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Privacy Policy

The Reed Corporation · Effective January 1, 2026 · Last Revised July 6, 2026

This Privacy Policy describes how The Reed Corporation, including its websites, online forms, client portals, web applications, SMS communications, email communications, phone communications, tax and accounting services, and related services, including the Reed Client Services Tracker, collects, uses, protects, retains, and discloses personal information. In this Privacy Policy, ‘The Reed Corporation’, ‘we’, ‘us’, and ‘our’ refer to The Reed Corporation. ‘You’ and ‘your’ refer to visitors, clients, prospective clients, authorized users, business contacts, and other individuals who interact with us. This Privacy Policy is intended to be easily accessible to consumers through our website, including through a visible link on our website footer, main website, and/or Contact Us page. This Privacy Policy is maintained at https://reedcorp.tax/privacy-policy/ By providing personal information to us, accessing our websites, submitting a website form, using our portals or applications, communicating with us by phone, email, SMS/text message, or otherwise interacting with us, you acknowledge the practices described in this Privacy Policy. If you do not agree with this Privacy Policy, please do not provide personal information to us or use our websites, portals, applications, or services. We may update this Privacy Policy from time to time. When we make changes, we will post the updated Privacy Policy on our website and update the Last Revised date above.

Scope of This Privacy Policy

This Privacy Policy applies to personal information collected through or in connection with:

  • The Reed Corporation websites and webpages, including contact pages and website forms;
  • The Reed Corporation client portals, online forms, applications, and digital tools, including the Reed Client Services Tracker;
  • Tax preparation, accounting, bookkeeping, payroll, business management, advisory, billing, administrative, and related services;
  • Email, phone, SMS/text message, client portal, and other communications;
  • Documents, records, files, and information submitted or uploaded by you or your authorized representatives;
  • Support, onboarding, intake, scheduling, account management, billing, and client service interactions.

This Privacy Policy does not apply to third-party websites, applications, platforms, or services that we do not own or control, even if they are linked from our website or used in connection with our services. Those third parties are responsible for their own privacy practices.

Personal Information We Collect

We collect personal information directly from you, automatically through websites and technology systems, and, where permitted, from third parties or authorized sources.

Personal Information You Provide to Us

Depending on how you interact with us, we may collect the following categories of personal information:

  • Identifiers and contact information, such as name, mailing address, email address, telephone number, mobile phone number, business name, job title, and professional role;
  • Client and prospect information, such as client status, service interest, appointment information, tax/accounting matter information, intake responses, contact preferences, and requested services;
  • Account and portal information, such as user IDs, login credentials, passwords, authentication information, user roles, authorized-user information, and account settings;
  • Billing and payment information, such as billing contact information, invoices, payment status, transaction history, payment-related metadata, and service plan information;
  • Tax, accounting, bookkeeping, payroll, business, financial, compliance, entity, ownership, identification, and related information that you provide in connection with services requested or received;
  • Documents and files, such as tax documents, accounting records, payroll records, financial statements, bank records, notices, correspondence, identity documents, contracts, and other materials submitted or uploaded to us;
  • Communications, such as emails, phone call information, SMS/text messages, portal messages, support requests, intake responses, form submissions, and other correspondence;
  • Information about your business, employer, employees, contractors, vendors, clients, dependents, beneficiaries, owners, representatives, or other individuals where you provide that information for service-related purposes;
  • Any other information you choose to provide to us.

Personal Information Collected Automatically

When you visit or interact with our websites, portals, applications, or digital services, we may automatically collect certain information, including:

  • IP address;
  • Browser type and version;
  • Device type and device identifiers;
  • Operating system and platform;
  • Pages visited, links clicked, referring and exit pages, date and time of visits, and clickstream data;
  • General location information derived from IP address;
  • Cookie identifiers, session information, log data, diagnostics, performance data, and security event information;
  • Information collected through cookies, web beacons, pixels, server logs, analytics tools, and similar technologies.

Personal Information Collected From Third Parties or Authorized Sources

Where permitted by applicable law, professional standards, and relevant agreements, we may collect personal information from third parties or authorized sources, including:

  • Your employer, business, entity, representative, family member, fiduciary, attorney, financial advisor, bookkeeper, payroll provider, or other authorized contact;
  • Government agencies, tax authorities, courts, regulators, or public records;
  • Payment processors, identity verification providers, client portal providers, software integrations, and technology vendors;
  • Scheduling, intake, document management, email, phone, SMS, and communications providers;
  • Publicly available sources and information you direct or authorize others to provide to us.

How We Collect Personal Information

We may collect personal information through the following methods:

  • Website forms, including Contact Us forms, service inquiry forms, scheduling forms, and intake forms;
  • Client portals, web applications, document upload systems, and digital workflows;
  • Paper forms, electronic forms, engagement documents, questionnaires, organizers, and onboarding materials;
  • Email, phone calls, SMS/text messages, video calls, meetings, and other communications;
  • Documents, records, files, and information submitted by you or your authorized representatives;
  • Cookies, analytics tools, logs, and similar technologies;
  • Software integrations, payment processors, service providers, public records, and other authorized sources.

If we collect SMS consent through a website form, the form will include a phone number field and an SMS consent checkbox that is unchecked by default, optional, and not required to submit the form.

How We Use Personal Information

We may use personal information for the following purposes:

  • To provide tax preparation, accounting, bookkeeping, payroll, advisory, business management, compliance, client service, and related professional services;
  • To operate, maintain, secure, and improve our websites, client portals, web applications, technology systems, and internal workflows;
  • To create, maintain, authenticate, and manage client accounts, portal access, authorized users, and user permissions;
  • To respond to inquiries, service requests, support requests, and communications;
  • To schedule appointments, coordinate meetings, and manage client communications;
  • To request, receive, organize, review, and process documents, records, signatures, approvals, and client action items;
  • To send service-related emails, phone calls, SMS/text messages, client portal reminders, appointment reminders, document request reminders, filing deadline reminders, billing communications, and administrative notices;
  • To process payments, issue invoices, manage billing, maintain transaction records, and respond to billing questions;
  • To perform analytics, quality control, troubleshooting, product improvement, workflow improvement, and business administration;
  • To detect, prevent, investigate, and respond to fraud, misuse, unauthorized access, security incidents, technical issues, or legal risks;
  • To comply with applicable laws, tax rules, professional standards, subpoenas, court orders, regulatory requests, and other legal obligations;
  • To enforce our agreements, policies, rights, and remedies;
  • To protect the rights, privacy, security, safety, or property of The Reed Corporation, our clients, our personnel, or others.

Where we process tax return information, client financial information, or other professional service information, we use and disclose that information only as permitted by applicable law, professional standards, client authorization, service requirements, or legal obligations.

SMS Communications and Consent

The Reed Corporation may collect your name, phone number, email address, client status, service interest, appointment information, tax/accounting matter, and related information when you submit a website form, complete an intake form, contact us, or otherwise provide information to us. We may use this information to communicate with you regarding tax preparation, accounting services, appointments, document requests, client portal reminders, filing deadlines, billing or administrative matters, and responses to your inquiries. If you consent to receive SMS messages from The Reed Corporation, we may send conversational and informational SMS messages related to tax preparation, accounting services, appointments, document requests, client portal reminders, tax filing deadlines, billing or administrative matters, and responses to your inquiries. Reply STOP to opt out. Reply HELP for support. Message and data rates may apply. Messaging frequency may vary. You may also contact us at info@reedcorp.tax or 1-800-986-0101. Consent to receive SMS messages is not required as a condition of purchasing, receiving, or using our services. If SMS consent is collected through a website form, paper form, electronic form, intake form, engagement document, or similar method, the SMS consent checkbox will be unchecked by default, optional, and not required to submit the form. No mobile opt-in information, SMS consent, or phone numbers will be shared with third parties or affiliates for marketing or promotional purposes. SMS consent is not shared with third parties or affiliates. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. Visit https://reedcorp.tax/privacy-policy/ to view this Privacy Policy and SMS Terms.

SMS Terms & Conditions

If you consent to receive SMS messages from The Reed Corporation, you agree to receive conversational and informational SMS messages from us regarding tax preparation, accounting services, appointments, document requests, client portal reminders, tax filing deadlines, billing or administrative matters, and responses to your inquiries. Reply STOP to opt out. Reply HELP for support. Message and data rates may apply. Messaging frequency may vary. You may also contact us at info@reedcorp.tax or 1-800-986-0101. The Reed Corporation does not send SMS messages for third-party marketing. The Reed Corporation does not share SMS consent, mobile opt-in information, or phone numbers with third parties or affiliates for marketing or promotional purposes. Visit https://reedcorp.tax/privacy-policy/ to view our Privacy Policy and SMS Terms.

Website Form SMS Consent

Where The Reed Corporation collects phone numbers through a website form, the form may include an optional SMS consent checkbox. The form must include a phone number field if SMS consent is collected through that form. The SMS consent checkbox must be unchecked by default, optional, and not required to submit the form. The SMS consent language on website forms should read:

The exact URL where this SMS opt-in language appears is: https://reedcorp.tax/contact/ If SMS consent is not collected through a specific website form, that form should not imply that submitting the form enrolls the user in SMS messages.

Other Methods of SMS Consent

The Reed Corporation may also obtain SMS consent through paper forms, electronic forms, client intake forms, engagement documents, email, verbal consent, or consumer-initiated text messages.

Paper or Electronic Form Consent

If SMS consent is obtained through a paper form, electronic form, client intake form, engagement document, or similar method, the form should include an optional checkbox that is unchecked by default and not required. The consent language should read:

Verbal Consent

If SMS consent is obtained verbally, our representative should use the following script:

If the consumer agrees, we may record the date, time, method, context, and source of consent in our records.

Email Consent

If SMS consent is obtained by email, the email request should include the following language:

If the consumer responds affirmatively, we may record the consent in our records.

Consumer-Initiated Text Messages

A consumer may initiate SMS communication by texting The Reed Corporation first using a phone number made available by The Reed Corporation, such as on our website, Contact Us page, business card, flyer, email signature, client portal, or other visible location. Where we invite consumers to text us, the following disclosure should be displayed near the phone number:

  • “You can text The Reed Corporation for information regarding our services. By texting The Reed Corporation, you agree to receive Conversational messages from The Reed Corporation. Reply STOP to opt-out; Reply HELP for support; Message & data rates may apply; Messaging frequency may vary. Visit https://reedcorp.tax/privacy-policy/ to see our privacy policy and https://reedcorp.tax/terms-of-service/ for our Terms of Service.”

SMS Opt-Out and Help Instructions

You may opt out of SMS messages from The Reed Corporation at any time by replying STOP to any SMS message from us. After you reply STOP, we may send a confirmation message to confirm that you have been unsubscribed. After that, you should no longer receive SMS messages from us unless you provide consent again or otherwise initiate communication where permitted. You may reply HELP for support. You may also contact us at info@reedcorp.tax or 1-800-986-0101. Message and data rates may apply. Messaging frequency may vary.

Telephone Calls and Email Communications

If you provide your phone number, we may call you regarding services you request or receive, appointment coordination, document requests, billing, client service matters, follow-up communications, or other business-related purposes. If you provide your email address, we may email you regarding services you request or receive, account matters, document requests, portal reminders, appointment coordination, billing, support, legal notices, security notices, and other service-related or administrative matters. Promotional emails, if any, will include an unsubscribe link or other instructions for opting out. Even if you opt out of promotional emails, we may still send service-related, transactional, legal, security, billing, or administrative communications. We do not sell phone numbers or email addresses. We do not share phone numbers, mobile opt-in information, SMS consent, or email addresses with third parties or affiliates for their independent marketing purposes.

How We Share Personal Information

We do not sell personal information for monetary compensation. We may disclose personal information only as reasonably necessary for the purposes described in this Privacy Policy, including to:

  • Service providers and vendors that perform services on our behalf;
  • Hosting, cloud storage, database, portal, document management, security, analytics, communications, email, phone, SMS, scheduling, payment, and technology providers;
  • Professional advisors, including attorneys, accountants, auditors, consultants, and compliance advisors;
  • Government agencies, tax authorities, courts, regulators, law enforcement, or other parties when required or permitted by law;
  • Authorized representatives, contacts, or third parties that you direct, authorize, or permit us to communicate with;
  • Successors or assigns in connection with a merger, acquisition, restructuring, sale, or transfer of all or part of our business or assets;
  • Other parties when necessary to protect rights, privacy, security, safety, property, prevent fraud, respond to legal process, or enforce our agreements.

Our service providers are authorized to use personal information only as necessary to provide services to us, comply with law, protect security, or as otherwise permitted by applicable agreements and law. We do not share client tax, accounting, financial, payroll, business, or service-related information with third parties for their independent marketing purposes. No mobile opt-in information, SMS consent, or phone numbers will be shared with third parties or affiliates for marketing or promotional purposes. SMS consent is not shared with third parties or affiliates.

Service Providers and Subprocessors

We may use vendors, service providers, and subprocessors that help us operate our business, websites, client portals, web applications, communications, billing, security, analytics, document management, and professional services. These providers may include, as applicable:

  • Website hosting and cloud infrastructure providers;
  • Database, backup, and storage providers;
  • Client portal, workflow, and document management providers;
  • Email, phone, SMS, and communications providers;
  • Payment processors and billing providers;
  • Scheduling, intake, electronic signature, and client service providers;
  • Analytics, logging, monitoring, cybersecurity, and fraud prevention providers;
  • Customer support, help desk, and internal productivity tools;
  • Artificial intelligence or automation providers, if used to support our services or internal operations;
  • Professional advisors, including legal, accounting, compliance, security, and technology consultants.

We do not authorize service providers to use personal information for their own independent marketing purposes. Service providers are permitted to process personal information only as necessary to provide services to us, comply with law, protect security, or as otherwise permitted by applicable agreements and law.

Web Applications, Client Portals, and Uploaded Information

This Privacy Policy applies to personal information collected through our websites, client portals, online forms, web applications, and related technology services, including the Reed Client Services Tracker. When you use our websites, portals, applications, or digital services, we may collect account information, login credentials, authentication information, user role information, usage data, device information, IP address, audit logs, support communications, uploaded documents, messages, task information, client status, service interest, appointment information, tax/ accounting matter information, and other information you or your authorized users submit. Uploaded information may include tax, accounting, bookkeeping, payroll, financial, business, identification, contact, and client service information. You are responsible for ensuring that you have the right to provide any information or documents you submit to us.

Customer Data and Client Files

As between you and The Reed Corporation, you retain your rights in the documents, files, records, and information that you provide to us. We do not claim ownership of your uploaded documents or client files. You authorize The Reed Corporation to host, store, access, use, process, transmit, and display customer data and uploaded files as reasonably necessary to provide services, operate our websites, portals, and applications, communicate with you, troubleshoot issues, maintain security, comply with legal obligations, and enforce our agreements. Customer data may be stored in active systems, backups, logs, archives, and support records in accordance with our retention practices, legal obligations, professional standards, and business needs.

Artificial Intelligence and Automation

The Reed Corporation may use artificial intelligence, automation, or software-assisted tools to support internal operations, improve workflows, summarize information, classify documents, identify missing information, assist with client service, support website or application features, or help provide services. When AI or automation tools are used, personal information, prompts, files, messages, or related data may be processed by The Reed Corporation or by service providers acting on our behalf, only as reasonably necessary for the applicable business, service, security, support, or operational purpose. The Reed Corporation does not use client tax, accounting, financial, payroll, identification, or uploaded document information to train third-party AI models unless we provide notice and obtain consent or unless otherwise permitted by applicable law and agreement. AI-generated or software-assisted outputs may be incomplete or inaccurate and should be reviewed by qualified personnel before being relied upon for tax, accounting, legal, financial, payroll, compliance, or other important matters.

Payments and Billing Information

If you make payments to The Reed Corporation, we may collect billing contact information, payment status, invoice information, transaction details, subscription or service plan information, and payment-related metadata. We may use third-party payment processors to process payments. We do not intend to store full credit card numbers or complete payment card credentials on our own systems. Payment information may be processed directly by our payment processor in accordance with its own terms, privacy policy, and security practices. We use billing and payment information to process payments, issue invoices and receipts, manage account status, respond to billing questions, detect fraud, comply with legal and tax obligations, and maintain business records.

Cookies and Similar Technologies

When you visit or interact with our websites, portals, applications, or digital services, we may use cookies, web server logs, web beacons, pixels, analytics tools, session cookies, preference cookies, security cookies, and similar technologies to collect information about your device, browsing actions, and usage patterns. We may use these technologies to:

  • Operate, secure, and maintain our websites, portals, and applications;
  • Remember preferences and maintain sessions;
  • Analyze website traffic, performance, and usage;
  • Understand how visitors interact with our services;
  • Improve our websites, products, services, and user experience;
  • Detect and prevent fraud, misuse, abuse, or security issues;
  • Support analytics, advertising-related functionality, or retargeting, if used and where permitted by applicable law.

Most web browsers are set to accept cookies by default. You can usually adjust your browser settings to remove or reject cookies. If you disable cookies, some website, portal, or application features may not function properly. If we use non-essential cookies, advertising pixels, retargeting tools, or similar technologies, we may provide additional disclosures, consent options, or opt-out mechanisms where required by applicable law.

Analytics and Interest-Based Advertising

We may use analytics tools and advertising-related technologies to better understand website usage, measure performance, improve services, and evaluate the effectiveness of our communications or website content. We do not disclose client tax, accounting, financial, payroll, identification, uploaded document, or service-related information for targeted advertising purposes. Our website is not designed to respond to ‘Do Not Track’ browser signals. To learn more about interest-based advertising choices, you may visit http://www.aboutads.info/choices and http://www.networkadvertising.org/choices.

Business Customer and Data Processing Roles

Where The Reed Corporation provides services to a business customer and processes personal information about that business customer’s clients, employees, contractors, vendors, owners, representatives, or other individuals, the business customer may be responsible for determining the purposes and means of processing that information. In those cases, The Reed Corporation may process personal information on behalf of the business customer as a service provider, processor, or similar role, depending on the applicable law and agreement. We process such information as reasonably necessary to provide services, operate and secure our systems, comply with law, follow documented instructions where applicable, assist with support requests, and fulfill our contractual and professional obligations. Where required, The Reed Corporation may enter into a separate data processing agreement, service provider addendum, or similar agreement addressing processing instructions, confidentiality, security measures, subprocessors, deletion or return of data, assistance with privacy requests, and related obligations.

Security and Safeguards

The Reed Corporation maintains administrative, technical, and physical safeguards designed to protect personal information against accidental, unlawful, or unauthorized access, destruction, loss, alteration, disclosure, or misuse. These safeguards may include access controls, password and authentication controls, multi-factor authentication, encryption where appropriate, user permission controls, security monitoring, backup procedures, vendor review, employee training, incident response procedures, and written information security policies. Because we handle tax, accounting, financial, payroll, business, and client service information, we treat security as an important part of our operations. However, no website, application, transmission method, or storage system can be guaranteed to be completely secure.

Data Retention, Deletion, and Backups

We retain personal information for as long as reasonably necessary to provide services, maintain accounts, comply with legal and professional obligations, resolve disputes, enforce agreements, support security and fraud prevention, maintain business records, and satisfy applicable tax, accounting, regulatory, and recordkeeping requirements. Different categories of information may be retained for different periods depending on the nature of the information, the purpose for collection, legal requirements, professional obligations, client instructions, and business needs. If you request deletion of personal information, we will review and respond to the request as required by applicable law. We may retain certain information where necessary to comply with legal obligations, professional standards, tax or accounting recordkeeping requirements, security obligations, dispute resolution, backup retention, or legitimate business purposes. Deleted information may continue to exist for a limited period in backups, archives, logs, or disaster recovery systems until overwritten or deleted in accordance with our retention practices.

Data Transfers

The Reed Corporation is based in the United States. If you access our websites, portals, applications, or services from outside the United States, your information may be processed, transferred, or stored in the United States or other countries where we or our service providers operate. Where required by applicable law, we will use appropriate safeguards for international transfers of personal information.

Your Privacy Rights

Depending on where you live, you may have certain privacy rights regarding your personal information, including rights to request access to, correction of, deletion of, or a copy of personal information we maintain about you. You may also have rights to object to or restrict certain processing, opt out of certain uses, or appeal a privacy rights decision. To submit a privacy request, contact us at info@reedcorp.tax. We may need to verify your identity before fulfilling a request. We will respond to privacy requests as required by applicable law. We may deny or limit a request where permitted or required by applicable law, including where information must be retained for legal, tax, accounting, security, professional, dispute resolution, or business record purposes.

California Privacy Notice

If you are a California resident, you may have additional rights under California privacy laws, where applicable. This section is intended to supplement the other sections of this Privacy Policy. Categories of personal information we may collect are described in Section 2. Sources of personal information are described in Sections 2 and 3. Purposes for collection and use are described in Section 4. Categories of third parties and service providers to whom information may be disclosed are described in Sections 11 and 12. Where applicable, California residents may have the right to request access to personal information, request deletion, request correction, receive information about certain disclosures, and opt out of certain sales or sharing of personal information. We do not sell personal information for monetary compensation. We do not sell or share mobile opt-in information, SMS consent, or phone numbers with third parties or affiliates for marketing or promotional purposes. California residents may submit privacy requests by contacting info@reedcorp.tax.

EEA and UK Privacy Rights

If you are located in the European Economic Area or the United Kingdom, you may have rights under applicable data protection laws, including the right to request access to your personal information, correction, erasure, restriction of processing, objection to processing, and portability of your personal information. Where applicable, our legal bases for processing may include performance of a contract, compliance with legal obligations, legitimate business interests, consent, and the establishment, exercise, or defense of legal claims. To exercise applicable rights, contact us at info@reedcorp.tax.

Automated Decision-Making

Personal information processed by The Reed Corporation is not used to make solely automated decisions that produce legal or similarly significant effects concerning you.

Children

Our websites, portals, applications, and services are intended for a general audience and are not directed to children under 13. We do not knowingly collect personal information online from children under 13. If we learn that we have collected personal information from a child under 13 without appropriate consent, we will take reasonable steps to delete that information as required by applicable law.

Third-Party Links and Services

Our websites, portals, applications, emails, or other communications may contain links to third-party websites, platforms, or services. If you click a third-party link, the information collected by that third party is controlled by that third party and subject to its own privacy policy. We are not responsible for the content, security, or privacy practices of third-party websites, platforms, or services. We encourage you to review the privacy policies of any third parties before providing personal information to them.

Accessibility of Privacy Policy and SMS Terms

This Privacy Policy, including the SMS Communications and Consent section and SMS Terms & Conditions, should be accessible from The Reed Corporation’s website, including through a visible link on the website footer, main website, and/or Contact Us page. Privacy Policy and SMS Terms: https://reedcorp.tax/privacy-policy/ Terms of Service: https://reedcorp.tax/terms-of-service/ Website form URL containing SMS opt-in language: https://reedcorp.tax/contact/

Contact Information

If you have questions about this Privacy Policy, our privacy practices, your SMS preferences, or your communication preferences, please contact us: The Reed Corporation 350 East 62nd St., 1N New York, NY 10065 Email: info@reedcorp.tax Phone: 1-800-986-0101 Privacy Policy URL: https://reedcorp.tax/privacy-policy/

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