At Document Way, protecting your privacy and safeguarding your personal information are important to us.

Because our services may involve immigration records, divorce paperwork, tax information, identification documents, translations, and notarized documents, we recognize that customers may provide highly sensitive and confidential information.

This Privacy Policy explains how Document Way (“Document Way,” “we,” “our,” or “us”) may collect, use, disclose, retain, and protect information when you visit our website, communicate with us, schedule an appointment, submit documents, make a payment, or use our services.

By using our website or services, you acknowledge the practices described in this Privacy Policy.

The information we collect depends on the services you request and how you interact with us.

We may collect information such as:

• Full name
• Mailing or residential address
• Telephone number
• Email address
• Date of birth
• Appointment information
• Communications with our business
• Information submitted through website forms
• Transaction and payment information
• Other information you voluntarily provide

Documents submitted for our services may contain additional information, including:

• Identification information
• Immigration-related information
• Passport information
• Marriage and divorce information
• Information about spouses and family members
• Information concerning children or dependents
• Employment information
• Financial information
• Tax information
• Court or government records
• Educational information
• Signatures
• Other personal information contained in documents you provide

We encourage customers to provide only the information reasonably necessary for the requested service.

Customers using our Income Tax Preparation Services may provide particularly sensitive personal and financial information.

This may include:

• Social Security numbers or taxpayer identification numbers
• W-2 and 1099 information
• Income information
• Employment information
• Dependent information
• Bank information when relevant to authorized refund or payment instructions
• Prior-year tax returns
• Business income and expense records
• Other information required to prepare a tax return

We use tax-return information for tax preparation and related authorized purposes and handle it subject to applicable privacy, confidentiality, disclosure, and use requirements.

We do not sell customer tax-return information.

We may use customer information to:

• Provide requested document preparation services
• Prepare eligible tax returns
• Provide professional document translations
• Provide eligible Notary Public services
• Prepare customer-directed documents
• Schedule and manage appointments
• Respond to inquiries
• Communicate about requested services
• Process payments
• Maintain appropriate business and transaction records
• Provide customer support
• Protect against fraud or unauthorized activity
• Maintain the security of our systems and business
• Comply with applicable laws, regulations, tax requirements, court orders, and recordkeeping obligations

We limit our use of personal information to legitimate business purposes and other uses authorized or required by law.

Immigration and divorce paperwork can contain sensitive personal and family information.

Document Way uses information supplied for these services to provide the clerical document preparation and administrative services requested by the customer.

Our document preparation services do not create an attorney-client relationship, and communications with Document Way generally are not protected by attorney-client privilege.

Customers should avoid providing information that is unnecessary for the requested service.

Documents submitted for translation may contain personal, financial, legal, immigration, educational, or other confidential information.

We use information contained in these documents to complete the requested translation and related administrative services.

When a translator or authorized service provider is needed to complete a translation, access should be limited to information reasonably necessary to perform the requested service.

When providing Notary Public services, we may review identification and other information necessary to perform an eligible notarial act.

Certain notarial information may be maintained when required or permitted by applicable law.

Information that must legally be retained as part of an official record may be kept for the applicable retention period.

Document Way does not sell or rent customer personal information.

We may disclose information to authorized service providers that assist with legitimate business operations, such as:

• Website hosting
• Secure document storage
• Payment processing
• Appointment scheduling
• Tax preparation technology
• Authorized electronic tax filing
• Translation support
• Business communications
• Accounting
• Information technology and security

We seek to limit information provided to service providers to what is reasonably necessary for their function.

Additional legal restrictions may apply to disclosure or use of tax-return information, and where customer consent is legally required, information will not be disclosed or used for that purpose without the required consent.

We may also disclose information when required or permitted by applicable law, valid court process, governmental request, or other legal obligation.

If you make an electronic payment, payment information may be processed by an independent payment provider.

Depending on the payment method, the provider may collect:

• Name
• Billing information
• Payment card information
• Bank information
• Transaction details

When payment information is handled directly by an independent processor, Document Way may not receive or store complete payment card information.

Independent payment providers may have their own privacy and security practices.

When you visit our website, certain technical information may be collected automatically, including:

• IP address
• Browser type
• Device type
• Operating system
• Pages visited
• Approximate geographic location
• Date and time of visits
• Referring website
• Website activity

Our website may use cookies and similar technologies to operate website features, remember preferences, understand website traffic, improve performance, and measure marketing effectiveness.

You may be able to manage cookies through your browser or available website privacy controls.

Disabling certain cookies may affect website functionality.

We may use analytics tools to understand how visitors interact with our website.

If advertising or analytics technologies collect information through cookies, pixels, or similar technologies, additional privacy choices may be provided where required by applicable law.

We do not intentionally use customer tax-return information for unrelated advertising purposes where doing so would violate applicable law.

Customers may communicate with us through:

• Email
• Telephone
• Text message
• Website forms
• Online appointment systems
• Other approved communication methods

Ordinary email and text messaging may not always provide secure transmission.

For your protection, avoid sending unnecessary highly sensitive information—such as Social Security numbers, complete bank account numbers, passwords, or payment card information—through unsecured email or text messages.

If sensitive documents are required, contact Document Way regarding available submission methods.

Document Way uses reasonable administrative, physical, and technical safeguards designed to protect customer information against:

• Unauthorized access
• Unauthorized disclosure
• Loss
• Misuse
• Alteration
• Destruction

Measures may include limiting access to customer information, protecting physical records, using password-protected systems, maintaining appropriate security practices, and securely disposing of records when appropriate.

However, no electronic system, storage method, or internet transmission can be guaranteed to be completely secure.

We may retain information for as long as reasonably necessary to:

• Complete requested services
• Maintain required tax records
• Maintain applicable notarial records
• Meet accounting requirements
• Satisfy legal and regulatory obligations
• Resolve disputes
• Prevent fraud
• Protect legal rights
• Maintain appropriate business records

Different types of information may be subject to different retention requirements.

When information is no longer reasonably necessary and there is no obligation to retain it, we may securely delete, destroy, or anonymize it.

Depending on applicable law and the type of information involved, you may contact us to request:

• Access to certain personal information
• Correction of inaccurate information
• Updates to your contact information
• Deletion of certain information
• Withdrawal from optional marketing communications
• Information concerning certain uses of your personal information

We may need to verify your identity before processing a request.

Certain information may not be deleted when retention is required or permitted for tax, legal, accounting, fraud-prevention, notarial, dispute-resolution, or other legitimate purposes.

Our website is intended primarily for adults and is not designed for children to use independently.

We do not knowingly collect personal information directly from children through our website for marketing purposes.

Information about children or dependents may appear in immigration, divorce, tax, translation, or other documents submitted by an adult customer when reasonably necessary for the requested service.