SaaS Sales Tax IQ is a SaaS tax research and compliance workflow platform operated by LPB Tax and Accounting Services, led by Nicolette Yearde, CPA, EA, MTax, Certified AI Consultant, QuickBooks ProAdvisor. Our website is lpbservices.com and the platform is accessible at saassalestax.lpbservices.com.

For privacy inquiries, contact us at privacy@lpbservices.com.

We collect the following categories of information when you use SaaS Sales Tax IQ:

• Account information: Name and email address when you register.
• Company data: Business entity details, state nexus information, and product classifications you enter.
• Usage data: Pages visited, features used, and session activity for platform improvement.
• Payment information: Billing details processed through our payment provider (Stripe). We do not store full card numbers.
• Uploaded files: Any documents you upload for analysis or reference within the platform.
• Communications: Messages sent through our contact form or support channels.

• Deliver and maintain platform services.
• Process subscription payments and manage billing.
• Provide customer support and respond to requests.
• Improve platform features and fix technical issues.
• Send account-related notifications (security, billing, updates).
• Comply with applicable legal obligations.

We do not sell your personal information to third parties.

Your data is stored on secure cloud infrastructure. We use industry-standard encryption in transit (HTTPS/TLS) and at rest. Access to production data is restricted to authorized personnel only.

While we take reasonable precautions, no system is completely secure. If you believe your account has been compromised, contact us immediately at support@lpbservices.com.

We retain your account and company data for as long as your subscription is active. If you cancel your subscription, data is retained for 90 days before permanent deletion to allow for recovery. You may request earlier deletion by contacting us.

We use the following third-party services to operate the platform:

• Stripe: Payment processing. See Stripe Privacy Policy .
• Base44: Application hosting and infrastructure.
• Calendly: Scheduling for advisory calls. See Calendly Privacy Policy .

You have the right to:

• Access the personal data we hold about you.
• Request correction of inaccurate data.
• Request deletion of your account and associated data.
• Export your data in a portable format.
• Withdraw consent where processing is based on consent.

To exercise any of these rights, contact us at privacy@lpbservices.com or use the Contact page.

We use essential session cookies to keep you logged in. We do not use advertising or third-party tracking cookies. You may disable cookies in your browser settings, but this may affect platform functionality.

We may update this policy periodically. Significant changes will be communicated via email or an in-app notice. Continued use of the platform after changes constitutes acceptance.

Questions about this policy should be directed to: privacy@lpbservices.com or via the Contact page.