Privacy Policy

Last updated on November 15, 2023


At Web Efiling, LLC (“Web Efiling”, “we”, “us”, “our”), we are committed to safeguarding customer information on our websites (,,, 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.


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 ( 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 family of 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 ( is intended for use by tax preparation professionals and their taxpayer customers. The website can be used by both tax preparers and their taxpayer customers. The and are intended for use by tax preparation professionals, not taxpayer-consumers. Accordingly, except to extent that the TaxesToGo mobile application, website, and the 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 (


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, website, and website may be used by taxpayer customers of tax preparers.

Generally, except to extent that the TaxesToGo mobile application and website ( and the 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:

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:

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

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.


We may use information about you for the following purposes:

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


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:


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 (

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.


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].


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.

Request a copy of your information

Upon request, We 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 website technologies

You may choose to opt out of cookies and similar technologies used on some of our websites or portions thereof, including those used for online advertising purposes. A cookie is a small file sent to a browser by a website you visit to help that website remember information about your visit. Other technologies, including unique identifiers used to identify a browser, application or device, pixels, and local storage, can also be used for these purposes.

Please note that if you do not accept cookies or other technologies, some features or activities may not be available to you. Also, if you use a different browser, or use a new or different device, you may need to renew your cookie preferences.

We work with the following third parties to provide services on or help us improve our site. Since business structures and relationships may change, the information below may not always be comprehensive or up to date. For a complete list of our third-party partners, please contact us at [email protected].

To disable or reject third-party technologies, please refer to the relevant third party’s website. You can also learn more about managing cookies below.

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.

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:

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].


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


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 .


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.