1. Information We Collect
We may collect the following types of information when you use Clientake.
Account Information
When a tax firm creates an account, we may collect:
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Name
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Email address
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Firm name
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Contact information
Client Intake Information
Tax firms may collect information from their clients using Clientake’s intake questionnaires, including:
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Names and contact information
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Responses to tax-related questions
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Uploaded tax documents such as W-2s, 1099s, K-1s, and other supporting documents
This information is submitted by clients at the direction of the tax firm using the platform.
Usage Information
We may collect limited technical information to help operate and improve the platform, such as:
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Browser type
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Device information
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Pages accessed
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Platform usage activity
Cookies
Our website may use cookies or similar technologies to support basic website functionality and improve user experience.
2. How We Use Information
We use collected information to:
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Provide and operate the Clientake platform
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Enable tax firms to collect intake information and documents from their clients
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Maintain and improve the platform
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Provide customer support
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Communicate service updates or important notices
We do not sell personal data to third parties.
3. How Information Is Shared
Information may be shared in the following situations:
With the Tax Firm Using Clientake
Client information submitted through Clientake is accessible to the tax firm that requested the information.
Service Providers
We may use trusted third-party providers for services such as hosting, storage, and infrastructure that help operate the platform.
These providers may have access to information only as necessary to perform their services.
Legal Requirements
We may disclose information if required to comply with applicable law, legal process, or government requests.
4. Data Security
Clientake is designed to handle sensitive client information with care.
Security practices include:
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Encrypted transmission of data
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Secure document storage
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Controlled access to firm accounts
While we take reasonable steps to protect information, no system can guarantee absolute security.
5. Data Retention
Information is retained for as long as necessary to provide the platform and support tax firms using Clientake, unless a longer retention period is required by law.
Tax firms control the client information collected through their intake processes.
6. Third-Party Links
The Clientake website may contain links to third-party websites. We are not responsible for the privacy practices of those websites.
7. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When updates are made, the revised policy will be posted on this page with a new effective date.