Privacy Notice Rachael Guay July 13, 2022

Privacy Notice

Last Modified: June 1, 2022

Tax.com™ recognizes and is committed to compliance with the General Data Protection Regulation (GDPR) promulgated by the European Union (EU).
Please click here to view tax.com’s GDPR Privacy Notice for EU/UK residents (and other non-US citizens for which these protections are legally applicable.)
Please click here to view and print Tax.com’s Data Subject Access Form.

About This Privacy Notice

This Privacy Notice sets forth our collection, use and disclosure of personal information we receive from you. When we say “our” or “us” or “we” or “Company” we mean tax.com and its affiliates. When we say “you” and “your” we mean visitors to our Website, marketing events and to our facilities, users of our online service offerings (“Services”), and applicants for employment with us.

This Privacy Notice is subject to and made a part of our Terms of Use.

Our site may contain links to other websites. We have no control over the content of such websites nor their protection of your information and we encourage you to review the privacy notices of the other websites to understand their data protection practices.

Our privacy policies are designed to comply with all applicable data privacy laws.

Information We Collect

We collect information that identifies, relates to, describes, references, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer, household, or device (“Personal Information”).

We may collect the following categories of Personal Information from you based on your interaction with us:

Category of Personal Information
Visitors/Information Requestors
Customers/Service Recipients**
Applicants
Facility Visitation
Name
Visitors/Information Requestors
Customers/Service Recipients**
Applicants
Facility Visitation
Title
Visitors/Information Requestors
Customers/Service Recipients**
Applicants
Facility Visitation
Address (typically business)
Visitors/Information Requestors
Customers/Service Recipients**
Applicants
Facility Visitation
Email Address (typically business)
Visitors/Information Requestors
Customers/Service Recipients**
Applicants
Facility Visitation
Account Name or other identifier
Visitors/Information Requestors
Customers/Service Recipients**
Applicants
Facility Visitation
 
IP Address and other device information including geolocation*
Visitors/Information Requestors
Customers/Service Recipients**
Applicants
Facility Visitation
 
Browsing and Search activity*
Visitors/Information Requestors
Customers/Service Recipients**
Applicants
Facility Visitation
 
Employer Contact Information
Visitors/Information Requestors
Customers/Service Recipients**
Applicants
Facility Visitation
General Business Needs
Visitors/Information Requestors
Customers/Service Recipients**
Applicants
 
Facility Visitation
 
Credit/debit card information
Visitors/Information Requestors
 
Customers/Service Recipients**
Applicants
 
Facility Visitation
 
Signature
Visitors/Information Requestors
 
Customers/Service Recipients**
Applicants
Facility Visitation
Education history
Visitors/Information Requestors
 
Customers/Service Recipients**
Applicants
Facility Visitation
 
Employment and employment history
Visitors/Information Requestors
 
Customers/Service Recipients**
Applicants
Facility Visitation
 
Social Security Number
Visitors/Information Requestors
 
Customers/Service Recipients**
Applicants
Facility Visitation
 
Invoices/Orders
Visitors/Information Requestors
 
Customers/Service Recipients**
Applicants
 
Facility Visitation
 
Passport, Driver’s License or other government-issued ID
Visitors/Information Requestors
 
Customers/Service Recipients**
Applicants
Facility Visitation
 
Tax Returns
Visitors/Information Requestors
 
Customers/Service Recipients**
Applicants
 
Facility Visitation
 
Birthdate
Visitors/Information Requestors
 
Customers/Service Recipients**
Applicants
Facility Visitation
 
Utility bills
Visitors/Information Requestors
 
Customers/Service Recipients**
Applicants
 
Facility Visitation
 
Prior address(es)
Visitors/Information Requestors
 
Customers/Service Recipients**
Applicants
Facility Visitation
 
W2 Information; prior pay stubs
Visitors/Information Requestors
 
Customers/Service Recipients**
 
Applicants
Facility Visitation
 
Bank Account Information
Visitors/Information Requestors
 
Customers/Service Recipients**
Applicants
 
Facility Visitation
 
Insurance Policy Information
Visitors/Information Requestors
 
Customers/Service Recipients**
Applicants
 
Facility Visitation
 
Password/Login
Visitors/Information Requestors
 
Customers/Service Recipients**
Applicants
Facility Visitation
 
Financial credit check
Visitors/Information Requestors
 
Customers/Service Recipients**
 
Applicants
Facility Visitation
 
Payroll Data
Visitors/Information Requestors
 
Customers/Service Recipients**
Applicants
 
Facility Visitation
 
Citizenship
Visitors/Information Requestors
 
Customers/Service Recipients**
Applicants
Facility Visitation
 
Legally Protected Characteristics such as sex, race, and disability status
Visitors/Information Requestors
 
Customers/Service Recipients**
Applicants
Facility Visitation
 
Health Information
Visitors/Information Requestors
 
Customers/Service Recipients**
Applicants
 
Facility Visitation
 
Trade Union Membership
Visitors/Information Requestors
 
Customers/Service Recipients**
 
Applicants
Facility Visitation
 
Biometric Data such as an Iris or retina scan or imagery
Visitors/Information Requestors
 
Customers/Service Recipients**
 
Applicants
 
Facility Visitation
 

* See our Cookie Notice for more information

** "Service Recipients" means an individual who has signed up to receive limited or restricted services from our website including reports, demos, and other assistance

We may collect the categories of Personal Information listed above from the following categories of sources:

  • Directly from you
  • Affiliates
  • Directly from activity on our website or other applications
  • From third parties in connection with the Services that we provide
  • Government entities
  • Publicly accessible sources

Use of Personal Information

We may use or disclose the Personal Information we collect for one or more of the following business purposes:

  1. Providing and improving our Services
  2. Communicating: Communicating with you, providing you with information relating to our Services, providing information that you request, and responding to comments and questions
  3. Fraud and Incident Prevention: Detecting security incidents, protecting against malicious, deceptive, fraudulent, or illegal activity
  4. Marketing: Marketing purposes, such as developing and providing advertising materials
  5. Legal Process Response: To comply with applicable laws and legal obligations, including judicial proceedings, court orders, or other legal process
  6. Audit Requests
  7. Billing, Invoicing and Accounting
  8. Management of Client Relationships
  9. Management of Employment Process: Managing recruiting process, including background and other preemployment checks, which may include collection of sensitive personal information.

See our Cookie Notice for more information on our use of automatically collected information to improve services and for marketing.

Disclosure of Personal Information

We may disclose your Personal Information to the following categories of third parties as minimally necessary for the purpose of the disclosure and with adequate protections in place:

  1. Governmental Bodies
  2. Affiliates
  3. Vendor and Service Providers
  4. Third Parties as Legally Required: Third parties as required by law, including litigation parties and attorneys
  5. Third Parties in Business Transactions: Third parties in connection with a merger, sale or asset transfer, dissolution, divestiture, reorganization, or similar transaction
  6. Third Parties with Consent: Third parties to whom you or your agents authorize us to disclose your Personal Information in connection with the services we provide

Sale of Personal Information

We do not sell Personal Information, including Personal Information of minors under the age of 16. For purposes of this Notice, “sold” means the disclosure of Personal Information to a third party for monetary or other valuable consideration.

How We Protect Your Personal Information

We have put in place appropriate security procedures and technical and organizational measures designed to help safeguard your Personal Information. We will notify you and take prompt action designed to prevent or stop any known unauthorized access, loss, or disclosure of your Personal Information. No security system can be guaranteed to secure data, however.

Our security measures include, as appropriate, the use of firewalls, secure server facilities, encryption, access rights management systems and processes, reliance on well-known industry standard processors, training of our personnel and other measures to provide appropriate protection for your Personal Information against unauthorized use of disclosure. Where appropriate, we may also make back-up copies and use other such means to prevent accidental damage or destruction of your Personal Information.

Access to Your Personal Information

We will provide you with information about your Personal Information upon request. You have the right to request that we disclose certain information to you about our collection and use of your Personal Information depending on where you live. For California residents, you have the legal right to learn what Personal Information has been collected by us over the past 12 months.

Once we receive and confirm your verifiable consumer request (See “Exercising Access Rights”), we will disclose to you:

  • The categories of Personal Information we collected about you.
  • The categories of sources for the Personal Information we collected about you.
  • Our business or commercial purpose for collecting that Personal Information.
  • The categories of third parties with whom we share that Personal Information.
  • The specific pieces of Personal Information we collected about you (also called a data portability request).
  • If we disclosed your Personal Information for a business purpose, a list disclosing disclosures for a business purpose, identifying the personal information categories that each category of recipient obtained.
Data Rights: Objections, Corrections, Deletions, and Portability

You may have the right to object to our data collection or request that we correct, delete, or provide you with your Personal Information that we collected from you and retained, subject to certain exceptions. In California, for example, you have a right to object to our data collection and to delete your Personal Information or have it returned to you.

We may deny your deletion request if retaining the information is necessary for us or our service provider(s) to:

  • Complete the transaction for which we collected the personal information, provide a good or service that you requested, take actions reasonably anticipated within the context of our ongoing business relationship with you, fulfill the terms of a written warranty or product recall conducted in accordance with federal law, or otherwise perform our
    contract with you.
  • Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity or prosecute those responsible for such activities.
  • Debug products to identify and repair errors that impair existing intended functionality.
  • Exercise a right provided for by law or comply with applicable law [such as the California Electronic Communications Privacy Act (Cal. Penal Code §1546 et. seq.)].
  • Engage in public or peer-reviewed scientific, historical, or statistical research in the public interest that adheres to all other applicable ethics and privacy laws, when the information’s deletion may likely render impossible or seriously impair the research’s achievement, if you previously provided informed consent.
  • Enable solely internal uses that are reasonably aligned with consumer expectations based on your relationship with us.
  • Make other internal and lawful uses of that information that are compatible with the context in which you provided it.
Exercising Access Rights

To exercise the access, objections, data portability and deletion rights described above, you or your agent may fill out our Data Subject Access Form.

The verifiable consumer request must:

  • Provide sufficient information that allows us to reasonably verify you are the person about whom we collected Personal Information or an authorized agent.
  • Describe your request with sufficient detail that allows us to properly understand, evaluate and respond to it.

In some instances, we may not be able to honor your request. For example, we will not honor your request if we cannot verify your identity or if we cannot verify that you have the authority to make the request on behalf of another individual. Additionally, we will not honor your request where an exception applies.

You may also submit a request for information by calling us at 1.866.212.0035: if calling between the hours of 7:00 am to 8:00 pm CST, please ask the Operator to connect you to the Vice President, Data Governance, Legal; for calls outside these hours, please leave a detailed message on the general voicemail box.

Response Timing and Format

We endeavor to respond to a verifiable consumer request without undue delay and within 30 calendar days or other such time period as required by applicable law ( e.g., within 45 days for California residents). If we require more time (i.e., up to 90 days in California), we will inform you of the reason and extension period in writing. We will deliver our written response by mail or electronically, at your option.

Any disclosure we provide will only cover the 12-month period preceding the verifiable consumer request’s receipt unless a longer period is required by applicable law. The response we provide will also explain the reasons we cannot comply with a request, if applicable. For data portability requests, we will select a format to provide your personal information that is readily useable and should allow you to transmit the information form one entity to another entity without hindrance.

We do not charge a fee to process or respond to your verifiable consumer request unless it is excessive, repetitive, or manifestly unfounded. If we determine that the request warrants a
fee, we will tell you why we made that decision and provide you with a cost estimate before completing your request.

Right to Equal Service and Price

If you exercise any of your rights as described in this Privacy Notice, we will not discriminate against you by:

  • Denying goods or services to you;
  • Charging different prices or rates for goods or services, including the use of discounts or other benefits or by imposing penalties;
  • Providing a different level or quality of goods for services to you; or
  • Suggesting that you will receive a different price or rate for goods or services or a different level or quality of goods or services.

Changes to Our Privacy Notice

We may amend this Notice at any time and will update the “Last Updated” date to alert you if our Notice has changed. Please review periodically including the “Last Updated” date at the top of this page to ensure you are aware of the latest version of this Notice.

Contact Information

If you have any questions or comments about this notice, the ways in which we collect and
use your information, your choices and rights regarding such use, or wish to exercise your
rights under California or other applicable law, please do not hesitate to contact us at:

Tax.com, a division of Ryan, LLC
Three Galleria Tower
13155 Noel Road
Suite 100
Dallas, Texas 75240-5090
1.866.212.0035
privacy@tax.com