How do you keep all my personal information secure?

We abide by strict data protection procedures and store all client information on the secure platform of Google sheets. The client alone can access their information by logging into their personal email and by using their personal password – this is also the case for our staff. 

 

Data can be deleted as soon as we’ve completed the application process. This only takes a few days from when the client submits their information. We have dealt with 3000-plus clients all over the world and have never had a security breach or data leak.

 

Why do you need my SSN?

Your SSN is required in order to submit your applications for the sales and use tax accounts during the Sales Tax Exemption process. These applications are submitted via online forms, and most states will only allow us to move forward / to the next page of the application if some requested information is included - this includes your SSN number.

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Why do you need my banking information?

Your banking information is required in order to submit your applications for the sales and use tax accounts during the Sales Tax Exemption process. These applications are submitted via online forms, and most states will only allow us to move forward / to the next page of the application if some requested information is included - this includes your banking information.

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Why do you need my license ID and/or passport?

A photo ID is required in order to submit your applications for the sales and use tax accounts during the Sales Tax Exemption process. These applications are submitted via online forms, and most states will only allow us to move forward / to the next page of the application if some requested information is included - this includes your photo ID.