QuickDocs sends each client a separate secure portal invitation for Social Security numbers, IDs, tax forms, and other sensitive records.
1. Scope
This policy explains how QuickDocs Tax App ("QuickDocs," "we," "us," or "our") handles information collected through the QuickDocs section of longliferides.com. It also explains the separation between this public website and the third-party tax-preparation portal used for client documents.
2. Information collected through this website
The invitation-request page prepares an email draft in your browser using the contact details you provide. The draft is not submitted to a website database. You choose whether to open your email app and send the message, or copy it into an email yourself.
The hosting platform may process technical information needed to serve the website. These pages do not add advertising cookies. The optional installable app caches public website files on your device; it does not create a separate client account or store your tax documents.
3. Tax documents and the secure portal
This public website is not designed to receive tax returns, Social Security numbers, identity documents, or financial records. After QuickDocs matches or creates your client record, we may send you an invitation to the QuickDocs secure client portal, currently provided through OLTPro. Information submitted in that portal is handled within that platform and is subject to the notices and terms presented there.
4. How we use information
We may use website contact information to:
- Respond to your request and contact you by the method you selected;
- Match a returning client with an existing record or begin intake for a new client;
- Send instructions for secure portal access;
- Maintain, secure, and troubleshoot the website; and
- Meet legal, regulatory, or professional obligations.
5. When information may be shared
We may share information with service providers that support our website, communications, security, or tax-preparation workflow; with professional advisers; or when required by law. We do not sell the contact information submitted through this website.
6. Retention
Website inquiries are kept only as long as reasonably necessary to respond, maintain business records, protect the service, and meet applicable obligations. Records created as part of an actual tax-preparation engagement may be subject to separate legal and professional retention requirements.
7. Security
We use reasonable administrative and technical safeguards appropriate to the information handled by this website. No internet transmission or storage system can be guaranteed completely secure. For that reason, never send sensitive tax information through the public contact form, ordinary email, or text message.
8. Your choices
You may ask about, correct, or request deletion of contact information submitted through this website, subject to identity verification and any legal or professional recordkeeping duties. You may also ask us to stop nonessential communications.
9. External links and children
This website may link to third-party services, including mapping and secure tax-platform services. Their privacy practices are governed by their own notices. The public website is not directed to children under 13, and children should not submit information through it.
10. Changes to this policy
We may update this policy as our services or legal obligations change. The effective date above identifies the current version.
11. Contact
Questions or privacy requests may be directed to:
QuickDocs Tax App
290 Pratt Street, Suite 2303-05
Meriden, CT 06450
info@longliferides.com
1-877-346-3740