Privacy Policy

Last Updated: October 21, 2025

1. Introduction

TAB INC ("we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website (the "Site"), use our services, or interact with us in any other way. By accessing or using our Site or services, you agree to the terms of this Privacy Policy.

We provide tax, accounting, and bookkeeping services to CPA firms, CFOs, small businesses, and mid-sized enterprises. In doing so, we may handle sensitive financial data, and we take data protection seriously.

2. Information We Collect

We collect information that you provide directly to us, as well as information collected automatically. This may include:

  • Personal Information: Name, email address, phone number, mailing address, and other contact details.
  • Financial Information: Bank account details, tax records, financial statements, and other data necessary for providing our accounting and tax services.
  • Usage Data: IP address, browser type, device information, pages visited, and time spent on the Site.
  • Cookies and Tracking Technologies: We use cookies to enhance your experience, analyze usage, and deliver personalized content.

3. How We Use Your Information

We use the information we collect for the following purposes:

  • To provide and maintain our services, including bookkeeping, tax preparation, financial reporting, and compliance support.
  • To communicate with you, respond to inquiries, and send updates or newsletters.
  • To improve our Site and services through analysis of usage patterns.
  • To comply with legal obligations, prevent fraud, and ensure security.
  • For marketing purposes, with your consent where required.

4. How We Share Your Information

We do not sell your personal information. We may share your information in the following circumstances:

  • With service providers and partners who assist us in delivering our services (e.g., cloud storage providers, payment processors).
  • With your consent, such as when sharing data with third-party tools integrated into our services.
  • To comply with legal requirements, respond to subpoenas, or protect our rights and safety.
  • In the event of a merger, acquisition, or sale of assets.

5. Security

We implement reasonable security measures, including encryption, access controls, and regular audits, to protect your information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

6. Your Rights

Depending on your location, you may have the following rights regarding your personal information:

  • Access, update, or delete your information.
  • Opt out of marketing communications.
  • Request restriction of processing or object to certain uses.

To exercise these rights, please contact us at the details provided below.

7. Cookies and Tracking Technologies

We use cookies to track user activity and improve our Site. You can manage cookie preferences through your browser settings. For more information, please review our Cookie Policy (if applicable).

8. Children's Privacy

Our services are not directed to children under 13 (or 16 in certain jurisdictions), and we do not knowingly collect personal information from children.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last Updated" date. Your continued use of the Site or services after changes constitutes acceptance of the updated policy.

10. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us at:

Phone Icon

Phone

972-886-5054

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Address

17350 STATE HWY 249, STE 220 #7793, HOUSTON, TX 77064

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