Privacy Policy

MTP respects your privacy. This Privacy Policy explains how we collect, use, store, and protect information submitted through our website, forms, applications, communications, and related services.

Information We Collect

We may collect personal information including your name, email address, phone number, mailing address, PTIN/SIDN information, identification documents, business details, program interest, uploaded documents, and other information you voluntarily provide.

How We Use Your Information

We use submitted information to review applications, provide software access, communicate next steps, manage onboarding, deliver support, improve services, send updates, and operate our business systems.

SMS, Email, and Communication Consent

By submitting your information, you agree that MTP may contact you by phone, text message, email, or automated communication regarding your inquiry, application, services, account, onboarding, or related opportunities. Message and data rates may apply. You may opt out of marketing text messages at any time by replying STOP.

Document Uploads

If you upload documents through our forms, those files may be stored securely through our website, CRM, or third-party service providers. Please only upload documents requested for review, verification, onboarding, or service-related purposes.

Third-Party Services

MTP may use third-party platforms for website hosting, CRM, forms, automation, communications, tax software access, payment processing, email delivery, SMS messaging, and document storage. These providers may process information as needed to support our services.

Information Sharing

We do not sell your personal information. We may share information with trusted service providers, software partners, compliance partners, support teams, or legal authorities when necessary to provide services, comply with law, protect our business, or fulfill onboarding requirements.

Data Security

We take reasonable steps to protect your information. However, no website, software system, or online transmission is 100% secure. By using our website and services, you understand that information submitted online carries some risk.

No Tax, Legal, or Financial Advice

Information on this website is provided for general informational and business purposes only. It should not be considered tax, legal, financial, or compliance advice. You are responsible for following all applicable laws, regulations, software rules, and professional requirements.

Your Choices

You may request access, correction, or deletion of your personal information by contacting us. Certain records may be retained when required for business, compliance, legal, or operational purposes.

Updates To This Policy

MTP may update this Privacy Policy from time to time. Updates will be posted on this page with a revised “Last Updated” date.

Contact Us

If you have questions about this Privacy Policy or how your information is handled, contact us at:

support@mtp.tax