Imagine Having:

  • Your own tax business fully structured

  • Clients coming in consistently

  • Systems doing the work for you

  • A virtual office setup

  • Marketing that converts into MONEY

  • A trained team behind you

  • A premium brand people trust

  • The confidence to scale to 6 & 7 figures

  • Year round income instead of seasonal stressBullet List 5

Privacy Policy

Legacy Vault Mentorship Program

1. Introduction

Welcome to Legacy Vault. Your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website, enroll in our mentorship program, or interact with our services.

By using our website or services, you agree to the practices described in this policy.

2. Information We Collect

We may collect the following types of information:

Personal Information

  • Full name

  • Email address

  • Phone number

  • Billing information (if applicable)

  • Business or professional details you provide

Non-Personal Information

  • Browser type

  • Device information

  • IP address

  • Pages visited and usage behavior

3. How We Use Your Information

We use your information to:

  • Provide mentorship and coaching services

  • Process payments and enrollments

  • Communicate updates, support, and important announcements

  • Improve our website, systems, and user experience

  • Send marketing or promotional content (you may opt out anytime)

  • Ensure compliance with legal and business obligations

4. How We Protect Your Information

We implement reasonable security measures to protect your personal data from unauthorized access, alteration, disclosure, or destruction.

However, no online system is 100% secure, and we cannot guarantee absolute security of your information.

5. Sharing of Information

We do not sell, rent, or trade your personal information.

We may share information only in the following cases:

  • With trusted third-party service providers (payment processors, CRM tools, email platforms)

  • To comply with legal obligations or government requests

  • To protect our rights, safety, or prevent fraud

6. Third-Party Services

Our website and services may use third-party platforms such as:

  • Payment gateways

  • CRM systems

  • Email marketing tools

  • Automation platforms

We are not responsible for how these third-party services handle your data.

7. Cookies & Tracking

We may use cookies and similar tracking technologies to:

  • Improve website performance

  • Understand user behavior

  • Enhance user experience

  • Track marketing effectiveness

You can disable cookies through your browser settings if you prefer.

8. Your Rights

You have the right to:

  • Access your personal data

  • Request corrections to your information

  • Request deletion of your data (subject to legal obligations)

  • Opt out of marketing communications

9. Data Retention

We retain your information only as long as necessary to provide services, comply with legal obligations, or resolve disputes.

10. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect data from minors.

11. Changes to This Policy

We may update this Privacy Policy at any time. Continued use of our website or services after updates means you accept the revised policy.

12. Contact Information

If you have any questions about this Privacy Policy, you may contact us at:

Email: [email protected]

Legacy Vault helps you build and scale your tax business.

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