Privacy Policy
GFM Tax Pro
Effective Date: October 7, 2026
GFM Tax Pro (“GFM Tax Pro,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the information you provide when you visit our website, register for our webinars, request information, submit forms, or participate in our educational and business-development programs. This Privacy Policy explains what information we collect, how we use it, how we share it, and the choices available to you.
By using our website or submitting your information through our forms, you acknowledge the practices described in this Privacy Policy.
1. Information We Collect
We may collect information that you voluntarily provide to us, including:
Full name
Email address
Business name
Tax preparation experience
Information about your tax preparation business
ERO-related interests
Webinar registration information
Training or program interests
Appointment and calendar information
Information submitted through surveys, forms, applications, or questionnaires
Communications you send to us
We only request information that is reasonably necessary to provide our services, educational resources, webinar registration, communications, and business-development opportunities.
2. Automatically Collected Information
When you visit our website, certain information may automatically be collected, including:
IP address
Browser type
Device type
Operating system
Pages visited
Date and time of visits
Referring website
General website activity
Cookies and similar technologies
This information may be used to improve website performance, security, analytics, and user experience.
3. How We Use Your Information
We may use the information we collect to:
Register you for webinars and eventsBrowser type
Send webinar confirmation and access information
Provide requested educational resources
Respond to questions and inquiries
Schedule and manage appointments
Provide training and educational information
Provide information about becoming an ERO
Communicate about our programs, services, and offers
Send email and SMS communications when permitted
Improve our website, funnels, programs, and educational materials
Understand how visitors interact with our website
Prevent fraud, abuse, or unauthorized activity
Maintain website and system security
Comply with applicable legal requirements
4. Email Communications
If you provide your email address, we may send you:
Webinar confirmations
Webinar reminders
Educational content
Training information
Business-development resources
Appointment confirmations
Follow-up communications
Program and service information
Promotional communications
You may unsubscribe from promotional email communications at any time by using the unsubscribe link included in the email.
Transactional or service-related communications may still be sent when necessary to provide a service you requested.
5. SMS and Mobile Communications
If you provide your mobile phone number and affirmatively opt in to receive text messages, you may receive SMS communications from GFM Tax Pro regarding:
Webinar reminders
Webinar access information
Appointment reminders
Scheduling communications
Requested information
Educational communications
Program-related notifications
Promotional messages, where separately authorized
Promotional communications
Message frequency may vary. Message and data rates may apply.
You can opt out of SMS communications at any time by replying STOP.
For assistance, reply HELP or contact us using the information provided on our website.
Consent to receive marketing text messages is not a condition of purchasing any product or service.
6. Mobile Information Sharing
We do not sell or rent your mobile phone number or SMS opt-in information to third parties for their own marketing purposes.
Mobile information may be shared with service providers that help us deliver communications, operate our website, manage our CRM, process registrations, schedule appointments, or provide other services on our behalf.
These providers are expected to use information only as necessary to provide the services requeste
7. Cookies and Tracking Technologies
We may use cookies, pixels, tags, analytics tools, and similar technologies to:
Remember preferences
Understand website usage
Measure advertising performance
Improve website functionality
Analyze traffic
Improve marketing campaigns
Understand how visitors move through our funnel
You may be able to control cookies through your browser settings. Disabling certain cookies may affect website functionality.
8. Marketing and Advertising
We may use advertising and analytics platforms to understand the effectiveness of our marketing campaigns.
These technologies may help us:
Measure conversions
Understand website traffic
Improve advertising
Deliver relevant advertising
Create audience segments
Analyze campaign performance
Where required, we will obtain appropriate consent before using certain tracking technologies.
9. How We Share Information
We may share information with trusted third-party service providers that help us operate our business, including providers for:
Website hosting
CRM and lead management
Email delivery
SMS communications
Webinar hosting
Appointment scheduling
Payment processing
Analytics
Advertising
Customer support
Data storage
Security
We may also disclose information when reasonably necessary to:
Comply with applicable law
Respond to legal requests
Protect our rights
Protect users or the public
Prevent fraud or abuse
Enforce our agreements
Complete a business transaction
We do not sell your personal information as a source of revenue.
10. Payment Information
If you purchase a product, program, training, or other service, payment information may be processed by a third-party payment processor.
We generally do not store complete payment card information on our own systems.
Payment processors may collect and process payment information according to their own privacy policies and terms.
11. Data Security
We take reasonable administrative, technical, and organizational measures to protect personal information from unauthorized access, disclosure, alteration, or destruction.
However, no internet transmission or electronic storage system can be guaranteed to be completely secure.
12. Data Retention
We retain personal information for as long as reasonably necessary to:
Provide requested services
Maintain business records
Manage customer and prospect relationships
Fulfill legal or contractual obligations
Resolve disputes
Prevent fraud
Enforce our agreements
When information is no longer reasonably necessary, we may delete, anonymize, or securely dispose of it, subject to applicable legal requirements.
13. Your Privacy Choices
Depending on applicable law, you may have the right to:
Request access to personal information
Request correction of inaccurate information
Request deletion of certain information
Opt out of promotional emails
Opt out of SMS marketing
Withdraw certain consents
Request information about how your information is used
To make a privacy-related request, contact us using the contact information provided below.
14. Third-Party Websites and Services
Our website may contain links to third-party websites, platforms, payment processors, webinar services, scheduling systems, or other services.
We are not responsible for the privacy practices, security, or content of third-party websites.
We encourage you to review the privacy policies of third-party services before providing them with personal information.
15. Children's Privacy
Our website and services are intended for adults and business professionals.
We do not knowingly collect personal information from children under the age required by applicable law.
If you believe that a child has provided personal information to us, please contact us so we can take appropriate action.
16. Changes to This Privacy Policy
We may update this Privacy Policy from time to time.
When we make changes, we may update the Effective Date shown at the top of this page.
Your continued use of our website after an updated Privacy Policy becomes effective constitutes acceptance of the updated policy to the extent permitted by law.
17. Contact Information
GFM Tax Pro
Website: GFM Tax Pro
Email: [email protected]
For privacy questions or requests, please contact us using the information above.
A2P 10DLC Compliance Statement
By submitting a web form, registering for a webinar, scheduling an appointment, requesting information, enrolling in a program, or otherwise providing your mobile number and affirmatively opting in, you consent to receive recurring automated and non-automated text messages from GFM Tax Pro regarding webinar confirmations and reminders, appointment notifications, requested information, customer-care communications, educational resources, program updates, training opportunities, and promotional offers where separately authorized and permitted by law.
Consent is not a condition of purchase. Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe or HELP for assistance.
Mobile information, text-message opt-in data, and consent records will not be sold or shared with third parties or affiliates for their own marketing or promotional purposes. Information may be provided to vendors and service providers only as necessary to operate, manage, and deliver the messaging program.
This policy should accurately match GFM Tax Pro's website forms, actual data practices, and SMS campaigns. Legal review is recommended before publication.
