By providing contact information and using LVP’s online services, clients may receive service-related communications by email, telephone, text, portal message, or other agreed electronic method. Message and data charges imposed by a carrier may apply.
Ordinary email and text are not preferred channels for highly sensitive records. Clients should use the secure portal or another approved protected method when requested.
Where legally permitted, LVP may use electronic signatures and electronic records for engagement agreements, authorizations, acknowledgments, consent forms, and other documents. A legally valid electronic signature is intended to have the same effect as a handwritten signature.
LVP may require authentication before accepting an electronic instruction, releasing sensitive information, or changing account information. Clients are responsible for safeguarding email accounts, phones, portal credentials, authentication methods, and devices used to communicate with LVP.
Agreement to electronic communications or e-signature does not replace a separate IRC Section 7216 consent when federal tax law requires one.
LVP may use third-party technology providers, software platforms, cloud services, communications systems, tax-preparation systems, hosting services, document-storage systems, payment systems, scheduling tools, client portals, electronic-signature systems, cybersecurity services, bookkeeping or accounting systems, customer relationship management tools, analytics systems, and other technology reasonably necessary to operate the business and provide services to clients.
Current or anticipated providers may include UltimateTax for tax-preparation and related tax-processing technology; Amazon Web Services (AWS) for cloud infrastructure, hosting, storage, databases, security, or related services as applicable; and GoDaddy for domain, website, hosting, email, or related online-business services as applicable.
LVP may add, replace, or discontinue technology providers as business, service, security, or technology needs evolve without amending this policy each time, provided information continues to be handled in accordance with applicable law, contractual requirements, and LVP’s privacy and security practices.
Technology used by LVP may support tax preparation and e-filing; accounting and bookkeeping; payroll and information returns; client portals and secure document exchange; cloud hosting and storage; website hosting and maintenance; databases; email, telephone, and text communications; appointment scheduling; electronic signatures; payment processing; identity verification; cybersecurity; data backup and recovery; customer relationship management; analytics; and other services reasonably necessary to provide LVP services.
A technology or service provider may receive access to information only to the extent reasonably necessary for the service it performs for LVP, subject to applicable legal requirements and LVP’s vendor-management practices. Where appropriate, LVP may consider security practices, access controls, confidentiality, data handling, system reliability, regulatory considerations, and business necessity.
Third-party providers may maintain their own privacy notices, terms of service, security procedures, data-retention practices, and processing systems. When a client independently chooses or interacts directly with a third-party service, the provider’s own terms may also govern that interaction.
Links to IRS, state revenue departments, Secretary of State offices, or other government resources are provided for convenience. Government agencies control their own websites, security, processing systems, and processing times.
LVP’s security program may include risk-based review and oversight of service providers that receive or process customer information, as appropriate to the relationship and applicable requirements. LVP may replace or add technology providers as necessary to improve security, efficiency, reliability, compliance, client experience, or business operations. Identification of a particular vendor in this policy does not guarantee that the vendor will always be used.
