Privacy Policy

SimpleTax Hub, doing business as Simple 5330 (“we,” “us,” or “our”), is committed to safeguarding your personal information. This Privacy Policy explains how we collect, use, disclose, and protect your information in connection with our IRS Form 5330 e-filing and related services (collectively, the “Services”). We strive to provide transparency and accountability, meeting the standards expected by organizations of all sizes, including enterprise-level clients.

This Privacy Policy applies to all personal information that Simple 5330 processes, including information collected through our websites, mobile applications, offline interactions, and integrations with third-party platforms. We may update this Privacy Policy periodically to reflect changes in legal requirements or our data practices. If we make material changes, we will notify you as required by applicable law (e.g., by posting an updated version on our website or sending you an email notification).

We collect personal information to operate, improve, and provide our Services. The categories include:

• Identifiers: Name, email address, postal address, phone number, employer name, and other contact information.
• Device Information: IP address, browser type, operating system, device identifiers, and login timestamps.
• Interaction Data: Pages visited, features used, links clicked, and form submission details (e.g., IRS tax form data).
• Professional Data: Employer details, role or position, and other business information relevant to corporate account management.

1. Service Provision and Enhancement

• To facilitate IRS Form 5330 e-filing and related tax services.
• To improve and optimize the functionality and user experience of our platform.
• To personalize your interactions with our Services.

2. Payment Processing (Handled via third-party service - Authorize.net. We do not collect or store any payment information)

• To process transactions, manage subscriptions, and handle refunds.
• To detect and prevent fraudulent or unauthorized transactions.

3. Communication

• To send transactional emails (confirmations, invoices, notifications).
• To respond to customer support requests.
• To inform you of product changes and updates.

4. Legal and Regulatory Compliance

• To maintain records consistent with tax, audit, and legal requirements.
• To comply with IRS and state regulations.

5. Analytics and Research

• To analyze usage trends and improve services.
• To create aggregated datasets for research.

6. Corporate Governance

• For auditing, compliance, and risk management.
• To enforce Terms of Service.

1. Service Providers and Vendors

We engage trusted third parties to help deliver our services.

2. Business Partners

We may partner for co-marketing or joint offerings.

3. Government Agencies

We may disclose data when required by law.

4. Affiliates and Corporate Transactions

Data may be shared during mergers or acquisitions.

5. With Your Consent

We share data only with your permission.

• Access and Correction
• Deletion
• Restrictions and Objections
• Opt-Out of Marketing
• Do Not Sell/Share

We maintain industry-standard safeguards but cannot guarantee absolute security.

We retain information as required by law and business needs.

• Right to know
• Right to opt-out
• Non-discrimination

• Recognize returning users
• Analyze usage
• Deliver personalized experience

You can opt out via unsubscribe or contacting support@simple5330.com.

We may use anonymized data for research purposes.

We are not responsible for third-party policies.

You may contact a supervisory authority.

• Consent
• Contract
• Legitimate Interests
• Legal Obligation

No automated decisions without oversight.

We do not knowingly collect data from children.

SimpleTax Hub (Simple5330)
4380 Redwood Highway
San Rafael, CA 94903, USA
Phone: +1 (510) 474-1376
Email: support@simple5330.com