Privacy Policy
Here's the short version:
- We collect your personal info (name, phone, ID) and financial data (bank accounts via Plaid, tax records) to help you with taxes and bookkeeping
- We use AI to help process your info faster, but a human always reviews and approves recommendations before we act
- We share data only with trusted partners like Plaid, Supabase, Twilio, and Google Workspace — all bound by strict confidentiality
- You can text STOP to opt out of SMS, request your data anytime, or ask us to delete it (within legal limits)
- We encrypt your data, use industry-standard security, and keep your information safe
About us and what we do
Latamlink LLC runs the SentinelOS platform to help you with tax preparation, bookkeeping, and accounting. We want you to understand exactly how we handle your information, so we've laid it out here in plain language.
Information we collect
Personal details
When you fill out our intake form, we ask for basics like your name, email, phone number, and mailing address. We also collect identification information (like your SSN, ITIN, or EIN) and date of birth when needed for tax preparation. All of this sensitive information is encrypted the moment you submit it, and stays encrypted while we hold it. We use industry-standard encryption (TLS/SSL in transit, encryption at rest in Supabase) so your data is never exposed in the clear.
Financial information
To help you with taxes and bookkeeping, we need to see your financial picture. That includes bank account details (which you securely connect via Plaid), income statements, tax returns, business transaction data, and payment information. This helps us give you accurate advice and prepare your filings properly.
Business information
If you're self-employed or own a business, we collect info about your business structure, registration details, where you operate, and any employees or contractors you work with. This helps us understand your tax situation more fully.
Messages and communication
We keep records of emails, text messages, WhatsApp messages, and any questions or feedback you send us. This helps us track your case and respond to your needs.
Usage information
When you use our platform, we automatically collect technical info like your IP address, browser type, device details, and which pages you visit. This helps us improve the platform and catch any issues.
How we collect your information
Intake form: You enter information directly when you sign up
Plaid: You securely link your bank accounts to share transaction and balance data
Messages: We collect emails, texts, and WhatsApp messages you send us
Automatic tracking: We use cookies and analytics to understand how you use our platform
How we use your information
Here's what we do with your data:
- Prepare and file your tax returns, handle bookkeeping, and provide accounting support
- Keep you updated about your case and services via email, text, or WhatsApp
- Process payments and keep billing records
- Make sure we follow all federal, state, and local tax laws
- Make our platform better and easier to use
- Catch and prevent fraud or unauthorized access
- Respond to legal requests and protect our rights
How we use AI (and why humans still decide)
We use AI and machine learning to help us work faster. AI helps us read through your intake form, pull out the important details, and suggest recommendations. But here's the key: AI is just an assistant. Every recommendation, every decision about your case is reviewed and approved by a real, qualified person before anything happens. AI speeds things up, but humans always make the final call on your case.
Who we share your information with
We work with trusted partners to deliver our services. All of them are required to keep your information confidential:
- Plaid: Connects your bank accounts securely (check their privacy policy too)
- Supabase: Stores your data safely in the cloud
- Twilio: Sends you text messages and WhatsApp updates
- Vercel: Hosts our website and platform
- Google Workspace: Helps us send and manage emails
Text messages and WhatsApp
When you share your phone number with us, we may text you or message you on WhatsApp with updates about your case — things like engagement confirmations, document requests, and filing status. We'll only send messages as often as needed while you're working with us.
Want to stop texts? Reply STOP to any SMS message and we'll remove you from our list. Carrier charges apply — standard message and data rates from your phone plan will be used. WhatsApp messages have different privacy rules since they go through Meta's system.
How we protect your data
Your security matters to us. Here's what we do:
- Encrypt all your data while it travels to us (TLS/SSL) and while it sits with us
- Use strong access controls so only the right people can see your info
- Regularly check our systems for security issues and fix them fast
- Limit employee access to your personal information to only what's needed
No system is 100% secure, but we work hard to keep your information safe. If you ever suspect someone has accessed your account without permission, contact us right away.
How long we keep your data
We keep your information as long as you're working with us, plus long enough to meet tax and legal requirements. Tax records generally stay on file for 3–7 years (depending on your situation and IRS rules). You can ask us to delete your data anytime, though we may need to keep some records for legal or tax compliance reasons.
Your rights
Depending on where you live, you may have the right to:
- See what personal information we have about you
- Ask us to fix information that's wrong or incomplete
- Request we delete your data (with some legal limits)
- Opt out of marketing emails
- Change your mind about what data we can use
- Get a copy of your data in a portable format
To ask for any of these, just email nicolas@latamlinkus.com and let us know what you need. We'll respond promptly.
Children and minors
Our service is for adults, not kids. We don't knowingly collect information from anyone under 18. If we somehow find out we did, we'll delete it right away.
Updates to this policy
We may update this policy over time as our business, technology, or laws change. We'll post the updated version here with a new date, and keep using our services means you agree to the new terms. If something big changes, we'll let you know.
Contact us
Have questions?
Latamlink LLC
3810 Harrison Blvd
Kansas City, MO 64109
Email: nicolas@latamlinkus.com
Support: support@latamlinkus.com
Website: https://latamlinkus.com
Client intake: https://intake.sentinelos.us
