Protect sensitive information. Do not send SSNs, banking credentials, identity documents, tax records, or payroll files by ordinary email. Use the secure portal or another designated encrypted channel.
Introduction
EGO SUM DM7 respects your privacy and is committed to protecting the personal information you entrust to us. This policy applies when you visit www.egosum7.com, create or use a client account, request or receive services, or otherwise communicate with us.
It covers tax preparation support, payroll, notary services, business formation assistance, bookkeeping, and related compliance support. By using the Site or services, you acknowledge this policy. If you disagree, do not use the Site or submit personal information.
This professional draft is intended to address applicable U.S. privacy requirements and professional obligations; it is not legal advice.
02Information we collect
Information you provide
- Identity and contact: names, aliases, email, telephone, mailing address, birth date when required, and identification details required for notary or formation work.
- Account: authentication information, profile preferences, and communication settings.
- Service and case: intake answers, requested services, uploaded documents, messages, notes, and approvals.
- Tax: SSNs, EINs, W-2s, 1099s, K-1s, income, deductions, credits, filing status, prior returns, agency notices, and bank information provided for authorized tax purposes.
- Payroll and employment: employee identity data, withholding elections, wages, hours, benefits, garnishments, and new-hire information.
- Formation and compliance: proposed names, owners, managers, registered agents, organizational documents, resolutions, licenses, registrations, and compliance calendars.
- Billing: billing name and address, processor-supplied payment status, transactions, invoices, and receipts. We do not store full payment-card numbers.
- Communications: emails, portal messages, phone calls, appointment requests, and related correspondence.
Collected automatically
Our systems and providers may collect IP address, browser and device type, operating system, approximate location, referral and page activity, cookies, diagnostic logs, and security-event information.
Third-party sources
We may receive authorized information from payment processors, government agencies, registered-agent or formation partners, identity or notary technology providers, and relevant public records.
03How we use information
We use information to operate accounts and portal access; evaluate requests and prepare scopes; deliver tax, payroll, notary, formation, bookkeeping, and compliance services; maintain case records; respond and provide support; send status, document, billing, security, and administrative notices; process payments; prevent fraud; comply with law and professional standards; enforce our terms; protect people and systems; and improve our operations.
We do not use tax-return information for marketing, and we do not sell personal information.
04How we share information
We share only when necessary with trusted processors and providers such as Stripe, cloud database and storage services such as Supabase, email and notification providers, formation partners, secure document or identity tools, and professional advisers bound by confidentiality.
With authorization or when required, information may be shared with the IRS, state tax authorities, secretaries of state, courts, regulators, law enforcement, and other governmental bodies. Information may also transfer in a protected business merger, acquisition, financing, reorganization, bankruptcy, or asset sale. We may share in other ways at your direction or with your consent.
05Data security
We use reasonable administrative, technical, and physical safeguards, including HTTPS/TLS, access controls, role-based permissions, secure portal authentication, system monitoring, and security-practice reviews. No internet transmission or electronic-storage method is completely secure.
You must protect your credentials and promptly report suspected unauthorized access. Never send Social Security numbers, complete bank account numbers, passwords, or similarly sensitive information through ordinary email. Use the secure portal or another encrypted channel we designate.
06Data retention
We retain information as needed to provide services, meet legal and professional obligations, and resolve disputes. Tax-related records are generally retained for at least seven years, or longer when law or an ongoing examination requires it. Other case records follow our internal retention schedule and applicable standards.
When information is no longer required, we take reasonable steps to securely delete, destroy, or de-identify it.
07Your rights and choices
Depending on your jurisdiction and the record, you may request access, correction, deletion, portability, withdrawal of consent, or an opt-out from nonessential marketing. Service and security messages may continue.
Email egosumdm7@egosum7.com or call 786-343-8536. We may verify your identity. Rights may be limited where retention is legally or professionally required.
08Cookies and similar technologies
Essential cookies support authentication, sessions, security, and core operation and cannot be disabled while using protected features.
Optional analytics may help us understand Site use and improve it, subject to consent through available preference controls. Marketing cookies are currently unused or limited; if introduced, they will be subject to consent. Browser settings may block cookies, but blocking essential cookies can impair functionality.
09Children’s privacy
The Site and services are not directed to people under 18, and we do not knowingly collect their personal information. If we learn that such information was collected, we will take steps to delete it. Contact us if you believe a child submitted information.
10Third-party links and services
The Site may link to payment processors, government portals, or other third parties. Their privacy practices are separate from ours; review their policies before providing information.
11International visitors
Our services are primarily directed to U.S. clients. Access from another country may cause information to be transferred to, stored, and processed in the United States, where privacy laws may differ.
12Changes to this policy
We may update this policy to reflect operational, technological, or legal changes. The last-updated date identifies the current version. Material changes will be posted on the Site. Continued use after the effective date acknowledges the revised policy.
13Contact us
EGO SUM DM7
Email: egosumdm7@egosum7.com
Phone: 786-343-8536
Mailing address: 661 Franklin Street, Framingham, MA 01702
