TaxCaddy’s Privacy Policy covers the collection, use, and disclosure of personal information that may be collected anytime you interact with TaxCaddy, such as when you create an account, interact with our website or application to communicate with your tax provider or when you contact our support associates.

This Privacy Policy is effective as of November 1, 2016.

By using TaxCaddy or by providing us your personal information, you agree to this Privacy Policy and agree to be bound by our Terms of Use, including limitations on damages, jurisdiction of disputes and application of the law of the State of California, which is incorporated herein by this reference.

What information we collect and how we collect it

We collect your information in order to operate effectively and provide you the best products, services and experiences we can. We collect information, including personal information, when you provide it to us, such as when you register or open an account, sign in or call us for support. We may also automatically collect information when you use our sites, applications and services. We also may get information from other companies or third parties.

We automatically collect information in a variety of ways, including from web forms, through technologies like cookies, web logging, and software on your computer or other device.

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

• Identification information (e.g. name, phone, address);
• Registration information; and
• Any third party data (such as your bank account information) synced with your account.

How we use your information

We use the information we collect to operate, improve and personalize the products and services we offer. We also may use the information to communicate with you, for example, informing you about your account and security updates.

We will not, without your consent, sell, publish or share information you entrust to us that identifies you or any person.

Sharing your personal information

We may share your personal information as needed to complete any transaction or provide any service you have requested or authorized; with vendors working on our behalf; or when required by law or to respond to legal process.

We may also share or disclose your personal information with our subsidiary that performs back office support on our behalf to provide you with the service you have requested. We may share or disclose your personal information to protect our customers; to maintain the security of our services; to detect, prevent or report fraud, criminal activity, or violations of our Terms of Use; to protect the safety of our customers or the general public; and to protect our rights and property.

All financial companies need to share customers’ personal information to run their everyday business. In the table below, we list the reasons why financial companies can share their customers’ personal information; the reasons we choose to share; and whether you can limit this sharing.

We automatically collect information in a variety of ways, including from web forms, through technologies like cookies, web logging, and software on your computer or other device.

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Identification information (e.g. name, phone, address);
  • Registration information; and
  • Any third party data (such as your bank account information) synced with your account.

How we use your information

We use the information we collect to operate, improve and personalize the products and services we offer. We also may use the information to communicate with you, for example, informing you about your account and security updates.

We will not, without your consent, sell, publish or share information you entrust to us that identifies you or any person.

Sharing your personal information

We may share your personal information as needed to complete any transaction or provide any service you have requested or authorized; with vendors working on our behalf; or when required by law or to respond to legal process.

We may also share or disclose your personal information with our subsidiary that performs back office support on our behalf to provide you with the service you have requested. We may share or disclose your personal information to protect our customers; to maintain the security of our services; to detect, prevent or report fraud, criminal activity, or violations of our Terms of Use; to protect the safety of our customers or the general public; and to protect our rights and property.

All financial companies need to share customers’ personal information to run their everyday business. In the table below, we list the reasons why financial companies can share their customers’ personal information; the reasons we choose to share; and whether you can limit this sharing.

Reasons we can share your personal information Does TaxCaddy share? Can you limit this sharing?
For our everyday business purposes –

such as to process your transactions, maintain your account(s), respond to court orders, legal investigations and third party data vendors

 

YES

 

NO

For our marketing purposes –
to offer our products and services to you
NO WE DO NOT SHARE
For joint marketing with other financial companies NO WE DO NOT SHARE
For our affiliates’ everyday business purposes –information your experience YES NO
For our nonaffiliates’ everyday business purposes –information provided to your requested tax provider YES YES
For our affiliates to market to you NO WE DO NOT SHARE
For nonaffiliates to market to you NO WE DO NOT SHARE

 

To limit our sharing Call us at 800.805.8582.Visit us https://taxcaddy.com/contact or contact us via email at privacy@taxcaddy.com or write to us at 17890 Sky Park Circle, Suite 100, Irvine, CA 92614

 

Please note:

That at any time you can prevent your tax provider from accessing your information via TaxCaddy.  In order to do so, please follow the instructions at helpcenter.taxcaddy.com.

Questions? Email us at privacy@taxcaddy.com or write to us 17890 Sky Park Circle, Suite 100, Irvine, CA 92614.
Definitions
Affiliates Financial and non-financial companies related by common ownership or control.

•    None

Non-affiliates Financial and non-financial companies not related by common ownership or control.

•    Non-affiliates we share with can include your tax preparers and third party merchant processors.

Joint Marketing A formal agreement between non-affiliated financial companies that together market financial products or services to you.

•    We do not have any Joint Marketing Partners

 

Other reason we may share your information

We reserve the right, in our sole discretion, to share or disclose your personal information with law enforcement, government officials, and other regulatory agencies. We may share or make available anonymous or aggregate information that cannot be used to identify you with if TaxCaddy or its assets are acquired by another company, or in the event of a merger, consolidation, change in control, transfer of substantial assets, reorganization, or liquidation, we may transfer, sell, or assign to third parties, information concerning your relationship with us, including, without limitation, personal information that you provide and other information concerning your relationship with us.

How to limit sharing

State laws and individual companies may give you additional rights to limit sharing. If you would like to like to limit sharing of your personal information, please email privacy@taxcaddy.com.

Special notification for California residents

If you reside in California and have provided personal information to TaxCaddy.com you may request information about our disclosures of certain categories of personal information (if any) to third parties for their direct marketing purposes. Such requests must be submitted to us using the email address above. Within thirty days of receiving such a request, we will provide a list of the categories of personal information disclosed to third parties (if any) for third-party direct marketing purposes during the immediately preceding calendar year, along with the names and addresses of these third parties. This request may be made no more than once per calendar year. We reserve our right not to respond to requests submitted other than to the address specified above.

Security

We take the security of your data seriously. We use technical and administrative security measures such as, but not limited to, firewalls, encryption techniques, and authentication procedures, among others, to work to maintain the security of your online session and personal information.

Accessing your information

You may access, review, and update much of the information you have submitted to us at any time via the administration page located at TaxCaddy.com. You may choose to close or request that we delete your account and your associated data at any time.

We will use commercially reasonable efforts to remove your data, although some information may be retained. For example, some information may be retained on a server or media, which is necessary to help ensure continued availability of our products and services. We retain your information as long as necessary to provide the services you have requested. Additionally, we may retain information to comply with law, prevent fraud, resolve disputes, trouble shoot problems, enforce our Terms of Use, and as permitted by applicable law.

Communications preferences

We may send periodic service-related alerts, notifications, or other information via email and badges in our application. You may choose to stop receiving alerts by indicating your preference in your account profile or settings. You will not be able to opt-out of any service-related or critical alerts.

Location of the data

The data we process may be transferred to, stored, and processed in, the United States or any other country in which TaxCaddy, its parent company or its affiliates, subsidiaries, or service providers maintain operations. By using and providing information to us through our Service, you agree and consent to the transfer, storage, and processing of your data to any such country in order to provide the Service.

Analytics

We may use third parties to help us analyze certain online activities. For example, these service providers may help us measure the performance of our online promotions or analyze activity on our online site. We may permit these third parties to use cookies and similar technologies to perform these services. We do not share any personal information with these third parties and these third parties do not collect such information on our behalf. For example, we may use service providers such as Google Analytics on parts of our website to determine age, gender, interest and other data to better serve our customers. If you prefer to not have your data used by these service providers, you may visit the Google Analytics opt-out page  for instructions on how to opt-out.

Cookies, web beacon and similar technologies

We use cookies and similar technologies, including mobile app identifiers, to help us recognize you across different services, products, learn about your interests both on and off our services, improve your experience, increase security, offer products, measure use and effectiveness of our services, and serve advertising. Most browsers provide you with the ability to control (i.e. block, delete, or disable) these technologies. If you choose to reject cookies or similar technologies, some services may not be available or some functionality may be limited or unavailable. Please review your browser manufacturer’s help pages for assistance with changing your settings. By visiting our services, you consent to the placement of cookies and beacons in your browser and HTML-based emails in accordance with this Privacy Policy.

Children

TaxCaddy does not knowingly collect information from children. Our products and services are not intended for children under the age of 18.

Changes to our privacy policy

We may update this Privacy Policy periodically. If we make material changes to the way we process your information, we will provide you notice via our service or by some other means, such as via email. Please review any changes carefully. If you agree with the changes, continue to use our Services. If you object to any of the changes and no longer wish to use our services, you may close your account. All changes are effective immediately upon posting and your use of our Service after a notice of material change or posting of an updated Privacy Policy shall constitute your consent to all changes.

Other important privacy information

If you have questions or concerns regarding this Privacy Policy or our information processing practices please contact us:

In writing: Attn: Privacy, 17890 Sky Park Circle, Suite 100, Irvine, CA 92614.

Call us at 800.805.8582.

Visit us at TaxCaddy.com

Email us at privacy@taxcaddy.com.

© 2016 TaxCaddy. All rights reserved.