Privacy Policy

Information we use

We use account details such as your name, email address, role, work status, and sign-in activity to provide access to the workspace and support office operations.

The workspace may also store messages, meeting details, support requests, and files that employees choose to share for work.

How information is used

Information is used to authenticate employees, manage access, coordinate meetings, route support requests, and maintain a record of workspace activity.

Administrators may review employee activity, messages, support requests, and access settings as needed to operate the office.

Taxpayer information

Do not place taxpayer Social Security numbers, tax returns, identity documents, bank details, or other sensitive taxpayer information in chat messages, support requests, or ordinary file uploads. Tax preparation work should be handled in TaxWise using approved office procedures.

Sharing and service providers

The workspace uses selected service providers for authentication, email delivery, storage, and meeting links. Information is shared only as needed to provide those services or when required by law.

Security and retention

Royalty Tax Service uses access controls and authenticated accounts to protect the workspace. No system can promise perfect security. Information is kept for as long as needed for office operations, legal requirements, or legitimate business records.

Your choices

Employees can ask an administrator about their workspace access or account information. Administrators can suspend access when employment or office needs change.

Contact

Questions about this policy can be sent to allen@royalty-tax.com.