Privacy Policy
Last updated: July 22, 2026
This Privacy Policy explains how OrgFlow ("we," "us," or "our") handles information collected through the taxorgflow.com marketing website. This website is used to share information about the OrgFlow platform and to collect free trial requests from CPA firms and accounting professionals.
Information We Collect
When you submit a free trial request, we collect the name and email address you provide. We do not collect payment information, tax documents, or any client data through this website.
How We Use Information
- To respond to your free trial request and set up trial access
- To communicate with you about the OrgFlow platform
- To improve our website and product offering
How Information Is Submitted
Free trial requests submitted on this website are processed using FormSubmit, a third-party form delivery service, and are sent to our team's email inbox. We do not sell or share your information with unrelated third parties.
Data Retention
We retain trial request information for as long as needed to respond to your inquiry and maintain a record of firm relationships.
Contact Us
If you have questions about this Privacy Policy, please visit our Contact page.