includes your name, address, email address, phone number, and other contact details used to communicate with you about our services.

Phone Numbers: Collected specifically to send service-related updates, notifications, appointment reminders, event notifications, and case/filing status updates only when you have explicitly opted in.

Call Data: Includes call recordings, call metadata, and information shared during phone conversations, as described in Section 5 below.
Technical & Usage Data: Such as your IP address, browser type, operating system, and information about how you interact with our website, collected to improve website performance and user experience.

2. How We Use Your Information

The information we collect is used exclusively to provide and improve our services. Specifically, we use your data for:

Service-Related Communications: Sending updates about your tax filing process, appointment confirmations, and critical notifications.
Reminders & Status Updates: Providing timely reminders for scheduled appointments, event updates, and document/case status
Service Quality and Workflow Improvement: Using call recordings and communication records to train staff, improve internal workflows, and enhance the quality of services we provice.

3. SMS Consent and Data Sharing

We deeply respect the privacy of your phone number and SMS consent.

No Sharing for Marketing: Phone numbers and SMS consent information collected for SMS communications will never be sold, rented, shared, or distributed to third parties or affiliates for marketing purposes.
Authorized Sharing: Data sharing occurs only when legally required (e.g., subpoenas or court orders) or with trusted IT/payment service providers who assist in delivering our services under strict confidentiality agreements.

4. Consent to Receive SMS Messages

By subscribing to our SMS messaging service, you agree to receive periodic text messages from Francis Tax Service, including:

Appointment Reminders and Confirmations
Event Updates
Case/Filing Status Updates

5. Call Recording and Monitoring

To ensure quality service, support agent training, and improve our workflows, calls with Francis Tax Service may be recorded and/or monitored. By proceeding with a call after hearing our recorded notice, you consent to this recording.

What We Record: Call recordings may include the audio of the conversation, call metadata (such as date, time, duration, and phone number), and any information provided during the call that is used to assist with your service request.
How We Use Call Recordings: Recordings and related data are used exclusively for quality assurance and staff training, improving our internal service and communication workflows, resolving disputes or complaints, and complying with applicable legal or regulatory obligations.
Access to Recordings: Access to call recordings is limited to authorized personnel, including supervisors and quality assurance staff, and is protected using the same security measures describe in this policy.
Retention: Call recordings and associated records are retained for 24 months from the date of the call, after which they are securely deleted, unless a longer retention period is required by law or necessary to resolve an active dispute.
Your Rights: You may request access to, or deletion of, call recordings associated with your account, subject to the exceptions describe in Section 7 of this policy.

6. Message Frequency and Cost

Message frequency will vary depending on your selected services and preferences. Standard message and data rates may apply based on your mobile carrier's plan. Francis Tax Service is not responsible for any charges incurred by your mobile carrier.

7. How to Opt-Out of SMS Messaging

You can stop receiving SMS messages at any time by:

Replying "STOP" to anySMS messages you receive from Francis Tax Service.
You will receive a final confirmation message acknowledging your opt-out request.
Once processed, you will no longer receive SMS communications.

8. Data Security and Your Rights

Sensitive data encrypted during transmission and securely stored with restricted access. You have the right to request access, correction, restriction, deletion, or objection to the processing of the personal data we hold about you, and to opt out of marketing communications at any time.

9. Data Security and Your Rights

Sensitive data - including SMS information and call recordings - is encrypted during transmission and securely stored with restricted access. You havethe right to request:

Once processed, you will no longer receive SMS communications.to the personal data we hold about you.
Correction of inaccurate or incomplete information.
Deletion of your personal data, subject to certain exceptions.
Restriction of processing under certain conditions.
Objection to processing under certain circumstances.
Opt-Out of marketing communications at any time.

10. Compliance with Regulations

Francis Tax Service adheres to The Campaign Registry (TCR) and The Telephone Consumer Protection Act (TCPA), ensuring transparency in all SMS practices and honoring opt-out requests promptly.

11. Contact Us

For any questions regarding your privacy, please contact us at: ,

Email: doc@francistaxservice.com
Phone: 612-722-1129