Next Door Tax Services Privacy Notice
This notice explains how information submitted through the Next Door website and operational platform is handled.
Last updated: October 2, 2026
Information we collect
The public website may collect basic contact information such as your name, email address, mobile number, communication preference, referral information, and marketing attribution information such as campaign or referral source.
The public website is not intended for Social Security numbers, W-2s, IDs, dependent records, or other sensitive tax documents. Those materials should be submitted only through the approved secure client portal.
How we use information
We use information to respond to inquiries, route clients to the appropriate Next Door team member, coordinate tax-preparation services, manage client workflow, maintain operational records, improve marketing attribution, and send communications that you have requested or authorized.
Communications and consent
If you choose to consent to text or email updates, we record that choice, including the date and the version of the consent language presented. Communication preferences can be changed by contacting Next Door or by using applicable opt-out instructions provided in a message.
Service providers
Next Door may use service providers for website hosting, authentication, secure client intake, tax preparation, communications, analytics, banking products, and related business operations. Information is shared only as reasonably necessary for those services or as otherwise required by law.
Security
Next Door uses administrative and technical controls designed to protect information. No internet-based system can guarantee absolute security. Clients should not send sensitive tax documents through ordinary email, text message, social media, or public website forms.
Retention
Information may be retained for business, tax-preparation, compliance, security, dispute-resolution, and legal purposes. Retention periods can vary depending on the type of information and the services provided.
Your choices
You may contact Next Door to ask about your communication preferences or information submitted through the website. Certain records may need to be retained where required for tax-preparation, compliance, fraud-prevention, accounting, or legal purposes.
Updates to this notice
This notice may be updated as Next Door changes its website, services, or operational systems. The date at the top of this page identifies the current version.