Privacy Policy

Last updated on August 29, 2026

YOUR PRIVACY IS A PRIORITY TO US

At RightWay Tax Solutions, LLC (“RightWay,” “we,” and “us”), we are committed to safeguarding information collected through our websites (rightwaytaxsolutions.com, portal.rwtsolutions.com, portal.taxsoftwaretraining.com, and rightway.cloudtaxoffice.com) and related services we provide through those websites (collectively the “Site”). This Privacy Policy is provided for visitors to the Site and users of our services (“you”). It explains how RightWay collects, uses, retains, discloses, and protects information about you, and describes your choices regarding access, correction, deletion, and certain uses of your personal information.

Since your privacy is a priority to us, RightWay will not share nonpublic information about you with third parties outside of the RightWay corporate family without your consent, except as explained in our Privacy Policy.

Please read this Privacy Policy carefully before using the Site. By accessing or using the Site, you acknowledge that you have read and understand this Privacy Policy. If you use the Site on behalf of a firm or organization, you represent that you are authorized to do so.

SCOPE OF THIS PRIVACY POLICY

As a U.S. based company offering products related to the preparation of U.S. federal and state tax returns, RightWay does not market to nor target subjects of other countries including those in the European Economic Area. In addition, as a provider of tax preparation software, RightWay may be considered an exempt financial institution (or some of the data that RightWay collects may be exempt) under certain U.S. state privacy laws. While the General Data Protection Regulation (GDPR) and various data privacy laws may not apply to certain activities of RightWay, we comply with applicable federal and state privacy laws and align our practices with evolving legal requirements. Additionally, we strive to meet all rules and regulations relating to data protection and security promulgated by the Internal Revenue Service and its Security Summit (https://www.irs.gov/privacy-disclosure/security-summit for more information) and comply with the Gramm-Leach-Bliley Act (“GLBA”).

This Privacy Policy applies to rightwaytaxsolutions.com, portal.rwtsolutions.com, portal.taxsoftwaretraining.com, and rightway.cloudtaxoffice.com. Because these domains support different products, services, and user interactions, some portions of this Privacy Policy may apply differently—or may not apply at all—depending on the domain you visit, the features you use, and the information you choose to provide. Where practical, we identify these differences within the Policy.

This Privacy Policy does not apply where RightWay processes personal information on behalf of another entity that acts as the data controller, or where a separate privacy notice is provided. If you provide information about your taxpayer-clients when using our services to prepare tax returns, you are responsible for protecting that information in accordance with Section 7216, GLBA, and other privacy and data security laws applicable to you.

INFORMATION WE COLLECT

We collect information from you directly, the devices that you use to interact with us, and third-party analytics providers.

Information you give us

The Site is intended for use by tax preparation professionals and individuals who interact with RightWay through the Site.

You may provide the following information when you use the Site, request a product demo, contact us for support, purchase products or services, or otherwise communicate with us:

Contact information, including name, email address, and phone number, such as when you request a product demo or contact us.
Account information, such as username and password.
Payment information, including credit card information (collected by us or our third-party payment processor) is used only to complete your transaction.
Information contained in communications to us, including your requests for support or assistance and information necessary to contact you or otherwise fulfill your request.
Banking information, such as account and routing numbers, which we use to facilitate refunds.
Tax registration information, such as PTIN / EFIN.
Information collected for reporting purposes, including information on IRS Form W-9, which may include name, contact information, and Social Security Number.
Information that you make available to us via a social media platform, including content that you post on our social media pages and community pages.
Information you submit to inquire about or apply for a job with us.
Information you provide when you give testimonials or feedback, post comments on our blog or community forums, or participate in surveys, promotions, marketing events, trade shows, webinars, conferences, training, or product research.
Any other information you submit to us.

As a tax preparer, you may provide certain information about your taxpayer-clients when you use our Platform to prepare a tax return (collectively, “Tax Return Information”). As stated above, in such case, you are the “Tax Return Preparer” under Section 301-7216 of the Internal Revenue Code (“Section 7216”). Accordingly, you are responsible to understand and comply with your legal obligations to protect your taxpayer-clients’ information, including complying with Section 7216, GLBA, and all other data privacy laws and regulations applicable to you as the data controller.

To the extent Section 7216 applies to RightWay as your software provider, we use Tax Return Information only in accordance with Section 7216 to help you prepare and assist in preparing a tax return. We protect your taxpayer-clients’ data in accordance with the rules and regulations relating to data protection and security for the tax industry promulgated by the Internal Revenue Service and its Security Summit (https://www.irs.gov/privacy-disclosure/security-summit).

Information we collect automatically

We and partners working on our behalf may use cookies, web beacons, pixels, tags, or similar technologies on the Site to collect information from the device you use to interact with us. The information collected may include:

Internet service provider
Device identification number, including mobile device ID and IP address
Operating system and browser type
Analytical information about how you interact with the Site and our services, including access dates and times, page views, clicks, scrolling activity, events that occur on the Site, performance information, and referring and exit pages.

Mobile device information

If you use your mobile device in connection with our Platform, you authorize your wireless carrier to use or disclose information about your account and device, if available, to RightWay or its service provider for the purpose of identifying you or your device and to prevent fraud.

Children’s information

Our products and services are not intended for or directed to persons under the age of 16, nor do we knowingly collect personal information from anyone under the age of 16.

HOW WE USE YOUR INFORMATION

We may use information about you for the following purposes:

Service functionality: To provide products and services you request, including to process payments, fulfill orders, import data for tax return preparation, and facilitate service communications, as well as to conduct general business operations, such as accounting, recordkeeping, and audits.
Service improvement: As permitted by law, to improve our services, analyze our customer base and purchasing trends and the effectiveness of our marketing.
Customer support: As permitted by law, to address questions submitted to our customer or technical support systems and to send updates or security alerts.
Marketing, advertising, and promotions: With your consent or as otherwise permitted by law, to send marketing emails.
Personalization: To personalize your online experience, such as by recording your preferences and settings.
Security and fraud prevention: To monitor and investigate fraud, identity theft, and other illegal activity; to protect your rights and safety or the rights and safety of others; and to protect and secure our services, Platform, assets, network, and business operations.
Legal compliance: To comply with legal process, such as subpoenas, court orders, warrants, tax levies or liens, and other lawful regulatory or law enforcement requests and to comply with legal requirements.

DISCLOSURE OF INFORMATION

The privacy and security of your information is important to us. As indicated below, we may share your information to support the products and services you request. We may also provide your information to third parties, with your specific consent or as permitted by law without consent.

We may share your information with the following categories of entities:

IRS and state revenue authorities: We disclose Tax Return Information in accordance with your request to e-file a tax return with the IRS or state revenue authority, or otherwise to such entities as allowed by applicable law.
Public authorities: RightWay may be required to preserve or disclose personal information as provided by law, including to respond to lawful requests from the IRS, U.S. Department of Justice, state or local authorities, subpoenas, summonses, court orders, judicial process, bankruptcy proceedings, regulatory demands, or other legal process.
Acquiring businesses: Your information may be disclosed in connection with an actual sale, merger, acquisition, dissolution or transfer of all or a portion of our business or relevant operating unit. We reserve the right to transfer your information as part of the transaction.
Affiliates: We may share information with members of the RightWay corporate family and our parent company, Rhodes Financial Services, LLC, as permitted by law and consistent with this Privacy Policy.
Bank product providers: If you opt to offer bank products, your information may be disclosed when you submit an application with one of our authorized bank partners.
Service providers: In some cases, your information may be disclosed to our service providers to complete a product purchase, fulfill a service or transaction you request, provide support to you, or market one of our products or services.
Joint marketing and custom-label partners: We may provide information to companies with whom we have a joint marketing or custom-label relationship, as permitted by law.
Online analytics providers: We partner with companies that use cookies and similar technologies to help us monitor Site usage, improve performance, optimize delivery of services through the Site, and measure digital events and interactions. These partners may collect or receive information such as IP address, device identifiers, pages visited, date and time of activity, general region, and product-selection information.
Other platform visitors: We may post customer testimonials on our website. These testimonials may contain personal information such as a customer’s name. We will obtain your consent to use your name prior to posting your testimonial. If you wish to update or delete your testimonial, please contact us (see the Contact Us section below for ways to get in touch with us).

HOW WE PROTECT YOUR INFORMATION

RightWay protects personal information using administrative, technical, and physical safeguards maintained through its corporate family. These safeguards may include security policies and procedures, access controls, encryption, monitoring, incident response measures, and other protections designed to help secure our services and information systems.

Credit Card Security

RightWay is committed to safeguarding the confidentiality and security of the information we obtain from you. We collect and use information obtained from credit card transactions only for business purposes such as processing payments or refunds.

RightWay uses a third-party payment processor, Retriever Online by PayRoc, to provide secure credit card transactions. Payroc represents that its payment gateway adheres to PCI DSS and maintains Level 1 PCI DSS certification. RightWay does not store full credit card numbers through the Site and relies on its payment processor and related tokenization/security controls to help protect payment card information.

DATA RETENTION

The Platform retains Tax Return Information for at least three tax years to comply with legal obligations, or as otherwise needed to provide services. Other information may be retained for as long as necessary to fulfill the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law. If you wish to cancel your account or ask that we no longer use your information to provide services, contact us (see the Contact Us section below for ways to get in touch with us).

As a tax preparer, you are responsible for retaining and protecting all tax return data as prescribed by the IRS. You acknowledge and agree to comply with all recordkeeping requirements, including those of the IRS, applicable to you as a tax preparer. We are not obligated to store your tax documents or tax return data, or to provide copies of returns or tax return data, other than to the extent required by applicable law and regulation.

COOKIES

We and our vendors use cookies and similar technologies on the Site to support website functionality, security, analytics, tag management, mapping, fonts, and call tracking. These technologies may collect or receive information from the device you use to interact with the Site, including information about your browser, device, IP address, website activity, and interactions with our online content.

Specifically, our Site currently uses the following cookie and similar technology providers.

Site(s)	Category	Cookie	Description
Rightwaytaxsolutions.com	Functional, security, performance	Google Maps Embed API	We use Google Maps Embed API to display map content on the Site.
Rightwaytaxsolutions.com	Functional, security, performance	Google Web Font	We use Google Web Font to display fonts and maintain the appearance of the Site.
Rightwaytaxsolutions.com	Functional, security, performance	Google reCAPTCHA	We use Google reCAPTCHA to help protect the Site from spam, abuse, and automated activity.
Rightwaytaxsolutions.com	Functional, security, performance	Google Tag Manager	We use Google Tag Manager to manage website tags and related technologies on the Site.
Rightwaytaxsolutions.com	Functional, security, performance	CallRail	We use CallRail to support call tracking and help us understand how visitors contact us after interacting with the Site.
Rightway.cloudtaxoffice.com	Analytics	GA4	We use GA4 to collect analytics information about Site usage, such as pages visited, interactions with the Site, general location derived from IP address, device and browser information, and referring pages.

YOUR CHOICES AND USER CONTROLS

You may have choices regarding how your personal information is accessed, corrected, deleted, used, or shared. You can view or update certain account information by logging into your account, and you may contact us to submit privacy-related requests or ask questions about your information. We will respond to requests as required by applicable law and subject to legal, security, tax, recordkeeping, and operational limitations.

If you are a tax preparer, you are responsible for handling data-related requests from your taxpayer-clients for information within your possession or control.

To unsubscribe from general marketing emails, you may use the unsubscribe link in our emails or contact us using the information in the Contact Us section.

Some users may have additional rights under applicable state privacy laws. Please see the Your State Privacy Rights section below for more information.

Do Not Track, Global Privacy Control signals

RightWay takes privacy and security seriously and provides choices regarding how information is collected, used, and shared, as described above. For example, rightwaytaxsolutions.com responds to Do Not Track (“DNT”) and Global Privacy Control (“GPC”) signals in browsers.

YOUR STATE PRIVACY RIGHTS

Depending on where you live and how applicable law applies to our services, you may have certain privacy rights regarding your personal information. These rights may include the right to know or access personal information, request a copy of personal information, request correction or deletion, opt out of certain sales or sharing, appeal certain decisions, and be free from discrimination for exercising applicable privacy rights. These rights may be subject to legal exceptions, verification requirements, and limitations for information regulated by federal financial privacy laws, tax laws, or other applicable laws.

This section supplements the rest of this Privacy Policy and is intended to provide additional disclosures required by the California Consumer Privacy Act, as amended, and other applicable state privacy laws. References to California law are not intended to limit rights that may apply under other state privacy laws. If there is a conflict between this section and another part of this Privacy Policy, this section will control for residents covered by applicable state privacy laws.

When you interact with our Platform, we may collect information that identifies, relates to, describes, or is reasonably capable of being associated with or linked to you (“Personal Information”). The types of Personal Information that we collect about you are detailed above. In addition, the categories of Personal Information that we have collected about you within the last twelve (12) months, the sources of and purposes for which we have collected such information, and information about to whom we have disclosed or sold, or with whom we have shared such information are below. The examples of information provided below include both information collected in connection with financial products and services (which may be exempt under some state privacy laws) as well as other information (which may be covered).

Category	Description / Examples	Collected / Source of Information	Business Purpose for Use or Disclosure to “Service Providers” (defined below)	Sold or Shared to “Third Parties” (defined below)
Identifiers	Names, IP addresses, email addresses, phone numbers, SSNs, PTINs, EFINs	Yes, from you if you entered the information to request a demo, create an account with us, or activate your account for e-filing. Certain identifiers such as IP address may be collected from your device via cookies or other tracking technologies.	We use identifiers to provide you our products and services, provide service communications, conduct general business operations, improve our services, analyze our customer base and effectiveness of our marketing, provide notification of related products and services, and personalize your online experience.	We may share IP addresses, hashed email addresses, and/or certain unique identifiers with businesses that provide marketing and analytics services. We may also share information with legal authorities as required by law, and entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business).
Personal Information covered by Section 1798.80 of the California Code (information that identifies you and isn’t already public knowledge)	Bank account number, credit card number, and other financial information	Yes, from you if you entered the information in your account	We use this information to provide you our products and services, provide service communications, conduct general business operations, improve our services, analyze our customer base and effectiveness of our marketing, provide notification of related products and services, and personalize your online experience.	No, we do not share this information with third parties unless required by law to legal authorities. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business).
Information about protected classifications California or federal anti-discrimination laws	Age	No	N/A	N/A
Commercial information	Products or services purchased, consumer history	Yes, from you, if you made a purchase with us	We only collect and use commercial information in relation to providing tax preparation related services and products. We may share this information with our affiliates.	No, we do not share this information with third parties unless required by law to legal authorities. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business).
Biometric Information	Fingerprint, voiceprint, facial recognition, eye recognition	No	N/A	N/A
Information about your online activity such as search and browsing history and whether you viewed or clicked on a particular site, app, or ad	Browsing and search history, click history, view history, usage of particular features on our website	Yes, from your activity via your device	We use information about your online activity to personalize or customize your experience, develop new features or services, and to improve the overall quality of our product offerings. We may share this information with our affiliates and service providers.	We may share this information with legal authorities as required by law, and entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business).
Geolocation data	City and state location of your device	Yes, from your device	We may use this data for targeted messaging and remarketing purposes, to show you ads for our products and services. We may share this information with our affiliates and service providers.	We may share this information with third parties that provide marketing and analytics services (except that no such information is shared from the VITA/TCE site for marketing), legal authorities as required by law, and entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business).
Sensory data	Audio, electronic, visual, or similar information	Yes, audio data may be collected from you only if you call our customer service phone number. You are notified at the beginning of the call whether the call is recorded. In limited circumstances, our support team may offer to participate in a video call. You will be asked for you permission before any video call is recorded.	We use this information to fulfill service requests; or as required by law.	No, we do not share this information with third parties unless required by law to legal authorities. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business).
Professional or employment-related information	Job application, resume, or related materials	Yes, from you if you submitted the information in your account or as part of a job application with us.	We use this to determine your job eligibility.	No, we do not share this information with third parties unless required by law to legal authorities. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business).
Educational information	Information that is not publicly available but directly or indirectly relates to or identifies a student	Yes, from you if you submitted the information as part of a job application with us.	We use this information to determine your job eligibility.	No, we do not share this information with third parties unless required by law to legal authorities. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business).
Inferences drawn from other Personal Information	Inferences drawn from the information we collect that can be used to create a profile reflecting your preferences, characteristics, behavior, attitudes, etc.	N/A	N/A	We may share this information with third parties that provide marketing services (except not such information is provided from the VITA/TCE site for marketing), legal authorities as required by law, and entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business).

To exercise any applicable privacy right, please contact us using the information in the Contact Us section and describe the request you are making. We may need to verify your identity or authority to act on behalf of another person before fulfilling the request. We will respond within the time required by applicable law.

Right to Know

You may have a right to know what Personal Information we have collected, used, shared, or sold about you, and why. This information is described in the table above and elsewhere in this Privacy Policy. If you need further information, you may submit a request as described above.

Right to Request Information About Third Parties

We describe the categories of service providers, vendors, and third parties with whom we may share your Personal Information in the Disclosure of Information section above. That section also contains information about some of the specific third parties in these categories.

In addition to reviewing the information posted in our Privacy Policy, you may have the right to request information about the third parties to whom we have disclosed, sold, or shared your Personal Information. This may include the categories of Personal Information disclosed, sold, or shared and the categories of third parties that received such information. Where required by applicable law, and after we verify your request, we will provide additional information about the specific third parties to whom we disclosed your Personal Information, unless a legal exception applies.

You may submit a request for more information about third parties as described above. We will review and respond to your request in accordance with applicable law.

Right to Access and Portability

You may have a right to request access to the Personal Information we maintain about you and to receive a copy of that information, subject to legal exceptions.

Right to Delete Information

You may have the right to ask us to delete your Personal Information, subject to legal exceptions and retention obligations.

Right to Correct Information

You may have the right to request that we correct inaccurate Personal Information that we maintain about you, taking into account the nature of the information and the purposes for which we process it.

Right to Opt Out (“Do Not Sell or Share My Information”)

You may have the right to opt out of the “sale” or “sharing” of your Personal Information to “Third Parties.”

Entities to whom we disclose information for business purposes are “Service Providers”, which are companies that we engage to conduct activities on our behalf. Service Providers may help us to provide you products and services, complete transactions, support our everyday operations, or assist in the management and development of our tax software business. We restrict Service Providers from using personal information for any purpose that is not related to our engagement. Information that is covered under the GLBA (and therefore exempt from the CCPA) may be shared with Service Providers.

Entities to whom we “sell” or with whom we “share” information are “Third Parties” for purposes of this policy. Under the CCPA, a business “sells” personal information when it discloses personal information to a company for monetary or other benefit. A company may be considered a Third Party either because we disclose personal information to the company for something other than an enumerated business purpose under California law, or because its contract does not explicitly restrict it from using personal information for purposes unrelated to the service it provides to us. A business “shares” personal information when it discloses personal information to a company for purposes of cross-context behavioral advertising.

While we do not sell information for monetary gain, under the CCPA’s definition of a “sale”, we may “sell” personal information only when we permit a Third Party’s cookie or similar technology to collect information about you via our website. We may share some information about your website experience that is not sensitive or financial in nature with Third Parties. We do not sell information that directly identifies you or that you submit to us when you use our tax preparation services.

Right to Non-Discrimination

We will not discriminate or retaliate against you for exercising any privacy rights available to you under applicable state privacy laws. This means that, subject to applicable law, we will not treat you differently because you submitted a privacy rights request or otherwise exercised your rights by, for example:

Denying goods or services to you;
Charging different prices or rates for goods or services, including through the use of discounts, benefits, or other penalties;
Providing a different level or quality of goods or services; or
Suggesting that you may receive a different price, rate, level, or quality of goods or services because you exercised your privacy rights.

We do not offer financial incentives or differences in price or service in an attempt to influence whether you exercise any privacy rights available to you under applicable state privacy laws.

Right To Appeal Denials

You may have the right to request an appeal from us if you have sent a request for deletion of Personal Information, or to correct Personal Information, and have gotten denied access or deletion. If your request is denied, you have the right to request an appeal in which we will review and respond within the time required by law. Our response will include whether your appeal has been approved or denied, and if it was denied, there would be reasoning behind it.

If your request is denied, you may submit an appeal as described above. We will review and respond to the appeal within the time required by applicable law.

PRIVACY POLICY CHANGES

This Privacy Policy may be revised in our sole discretion from time to time as we add new features and services, as laws change, and as industry privacy and security best practices evolve.

When we revise the Privacy Policy, we will post it on this page and change the date located at the top of the Privacy Policy page. We encourage you to return to this page periodically to check for any updates or changes. If we make any material changes to this Privacy Policy regarding use or disclosure of personal information, we will provide advance notice on our Platform. Small changes, or changes that do not significantly affect individual privacy interest, may be made at any time, and without prior notice.

CONTACT US

If you have questions or concerns regarding this Privacy Policy, or to submit any request concerning your personal information, you may contact customer support at info@rwtsolutions.com.

You can also write us at:

RightWay Tax Solutions, LLC
1040 E Turner Rd B
Lodi, CA 95240

Any claim, controversy, or dispute arising out of or in connection with this Privacy Policy shall be subject to the informal resolution and arbitration provisions in our Terms of Service.