Privacy Notice
This notice explains how CincyTax uses information submitted through the client portal for tax filing work.
What we collect
- Contact information used to identify your portal access and communicate about your return.
- Tax intake answers, uploaded documents, and guided-question responses related to your filing work.
- Workflow records such as request completion history, signing status, and portal access events.
How your information is used
- To prepare, review, and complete your tax return and related filing steps.
- To determine which documents and clarifications are still required for your return.
- To support secure portal access, workflow tracking, and compliance-related recordkeeping.
Portal handling and access
- Portal information is organized around your return and is not treated as a general-purpose file vault.
- Access is limited to authorized personnel and secure client sessions associated with your case.
- Uploaded documents may be reviewed by automated workflow checks and by staff when needed for tax work.