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TAXACT PRIVACY NOTICE



Last Updated: January 01, 2023

www.taxact.com and www.taxactprofessional.com are websites of TaxAct, Inc.

Our postal address:

3200 Olympus Blvd, Suite 150

Dallas, Texas 75019

Other ways to reach us:

319-373-3600

privacypolicy@taxact.com

We at TaxAct, Inc. (“TaxAct”") respect your privacy and the confidentiality of
your personal information. This Privacy Notice explains how and why TaxAct
collects, uses, and discloses your personal information safely and securely, and
how you may exercise your rights with respect to your information.

This Privacy Notice applies to all TaxAct websites, products, software,
services, and applications that link to it; it also applies to in-person,
over-the-phone, electronic communications, and online services provided by
TaxAct (collectively, the “Services”).

We may change this Privacy Notice from time to time. If we make changes, we will
notify you by revising the date at the top of the notice and, in some cases, we
may provide you with additional notice (such as sending you an email
notification or posting a banner notice on our web page). We encourage you to
review the Privacy Notice whenever you access the Services or otherwise interact
with us to stay informed about our information practices. If you have an
unresolved privacy or data use concern you have raised that you feel we have not
addressed satisfactorily, please contact our U.S. based third-party dispute
resolution provider (free of charge) at  
https://feedback-form.truste.com/watchdog/request.




INFORMATION WE COLLECT

Our primary goals in collecting information are to (i) offer, provide, and
improve the features and content of our Services, (ii) administer your use of
our Services, and (iii) enable our customers to enjoy and easily navigate our
website, mobile app, and Services.

Certain personal information is required to purchase, download, and effectively
use our Services. If you do not consent to our collection and use of this
information or request to delete such information, this may result in a
termination of your user account or your ability to use the Services. Please see
the section below titled “Your Rights” for more information, including state
specific information.


INFORMATION YOU PROVIDE

We collect personal information that you provide when you register for and use
the Services. This information includes:

 * Contact Information: In order to use or download our tax software, you are
   required to complete the registration form and provide personal information,
   such as:
   
   * Name
   
   * Address
   
   * Email
   
   * Phone Number

 * Tax Return Information: If you decide to prepare or file a tax return using
   our Services, we collect the following information from you, such as:
   
   * Full Name
   
   * Social Security Number
   
   * Driver’s License number
   
   * Employment information
   
   * Spouse and dependent information
   
   * Income
   
   * Deductions
   
   * Any other information included in your return

 * Uploaded Documents: We collect and store any forms, files, or other data that
   you may choose to upload from your computer or mobile device.

 * Information provided from third parties that you utilize within our Services:
   You can choose to permit or, in some cases, restrict third-party websites or
   applications that integrate with our Services. If you elect to enter your
   credentials to permit files to be imported to TaxAct, we may receive your
   name and email address associated with such third-party websites or
   applications, along with additional information that the application has
   elected to make available to TaxAct to facilitate the integration.

 * Payment Information: If you decide to purchase our Services, we may request
   additional information, including payment information. If you pay using
   credit card, we and our third-party payment processor may collect financial
   information such as credit card number and expiration date.

 * Professional Preparer Information: If you use our professional products to
   prepare the taxes of others, we may also collect information regarding your
   tax preparation business, such as:
   
   * Business name
   
   * Business address
   
   * Business email
   
   * Business phone
   
   * Name of Individual designated as contact for business
   
   * Size and nature of practice
   
   * Tax registration information, e.g., PTIN / EFIN

 * Communications: In order to improve the quality of TaxAct’s Services, we
   collect certain information provided in your communications with us. In some
   cases, we record your interactions with our support service team upon
   notifying you that a recording will be made. The information collected
   includes:
   
   * Questions or concerns you submit via our customer service functions or in
     consultations with our personnel
   
   * Service Call or online Chat recordings
   
   * Video Conference Calls: interactions with our service staff may be via
     video conferencing and, in such circumstance, the video may be recorded
   
   * Screen sharing: We may also ask to share your screen for the purpose of
     resolving your inquiry, and in such cases, these screen share sessions may
     also be recorded.

 * Marketing Communications: We collect personal information you may provide in
   connection with customer testimonials, surveys, promotions, contests,
   sweepstakes, marketing events, trade shows, webinars, conferences, customer
   research, feedback, or a similar event or occurrence.

 * Referrals: Information from your use of our referral service to tell a friend
   about our site, including your friend’s name and email address.

 * Social Media: We may monitor and collect information from interactions with
   our social media accounts, which are operated by third parties, posted on our
   accounts or linked to us on third-party operated social networks or other web
   offerings (such as Twitter, LinkedIn, Facebook, Instagram, TikTok, or
   Google). Our Services includes social media features, such as the Facebook
   Like button and widgets, the share this button, or interactive mini programs
   that run on our site. These features may collect your IP address, which page
   you are visiting on our site, and may set a cookie to enable the feature to
   function properly. Social media features and widgets are either hosted by a
   third party or hosted directly through our Services. Your interactions with
   these features are governed by the privacy notice of the company providing
   it.

 * Publicly available information: In addition to the information you provide,
   we may also collect information from publicly available sources, affiliated
   companies, or third parties, such as when we partner with other companies or
   use service providers to help us optimize our marketing activities.


AUTOMATICALLY COLLECTED INFORMATION

TaxAct collects information about your browser or device as it interacts with
the Services. Automatically collected information may be combined with other
information we collect about you to improve the services we offer you, and our
marketing, analytics, and site functionality. This information includes:

 * Computer or mobile device information you use to access our Services,
   including:
   
   * your IP address
   
   * the hardware model
   
   * operating system version
   
   * mobile network information
   
   * location information
   
   * other information that identifies your computer or device

 * User interaction information:
   
   * We log information about your use of the Services, including, information
     such as:
     
     * the type of browser you use
     
     * loading and access times
     
     * pages viewed and features accessed
     
     * the page you visited before navigating to our Services
     
     * whether you have started or completed use of an offering
     
     * other events that occur while engaging with our Services
   
   * Links: We also may keep track of how you interact with links on the
     Services, such as in emails, third-party services, and client applications
   
   * Email read receipts: If we send you a communication, such as an electronic
     mail, we may collect available information regarding your receipt and
     review of such communication.
   
   * Downloaded software: For our downloaded software, including our
     professional software users, we also collect some interaction information,
     including the parts you spend time in and features you use, the device you
     use it on, and performance during online or offline use.

 * Cookies, etc.: We and our service providers use cookies and similar
   technologies to automatically or passively collect information about the use
   of our Services, analyze trends, administer the Services, track users’
   in-offering movements while utilizing the Services, and to gather demographic
   information about our user base as a whole. These technologies may include
   small data files stored on your hard drive or in device memory or electronic
   images or strings of HTML, JavaScript, or URL code that can be added within
   emails, online ads, and websites, and help us to improve our Services and
   your experience, enhance security, see which areas and features of our
   Services are popular, and measure total usage. Examples of these technologies
   include cookies, web beacons/pixels, local shared objects, and UTM
   codes/tags. You may elect to have your browser not accept cookies, however,
   this may disable or render unusable some of the features of the Services. For
   further information, please see “Your Rights” below.

 * Mobile Analytics: When you interact with us on your mobile device, our mobile
   analytic software may record information such as how often you use the
   application, the events that occur within the application, aggregated usage,
   performance data, and where the application was downloaded from. This
   information allows us to better understand the functionality of our mobile
   software. We do not utilize the information we store within the analytics
   software in connection with personally identifiable information you submit
   within the mobile application.

 * GeoLocation Data: If you have enabled background location services on your
   mobile device, we may collect the data about you in the background even when
   you do not have the TaxAct application open. You may turn off location
   services at any time by changing your mobile device settings. Independent of
   your device, the IP address we collect through your use of our Services, as
   described above, may itself indicate information about your location.


THIRD-PARTY TOOLS AND COLLECTING INFORMATION

We use third-party tools, including those listed below to obtain information on
how visitors interact with our Services. These tools collect information about
the performance of our site and how visitors navigate around and interact with
our web pages, which allows us to evaluate and further improve and optimize our
web pages. For more information on the below third-party tools, please click on
the links: 

 * Google Analytics Privacy Policy  - We use the information from Google
   Analytics to improve our site and services.
   
   * To opt out of Google Analytics install the Google Analytics opt-out browser
     add-on or refer to the following link:
     https://tools.google.com/dlpage/gaoptout/
   
   * To control settings for Google’s personalized ads visit
     https://adssettings.google.com/

 * Facebook Privacy Policy – To better assess and optimize our marketing
   activities, we may use a tool called the “Meta Pixel” operated by Meta
   (formerly Facebook). To opt-out of providing your information to the Meta
   Pixel or other third-party tracking technologies, please visit:
   https://www.aboutads.info/choices

 * AppsFlyer Privacy Policy – We use information from AppsFlyer to improve our
   mobile app and the services it offers. You can opt out of AppsFlyer’s use of
   information about you here: https://www.appsflyer.com/legal/opt-out/

 * Neustar Privacy Policy – Neustar may be used to analyze and optimize
   marketing effectiveness and allow better personalization of our website. You
   can opt out of Neustar’s use of information about you here:
   https://www.home.neustar/privacy/opt-out

 * ContentSquare Privacy Policy, Cookie Policy, and how it treats security. – We
   use ContentSquare to better understand the effectiveness and utilization of
   various portions of our website.

 * Optimizely Privacy Policy and Data Subject Rights – We use Optimizely to test
   variations, analyze, and direct traffic on our website and in our products.


THIRD PARTY LINKS

Our Services may contain links to third party websites, which are clearly
identified and will direct you from TaxAct’s site to a third-party site. Our
link to a product or service offered by a third-party company does not by itself
indicate our endorsement. Some of these third-party sites may collect
information about you or request personal information from you. TaxAct does not
direct or oversee the policies, procedures or other practices for companies
other than TaxAct. If accessing a third-party site via a link, you will be
directed to that third-party’s website and governed by their privacy notice and
policies. We encourage you to review their privacy statements or notices to
learn more about what information is collected, how it is used, and how it is
stored.




HOW WE USE YOUR INFORMATION

We use registration information and other information you provide, including
personal information, for the following purposes:

 * to complete orders and provide you our Services, including using tax return
   information to prepare or assist in preparing your tax return, as described
   further below

 * to assist the development of our Services, including to
   
   * generally analyze and improve the Services we offer to you
   
   * better understand the functionality of our Services in your web browser or
     on your device
   
   * provide a customized or personalized experience

 * to communicate with you, including to
   
   * send marketing messages or to show you tailored advertising
   
   * notify you of new or enhanced products and services
   
   * communicate with people you tell us might be interested in our Services, if
     you choose to use our referral service to tell them about us
   
   * provide text message alerts for product information, status, tips or
     promotions, or other marketing activities.

 * to address issues that may arise, including to
   
   * notify you if there are issues with the Service or your order
   
   * send you product or technical notices, updates, and security alerts
   
   * research and address any questions or problems submitted through our
     technical support and customer service systems
   
   * monitor and investigate fraud, identity theft, and other illegal activity
   
   * protect the safety and security of TaxAct, our Services, our customers and
     others

Tax Return Information: We use Tax Return Information you provide us in order to
prepare a tax return. The use and disclosure of Tax Return Information is
governed by Section 301-7216 of the Internal Revenue Code and many state codes
and regulations. We use your Tax Return Information only in accordance with
applicable laws, including Section 301-7216 of the Internal Revenue Code, to do
the following things:

 * to prepare or assist in the preparation of tax returns

 * to allow tax professionals to assist you with questions or tax preparation

 * to obtain, manage, or market services in connection with the preparation of
   tax returns

 * to provide you with our tax preparation products and services, or, if you
   expressly consent, other products or services

 * For other uses or disclosures as you expressly consent to from time to time;
   or as required by law


HOW AND WHY WE DISCLOSE YOUR INFORMATION

TaxAct values the privacy and security of consumer information and unless (i) it
is allowed by applicable law (including, where applicable, Section 301-7216 of
the Internal Revenue Service’s code); and (ii) we have consent, we do not:

 * Offer personal information we collect from our customers for purchase or
   rent.

 * Use customer Tax Return Information to offer or market products or services
   unrelated to tax preparation to consumers.

Under certain state laws, the use of certain advertising or analytics cookies or
other technologies may be considered a “sale” of your personal information. You
may elect to add your name to our “Do Not Sell” list, or enabling a web
browsers’ “Do Not Track” or “Global Privacy Control,” as described further in
the “Your Rights” section below.


AS PART OF PROVIDING OUR SERVICES

We disclose your information in the course of supporting and providing our
Services, as follows:

 * As You Direct in the Services: We disclose Tax Return Information in
   accordance with your requests, such as when you direct us to file a tax
   return with the IRS or to a state taxing authority or you provide your
   express consent to disclose information to a third party offering its own
   product or service.

 * Supporting Service Providers: With vendors, consultants, affiliates, and
   other service providers who assist us in providing our Services and use and
   disclose such personal information to perform services on our behalf.


IN MARKETING OUR SERVICES

We may disclose your information in connection with our marketing efforts to
provide you with offers and promotions:

 * Co-sponsors and Partners: We may disclose your information with promotional
   co-sponsors or other TaxAct partners as part of joint marketing efforts we
   undertake with them.

 * Marketing Service Providers: We may also disclose certain information with
   companies, including our affiliated entities and third parties, that provide
   services that help us market our products or otherwise support the promotion
   of our business. We disclose information with these companies as they provide
   us such services as needed to perform their functions on our behalf in a
   manner that is consistent with this Privacy Notice.


OTHER PURPOSES

We also may disclose information about you to support these other purposes:

 * Law Enforcement or Regulatory Requests: To taxing authorities, law
   enforcement, government agencies, and others if we believe disclosure is in
   accordance with any applicable law, regulation, or legal process, or as
   otherwise required by any applicable law, rule or regulation

 * Fraud and Abuse Prevention: If we believe your actions are inconsistent with
   the spirit or language of our user agreements or policies, or to protect the
   rights, property, and safety of TaxAct or others

 * In a Merger: In connection with, or during negotiations of, any merger, sale
   of company assets, financing or acquisition of all or a portion of our
   business by another company

 * For Use by Our Affiliates: With our affiliated companies to assist in
   providing and maintaining the Services or, if we have received your consent,
   for their own purposes
   
   * If you use our professional products to prepare the taxes of others, we may
     disclose your information with our affiliate companies. You can learn more
     about and access the privacy policy of our past or current affiliates at:
     
     * Avantax: https://www.avantax.com/resources/privacy-policy-for-customers
     
     * DrakeSoftware:
       https://www.drakesoftware.com/sharedassets/policy/drakesoftwareprivacypolicy.pdf

 * Reporting of De-identified & Aggregated Info: We may also disclose aggregated
   or de-identified information, which cannot reasonably be used to identify
   you, in our discretion. Examples may include, but are not limited to: the
   total number of users served by a TaxAct product or service, general age
   group ratios, summary reports of tax preparation practices across large
   groups of customers, and other statistical data relating to tax preparation
   and electronic filing service.

 * Mobile phone number: We may disclose your mobile phone number with service
   providers that assist us with providing text message alerts for product
   information, tips or promotions, or other marketing activities; however, we
   will not disclose your mobile phone number with third parties for their own
   marketing purposes without your consent.




HOW WE PROTECT YOUR INFORMATION

We work to protect your personal information from loss, misuse, or unauthorized
access, alteration, and destruction by using industry standard safeguards,
procedures, and practices.

These safeguards include physical, logical, and technical protections for
physical security, information security, and additional measures to restrict
access to data we hold in physical and electronic forms.

Examples of how we protect your information include:

 * Security Infrastructure: Implementation and maintenance of commercial grade
   firewalls and other monitoring systems.

 * Access Controls: Access to personal information is restricted on a
   need-to-know basis

 * Encryption: Data and credit card information placed under encryption when
   it's transmitted to us.

 * Passwords: Access to the Services is password-protected with complex password
   requirements. Remember: You should use a unique password and not it with
   anyone.

 * Multi-factor Authentication: Security questions or authentication codes sent
   by email or text and utilized to verify your identity.

Additional details on our security measures can be found
here: https://www.taxact.com/Security/.

Children’s Privacy: We do not market our Services to children, and the Services
are not intended for use by individuals under the age of 13. Individuals under
the age of 13 should not furnish any personal information into our products or
Services. If you believe that we might have any information from a child under
13, without parental or guardian consent, please inform us by contacting us at
privacypolicy@taxact.com.




YOUR RIGHTS

The rights in this section apply to all users of our Services. However, some
users may be entitled to additional rights under their state’s laws which are
provided below in the section entitled State Privacy Rights.


CHOOSING DO NOT SELL OR SHARE YOUR INFORMATION

You may elect to add your name to our “Do Not Sell or Share My Personal
Information” list by visiting Personal Data Protection Form - Protect Your
Personal Data, https://www.taxact.com/do-not-sell-personal-information, or
clicking the button labeled “Do Not Sell or Share My Personal Information” on
any TaxAct web page.

However, note that if you provide your information to a third party for their
own use, or if said third party otherwise collects your information as part of
your interactions with them, then their use of your information will be subject
to the limits of their privacy statement or notice, rather than ours.


YOUR COMMUNICATIONS AND OPT-OUT OPTIONS

Email Communications: We may periodically send you communications or otherwise
contact you about new products, services, or upcoming events.

Text Communications: By providing your mobile phone number, you expressly
consent to receive automated text messages from us to the mobile phone number
provided. Message and data rates will apply, and you should check the rates of
your mobile carrier. Text Messages are distributed via third-party mobile
network providers and, therefore, we cannot control certain factors relating to
message delivery. We do not claim or guarantee availability or performance of
text messaging service, including liability for transmission delays or message
failures.

Opt-out: You may choose to be removed from our electronic mailing list by
following the instructions in those messages or by contacting TaxAct using one
of the methods listed in our contact information at the top of this page (email,
phone, or mail) to request that you be removed from our marketing list.

You can opt-out from further text marketing communications by texting STOP to
the SMS number used by TaxAct to contact you.

If you are a professional user and wish to opt-out of having information about
you shared with our affiliated companies for marketing purposes, please visit:
https://taxact.com/unsubscribe/affiliates.asp

Note, however, that even if you opt-out of receiving marketing communications,
we may still contact you for non-marketing purposes (such as account
information, feedback or research purposes, legal notices, account security, bug
alerts, or changes that may impact your ability to use TaxAct products and
services).


OUR USE OF INTEREST-BASED ADS AND CHOOSING DO NOT TRACK

We partner with third parties to either display advertising on our website or to
manage our advertising on other sites. Our third-party partners may use
technologies such as cookies to gather certain information about your activities
on this website and other sites in order to provide you advertising based upon
your browsing activities and interests. Data gathered from one site may be
combined with data from other websites, mobile applications, and sources.

If you wish to not have this information used for the purpose of serving you
interest-based ads, you may opt-out of interest-based ads by companies
participating in the National Advertising Initiative consumer opt-out link
at: http://optout.networkadvertising.org/ or the Digital Advertising Alliance's
consumer opt-out link at: (http://www.aboutads.info/choices/)

Please note this does not opt you out of being served ads and opting out via one
browser, device, or app may not necessarily opt you out of collection from all
browsers, devices, or apps. You will continue to receive ads, but they will not
be targeted to your interests.

Certain web browsers allow users to opt-out of tracking by websites and online
services by enabling an opt-out preference signal such as Do Not Track (“DNT”)
or Global Privacy Control (“GPC”) If you choose to enable an opt-out request
preference signal you will only be opted out of online sales or sharing of your
information and will need to turn it on for each browser you use.

To submit a request to opt out of offline sales and sharing which would not
otherwise be controlled by an opt-out preference signal, please click on the “Do
Not Sell or Share My Personal Information” button located on any TaxAct webpage.


ACCESS AND CORRECTIONS TO YOUR INFORMATION

You can access or correct your account information by visiting www.taxact.com
and selecting "Sign In” to access your account and request changes.

In certain jurisdictions you have the right to request access and receive
information about personal information we maintain about you, even if you are
not a registered user, to update and correct inaccuracies in your personal
information, or to have the information deleted. If you would like to make such
a request, please contact us using the information at the beginning of this
Notice. We attempt to respond to all requests within a reasonable timeframe and
as required by applicable law.

Filed Tax Return Information: If you e-file your tax return, you will not be
able to update your tax return information in the tax return you submitted once
your tax return has been filed, unless the IRS rejects the return, or you file a
later amendment. You may check if your return has been accepted or rejected by
selecting Check e-file status.

After the tax return extension filing deadline, all information then existing in
the TaxAct tax returns are archived. We provide the ability for you to access
such archived return information in certain circumstances.


DEACTIVATION OF YOUR ACCOUNT

If you choose to deactivate your account, we retain your account information in
our archives even though it is no longer accessible online. We also retain all
printed or e-filed returns and related information as necessary to comply with
our legal and contractual obligations, resolve disputes, and enforce our
agreements.

If you deactivate your account, you may no longer be able to access any of the
information associated with that account including information you provided
through associated applications or other Services.

To deactivate your account, you can contact TaxAct support at 319-373-3600.


STORAGE AND TRANSFER OF YOUR INFORMATION

In accordance with applicable laws, we keep and store your information to
provide you with the Services and for the uses identified herein. We also may
retain or use your information as necessary to comply with our policies, legal
obligations, resolve disputes, and enforce our agreements.

The Services are intended for access and use in the United States. Any
information TaxAct collects about you may be stored, transferred, processed,
and/or accessed by us in the United States, or to the extent permitted by law,
any other country where we or our service providers operate. Please know that
personal information may be transferred to, and maintained on, computers not in
the state or country where you live, meaning the privacy laws could differ from
and may not be as protective as those where you live.

If you are located outside the United States and allow us to collect information
about you, please be aware that TaxAct may, where permitted by law, transfer
your personal information to other countries, including the United States, and
process and store it there. By allowing collection of your personal information,
you consent to having your personal data transferred to, processed, and stored
in the United States.


YOUR STATE PRIVACY RIGHTS

Depending on the state in which you reside, the laws in your state may provide
you with additional rights regarding our collection and use of your personal
information.

California

If you are a California resident, California law may provide you with additional
rights regarding our collection and use of your Personal Information. To learn
more about your California privacy rights, visit the Privacy Notice for
California Residents at: https://www.taxact.com/privacy-policy-california.

Virginia

If you are a Virginia resident, Virginia law may provide you with additional
rights regarding our collection and use of your Personal Information. To learn
more about your Virginia privacy rights, visit the Privacy Notice for Virginia
Residents at: https://www.taxact.com/privacy-policy-virginia.

Nevada

Nevada law allows residents to opt out of the sale of certain Personal
Information, called “covered information.” We do not sell covered information as
defined under Nevada law, and we have no plans to change that practice. If you
want to be notified if we begin selling Nevada covered information, please
contact us as provided below.


FOR FURTHER INFORMATION

For questions about our privacy policy or practices, you may contact us at:

Our postal address:

3200 Olympus Blvd, Suite 150

Dallas, Texas 75019

Other ways to reach us:

Telephone: 319-373-3600

Email: privacypolicy@taxact.com






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