LEGAL DOCUMENT

PRIVACY POLICY

Effective Date: July 1, 2026 | Last Updated: July 1, 2026 | Entity: Tax Revenue Manager / TRMCRM

Governing Law & Jurisdiction: This Privacy Policy is governed by and construed in accordance with the laws of the State of Oklahoma. Any disputes arising under or related to this Policy shall be subject to the exclusive jurisdiction of the state and federal courts located in Oklahoma County, Oklahoma.

1. Who We Are

Tax Revenue Manager ("TRMCRM," "we," "us," or "our") is a CRM platform and digital services company headquartered at 6221 W Wilshire Blvd, Suite 3, Oklahoma City, Oklahoma 73132. We operate the website taxrevenuemanager.com and all associated subdomains, products, and services marketed under the TRMCRM brand.

We can be reached at: (855) 581-4276 or through our website contact form at taxrevenuemanager.com.

2. Scope of This Policy

This Privacy Policy applies to all information collected through:

*The taxrevenuemanager.com website and all associated subdomains

*The TRMCRM subscriber platform and dashboard

*Email, SMS, and chat communications initiated through our platform

*Any forms, surveys, landing pages, or funnels hosted on or through TRMCRM

*The TRMCRM Marketplace at marketplace.taxrevenuemanager.com

This Policy does not apply to third-party websites, applications, or services that may be linked from our platform, even if accessed through TRMCRM tools.

3. Information We Collect

Information You Provide Directly

*Name, business name, email address, phone number, and mailing address

*Billing information (processed securely through third-party payment processors; we do not store full card numbers)

*Account login credentials

*Content you create, upload, or submit within the platform (forms, campaigns, workflows, contacts, etc.)

*Communications you send to us via email, text, or support tickets

*Information submitted during onboarding, surveys, or checkout

Information Collected Automatically

*IP address, browser type, device type, and operating system

*Pages visited, time on site, clicks, and referral source

*Cookies and similar tracking technologies (see Section 7)

*Platform usage data including feature interactions and automation activity

Information From Third Parties

*Information passed through integrations you authorize (Google, Facebook, payment gateways, etc.)

*Publicly available business information

*Lead data submitted through TRMCRM-powered funnels or landing pages

4. How We Use Your Information

We use the information we collect for the following purposes:

*To provide, operate, and maintain your TRMCRM subscription and platform access

*To process transactions and send subscription-related communications

*To respond to support requests, questions, and onboarding inquiries

*To send service updates, product announcements, and platform notifications

*To send marketing communications you have opted into (you may opt out at any time)

*To personalize your experience and improve our platform and services

*To detect, prevent, and address fraud, security incidents, and technical issues

*To comply with legal obligations under applicable Oklahoma and federal law

*To analyze usage patterns and improve platform performance

We do not sell your personal information to third parties. We do not use your data to serve third-party advertising without your explicit consent.

5. How We Share Your Information

We may share your information in the following limited circumstances:

Service Providers

We share data with trusted third-party vendors who help us operate the platform, including payment processors, email delivery services, cloud infrastructure providers, and customer support tools. These vendors are contractually prohibited from using your data for any purpose other than providing services to us.

Integration Partners

When you connect third-party integrations (such as Google Calendar, Facebook, Stripe, or tax software), you authorize data sharing between TRMCRM and those platforms in accordance with their respective privacy policies.

Legal Requirements

We may disclose information when required by law, court order, or valid legal process, including to comply with subpoenas or requests from Oklahoma state or federal authorities.

Business Transfers

In the event of a merger, acquisition, or sale of all or substantially all of our assets, your information may be transferred as part of that transaction. We will notify subscribers of any such change in ownership.

With Your Consent

We may share your information for any other purpose with your explicit written or documented consent.

We do not sell, rent, or lease your personal information to third parties for their marketing purposes. Period.

6. Data Retention

We retain your personal information for as long as your account is active or as necessary to provide our services. Upon cancellation of your subscription, we retain your data for a period of 90 days to allow for account recovery, after which it is deleted from active systems.

We may retain certain records longer where required by applicable Oklahoma or federal law, including tax, audit, and compliance records.

7. Cookies & Tracking Technologies

TRMCRM uses cookies and similar tracking technologies to operate and improve our platform. Types of cookies we use include:

*Essential cookies: Required for platform functionality, login sessions, and security

*Analytics cookies: Used to understand how users navigate and interact with our platform

*Marketing cookies: Used to measure the effectiveness of our advertising campaigns

You may configure your browser to refuse cookies or to alert you when cookies are being sent. Disabling certain cookies may impact the functionality of the platform.

8. Your Rights & Choices

Depending on your location and applicable law, you may have the following rights regarding your personal information:

*Access: Request a copy of the personal information we hold about you

*Correction: Request correction of inaccurate or incomplete information

*Deletion: Request deletion of your personal information, subject to legal retention requirements

*Opt-Out of Marketing: Unsubscribe from marketing emails at any time using the unsubscribe link included in every email, or by contacting us directly

*Data Portability: Request a machine-readable copy of your data where technically feasible

To exercise any of these rights, contact us at (855) 581-4276 or through the support portal at taxrevenuemanager.com. We will respond to verifiable requests within 30 days in accordance with applicable Oklahoma law.

9. Security

We implement industry-standard technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include encrypted data transmission (SSL/TLS), access controls, and regular security assessments.

No method of electronic transmission or storage is 100% secure. While we take the protection of your data seriously, we cannot guarantee absolute security. In the event of a data breach affecting your personal information, we will notify you in accordance with applicable Oklahoma notification requirements.

10. Children's Privacy

TRMCRM is a business-to-business platform intended solely for adults aged 18 and older. We do not knowingly collect personal information from individuals under the age of 18. If we become aware that we have collected information from a minor, we will delete that information promptly.

11. Third-Party Links

Our platform may contain links to third-party websites or services, including but not limited to Facebook, YouTube, Google, and tax software platforms. We are not responsible for the privacy practices of these third parties. We encourage you to review the privacy policies of any third-party sites you visit through our platform.

12. Intellectual Property & Content

All content published on taxrevenuemanager.com and within the TRMCRM platform — including but not limited to the 52-Week RMM Playbook, Snaps, training materials, email templates, workflow automations, marketing campaigns, scripts, and platform designs — is the exclusive intellectual property of Tax Revenue Manager and is protected under applicable federal copyright law and Oklahoma state law.

Unauthorized reproduction, distribution, resale, or use of any TRMCRM content or proprietary materials — in whole or in part — without express written permission is strictly prohibited and will be pursued to the fullest extent of the law.

13. Changes to This Policy

We reserve the right to update this Privacy Policy at any time. When we make material changes, we will update the "Last Updated" date at the top of this page and notify active subscribers via email or an in-platform notification. Your continued use of the platform following notice of any changes constitutes your acceptance of the updated Policy.