This Privacy Policy outlines how we collect, use, and protect your personal information when you use our products, including the SmartWiz Application for tax client management, the SmartWiz SmartSync extension for data entry, the Academy self-paced tax course, and the Academy Accelerator tax bootcamp.

Information We Collect

Usage Data: We may collect information about how you interact with our products, such as the pages you visit, features you use, and actions you take within the SmartWiz Application, SmartSync extension, and Academy programs. This may include user activity data, such as clicks, scrolls, and other interactions, to improve usability and optimize user experience.

Personal Data: We may collect personal information like your name, email address, and mobile phone number when you sign up, create an account, or communicate with us across any of our products. **Your mobile phone contact information will not be shared or sold to third parties for marketing purposes.**

Cookies: We use cookies and similar tracking technologies on our websites to track activity, personalize content, and enhance your experience. You can manage cookie preferences in your browser settings.

How We Use Your Information

Usage Analysis: We analyze collected data to understand user behavior and improve the usability of the SmartWiz Application, SmartSync extension, and Academy programs.

Feature Enhancement: Data may be used to enhance specific features, resolve usability issues, and tailor our products to better meet user needs.

Aggregated Insights: We may aggregate usage data from across our products to generate insights and statistics for internal use. These insights do not identify individual users.

Customized Content: We may personalize your experience across our products by providing tailored content or recommendations based on usage patterns.

Communication: Your email and mobile phone number may be used to send important updates, notifications, or promotional materials related to the SmartWiz Application, SmartSync extension, or Academy courses. You can opt out of promotional messages at any time.

Security: Collected information helps us detect and prevent fraudulent or unauthorized activities, ensuring the security of all our products.

Data Security

We implement technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

Data Sharing

We do not sell, trade, or rent your personal information, including mobile phone contact information, to third parties for marketing purposes. However, we may share your information with trusted service providers who assist in operating our products, conducting business, or servicing you. These providers protect your information according to our standards and are restricted from using it for any other purpose.

Third-Party Services and Links

Our products may contain links to third-party websites or services. We are not responsible for the privacy practices or content of these third-party sites, and we encourage you to review their privacy policies before providing any personal information.

Your Choices

You have the right to access, update, or delete your personal information stored by our products. You can also opt out of receiving promotional communications from us by contacting us or using the unsubscribe link in our communications.

Cookie Management

Our sites use cookies to enhance browsing, personalize content, and collect analytics. You may choose to accept or reject cookies through browser settings. Disabling cookies may affect site functionality.

Data Retention

We retain personal data only as long as necessary to fulfill the purposes outlined in this Privacy Policy. Data may be archived for legal, security, or operational reasons.

Updates to This Policy

We reserve the right to update or modify this Privacy Policy at any time. We will notify you of any changes by posting the updated Privacy Policy on this page.

Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at help@smartwiz.io.

By using our products, you consent to the collection and use of your information as described in this Privacy Policy.