This Privacy Policy explains how Simply Enterprises, Inc. (“SEI,” “we,” “our,” or “us”), and all subsidiaries, affiliates, and DBAs—including Simply Solutions Tax Software (SSTS), our tax preparation services, educational programs, and related brands—collect, use, disclose, and protect personal information across our websites, social media platforms, CRM systems, software, funnels, landing pages, and opt-in forms.

By accessing our website, submitting information, using our software, joining our subscription services, or interacting with us online, you agree to the terms of this Privacy Policy.

1. Companies Covered by This Policy

This Privacy Policy applies to SEI and all subsidiaries and brands under its management, including but not limited to:

Simply Solutions Tax Software (SSTS)

SEI Tax Preparation Services

SEI Training & Certification Programs

Any SEI-affiliated DBA or white-labeled service

This policy also governs data collected through websites, funnels, landing pages, SMS programs, email communication, chat widgets, social media accounts, and systems that integrate with QJCG SaaS / HighLevel, as referenced in operational documentation and marketing workflows .

2. Information We Collect

We collect information in the following categories:

A. Personal Identification Information

Name

Address

Phone number

Email address

Date of birth

Social media profile information (if interacting via social media)

B. Tax & Financial Information

(For tax preparation clients and ERO/Preparer accounts)

SSN/ITIN (securely collected via encrypted systems)

Income documents (W-2, 1099, 1098, etc.)

Banking information for refund deposits or payments

Prior-year tax returns
This information is collected and stored through secure channels as required in the SEI/SSTS onboarding process .

C. Technical & Usage Information

IP address

Device information

Browser type

Site usage data

Pixels, analytics, and cookie behavior
(Social platforms may also collect their own data.)

D. Lead & Funnel Interaction Data

Collected through SEI/SSTS landing pages, forms, and opt-ins:

Service interest (e.g., tax prep, certification program)

Appointment and scheduling info

Course enrollment information

Tags and segmentation data stored in our CRM

E. Payment Information

If you purchase software, tax services, or training:

Billing address

Payment details (processed through Stripe or other PCI-compliant provider—SEI does not store card numbers)

3. How We Collect Information

We gather information through:

Website forms and landing pages

CRM and opt-in funnels (per QJCG SaaS setup)

Email and SMS marketing automation

Secure upload portals for tax documents

Social media pages and direct messaging

Booking calendars and onboarding systems

Course registration forms

Cookies, web beacons, and tracking pixels

All collection methods align with secure workflow processes outlined in SSTS/SEI onboarding procedures .

4. How We Use Your Information

We use personal information for:

A. Service Delivery

Preparing and filing tax returns

Creating software user accounts

Setting up ERO, PTIN, and tax preparer profiles

Providing course access, certifications, and membership areas

B. Communication

Responding to inquiries

Sending confirmations, reminders, and updates

Text messages or emails related to your service or enrollment

C. Marketing & Lead Nurturing

We use automation as described in SEI/SSTS marketing workflows to:

Send emails and SMS messages

Deliver lead magnets

Provide offers, promotions, and service updates

Segment leads for personalized content

You may opt out at any time.

D. Platform Operation

Managing software accounts and user access

Verifying identity

Enabling subscriptions

Tracking service performance and analytics

E. Legal, Security, and Compliance

IRS compliance, record-keeping, and due diligence

Fraud detection and prevention

Protecting SEI/SSTS systems and users

5. How We Share Information

We do not sell your information.
We may share information only with:

A. Service Providers

Secure document portals

Payment processors (e.g., Stripe)

CRM and marketing system providers

Email and SMS delivery platforms

Learning management systems

B. IRS and Government Agencies

Only when required to:

File tax returns

Verify identity

Respond to lawful requests

C. Internal SEI/SSTS Staff and Contractors

Information is shared strictly on a need-to-know basis as part of the operational and onboarding process .

D. Legal Obligations

We may disclose information if required by law, legal process, or to protect our rights.

6. How We Protect Your Information

SEI and all subsidiaries follow strict data-security standards:

Encrypted data transmission

Secure client portals for document uploads

Access-controlled systems for tax/financial data

A2P-verified communications and compliance

Secure payment processing (SEI does not store credit card numbers)

Staff confidentiality, per SEI standard operating practices

We implement organizational, technical, and administrative controls to protect sensitive information.

7. Cookies & Tracking Technology

We use cookies and tracking tools to:

Improve site performance

Personalize user experience

Track marketing analytics

Retarget advertising campaigns

Measure funnel conversions

Users may control cookie behavior in their browser settings.

8. Your Rights

Depending on your location, you may have the right to:

Access personal information

Correct or update information

Request deletion of your data (except IRS-required records)

Opt out of marketing communications

Limit tracking and cookies

Request a copy of your stored information

To submit a request, contact us using the information below.

9. Data Retention

We retain personal information:

As long as your account is active

As required for IRS compliance and tax record maintenance

As necessary to provide services

As required by state/federal law

Marketing and CRM data may be retained for ongoing communication unless you opt out.

10. Children’s Privacy

Our services are not directed to children under 13.
We do not knowingly collect data from minors without parental consent.

11. Third-Party Links

Our websites, funnels, and social media may contain links to third-party content.
We are not responsible for their privacy practices.

12. Changes to This Policy

We may update this Privacy Policy periodically.
Updates will be posted with a new “Effective Date.”

13. Contact Information