Effective as of October 1, 2018
Information From Client Relationship
This Policy does not apply to any information we receive from you or from any other sources on your behalf outside of Our Sites or Our Online Services, including in the course of any client-CPA/tax-preparer relationship with us (“Client Relationship”). Should you ultimately formally enter into a Client Relationship with us, our obligations with respect to information that we receive from you during the course of the Client Relationship (“Client Information”) will be governed by strict professional standards of confidentiality and other applicable law. Your written consent will be obtained before we use or disclose any of your Client Information for any purpose other than in providing services to you in the context of the Client Relationship (“Client Services”) or other than as required or permitted by law. Permitted disclosures include providing Client Information to our employees and employees of our affiliated companies and, in limited circumstances, to unrelated third parties, in each case to the extent those employees or third parties require your Client Information to assist us in providing Client Services to you. The confidential nature of the shared Client Information is emphasized in all circumstances. We retain records relating to the Client Services we provide you so that we may better assist your needs and to comply with professional guidelines and requirements. To protect your Client Information, we maintain electronic, physical, and procedural safeguards in compliance with CPA professional standards and as required by applicable law.
How We Respond to Do Not Track Signals
Information We Collect
When you sign up to become a user of Our Sites, or you register for certain of Our Online Services, however, you will be asked to provide us with certain personal information, which may include (but not be limited to) your first name, last name, email address, and mailing address. In this Policy, we refer to this information as “Personal Information.”
If you register, visit, or sign in to Our Sites or Our Online Services through Google, Facebook, Facebook Connect, LinkedIn, Twitter, or another social media website, you are authorizing us to collect, store, and use, in accordance with this Policy, any and all information that you agreed that Google, Inc. or the social media website would provide to us through that party’s or website’s application programming interface (“API”). Such information, which is also Personal Information under this Policy, may include, without limitation, your first and last name, username, profile picture, headline, unique identifier and access token, and email address. We do not receive or store your passwords for Google or your social media accounts.
Like most websites, we use automatic data collection technology when you visit Our Sites to record information that identifies your computer, to track your use of Our Sites, and to collect certain basic information about you and your surfing habits. This information includes information about your operating system, your IP addresses, browser type and language, referring and exit pages and URLs, keywords, date and time, amount of time spent on particular pages, what sections of a website you visit, and similar information concerning your use of Our Sites and Our Online Services (the “Usage Information”).
We collect this Usage Information by using cookies and pixel tags (also called web beacons or clear gifs). Cookies are small packets of data that a website stores on your computer’s hard drive so that your computer will “remember” information about your visit. Clear gifs are tiny graphics with a unique identifier, similar in function to cookies, and are used to track the online movements of website users. You can reject cookies by following the directions provided in your Internet provider’s “help” file. If you reject cookies, you may still visit Our Sites, but may not be able to use some areas of Our Sites and/or Our Online Services.
We do not collect Personal Information in this way, but if you’ve provided us with Personal Information, we may associate that information with the information that is collected automatically. Automatic data collection may be performed on our behalf by our services providers.
How We Use Your Information
We may use your Personal Information and Usage Information in a manner that is consistent with this Policy and the context of our relationship with you. We will use your Personal Information and Usage Information collected through Our Sites or Our Online Services for the following purposes:
- To identify you when you sign in to your account;
- To respond to your requests and to provide you with Our Online Services;
- To respond to your inquiries and contact you about changes to Our Sites and/or Our Online Services;
- To send you notices (for example, in the form of e-mails, mailings, and the like) regarding products or services you are receiving, and for billing and collection purposes;
- To send you information we think you may find useful or that you have requested from us;
- To enhance and improve Our Sites or Our Online Services, such as through personalized features and content;
- To analyze the use of Our Sites and Our Online Services and the people visiting to improve our content and Our Sites and Our Online Services;
- To investigate, prevent, or take action regarding illegal activities, suspected fraud, situations involving potential threats to the physical safety of any person, violations of our policies, or as otherwise required by law;
- For any other purposes disclosed at the time the information is collected or to which you consent; and
- As otherwise specifically described in this Policy.
Disclosure of Personal Information to Third Parties
We do not disclose your Personal Information to third parties for their direct marketing purposes.
We, like many businesses, sometimes hire other companies to perform certain business-related functions. Examples include mailing information, maintaining databases, hosting services, and processing payments. When we employ another company to perform a function of this nature, we provide them with the information that they need to perform their specific function, which may include Personal Information.
If we or all or substantially all of our assets are acquired, we expect that the information that we have collected, including Personal Information, would be transferred along with our other business assets.
We may disclose your Personal Information and Usage Information to government authorities and to other third parties when compelled to do so by government authorities, at our discretion, or otherwise as required by law, including but not limited to in response to court orders and subpoenas. We may also disclose your Personal Information and Usage Information when we have reason to believe that someone is or may be causing injury to or interference with our rights or property, other users of Our Sites, or anyone else that could be harmed by such activities.
How We Protect Your Information
We take commercially reasonable steps to protect the Personal Information from loss, misuse, and unauthorized access, disclosure, alteration, or destruction. Please understand, however, that no security system is impenetrable. We cannot guarantee the security of our databases, nor can we guarantee that the information you supply will not be intercepted while being transmitted to and from us over the Internet. In particular, e-mail sent to or from us may not be secure, and you should therefore take special care in deciding what information you send to us via e-mail.
Accessing and Modifying Account Information
You may update the information that is stored in your user account by e-mailing us at email@example.com.
If you wish to stop receiving promotional e-mails, you may do so by e-mailing firstname.lastname@example.org. You may also choose to unsubscribe from our emails by following the instructions in the bottom of the email.
Our Sites may contain content, services, advertising and other materials that link to websites operated by third parties. We have no control over those other sites, and this Policy does not apply to them. Please refer to the privacy policies of those sites for more information on how the operators of those sites collect and use your Personal Information.
Important Notice to Users Outside the U.S.
Our Sites and Our Online Services are operated in the United States. If you are located outside of the United States, please be aware that any information you provide to us will be transferred to the United States. By providing us with any information through Our Sites or Our Online Services, you consent to this transfer.
Visitors Under the Age of 13
We do not knowingly collect any Personal Information from visitors or users of Our Sites who are under the age of 13. If you are under 13, please do not give us any Personal Information. We encourage parents and legal guardians to monitor their children’s Internet usage and to help enforce our Policy by instructing their children to never provide Personal Information through the Internet without their permission. If you have reason to believe that a child under the age of 13 has provided Personal Information to us, please contact us, and we will endeavor to delete that information from our databases.
Changes to This Policy
This Policy is effective as of the date stated at the top of this Policy. We may change this Policy from time to time and will post any changes on Our Sites as soon as they go into effect. By accessing Our Sites or using Our Online Services after we make any such changes to this Policy, you are deemed to have accepted such changes. Please refer back to this Policy on a regular basis.
How to Contact Us
4818-8990-5264, v. 4