Privacy Policy

01Who we are

Filewell ("Filewell", "we", "us") provides a client management and automation system for tax practices. This policy explains how we handle information when you visit our website, contact us, book a demo, or use our services. If you have questions, email us at [email protected].

02Information we collect

Information you give us. This includes your name, email address, phone number, business name, appointment details, and anything you write in a message or form.

Information collected automatically. When you visit our website we may collect your IP address, browser and device type, pages viewed, and the time and date of your visit, using cookies and similar technologies.

Information in your Filewell account. If you are a Filewell customer, you and your team may store client records, messages, and appointment details in the system. For that information, we act as a service provider on your behalf and handle it only to provide the services.

03How we use information

• To provide, set up, and support our services
• To respond to your questions and schedule demos
• To send service messages, such as confirmations, reminders, and account notices
• To improve our website and services
• To protect against fraud, abuse, and security threats
• To meet legal obligations
• To send marketing messages where the law allows, with a clear way to opt out

04Text messages and email

If you give us your phone number and agree to receive texts, we may send messages about your inquiry, appointments, and service updates. Message frequency varies. Message and data rates may apply. Reply STOP at any time to opt out, or HELP for help.

We do not share mobile opt-in information or consent with third parties or affiliates for their marketing or promotional purposes. Email messages include an unsubscribe option.

05How we share information

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

• Service providers that help us run our business, such as hosting, communications, payment, and analytics providers, who may use it only to perform services for us
• Authorities or other parties when required by law or to protect rights and safety
• A successor, if Filewell is involved in a merger, acquisition, or sale of assets
• Others, when you ask us to or give your permission

06Cookies and similar technologies

We use cookies to make our website work, remember preferences, and understand how the site is used. You can control cookies through your browser settings. Blocking some cookies may affect how the site works.

07How long we keep information

We keep information for as long as needed to provide our services, resolve disputes, enforce our agreements, and meet legal obligations. You can ask us to delete your information at any time, and we will do so unless we need to keep it for a legitimate legal or business reason.

08Security

We use reasonable administrative, technical, and physical safeguards to protect information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security. Please do not send Social Security numbers, bank details, or full tax returns through our website forms or by regular email.

09Your choices and rights

You may ask to access, correct, or delete the personal information we hold about you, and you may opt out of marketing messages at any time. Depending on where you live, you may have additional rights under local law. To make a request, email [email protected]. If your information is held in the account of a business that uses Filewell, please contact that business directly.

10Children

Our website and services are intended for businesses and are not directed to anyone under 18. We do not knowingly collect personal information from children.

11Links to other sites

Our website may link to other sites or services. We are not responsible for their content or privacy practices, so please review their policies.

12Changes to this policy

We may update this policy from time to time. When we do, we will change the date at the top of this page. Continued use of our website or services after an update means you accept the revised policy.

13Contact us

Questions about this policy? Email us at [email protected].