Privacy Notice for California and Other States
Last revised on October 22, 2024
YOUR STATE PRIVACY RIGHTS
TaxesToGo is committed to complying with all applicable state privacy laws. This Privacy Notice for California and Other States (“State Privacy Notice”) is provided by Web Efiling LLC (“TaxesToGo”, “we”, and “us”) solely for visitors of our website and users of our products and services who reside in states with applicable privacy laws (“you”).
As a provider of tax-related software, TaxesToGo may be considered an exempt financial institution (or some of the data that TaxesToGo collects may be exempt) under certain U.S. state privacy laws. In addition, TaxesToGo may not necessarily meet all threshold requirements under state privacy laws. We will update this section as needed.
The information contained in this State Privacy Notice supplements the information provided in our Privacy Policy and is posted to comply with the California Consumer Privacy Act (“CCPA”) as amended by the California Privacy Rights Act (“CPRA”), and other state privacy laws. References to California laws are not intended to limit or preclude applicability of other state privacy laws. In the event of a conflict between this State Privacy Notice and our Privacy Policy, this State Privacy Notice shall govern.
SCOPE OF THIS PRIVACY NOTICE
This State Privacy Notice applies to information about you collected via our website (TaxesToGo.com) and related applications including the TaxesToGo mobile application (collectively, the “Platform”).
To the extent that TaxesToGo provides products and services relating to tax preparation, it may be considered a financial institution that collects personal information governed by the Gramm-Leach-Bliley Act (“GLBA”). The CCPA gives California residents certain rights related to the personal information that businesses collect about them. These rights do not apply, however, to certain information, including information subject to the GLBA. For example, this State Privacy Notice does not apply to any information that we collect about you when you seek, apply for, or obtain our financial products and services for personal, family, or household purposes. Most of the personal information that we collect about consumers relates to financial products and services we provide.
This State Privacy Notice does not apply where TaxesToGo processes your information in our role as a service provider on behalf of a customer or entity (for example, where TaxesToGo processes a taxpayer’s information on behalf of customers of our professional tax software products or companies that custom-label our Platform).
When we act as a service provider, the privacy policy and related notices of the company for which we process data will govern.
WHAT INFORMATION WE COLLECT
When you interact with our Site, we may collect information that identifies, relates to, describes, or is reasonably capable of being associated with or linked to you (“Personal Information”). The types of Personal Information that we collect are detailed in our Privacy Policy. In addition, the categories of Personal Information that we have collected from you within the last twelve (12) months, the sources of and purposes for which we have collected such information, and information about to whom we have disclosed or sold, or with whom we have shared such information are below. The examples of information provided below include both information collected in connection with financial products and services and other information.
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Category |
Description/Exam ples |
Collected/Source of Information |
Business Purpose for Use or Disclosure to "Service Providers" (defined below) |
Sold or Shared to "Third Parties" (defined below) |
|
Identifiers |
Names, IP addresses, email addresses, phone numbers, SSNs, PTINs, EFINs |
Yes, from you if you entered the information to create an account with us or to transfer information to your tax preparer or taxpayer- customer. Certain identifiers such as IP may be collected from your device via cookies or other digital technologies. |
We use this information in accordance with Section 7216 of the IRS Code (“Section 7216”) and other applicable laws, to assist your tax preparer with preparing your tax return or as required by law. |
We may share IP addresses, hashed e-mail addresses, and/or certain unique identifiers with businesses that provide analytics services. We may also share information with legal authorities as required by law, and entities as may be permitted by law (such as in connection with a |
|
Category |
Description/Exam ples |
Collected/Source of Information |
Business Purpose for Use or Disclosure to "Service Providers" (defined below) |
Sold or Shared to "Third Parties" (defined below) |
|
sale or restructuring of all or part of our business). |
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|
Personal Information covered by Section 1798.80 of the California Code (information that identifies you and isn’t already public knowledge) |
Bank account number, credit card number, and other financial information |
Yes, from you if you entered the information in your account |
We use this information in accordance with Section 7216 of the IRS Code (“Section 7216”) and other applicable laws, to assist your tax preparer with preparing your tax return or as required by law. |
No, we do not share this information with third parties unless required by law to legal authorities. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business). |
|
Information about protected classifications California or federal anti- discrimination laws |
Age, marital status |
Yes, from you, if you entered the information for your tax return |
We use this information in accordance with Section 7216 of the IRS Code (“Section 7216”) and other applicable laws, to assist your tax preparer with preparing your tax return or as required by law. |
No, we do not share this information with third parties unless required by law to legal authorities. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business). |
|
Commercial information |
Products or services |
No |
We only collect and use commercial |
No, we do not share this information with |
|
Category |
Description/Exam ples |
Collected/Source of Information |
Business Purpose for Use or Disclosure to "Service Providers" (defined below) |
Sold or Shared to "Third Parties" (defined below) |
|
purchased, consumer history |
information in relation to providing tax preparation- related services and products. |
third parties unless required by law to legal authorities. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business). |
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|
Biometric information |
Fingerprint, voiceprint, facial recognition, eye recognition |
Yes, if you use our identity verification system |
We only collect and use biometric information to verify your identity. |
No, we do not share this information with third parties unless required by law to legal authorities. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business). |
|
Information about your online activity such as search and browsing history and whether you viewed or clicked on a particular site, app, or ad |
Browsing and search history, click history, view history, usage of particular features on our website |
Yes, from your activity via your device |
We use information about your online activity to personalize or customize your experience, develop new features or services, and to improve the |
We may share this information with third parties that provide marketing services, legal authorities as required by law, and entities as may be permitted by law (such as in |
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Category |
Description/Exam ples |
Collected/Source of Information |
Business Purpose for Use or Disclosure to "Service Providers" (defined below) |
Sold or Shared to "Third Parties" (defined below) |
|
overall quality of our product offerings. |
connection with a sale or restructuring of all or part of our business). |
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|
Geolocation data |
City and state location of your device |
No |
N/A |
N/A |
|
Sensory data |
Audio, electronic, visual, or similar information |
No |
N/A |
N/A |
|
Professional or employment- related information |
Job application, resume, or related materials |
Yes, from you if you entered the information for your tax return |
We use this information in accordance with Section 7216 of the IRS Code (“Section 7216”) and other applicable laws, to assist your tax preparer with preparing your tax return or as required by law. |
No, we do not share this information with third parties unless required by law to legal authorities. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business). |
|
Educational information |
Information that is not publicly available but directly or indirectly relates to or identifies a student |
Yes, from you if you entered the information for your tax return |
We use this information in accordance with Section 7216 of the IRS Code (“Section 7216”) and other applicable laws, to assist your tax |
No, we do not share this information with third parties unless required by law to legal authorities. We may share this information with |
|
Category |
Description/Exam ples |
Collected/Source of Information |
Business Purpose for Use or Disclosure to "Service Providers" (defined below) |
Sold or Shared to "Third Parties" (defined below) |
|
preparer with preparing your tax return or as required by law. |
entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business). |
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|
Inferences drawn from other Personal Information |
Inferences drawn from the information we collect that can be used to create a profile reflecting your preferences, characteristics, behavior, attitudes, etc. |
No |
N/A |
We may share this information with third parties that provide marketing services, legal authorities as required by law, and entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business). |
RETENTION PERIOD
We determine the retention period for each of the categories of Personal Information listed above based on (1) the length of time we need to retain the information to achieve the business or commercial purpose for which it was obtained, (2) any legal or regulatory requirements applicable to such information, (3) internal operational needs, and (4) any need for the information based on any actual or anticipated investigation or litigation.
YOUR RIGHTS AND CHOICES
The CCPA provides you with certain rights regarding your Personal Information, as described below.
As a tax preparer, you are responsible for retaining and protecting all tax return data as prescribed by the IRS. You acknowledge and agree to comply with all recordkeeping requirements, including those of the IRS, applicable to you as a tax preparer. We are not obligated to store your tax documents or tax return data, or to provide copies of returns or tax return data, other than to the extent required by applicable law and regulation.
Additionally, as a tax preparer, you are responsible for handling all data subject requests from your taxpayer-customers with regard to information within your possession or control. For example, you agree to delete all personal information of your taxpayer- customer, not other subject to a legal exception, where requested by your taxpayer- customer and deletion is required by applicable laws and regulations.
Data rights requests from individual taxpayer clients of TaxesToGo’s tax preparer-users of the Platform should be directed to the relevant tax preparers, as TaxesToGo is a “service provider” to its customers with relation to personal information of the customers’ clients.
Right to Know
You have a right to know what Personal Information we have collected, used, shared, or sold about you in the last twelve months, and why. This information has been provided in the table above as well as in our Privacy Policy. If you need further information, please contact us in writing at Web Efiling LLC, 945 Broad Street, Augusta, Georgia 30901 or by email at [email protected].
Right to Access and Portability
You have a right to request access to the Personal Information we have on file for you. You also have the right to request a copy of that information, and we will provide you this information unless legal exceptions apply. If you want to access your information or receive a copy, send a description of the information you want to access to Web Efiling LLC, 945 Broad Street, Augusta, Georgia 30901 or by email at [email protected].
A verifiable request may be submitted by a California resident, the California resident’s parent if a minor, a person registered with the California Secretary of State that is authorized to act on your behalf, or by a person who has power of attorney or is acting as your conservator, in accordance with CCPA requirements. Your request must provide sufficient information that allows us to reasonably verify you are the person about whom we collected Personal Information (or an authorized representative), and sufficient detail that allows us to properly understand, evaluate, and respond to your request.
We will confirm receipt of your request within ten (10) days of receipt. TaxesToGo will respond to the request within forty-five (45) days of receipt. The period of response may be extended to another forty-five (45) days if more time is required. In that event, we will inform you of the reason and extension period in writing.
We do not charge a fee to process or respond to your verifiable consumer request unless it is excessive, repetitive, or unfounded.
Right to Delete Information
You have the right to ask us to delete your Personal Information, subject to exceptions. To request deletion of your Personal Information, please send us a verifiable request to Web Efiling LLC, 945 Broad Street, Augusta, Georgia 30901 or by email at [email protected].
Right to Correct Information
You have the right to request that we correct inaccurate Personal Information that we maintain about you, taking into account the nature of such information and the purposes for which we process such information. To request correction of your Personal Information, please send us a verifiable request with an explanation how such information is inaccurate to Web Efiling LLC, 945 Broad Street, Augusta, Georgia 30901 or by email at [email protected].
Right to Opt Out (“Do Not Sell or Share My Information”)
You have the right to opt out of the “sale” or “sharing” of your Personal Information to
“Third parties.”
Entities to whom we disclose information for business purposes are “Service Providers”, which are companies that we engage to conduct activities on our behalf. Service Providers may help us to provide you products and services, complete transactions, support our everyday operations, or assist in the management and development of our tax software business. We restrict Service Providers from using personal information for any purpose that is not related to our engagement. Information that is covered under the GLBA (and therefore exempt from the CCPA) may be shared with Service Providers.
Entities to whom we “sell” or with whom we “share” information are “Third Parties” for purposes of this policy. Under the CCPA, a business “sells” personal information when it discloses personal information to a company for monetary or other benefit. A company may be considered a Third Party either because we disclose personal information to the company for something other than an enumerated business purpose under California law, or because its contract does not explicitly restrict it from using personal information for purposes unrelated to the service it provides to us. A business “shares” personal information when it discloses personal information to a company for purposes of cross-context behavioral advertising.
While we do not sell information for monetary gain, under the CCPA’s definition of a “sale”, we may “sell” personal information only when we permit a Third Party’s cookie or similar technology to collect information about you via our website. We may share some information about your website experience that is not sensitive or financial in nature with Third Parties. We do not sell information that directly identifies you or that you submit to us when you use our tax preparation services.
To opt out of sharing information with Third Parties email us at [email protected] to submit an opt-out request.
Right to Non-Discrimination
The CCPA prohibits a business from discriminating against California consumers for exercising the rights outlined above. We will not discriminate against you for submitting such requests by:
-
Denying goods or services to you;
-
Charging different prices or rates for goods or services, including through the use of discounts, benefits, or other penalties;
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Providing a different level or quality of goods or services; or
-
Suggesting a different price or quality of goods or services will apply if rights are exercised.
In addition, we do not offer any financial incentives or differences in price or service, in an attempt to influence your decision whether or not to exercise any of your rights under the CCPA.
CHANGES TO THIS STATE PRIVACY NOTICE
We may change this State Privacy Notice from time to time. When we do, we will post the revised version on our website. The State Privacy Notice was last updated and became effective on the date posted at the top of this page.