Privacy Policy

Last updated on October 22, 2024

YOUR PRIVACY IS A PRIORITY TO US

At Web Efiling, LLC (“Web Efiling”, “we”, “us”, “our”), we are committed to safeguarding customer information on our website (TaxesToGo.com) and related applications (collectively, the “Platform”). This Privacy Policy explains TaxesToGo’s collection, use, retention, and security of information about you. It also describes your choices regarding use, access, and correction of your personal information.

Since your privacy is a priority to us, we will not share nonpublic information about you with third parties outside of Our corporate family without your consent, except as explained in our Privacy Policy.

Please read this Privacy Policy carefully before using our Platform. By accessing or otherwise using any portion of the Platform, you represent that you have all the applicable rights and authority to grant TaxesToGo the rights granted herein, and you have read, understood, and agree to be bound by this Privacy Policy. You expressly represent and warrant that you are agreeing to this Privacy Policy individually, and for and on behalf of your Firm/Organization and users of your account, and that your Firm/Organization and users intend to be bound to this Privacy Policy. If you are not willing to be bound by the terms of this Privacy Policy, you may not access or otherwise use any portion of the Platform.

SCOPE OF THIS PRIVACY POLICY

As a U.S. based company offering products related to the preparation of U.S. federal and state tax returns, we do not market to nor target subjects of other countries including those in the European Economic Area. In addition, as a provider of tax preparation software, we may be considered an exempt financial institution (or some of the data that we collect may be exempt) under certain U.S. state privacy laws. While the General Data Protection Regulation (GDPR) and various data privacy laws do not apply to Us, we strive to meet all rules and regulations relating to data protection and security promulgated by the Internal Revenue Service and its Security Summit (https://www.irs.gov/privacy-disclosure/security-summit for more information) and comply with the Gramm-Leach-Bliley Act (“GLBA”).

Our Privacy Policy does not apply where we process your information in our role as a service provider or data processor on behalf of a customer or entity that acts as the data controller (for example, where we process a third party’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 or data processor, the privacy policy of the data controller will govern processing of your personal information.

Our products and services are intended for different audiences, so certain sections of this Privacy Policy may or may not be applicable to you, depending on whether you are a preparer or taxpayer. The TaxesToGo mobile application and website (TaxesToGo.com) is intended for use by tax preparation professionals and their taxpayer customers.

Accordingly, except to extent that the TaxesToGo mobile application and the TaxesToGo.com website are applicable to taxpayer customers, this Privacy Policy covers our collection, use, and disclosure of information about our professional customers.

Additionally, tax preparers may provide certain information about their taxpayer-clients when using any of our products and services to prepare a tax return (collectively, “Tax Return Information”). In such case, you, our tax preparer customer, are the “Tax Return Preparer” under Section 301-7216 of the Internal Revenue Code (“Section 7216”) and are responsible to protect your taxpayer-customers' information in compliance with Section 7216. To the extent Section 7216 applies to TaxesToGo as your software provider, we use Tax Return Information only in accordance with Section 7216 to help you prepare and assist in preparing a tax return. We protect your taxpayer-customers' data in accordance with the rules and regulations relating to data protection and security for the tax industry promulgated by the Internal Revenue Service and its Security Summit (https://www.irs.gov/privacy-disclosure/security-summit).

INFORMATION WE COLLECT

We collect information from you directly, the devices that you use to interact with us, and third-party analytics providers.

Information You Give to Us

As described above, this Privacy Policy may apply differently to our professional tax preparer users and their taxpayer customers. All products and services, including all websites, are intended for use by tax preparers. The TaxesToGo mobile application, TaxesToGo.com website, and TaxStatusNow.com website may be used by taxpayer customers of tax preparers.

Generally, except to extent that the TaxesToGo mobile application and website (TaxesToGo.com) and the TaxStatusNow.com website are applicable to taxpayer customers, this Privacy Policy covers our collection, use, and disclosure of information about our professional customers. You may provide the following information about yourself when you enter and use our Platform (generally as a tax preparer, except when a taxpayer uses the TaxesToGo mobile application to share information with their tax preparer), contact us for support, or purchase products and services:

• Contact information, including name, email address, and phone number.

• Account information, such as username and password.

• Payment information, including credit card information (collected by us or our third-party payment processor) is used only to complete your transaction.

• Information contained in communications to us, including your requests for support or assistance and information necessary to contact you or otherwise fulfill your request. We may ask you to share your screen or chat with us via video conferencing, and we will always ask your permission before recording any of these sessions.

• Information sent by a taxpayer to their tax preparer to prepare or file a tax return using our Platform, which information may include your Social Security Number, date of birth, income, employment status, marital status, claimed deductions, credits, and other information necessary to accurately complete your tax return (collectively, "Tax Return Information").

• Information you provide when you provide or feedback; post comments on our blog or community forums; or participate in our surveys, promotions, marketing events, trade shows, webinars, conferences, training, or product research.

• Any other information you submit to us.

Information we collect automatically

We and partners working on our behalf may use cookies, web beacons, pixels, tags, or other digital technologies on some of our websites, or portions thereof, that collect information from the device you use to interact with our Platform and services. We also create records if you make purchases or otherwise interact with the Platform or services. The information collected may include:

• Internet service provider

• Device identification number, including mobile device ID and IP address

• Operating system and browser type

• Analytical information about how you interact with our Platform and services, including how often you use the Platform; access dates and times; your activities on our Platform, including page views, mouse clicks, movements, and scrolling activity, events that occur on the Platform; performance information; and referring and exit pages

For more information and to opt out of cookies, see our section on Your Rights and User Controls below.

If you use your mobile device in connection with our Platform, you authorize your wireless carrier to use or disclose information about your account and device, if available, to TaxesToGo or its service provider for the purpose of identifying you or your device and to prevent fraud.

Children’s information

Our products and services are not intended for or directed to children under the age of 13, nor do we knowingly collect personal information from anyone under the age of 13.

HOW WE USE YOUR INFORMATION

We may use information about you for the following purposes:

• Tax preparation and related services: Section 301-7216 of the Internal Revenue Code (“Section 7216”) specifically governs the use and disclosure of “Tax Return Information” as that term is used in Section 7216. Tax Return Information may also be considered “Nonpublic Customer Information” protected under the GLBA. Some states may also have additional laws and regulations related to use and disclosure of the same information. To the extent that any Tax Return Information is uploaded, entered, or otherwise submitted to the Platform, whether by the taxpayer or tax preparer, we use such Tax Return Information only in accordance with those applicable laws and regulations to prepare and assist in preparing a tax return, to provide services associated with preparing the tax return, and to provide other products and services you specifically request or consent to, unless otherwise allowed under applicable law.

• Service functionality: To provide products and services you request, including to process payments, fulfill orders, import data for tax return preparation, process forms, and facilitate service communications, as well as to conduct general business operations, such as accounting, recordkeeping, and audits.

• Service improvement: As permitted by law, to improve our services, analyze our customer base and purchasing trends and the effectiveness of our marketing.

• Customer support: As permitted by law, to address questions submitted to our customer or technical support systems and to send updates or security alerts. Our support team may communicate with you via email, phone, or chat.

• Marketing, advertising, and promotions: As permitted by law, to send marketing messages about our tax return preparation products and services; to provide notification of new or related products and services, enhancements, and promotions; and to personalize advertisements that you see on our services and third-party online platforms and measure the effectiveness of our advertising.

• Personalization: To personalize your online experience, such as by recording your preferences and settings.

• Security and fraud prevention: To monitor and investigate fraud, identity theft, and other illegal activity; to protect your rights and safety or the rights and safety of others; and to protect and secure our services, Platform, assets, network, and business operations.

• Legal compliance: To comply with legal process, such as subpoenas, court orders, warrants, and other lawful regulatory or law enforcement requests and to comply with legal requirements.

Unless allowed by applicable law (including Section 7216) and we have your consent, we do not:

• Sell or rent your personal information for money;

• Use Tax Return Information to market products or services; or

• Share your sensitive personal information with nonaffiliated third parties for their own use or commercial purposes. You can opt out of certain online tracking technologies as described in the Your Rights and User Controls section below.

DISCLOSURE OF INFORMATION

The privacy and security of your information is important to us. As indicated below, we may share your information to support the products and services you request, or provide your information to third parties, upon your specific consent, for products and services that may benefit you.

We may share your information with the following types of entities:

• IRS and State Revenue Authorities: We disclose Tax Return Information only in accordance with your requests, such as when filing a tax return with the IRS or state revenue authority, or as allowed by applicable law (including certain permitted disclosures to other tax preparers or providers of auxiliary services).

• Public Authorities: We may be required to preserve and disclose personal information including Tax Return Information, and any part thereof, without taxpayer consent as provided by law, such as, to respond to lawful requests by authorities, including to meet national security or law enforcement requirements, a subpoena or court order, judicial process or bankruptcy proceedings, or regulatory authorities to protect against fraud and in compliance with the IRS Security Summit. We may also disclose your personal information when we believe disclosure is necessary to protect your rights and safety, or the rights and safety of others. We may disclose your information to federal, state, or local officials to assist in the investigation or prosecution of a crime. As permitted by law, we may disclose your information to the IRS and Information Sharing and Analysis Centers (ISACs) to prevent stolen identity refund fraud (SIRF) and as related to potential cyber security threats.

• Acquiring Businesses: Your information may be disclosed in connection with an actual sale, merger, acquisition, dissolution or transfer of all or a portion of our business or relevant operating unit. We reserve the right to transfer your information as part of the transaction. In such an event, you will be notified via email and/or a prominent notice on our website of any change in ownership, incompatible new uses of your personal information, and choices you may have regarding your personal information.

• Affiliates: We may share information about you and the products and services you have purchased from us, to members of Our corporate family and our parent company of Rhodes Financial Services, LLC, all of whom follow our Privacy Policy.

• Service Providers: In some cases, your information may be disclosed to our service providers to complete a product purchase, to fulfill a service you request, or to market one of our products or services. Our service providers include companies that use Web analytics software or tools, deliver downloadable products, process forms, assist with data import, offer online software applications, facilitate chat support functionality, or send emails on our behalf. For example, we may share your first name and a pseudonymous identifier with our chat support service provider, so that our support agents can help better serve you when you initiate a chat support session through our Site. In some cases, you may be presented with additional disclosures and consents before we share certain information with our service providers. For example, we may ask for your consent before sharing your basic contact information with a service provider that we engage to help facilitate paid research studies about our products and services. Not all service providers may be applicable to you. Some service providers are only relevant if you use certain tax forms or otherwise prepare a tax return using our software.

• Joint Marketing and Custom-Label Partners: We may provide information to individuals or companies with whom we have a joint marketing arrangement and/or that custom-label our Platform. We require all marketing and custom- label partners to have written contracts with us that require them to safeguard your information and prohibits them from selling, retaining, using, or disclosing your information for any purpose other than for performing the contract. We only share Tax Return Information with custom-label partners as permitted under Section 7216.

• Online Advertising Partners: We partner with companies that assist us in advertising our services, including partners that use cookies and similar technologies to collect information to personalize, retarget, and measure the effectiveness of advertising.

• Social Media Platforms: If you interact with us on social media platforms, the platform may be able to collect information about you and your interaction with us. If you interact with social media objects on our Platform, both the social media platform and your connections on the platform may be able to view that activity. To control the sharing of information, please review the privacy policy of the relevant social media platform.

• Other Platform Visitors: We may post customer testimonials on our website. These testimonials may contain personal information such as a customer’s name. We will obtain your consent to use your name prior to posting your testimonial. If you wish to update or delete your testimonial, contact us at [email protected]. Our website also offers publicly accessible blogs and/or community forums. Any information you provide in these areas may be read, collected, and used by others who access them. To request removal of your personal information from our blog or community forum, contact us at [email protected]. In some cases, we may not be able to remove your personal information, in which case we will let you know if we are unable to do so and why. For example, if you used a third-party application to post such information, you may need to contact that third-party application directly.

HOW WE PROTECT YOUR INFORMATION

TaxesToGo understands the importance of protecting customer information and we have implemented reasonable administrative, technical and physical security measures designed to protect personal information from unauthorized access, use or disclosure. This includes a designated information security team, written information security policies and procedures, incident detection and response measures, network firewalls, encryption, password protections, and restrictions on which personnel can access any customer personal information. For example, our employees are only allowed to access customer information necessary to perform their job functions and only for the purposes for which it was collected.

With respect to Tax Return Information, TaxesToGo meets all rules and regulations relating to data protection and security for the tax industry promulgated by the Internal Revenue Service and its Security Summit (https://www.irs.gov/privacy-disclosure/security-summit ).

TaxesToGo’s web-based and mobile applications secure information by utilizing a variety of security-related technologies to comply with regulatory standards and our internal information security policies.

DATA RETENTION

We retain Tax Return Information for at least three tax years to comply with our legal obligations, or as needed to provide services. Other information may be retained for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. If you wish to cancel your account or request that we no longer use your information to provide you services, contact us at [email protected].

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.

YOUR RIGHTS AND USER CONTROLS

You have control over your personal data and how it’s collected, used, and shared. You have the right to access your personal information held by Us that you either input directly or information collected as described above, subject to our data retention policy above.

As a tax preparer, you are responsible for handling data subject requests from your taxpayer-customers for 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.

If you are a taxpayer using the Platform, you agree to submit data-related requests directly to your tax preparer. For example, you shall request your tax preparer to delete your personal information that is within your preparer’s possession or control.

Request a copy of your information

Upon request, TaxesToGo will provide you with certain personal information you specifically request by contacting customer support at [email protected] or via a request sent to our address provided below. Your information will be provided in a machine-readable format.

Change or correct personal information

You may view, manage, and/or make changes to your personal information in the mobile application; by emailing our customer support; or via mail as set forth in the Contact Us section below.

Opt out of Cookies

We (or our vendors) may use cookies, pixels, web beacons, and similar technologies (collectively “Cookies”), to collect or receive information when you interact with our Platform, in order to deliver and improve our products and services to you, and to support and manage our business. A Cookie may be sent to a browser by a website you visit to help that website remember, often through a unique identifier, information about your visit.

We provide the following information about the vendors that use Cookies on our Platform. Our vendors may help us with a variety of functions including marketing, advertising, analytics, customer engagement, and tag management. In some jurisdictions such as California, the term “Service Provider” may have a distinct meaning. The list provided below includes all vendors (including those that California may consider “Service Providers” and “Third Parties”).

We endeavor to keep this list current, but since business structures and relationships may change, the information below may not always be comprehensive or up to date. For an updated list of our vendors, please contact us at [email protected].

Please refer to the vendor’s privacy policy for more information about their Cookies and your choices about each vendor’s Cookies.

• Cloudflare: We use Cloudflare to provide website security, privacy, and speed of performance. To read Cloudflare’s privacy policy, click here.

• Content Square (Heap): To read Heap’s privacy policy, click here. To read Content Square’s privacy policy, click here.

• Google (Google Analytics and Google Tag Manager): To read Google’s privacy policy, click here. To opt out of Google Analytics, click here.

• Medallia: We use Medallia to provide website user analytics. To read Medallia’s privacy policy, click here.

You can also set your Internet browser (e.g., Chrome, Safari, Edge, Internet Explorer, etc.) to warn you each time a cookie is being sent or to turn off all cookies (except Flash cookies). Check your browser’s Help menu to find out how. You can also use third-party tools to identify and make additional choices about many technologies, including cookies. Note that if you use a different browser, or use a new or different device, you may need to renew your cookie preferences.

Additionally, most mobile devices allow you to manage how other technologies, such as unique identifiers are set and used. For example, the Advertising ID on Android devices

or Apple’s Advertising Identifier can be managed in your device’s settings. Please reference your mobile operating system support documentation to learn more.

The following websites provide more information about your choices to opt-out of tracking through certain third-party advertising and analytics Cookies:

• Digital Advertising Alliance: DAA’s opt-out page provides information on companies that participate in its WebChoices tool and how to opt out using its browser tool.

• Network Advertising Initiative: NAI’s opt-out page provides information on its member companies that deliver tailored online ads and your choices to opt-out of receiving them.

• TrustArc: TrustArc’s opt-out page allows you to send requests to the companies that place cookies in your browser.

Do Not Track signals

TaxesToGo takes privacy and security seriously and we strive to provide various options regarding how your information is collected, used, and shared, as further described above. With regard to “Do Not Track” (“DNT”) signals, we currently do not respond to DNT signals in browsers.

Opt-out of email communications

To unsubscribe from receiving general marketing messages, please click the “Unsubscribe” link in each e-mail or contact us at [email protected].

CONTACT US

If you have questions or concerns regarding this Privacy Policy, you may contact customer support at [email protected].

You can also write us at:

Web Efiling Privacy 945 Broad Street

Augusta, GA 30901

Any claim, controversy, or dispute arising out of or in connection with this Privacy Policy shall be subject to the informal resolution and arbitration provisions in our Terms of Service. If you have an unresolved privacy or data use concern that you feel has not been addressed satisfactorily, please contact our U.S.-based third party dispute resolution provider (free of charge) at https://feedback-form.truste.com/watchdog/request.

YOUR STATE PRIVACY RIGHTS

TaxesToGo is committed to complying with all applicable state privacy laws. 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.

For example, California law provides California residents with additional rights regarding our collection and use of your personal information. To learn more about your California privacy rights, read our Privacy Notice for California Residents and Other States.

If you make a privacy request under state privacy laws, we will respond as required by applicable law or otherwise in our discretion.

PRIVACY POLICY CHANGES

We reserve the right to change this Privacy Policy at any time.

Any material changes to our policy will be immediately posted and made available to consumers on our website. Notification of changes may be made by email or by means of a notice on the Website.