Last updated: March 4, 2025
When someone visits taxfilings-usa.com or registers to utilize our services or mobile applications, we at taxfilings-usa.com ("we," "us," "our," "website") are dedicated to preserving their privacy. This Privacy Notice and Cookies Policy (the “Notice”) is intended to educate you on our procedures for gathering, using, storing, and disclosing data that we get through our mobile applications or website, as well as the consent needed for those purposes. This Notice is applicable to our mobile applications (the "Applications"), our website, taxfilings-usa.com (the "Website"), and any services that link to this Notice. Before using or submitting information to this site, please make sure you have read this Notice carefully and completely.
TABLE OF CONTENTS:
YOUR USE OF THIS WEBSITE
INFORMATION WE COLLECT
INFORMATION YOU PROVIDE TO US
INFORMATION WE COLLECT FROM YOUR BROWSER AND YOUR DEVICE
INFORMATION THAT WE COLLECT FROM THIRD PARTIES
SHARING OF INFORMATION WITH THIRD PARTIES
USE OF COOKIES
HOW WE USE COOKIES ON OUR WEBSITE AND APPLICATIONS
DISABLING OR DELETING COOKIES
“DO NOT TRACK”
SECURITY
LINKS TO OTHER WEBSITES, SOCIAL MEDIA AND PUBLIC FORUMS
INTERNATIONAL DATA TRANSFERS
YOUR PRIVACY RIGHTS FOR CALIFORNIA RESIDENTS
CHANGES TO THIS PRIVACY NOTICE
CONTACT INFORMATION
YOUR USE OF THIS WEBSITE
You consent to the terms of this notice and the implementation of any applicable laws and regulations by using this website. You agree that information will be gathered, used, and disclosed in line with this Notice whenever you submit personal information or any other type of information through this website.
Our services are not intended for children. Children under the age of thirteen do not have their information collected by us. We may obtain information about your children if you are utilizing our services to submit personal tax returns.
INFORMATION WE COLLECT
Your personal information will be processed and used in a transparent, equitable, and legal manner. "Personal Data" is information about you that allows for a reasonable identification of you. Your entire name, email address, mailing address, phone number, job title, and employer are a few examples of Personal Data. We process your Personal Data in compliance with applicable laws because we understand how valuable it is.
Your Personal Data information will only be gathered and used for the specific, justifiable purposes listed in this notice. Your Personal Data is used to:
- create an account and confirm your identity;
- deliver the services and associated tasks that you have requested;
- deliver digital and direct marketing communications through individualized online experiences, direct mail, email, and phone calls;
- contact you in the event that you want us to do so or to provide you with the information you've requested;
- improved customer service when you get in touch with us;
- enhance the Website's and the Applications' general usability, quality, and content;
- inform you of any updates or new features to the website, our applications, or our services;
- conduct surveys; and
- take care of additional business requirements including website management, fraud protection and security, legal compliance, and business continuity.
INFORMATION YOU PROVIDE TO US
Both the website and the applications actively gather data from users by posing certain queries to you during interactions, like:
- signing up using our applications or website;
- registering to receive our information;
- making a service buy;
- gaining access to specific areas of the applications or website, such as the Client Portal;
- taking advantage of certain features on the website
or in any other way by allowing, you to contact us directly by email. You have the option to not provide any personal information on the website or applications. However, we won't be able to answer your question, communicate with you further, or offer the services you have asked for if you decide not to give us your Personal Data in these situations.
Depending on how you communicate with us regarding your visit to the website or applications, we will use your Personal Data as follows:
- Inquiring about how our services could benefit your company means that we will use your Personal Data to answer any questions you may have and/or to give you the information you ask for because we need it to communicate with you, answer your request, and build our relationship;
- In the event that you see or download a piece of content (such as a white paper, case study, competitive analysis, etc.), we will use your Personal Data to send you materials and information that may be pertinent to the content you have viewed or downloaded;
- If you're asking how we might help your company with accounting and taxation, we'll use your Personal Data to think about how your company can benefit from our services.
- If you are a current client, supplier, or partner of ours and you have a question concerning your contract or connection with us, we will use your Personal Data to reply to you regarding a pre-existing contract or relationship.
Additionally, we might need to:
- Utilize your Personal Data to carry out an agreement with your company, without which we would not be able to deliver those services to or receive them from your company; for instance, if a specific service or piece of information is supposed to be delivered to you at your company, we would not be able to deliver it unless we could use your Personal Data for that purpose;
- Utilize your Personal Data in order to fulfill legal requirements for our business management or our engagement with your company;
- We will use your Personal Data to evaluate and determine how to reply to your question about job openings if you are a member of the public and you are asking if you could work for us. Our "Careers" page and talent management are administered by a third-party service provider. According to our services agreement, this provider will receive and retain your Personal Data. They may only use it to send us applicants for open positions. Additionally, we might need to utilize your Personal Data to fulfill a legal need for our human resource management;
- If you're asking for something else, like "a free trial," we'll use your Personal Data to think about it, answer your question, and/or give you the information and/or service you need. Depending on the topic of your question, we could also need to use your Personal Data to fulfill a legal need pertaining to our business management or our relationship with your company;
- We may also use your Personal Data to verify your identity, the company you work for, and your position there if we don't know you or your function there. We take this step to ensure that your query is legitimate and not spam or being made fraudulently. We might also take this action because we might be bound by legal requirements that demand that we verify the information you give us prior to establishing a relationship with you; and
- If you agree to receive marketing messages, we will use your Personal Data to get in touch with you and tell you about events, news, and pertinent goods and services. You agree to us contacting you for these purposes when you click "sign up" after entering your contact information for this purpose. Only with your permission will we be able to send you marketing materials.
When you give us your information, you are granting us permission to use your Personal Data to get in touch with you via phone, email, and direct mail, to provide you with a personalized online experience, and to share information about industry news and events, best practices, and related products and services. You can change your communication options or revoke your consent to our contacting you by signing into your Client Portal or sending an email to the address provided under Contact Information below.
Please click the "unsubscribe" link in that promotional email message or visit your Client Portal if you decide you do not want to receive any correspondence from us regarding the services we could offer your company, including communications about product information, press releases, newsletters, marketing, promotions, and/or other topics. Removing your consent will not change how we use your Personal Data before you do so, but it will prevent us from contacting you about any future services we could provide for you or your company.
INFORMATION WE COLLECT FROM YOUR BROWSER AND YOUR DEVICE
We will automatically gather information about your interactions with the Website and Applications as you browse them. This information will include your IP address, traffic and clickstream data, time stamps, location data, web logs, and other communication data, as well as the resources you access when you visit the Website and interact with it through your browser or other devices. As explained below, we use a variety of technologies, including cookies, browser logs, beacons, and internet tags, to automatically gather this data. This data is only collected while you are on the website and/or applications, and it helps us better customize our content to users' needs. In order to facilitate tax reporting, we might also gather specific data, including GPS information or vehicle trip mileage, with your consent and only if you want to allow such capability.
We automatically receive information from your browser and record it on our server logs, with the exception of the information you specifically choose to have collected from the applications. We use this information to diagnose server issues, report aggregate data for statistical analysis, figure out the quickest way for your computer to connect to our website, and manage and enhance the website and/or applications, as explained below.
We use this information, to the extent that it is Personal Data, to make sure that material from the Website and Applications is displayed as efficiently as possible for you and your device in order to enhance our customers' online experience with the Website and Applications.
INFORMATION THAT WE COLLECT FROM THIRD PARTIES
Your name, email address, and other personal information may have been given to us by the person or entity that recommended any of our goods or services to you through one of our referral programs. You can request that your information be deleted from our database by contacting us at support@taxfilings-usa.com. If you send us information about someone else, or if someone else gives us your Personal Data, we will only use it for the purpose for which it was given to us.
Our services might be included in third-party products or services that you buy from one of our partners, and we might receive your Personal Data so we can get in touch with you to activate our services or products. One of our partners may give us your name, email address, company name, and other Personal Data if you otherwise show interest in any of our goods or services. Your Personal Data may be shared with us by the event organizer if you sign up for or attend one of our sponsored events. If you review or comment on any of our products or services, we might also get Personal Data from review sites. We might also get Personal Data from other third-party service providers that we work with to sell our goods and services.
SHARING OF INFORMATION WITH THIRD PARTIES
Without your permission, we never sell, rent, or lease your Personal Data to unaffiliated third parties. However, in some circumstances, we might disclose your Personal Data to third parties in order to verify your identity, handle your request, and make it easier for you to use the website and applications.
You accept the following disclosures by using the websites:
- we may verify your Personal Data by looking up your name and your company's name in both public and private databases of people and businesses. The search results will be generated using the information we entered. For instance, we might leverage databases like those kept by Data.com or LinkedIn.com for this;
- we may disclose your information to specific third parties, such as our subcontractors and service providers, in order to fulfill any agreements, we make with them or with you;
- our business partners, but only insofar as you have bought or shown interest in one of their goods or services, engaged with them, or otherwise given permission for them to share your Personal Data with them;
- advertising networks and advertisers who need the information to choose and display advertisements to you and other users;
- as required to influence the sale or transfer of business assets, as required for external audit, compliance, or corporate governance-related matters, or as a buyer or successor entity in the event of a sale or other corporate transaction involving some or all of our business;
- search engine and analytics companies that help us optimize and enhance the website and applications; and
- we may be required to share or disclose your information to a third party in order to: (i) enforce or apply our terms of use and other agreements; (ii) comply with applicable laws, court orders, government regulators, or legal process (including subpoenas); or (iii) protect the property, safety, and rights of others. This involves sharing data with other businesses and institutions in order to prevent fraud and lower credit risk.
For the reasons outlined in this Notice, we also provide our affiliates access to your Personal Data.
USE OF COOKIES
Cookies are used by our websites and applications to improve your experience using the website and/or services, as well as to track your activities while you are on the website and using the applications. Cookies are little text files that are saved on your computer's hard drive, browser, and other portable devices. Cookies help you stand out from other users by storing information about your usage of the Website and its applications. We use cookies to make sure you have a positive experience on our website and application.
In addition to facilitating the display of information on the website and applications, cookies enable us to collect and evaluate usage data for the websites and applications in order to make improvements. You agree to our usage of cookies as described in this Notice if you keep using the Website and Applications.
The types of cookies used on the website and applications are described below, along with specific information about their use. Cookies that are necessary for the Website and Applications to function (referred to as "essential cookies" below) will have been set when you use them for the first time. Please modify your browser's settings as outlined below under "Disabling or deleting cookies" if you do not want more cookies to be set.
When you close your browser, certain cookies are removed. We call these session cookies. Others stay on your device until you remove them, or they expire. These allow us to remember certain information about you as a repeat visitor and are referred to as persistent cookies.
You can either use the proper options on your web browser to erase some or all cookies, or you can disable the cookies listed below individually if you don't want them to be stored. Please be aware, though, that blocking any or all cookies—including necessary ones—may prevent you from using or accessing some features of the website and applications, like logging into member-only areas.
HOW WE USE COOKIES ON OUR WEBSITE AND APPLICATIONS
Session Cookies
Session cookies are used for the following reasons:
- To restrict access to subscription services that are paid for
- To save you from having to enter information again by enabling you to transfer it between pages of our website.
- To give you access to data that has been stored for later use, like registration.
- To gather aggregated, anonymized data that will help us better understand how people interact with our applications and website and enable us to make improvements to their structure.
- Persistent Cookies
The following are the reasons we employ persistent cookies:
- To restrict access to subscription services that are paid for.
- To enable us to customize material to your desired interests and to help us identify you as a unique visitor (simply a number) when you return to our website.
- To gather aggregated, anonymized information that help us better understand how users interact with our website and make improvements to its structure.
- To use your location (geographic and computer ID/IP address), account name, email address, and customer ID to identify you internally.
- To modify information according to your tastes.
Third Party Cookies
Cookies are served by third parties through our applications and website. These serve the following functions:
- To display material on our website and applications and monitor user clicks on this content.
- To regulate how frequently you see specific material.
- To determine how many people use our applications and website anonymously.
- For usage analysis of websites and applications.
- To connect any personally identifiable information you provide on our website and applications to the data we keep in cookies.
DISABLING OR DELETING COOKIES
You can configure your browser to remove installed cookies and prevent cookies from being sent to you when you visit the website again. Links to instructions on how to delete various cookie types from various browsers are provided below:
- Chrome
- Explorer
- Safari
- Opera
- Mozilla
You might not be able to access certain elements of the website, or it might not function as well if you disable or remove cookies. The easiest way to learn more about these features is to go to your browser's help feature or instructions.
Visit www.allaboutcookies.org to learn more about cookies, including how to manage and remove them as well as how to check what cookies have been set.
Please be aware that when you visit other websites, Google and other third parties (such as advertising networks and companies that offer outside services like web traffic analysis services) may also employ cookies. We have no control over these third parties.
“DO NOT TRACK”
At this moment, we do not promise to comply with web-browser Do Not Track signals or other systems that provide users control over how their Personal Data is collected over time and across third-party websites or online services ("DNT"). This is partly because authorities, technology companies, and industry associations have not created a uniform industry standard for DNT. We'll keep an eye on advancements in DNT browser technology and review our DNT procedures as necessary.
SECURITY
On our servers, we have put in place the proper organizational and technical safeguards to prevent your personal information from being accidentally or illegally destroyed, lost, altered, disclosed, or accessed by unauthorized parties. It's important to remember that emails and other Internet transactions are never totally safe or error-free. As a result, you should take precautions to keep yourself safe, particularly when using the internet, and be particularly cautious about the information you provide to us through email or other means. Furthermore, it is your duty to protect any passwords, ID numbers, social security numbers, or other unique access characteristics that you use on the Website and Applications. It is advisable that you select a strong password, avoid using the same one on other websites, and keep your password private. In order to prevent anybody who might have access to your computer from accessing your Personal Data, don't forget to exit your Client Portal and shut down your browser window after you're done.
LINKS TO OTHER WEBSITES, SOCIAL MEDIA AND PUBLIC FORUMS
There might be references or links to other websites on this site. Please be advised that this Notice does not apply to other websites that we do not control, unless otherwise stated on the relevant website. We advise you to review each website's privacy and cookie policies. The privacy or security of any information gathered by these third parties is not our responsibility. On our website and applications, we might provide certain "share" or "social media" features. Depending on the feature or function you use, we and/or the third-party social media networks may gather specific information about you if you decide to utilize these services. Regarding the social media features (like letting you share your information with others or post details about your activities on a social media site), the privacy policy of the business that offers those social media features will control how information is gathered and used by the third-party social media network as well as how you interact with it. The privacy or security of any information gathered by these third parties is not our responsibility. By giving us someone else's Personal Data, you are ensuring that they have given you their permission to receive any relevant "share" or "social media" communications.
INTERNATIONAL DATA TRANSFERS
Our services are designed to be used for filing and reporting on federal and state tax obligations in the United States, and we keep and process your Personal Data there. You agree to this transfer when you provide us with your Personal Data. Regardless of where it is processed or stored, your Personal Data will be secured in line with this Notice.
YOUR PRIVACY RIGHTS FOR CALIFORNIA RESIDENTS
Residents of California who have chosen to give us personal information when purchasing goods or services for their own, their families', or their households' use have the right to ask us for and receive information once a year regarding any customer data we may have given to other companies for their own direct marketing purposes. The types of consumer data listed under the California "Shine the Light" law would be included in this data, along with the names and addresses of the companies we shared customer data with during the previous calendar year.
California citizens can request this information by sending an email to support@taxfilings-usa.com with the subject line "Request for California Privacy Rights Info." The email address you enter for a response is where we will send you the requested information.
CHANGES TO THIS PRIVACY NOTICE
This Notice may occasionally be updated to reflect modifications to our procedures, offerings, and legal requirements. If there are any significant changes to the way we gather, use, or share your Personal Data, we will let you know about them by sending you an email with the proposed changes' effective date or by publishing an updated notice on the relevant website. After a modification to this Notice takes effect, your continuing use of the Website, the Applications, and the services indicates that you accept and agree to the updated Notice's terms. To find out what terms you are currently bound by, we advise you to check this page from time to time. The "Last Updated" date, which appears at the top of this Notice, indicates the most recent revision.
CONTACT INFORMATION
If you have any questions, comments, or concerns about this Notice, our privacy policies, or if you would like to submit a complaint, please contact us via one of the following methods:
Email: support@taxfilings-usa.com