Last updated September 6, 2026
PTIN Payroll Pro provides payroll and revenue tracking software for tax offices. This policy explains what information we collect, why we collect it, and the choices you have. For data your office enters about its own clients, your office is the controller and we act as your processor.
Account information — name, email address, office name and password credentials. Preparer information — name, email, PTIN, credential status and commission split. Return records you enter — client name, the last four digits of a Social Security Number where you choose to enter it, return fee, loan-client flag, fees and payout status. Enquiries — the details you submit when requesting a demo or contacting us. Billing information — subscription status, renewal date and slot packs. Card details are handled by our payment provider, not by us. Technical data — sign-in timestamps, IP address and error logs needed to keep the Service secure and working.
To create and secure accounts; to calculate payroll, marketing fees and office profit; to show each preparer their own earnings; to process subscriptions and slot packs; to respond to demo requests and support questions; to send service notices; to detect abuse; and to comply with legal obligations.
We do not sell personal information, and we do not use taxpayer information you enter for advertising or to train third-party advertising models.
Information about your clients belongs to your office. We use it only to provide the Service to you and under your instructions. You are responsible for obtaining any consents required under IRC §7216 and for following the safeguards expected by IRS Publication 4557. We recommend entering only the minimum taxpayer detail your payroll calculations require.
Office owners can see their own office, its preparers, invites and all return records for that office. Preparers can see the office they belong to, their own profile, and only the returns filed under their own PTIN. Access rules are enforced on our servers, not just in the interface.
We use vetted providers to run the Service: cloud hosting and database infrastructure, authentication, email delivery, and payment processing. They may process data only as needed to provide their service to us and are bound by confidentiality obligations.
Data is encrypted in transit and at rest. Passwords are stored hashed and are never visible to us. Access to production systems is limited and logged. No system is perfectly secure, so please use a strong, unique password and tell us immediately if you suspect unauthorized access.
We keep account and return records for as long as your office maintains an account, plus any period required for tax, accounting or legal purposes. After account closure you may export your data for 30 days, after which it may be deleted from active systems and removed from backups on our normal backup cycle.
You may request access to, correction of, a copy of, or deletion of your personal information, and you may object to or restrict certain processing. Depending on where you live you may have additional rights under state privacy laws or the GDPR. Email us and we will respond within the time the law allows. Preparers should contact their office owner first for records their office controls.
The Service is for businesses and is not directed to anyone under 18. We do not knowingly collect information from children.
Our infrastructure is operated in the United States. If you access the Service from elsewhere, your information will be transferred to and processed in the United States under appropriate safeguards.
We will post any changes to this policy here and update the date above. Material changes will be announced in the app or by email.
Privacy questions or requests: kaibennett31@gmail.com.