Privacy Policy

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 secure client workspace or onboarding forms, 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

Client workspace: You enter information directly when you sign up or complete steps in our secure portal
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 the information and documents you submit, 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: Transmits SMS text messages on our behalf
• Meta (WhatsApp Business Platform): Delivers WhatsApp messages on our behalf
• 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 and opt in through our public consent form at app.latamlinkus.com/sms, we may contact you by SMS text message and by WhatsApp message with updates about your case. The categories of messages we send on both channels are: engagement and scheduling confirmations, appointment reminders, document requests, and filing-status notifications. Message frequency varies based on your case and typically ranges from 5 to 15 messages over the engagement period (approximately 30 to 90 days). Message and data rates may apply for SMS; WhatsApp messages are delivered over the internet and may incur data charges from your mobile carrier.

Opting in to receive SMS or WhatsApp messages is not a condition of purchasing any product or service from Latamlink LLC. You can opt out at any time by replying STOP to any SMS or WhatsApp message you receive from us, and you can reply HELP for help on either channel. Opting out of one channel does not opt you out of the other; reply STOP on each channel you wish to leave.

We will not share your mobile phone number, your SMS opt-in consent, or your WhatsApp opt-in consent with any third party or affiliate for marketing or promotional purposes. The only parties that receive your mobile number are the service providers that help us deliver the messages you signed up for — specifically, Twilio, which transmits SMS on our behalf, and Meta (the WhatsApp Business Platform), which delivers WhatsApp messages on our behalf. No mobile opt-in data, SMS consent data, or WhatsApp consent data is sold, rented, or shared for any other purpose.

WhatsApp messages are delivered through the official WhatsApp Business Platform operated by Meta Platforms, Inc., and are subject to Meta's privacy terms in addition to this policy. We use the WhatsApp Business API solely to send transactional updates to our own enrolled customers; we do not use it to message non-customers, run marketing campaigns to third-party audiences, or operate on behalf of any other business.

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