Privacy Policy

Last updated on September 24, 2026

YOUR PRIVACY IS A PRIORITY TO US

At RightWay Tax Solutions, LLC (“RightWay Tax Solutions,” “RightWayGO,” “we,” and “us”), we are committed to safeguarding information collected through rightwaygo.com and related websites, account portals, applications, forms, products, and services we provide through those sites (collectively, the “Site” or “Service”). This Privacy Policy is provided for visitors to the Site, individuals who contact us through the Site, and users of RightWayGO’s sales, marketing, communications, lead management, workflow automation, and related services (“you”). It explains how we collect, use, retain, disclose, and protect information about you, your business, and information you submit through the Service, and describes your choices regarding access, correction, deletion, and certain uses of your personal information.

Since your privacy is a priority to us, RightWay Tax Solutions will not share nonpublic information about you with third parties outside of our corporate family without your consent, except as explained in this Privacy Policy or as otherwise permitted or required by law.

Please read this Privacy Policy carefully before using the Site. By accessing or using the Site, you acknowledge that you have read and understand this Privacy Policy. If you use the Site on behalf of a firm or organization, you represent that you are authorized to do so.

SCOPE OF THIS PRIVACY POLICY

RightWayGO is a U.S.-based online sales and marketing platform provided by RightWay Tax Solutions, LLC for tax professionals and tax businesses. The Service may include tools for lead capture, communications, SMS, email, live chat, phone calls, customer relationship management, workflow automation, reputation management, social media management, support, ticketing, product subscriptions, and related features. This Privacy Policy applies to personal information collected through rightwaygo.com and related RightWayGO pages and services that link to this Privacy Policy.

The Site is intended for use by individuals in the United States and is not directed to individuals located outside the United States. We comply with applicable federal and state privacy laws and align our practices with evolving legal requirements for protecting personal information, including sensitive information used to provide identity protection and credit monitoring services.

This Privacy Policy applies to rightwaygo.com and related pages or services that link to this Privacy Policy. Because these sites support different features—including general website browsing, demo requests, contact forms, subscriptions, account creation, login, support tickets, communications tools, campaign management, and payment or billing features—some portions of this Privacy Policy may apply differently depending on the feature you use and the information you choose to provide.

The Site may display product pages, subscription options, demo forms, checkout functionality, support forms, and related account features. Information collected to complete a purchase, manage a subscription, provide support, or deliver the Service will be handled as described in this Privacy Policy.

This Privacy Policy does not apply where a separate privacy notice is provided or where another company, partner, insurer, credit bureau, payment processor, or service provider is responsible for its own privacy practices. If you access third-party websites or services through links on the Site, your information may be subject to those third parties’ privacy notices and terms.

INFORMATION WE COLLECT

We collect information from you directly, the devices that you use to interact with us, and third-party analytics providers.

Information you give us

The Site is intended for individuals who visit rightwaygo.com, request a demo, contact us, purchase or subscribe to RightWayGO, create or access an account, submit a support ticket, or otherwise interact with RightWayGO through the Site or Service.

You may provide the following information when you use the Site, request a demo, submit a contact or support form, create or access an account, subscribe to the Service, use communications or marketing tools, connect third-party applications, upload content, or otherwise communicate with us:

• Contact information, including name, business name, email address, mailing address, and phone number, such as when you contact us, request a demo, submit a support request, or subscribe to the Service.
• Account information, such as username, password, authentication information, account name, subscription plan, billing status, and other credentials or information used to create, verify, access, or manage your account.
• Payment and billing information, such as product selections, subscription details, purchase history, payment method information, credits, usage-based charges, invoices, and related transaction details. Payment information may be collected by us or our third-party payment processor only to complete transactions and manage billing.
• Service content and user-generated content that you or your authorized users submit, upload, import, or generate through the Service, including messages, campaign content, workflows, templates, contacts, support tickets, notes, call or chat information, and related business content.
• Third-party client or customer information that you submit, import, or process through the Service, including names, contact information, communications history, lead information, appointment information, and other information relating to your clients, prospects, or customers.
• Information from connected applications, integrations, or third-party services that you authorize us to access or process in connection with the Service.
• Information contained in communications to us, including demo requests, contact form submissions, support requests, refund or billing requests, questions, feedback, survey responses, or other messages.
• Information you make available to us through social media, reviews, testimonials, surveys, promotions, affiliate or referral activities, or other public or interactive features.
• Any other information you submit to us.

Because RightWayGO may be used by tax professionals and other businesses to communicate with their own clients, you should provide only information that is accurate, current, and necessary to use the Service. If you provide information about another person, including a client, prospect, employee, contractor, or other contact, you represent that you have authority to provide that information and to use it through the Service in compliance with applicable law.

When you create or access an account through the Service, we may collect information needed to authenticate your login, manage your subscription, provide communications tools, deliver support, operate workflows and integrations, process billing, maintain account security, and provide the RightWayGO features available through your account.

Information we collect automatically

We and partners working on our behalf may use cookies, web beacons, pixels, tags, or similar technologies on the Site to collect information from the device you use to interact with us. The information collected may include:

• Internet service provider
• Device identification number, including mobile device ID and IP address
• Operating system and browser type
• Analytical information about how you interact with the Site and our services, including access dates and times, page views, clicks, scrolling activity, events that occur on the Site, performance information, and referring and exit pages.

Mobile device information

If you use your mobile device in connection with the Site or portal, we may collect device-related information, such as device identifiers, IP address, browser type, operating system, and information about how you interact with the Site. We use this information to support authentication, security, fraud prevention, analytics, and service functionality.

Children’s information

Our products and services are not intended for or directed to persons under the age of 16, nor do we knowingly collect personal information from anyone under the age of 16.

HOW WE USE YOUR INFORMATION

We may use information about you, your business, and information submitted through the Service for the following purposes:

DISCLOSURE OF INFORMATION

The privacy and security of your information is important to us. As indicated below, we may share your information to support the products and services you request. We may also provide your information to third parties, with your specific consent or as permitted by law without consent.

We may share your information with the following categories of entities:

HOW WE PROTECT YOUR INFORMATION

RightWay Tax Solutions protects personal information using administrative, technical, and physical safeguards designed to help secure our services and information systems. These safeguards may include security policies and procedures, access controls, encryption, monitoring, authentication measures, incident response measures, and other protections appropriate to the sensitivity of the information we collect and maintain.

DATA RETENTION

We retain personal information for as long as necessary to provide the services you request, maintain your account, comply with legal obligations, resolve disputes, prevent fraud, enforce agreements, and conduct legitimate business operations. The length of time we retain information may vary depending on the type of information, the purpose for which it was collected, account status, service requirements, legal requirements, and security needs. If you wish to cancel your account or ask that we no longer use your information to provide services, contact us using the information in the Contact Us section below.

We may retain certain information after account cancellation or service termination where necessary for legal, regulatory, security, fraud prevention, dispute resolution, backup, audit, or business continuity purposes. We may also retain aggregated, de-identified, or anonymized information that does not reasonably identify you.

COOKIES

We and our vendors use cookies and similar technologies on the Site to support website functionality, account access, security, analytics, tag management, embedded content, product pages, checkout and subscription functionality, communications, support, and advertising or marketing activities where enabled. These technologies may collect or receive information from the device you use to interact with the Site, including information about your browser, device, IP address, website activity, and interactions with our online content.

Specifically, the Site may use cookies and similar technologies to support website functionality, account access, security, analytics, tag management, embedded content, product pages, cart functionality, and communications. The specific providers and cookies used may change over time as we update the Site and portal.

YOUR CHOICES AND USER CONTROLS

You may have choices regarding how your personal information is accessed, corrected, deleted, used, or shared. You can view or update certain account information by logging into your account, and you may contact us to submit privacy-related requests or ask questions about your information. We will respond to requests as required by applicable law and subject to legal, security, tax, recordkeeping, and operational limitations.

If you use the Service on behalf of your business, you are responsible for handling data-related requests from your own clients, prospects, customers, employees, contractors, or other contacts for information within your possession or control.

To unsubscribe from general marketing emails, you may use the unsubscribe link in our emails or contact us using the information in the Contact Us section.

Some users may have additional rights under applicable state privacy laws. Please see the Your State Privacy Rights section below for more information.

Do Not Track, Global Privacy Control signals

RightWay Tax Solutions takes privacy and security seriously and provides choices regarding how information is collected, used, and shared, as described above. Some browsers or devices allow you to send “Do Not Track” or Global Privacy Control signals. Where required by applicable law and technically feasible, we will treat recognized opt-out preference signals as requests to opt out of applicable sales or sharing of personal information.

YOUR STATE PRIVACY RIGHTS

Depending on where you live and how applicable law applies to our services, you may have certain privacy rights regarding your personal information. These rights may include the right to know or access personal information, request a copy of personal information, request correction or deletion, opt out of certain sales or sharing, appeal certain decisions, and be free from discrimination for exercising applicable privacy rights. These rights may be subject to legal exceptions, verification requirements, and limitations for information regulated by federal financial privacy laws, tax laws, or other applicable laws.

This section supplements the rest of this Privacy Policy and is intended to provide additional disclosures required by the California Consumer Privacy Act, as amended, and other applicable state privacy laws. References to California law are not intended to limit rights that may apply under other state privacy laws. If there is a conflict between this section and another part of this Privacy Policy, this section will control for residents covered by applicable state privacy laws.

When you interact with our Site, portal, or services, we may collect information that identifies, relates to, describes, or is reasonably capable of being associated with or linked to you (“Personal Information”). The types of Personal Information that we collect about you are described above. In addition, the categories of Personal Information that we may have collected within the last twelve (12) months, the sources of and purposes for which we have collected such information, and information about to whom we have disclosed, sold, or shared such information are below. The examples provided below are intended to cover the Site, contact forms, account portal, enrollment, monitoring services, support interactions, and any cart or purchase functionality that may be enabled.

To exercise any applicable privacy right, please contact us using the information in the Contact Us section and describe the request you are making. We may need to verify your identity or authority to act on behalf of another person before fulfilling the request. We will respond within the time required by applicable law.

Right to Know

You may have a right to know what Personal Information we have collected, used, shared, or sold about you, and why. This information is described in the table above and elsewhere in this Privacy Policy. If you need further information, you may submit a request as described above.

Right to Request Information About Third Parties

We describe the categories of service providers, vendors, and third parties with whom we may share your Personal Information in the Disclosure of Information section above. That section also contains information about some of the specific third parties in these categories.

In addition to reviewing the information posted in our Privacy Policy, you may have the right to request information about the third parties to whom we have disclosed, sold, or shared your Personal Information. This may include the categories of Personal Information disclosed, sold, or shared and the categories of third parties that received such information. Where required by applicable law, and after we verify your request, we will provide additional information about the specific third parties to whom we disclosed your Personal Information, unless a legal exception applies.

You may submit a request for more information about third parties as described above. We will review and respond to your request in accordance with applicable law.

Right to Access and Portability

You may have a right to request access to the Personal Information we maintain about you and to receive a copy of that information, subject to legal exceptions.

Right to Delete Information

You may have the right to ask us to delete your Personal Information, subject to legal exceptions and retention obligations.

Right to Correct Information

You may have the right to request that we correct inaccurate Personal Information that we maintain about you, taking into account the nature of the information and the purposes for which we process it.

Right to Opt Out (“Do Not Sell or Share My Information”)

You may have the right to opt out of the “sale” or “sharing” of your Personal Information to “Third Parties.”

Entities to whom we disclose information for business purposes are “Service Providers”, which are companies that we engage to conduct activities on our behalf. Service Providers may help us provide RightWayGO, complete transactions, process payments, support communications tools, provide hosting, analytics, security, customer service, support ticketing, integrations, and other everyday business operations. We restrict Service Providers from using personal information for any purpose that is not related to our engagement, except as permitted by applicable law.

Entities to whom we “sell” or with whom we “share” information are “Third Parties” for purposes of this policy. Under the CCPA, a business “sells” personal information when it discloses personal information to a company for monetary or other benefit. A company may be considered a Third Party either because we disclose personal information to the company for something other than an enumerated business purpose under California law, or because its contract does not explicitly restrict it from using personal information for purposes unrelated to the service it provides to us. A business “shares” personal information when it discloses personal information to a company for purposes of cross-context behavioral advertising.

While we do not sell information for monetary gain, under the CCPA’s definition of a “sale”, we may “sell” personal information only when we permit a Third Party’s cookie or similar technology to collect information about you via our website. We may “share” some information about your website experience that is not sensitive or financial in nature with Third Parties for cross-context behavioral advertising or marketing analytics, subject to your choices and applicable law. We do not sell information that directly identifies you or that you submit as Service content through your RightWayGO account.

Right to Non-Discrimination

We will not discriminate or retaliate against you for exercising any privacy rights available to you under applicable state privacy laws. This means that, subject to applicable law, we will not treat you differently because you submitted a privacy rights request or otherwise exercised your rights by, for example:

• Denying goods or services to you;
• Charging different prices or rates for goods or services, including through the use of discounts, benefits, or other penalties;
• Providing a different level or quality of goods or services; or
• Suggesting that you may receive a different price, rate, level, or quality of goods or services because you exercised your privacy rights.

We do not offer financial incentives or differences in price or service in an attempt to influence whether you exercise any privacy rights available to you under applicable state privacy laws.

Right To Appeal Denials

You may have the right to request an appeal from us if you have sent a request for deletion of Personal Information, or to correct Personal Information, and have gotten denied access or deletion. If your request is denied, you have the right to request an appeal in which we will review and respond within the time required by law. Our response will include whether your appeal has been approved or denied, and if it was denied, there would be reasoning behind it.

If your request is denied, you may submit an appeal as described above. We will review and respond to the appeal within the time required by law.

PRIVACY POLICY CHANGES

This Privacy Policy may be revised in our sole discretion from time to time as we add new features and services, as laws change, and as industry privacy and security best practices evolve.

When we revise the Privacy Policy, we will post it on this page and change the date located at the top of the Privacy Policy page. We encourage you to return to this page periodically to check for any updates or changes. If we make any material changes to this Privacy Policy regarding use or disclosure of personal information, we will provide advance notice on our Platform. Small changes, or changes that do not significantly affect individual privacy interest, may be made at any time, and without prior notice.

CONTACT US

If you have questions or concerns regarding this Privacy Policy, or to submit any request concerning your personal information, you may contact us at:

Any claim, controversy, or dispute arising out of or in connection with this Privacy Policy may be subject to any applicable terms and dispute resolution provisions that govern your use of the Site, portal, or services.