PRIVACY POLICY
Effective Date: September 04, 2025
Last Updated: September 05, 2025
Perfinity ITP (“Company,” “we,” “our,” or “us”) values your privacy. This Privacy Policy explains how we collect, use, and protect your personal information when you visit demo.PrepfinityITP.com
(the “Site”), use our tax software, or engage with our mentorship services.
By using our Site or Services, you agree to the terms of this Privacy Policy.
1. Information We Collect
We may collect the following information directly from you:
Personal Identifiers: Full name, email address, phone number, mailing address.
Billing & Payment Information: Credit/debit card information or other payment details.
Identification Information: Government-issued ID, tax documents, or other information necessary to provide tax services.
Technical & Tracking Information: Information automatically collected via cookies and similar technologies, including IP address, browser type, and usage data (via Google Analytics).
2. How We Use Your Information
We use the information we collect to:
Provide and improve our tax software and mentorship services.
Communicate with you about your account, services, or inquiries.
Process billing and payment transactions.
Send promotional emails, newsletters, and marketing campaigns.
Ensure compliance with applicable laws and regulations.
Monitor usage of our Site and improve user experience.
3. How We Handle Your Information
We do not sell or trade your personal information. Information may be provided to subcontractors or service providers strictly for support services such as payment processing, customer service, or cloud storage.
All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any parties, excluding aggregators and providers of the Text Message services.
4. Mobile Information & Text Messaging
No mobile information will be shared with any parties for marketing or promotional purposes.
Text messaging originator opt-in data and consent will not be shared with any parties, except for aggregators and providers of the Text Message services.
Standard messaging and data rates may apply when you communicate with us via SMS.
5. Data Storage & Security
Your data is stored securely on cloud-based services. We use commercially reasonable safeguards to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission or storage is completely secure.
6. Cookies & Tracking
We use Google Analytics and similar tools to understand how visitors use our Site. Cookies may be used to track your activity and improve your experience. You may disable cookies through your browser settings, but some features of the Site may not function properly.
7. Your Privacy Rights
As a U.S. resident, you may request to:
Access the personal information we hold about you.
Correct or delete your personal information.
Opt out of marketing communications at any time.
To exercise these rights, contact us at [email protected]
or call us at 929-271-9571.
8. Children’s Privacy
Our Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.
9. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last Updated” date.
10. Contact Us
If you have any questions about this Privacy Policy, please contact us:
Perfinity ITP
Email: [email protected]
Phone: 929-271-9571
Website: demo.PerfinityITP.com
State of Registration: Florida
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Volume-Based Incentives
The more you grow, the more you earn. Our incentive program rewards high-performing tax offices.
Cash Rebates
Earn extra revenue when you exceed 150 funded bank products during tax season.
Free Licensing
Achieve 35+ funded bank products last season? Your license is free this year.
Free Renewals
High-volume EROs qualify for no-cost renewals based on production tiers.
Vacation Vouchers
Reward every client with a free vacation voucher (with a bank product).
Enterprise-Grade Features
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Unlimited Preparers
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Secure signatures with full audit trails for compliance and peace of mind.
Client App & CRM
Track clients, statuses, and tasks with ease using our integrated CRM system.
Document Upload
Clients upload W-2s, 1099s, IDs, and more from any device, streamlining your workflow.
Complete Forms Coverage
Full 1040 and business forms included. Handle any tax situation with confidence.
Banking Partners & Client Advances
Offer your clients next-day advances up to $7,000 through our trusted banking partners.
Trusted Partner Banks
TPG Santa Barbara, Refund Advantage, Republic Bank
Up to $7,000 Advances
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Low Fees
Backend fees capped at $99 (excluding bank fees/interest)
$7,000
Maximum Advance
Available next-day for your clients
Prepaid Card
Direct Deposit
Check
Transparent Pricing
One plan. All the features. Zero hassle. Just everything you need to grow your business.
Standard License
$449/Free
Full-featured license
High-Volume Bonus: Offices with 35+ funded bank products last season get exclusive bonuses—absolutely free!
New/Low-Volume Promo: Growing firms enjoy 50% off at $224—perfect for starting strong.
Renewal Perks: High-volume EROs qualify for free renewals, keeping your workflow seamless.
Unlock Cash Rebates: Hit 150 funded bank products and unlock additional savings automatically.
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