Privacy Notice

Privacy information.

This notice describes data collection on the Tax Partners USA website.

What we collect

When you submit a demo request through our website form, we collect the following fields:

  • Office or firm name
  • Contact name
  • Email address
  • Phone number
  • Systems you selected for the demo
  • Any additional message you provided (optional)

We also automatically record:

  • IP address (used for rate limiting)
  • Submission timestamp
  • Browser user agent string (truncated)

How we use this information

We use the information you submit to contact you about arranging a demonstration. Submissions are reviewed manually by Tax Partners USA staff who retrieve inquiries from the server.

How we store this information

Demo requests are stored on our server in a JSON file. The data is accessible only to Tax Partners USA operators.

What we do not collect

This website does not:

  • Collect tax documents or Social Security numbers
  • Accept file uploads through the demo request form
  • Use third-party analytics or tracking services
  • Set advertising or tracking cookies
  • Send automated email notifications

No automated notifications

Submitting a demo request does not trigger any automatic email to you or to us. Inquiries are stored on our server and retrieved manually by staff. We will contact you directly using the contact information you provided.

Security measures

The demo request form includes:

  • Rate limiting (configurable limit per IP)
  • Session-bound CSRF protection
  • Input validation and sanitization
  • Duplicate submission detection

Data questions

For questions about data we have collected, contact us at:

Last updated: November 2026