Why We Process Your Personal Information
The Services are meant for CPA and professional tax preparers to provide tax verification tools to eliminate errors and reduce review time. TaxExact collects email addresses and other identifiable information to better inform and coordinate use of the Services and so users may access their own accounts and particular aspects of the Services. If you do not agree to the terms of this Policy, you may not use the Services.
Information We Process to Provide the Services
Providing user accounts requires access to personal data. If you request a user account, we require a password and your basic contact information, including your name, email address, street address, and phone number. We may also ask you to submit and we may process data that is personal to you, including your age, gender, and geographic location. This information is used to create a user profile and provide you with services. We may use your e-mail address or mobile phone number to contact you about your experience with the Services and notify you about company news and promotions.
When you use a mobile platform to access the Services, we may collect and record certain information such as your unique device ID, hardware type, media access control (“MAC”) address, international mobile equipment identity (“IMEI”), the version of your operating system (“OS”), and your location (based on your Internet Protocol (“IP”) address). This information is useful to us for troubleshooting and helps us understand usage trends and for providing you with the correct version of the application.
We may also receive information about you if your information is provided to us by a party that is desirous of allowing you to use certain aspects of the Services.
TaxExact uses the services of Google Cloud Platform, Amazon Web Services, and Google Analytics when providing the Services.
Users Outside of the United States
Why We Process Your Personal Information
The following list identifies why TaxExact might use your personal information when providing the Services:
- User Accounts. User accounts allow TaxExact to provide users of the site with the ability to access account-holder-only portions of the Services.
- Customer Surveys & Research. We may use your contact information to evaluate and ask you about your experience and your use of the Services. We use this feedback to improve our Services. We may also aggregate our customer’s data to release information on trends and usage of our Services. Such an aggregation and release will not include any way of personally identifying you or our other customers, but is used to evaluate our Services and collect statistics concerning the behavior of our user base.
- Marketing. We may use your information when developing and providing relevant marketing materials. Our goal is to only provide you with materials that are of interest to you. We provide marketing materials to our users, including direct emails and other written materials. You may opt out of direct marketing communications by either clicking “unsubscribe” within any emails sent, or requesting removal by emailing us at firstname.lastname@example.org.
- Detecting and Preventing Fraud. We use your information to monitor for potentially fraudulent activities committed using the Services.
How long does TaxExact retain my Personal Information?
We will retain your personal information for the period necessary to fulfill the purposes outlined in this policy unless a longer retention period is required or permitted by law, for legal, tax or regulatory reasons, or other legitimate and lawful business purposes.
Can I Limit TaxExact’s Processing of my Personal Information? Can I Request Deletion of my Personal Information?
Yes, you may limit our processing of your data or request deletion by contacting us at email@example.com. However, if compliance with your request would prevent TaxExact from being able to provide the Services to you, then compliance with your request may require cancellation of particular aspects of the Services previously arranged.
How can I Access my Information? Can I Request a Correction?
Yes, you may obtain a copy or request a correction of your personal information by emailing firstname.lastname@example.org. You may also contact applicable regulatory authorities regarding our processing of your personal information.
California Consumer Privacy Act
If you are a California resident, you may have additional privacy rights regarding your personal data. These rights include the right to request disclosure of the categories of information collected, why that information is collected, and the types of third parties receiving access to your information. You may also request deletion of your data and obtain information relating to any sharing of information with third parties.
To every extent possible, users will receive equal service and price regardless of whether they exercise their privacy rights under the California Consumer Privacy Act. TaxExact does not sell or rent the personal data of its users.
You may contact us regarding these rights by emailing us at CCPA@taxexact.com.
Usage Statistics & Tracking
Cookies. Cookies are small text files that that are transferred to your computer and/or device to remember things about your visit, such as your preferences or a user name and password. Information contained in a cookie may be linked to your personal information for purposes such as improving the quality of the Service or tailoring recommendations to your interests. You can disable cookies at any time, although it may prevent you from accessing or using some or all features of the Services.
Web Beacons. A “Web Beacon” is an object that is embedded in a web page that is usually invisible to the user and allows website operators to check whether a user has viewed a particular web page. TaxExact may use Web Beacons with the Services to count users who have visited particular pages and to deliver co-branded services. Web Beacons are not used to access users’ personally identifiable information; they are a technique TaxExact may use to compile aggregated statistics about usage of the Services. Web Beacons collect only a limited set of information including a cookie number, time and date of a page view, and a description of the page on which the Web Beacon resides.
You may not decline Web Beacons. However, they can be rendered ineffective by declining all cookies or modifying your browser setting to notify you each time a cookie is tendered and permit you to accept or decline cookies on an individual basis. Third parties are not permitted to use Web Beacons with the Services.