Creating Innovative Professional Tax Software of the Future

       ...with Pricing from the Past

 

 

Privacy Policy

MyTAXPrepOfficeTM Privacy Policy

Date Effective: 05/31/2015

 

Thanks for using MyTAXPrepOfficeTM ! This privacy policy describes how we collect, use, and handle your information, and your clients’ information when you use our tax preparation software (“software”) and services (“Services”). 

 

We collect and use the following information to provide, improve and protect our services: 

Account.

We collect, and associate with your account, information like your name, email address, phone number, payment info, and physical address.

Services.

When you use our Services, we collect, process, store, and transmit information necessary for the completion of U.S. Federal and/or state tax returns, including sensitive personal identity and account information. Our software includes the ability to file a prepared return electronically (“e-file”) which requires the collection of taxpayer and preparer signature information in various forms.  

Usage

We collect information from and about the devices you use to access the Services. This includes things like IP addresses, the type of browser and device you use, the web page you visited before coming to our sites, and identifiers associated with your devices. Your de - vices (depending on their settings) may also transmit location information to the Services.  

Cookies and other technologies.

We use technologies like cookies and analytic tools to provide, improve, protect and promote our Services. For example, cookies help us with things like remembering your username for your next visit, understanding how you are interact - ing with our Services, and improving them based on that information. You can set your browser to not accept cookies, but this may limit your ability to use our software.

How we share information:

We may share information as discussed below, but we won’t sell it to advertisers or other third-parties. 

Internal Revenue Service and State Revenue Departments (“government agencies”). 
Your clients’ information will only be shared with government agencies only after the software has been directed to e-file your clients’ return(s).  
Bank Product Providers. 
We integrate with various refund bank product providers (“banks”) for the purpose of offering refund related bank products (“bank products”). We will share account, and personal information with a bank, only when directed by you for the purpose of enrolling in their program. We will only share your clients’ personal information with a bank only when directed by you and after obtaining agreement from your client through the selection and completion of a bank product application within the software.  
Law & Order. 
We may disclose your information to third parties if we determine that such disclosure is reasonably necessary to (a) comply with the law as outlined in “Legal Compliance”; (b) prevent fraud or abuse of MyTAXPrepOfficeTM or our users; or (c) protect property rights of MyTAXPrepOfficeTM 
Legal Compliance. 
At times government agencies make requests for information on our users and/or their clients. MyTAXPrepOfficeTM will fight against any blanket request for such information. We will comply with valid legal requests limited to a single user, a preparer, or a taxpayer, and be accompanied by a signed subpoena.