Effective Date: 1/1/2026
eFileGenius LLC (“eFileGenius,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information.
1. Information We Collect
When you use our website, we may collect:
- Name
- Email address
- Phone number
- Intake questionnaire responses
- Consultation scheduling information
We do not collect or store tax documents through our website.
2. Verification Codes
To help prevent spam, misuse, or unauthorized submissions, we may send a one-time verification code to the email address or phone number you provide. You may choose your preferred delivery method. Verification codes are used solely for validation purposes and not for marketing.
3. How We Use Information
Information is used to:
- Provide estimates
- Schedule consultations
- Communicate with you
- Determine whether to proceed with services
4. Secure Client Portals
If you engage our services, you will be invited to create an account within a secure, third-party tax software platform. All tax documents and sensitive financial information are uploaded and managed exclusively through that platform.
5. Information Sharing
We do not sell personal information. Data may be shared only with trusted service providers necessary to deliver services (e.g., tax software providers, payment processors).
6. Data Security
We implement reasonable administrative and technical safeguards to protect information collected through our website.
7. Your Rights
You may request access to or deletion of your information by contacting us.