Date Effective: 05/31/2015
Last Updated: 09/27/2022
We collect and associate with your account, information like your name, email address, phone number, payment info, and physical address.
When you use our Services, we collect, process, store, and transmit information necessary for the completion of U.S. Federal and/or state tax returns, including sensitive personal identity and account information. Our software includes the ability to file a prepared return electronically (“e-file”) which requires the collection of taxpayer and preparer signature information in various forms.
We collect information from and about the devices you use to access the Services. This includes things like IP addresses, the type of browser and device you use, the web page you visited before coming to our sites, and identifiers associated with your devices. Your devices (depending on their settings) may also transmit location information to the Services.
Cookies and Other Technologies
We use technologies like cookies and analytic tools to provide, improve, protect, and promote our Services. For example, cookies help us with things like remembering your username for your next visit, understanding how you are interacting with our Services, and improving them based on that information. You can set your browser to not accept cookies, but this may limit your ability to use our software.
How we share information:
Internal Revenue Service and State Revenue Departments (“government agencies”)
Your clients’ information will only be shared with government agencies only after the software has been directed to e-file your clients’ return(s).
Bank Product Providers
We integrate with various refund bank product providers (“banks”) for the purpose of offering refund related bank products (“bank products”). We will share accounts, and personal information with a bank, only when directed by you for the purpose of enrolling in their program. We will only share your clients’ personal information with a bank only when directed by you and after obtaining agreement from your client through the selection and completion of a bank product application within the software.
Law & Order
We may disclose your information to third parties if we determine that such disclosure is reasonably necessary to (a) comply with the law as outlined in “Legal Compliance”; (b) prevent fraud or abuse of MyTAXPrepOffice or our users, or (c) protect property rights of MyTAXPrepOffice.
At times government agencies make requests for information on our users and/or their clients. MyTAXPrepOffice will fight against any blanket request for such information. We will comply with valid legal requests limited to a single user, a preparer, or a taxpayer, and be accompanied by a signed subpoena.
Personal information may be shared, not sold, with a third party for marketing or advertising our software and Services on other websites. These third-party suppliers may use tracking tools, such as cookies, to record information regarding your visits to this site and other sites to show you advertising that reflects your activities and interests. If you would like to opt out of sharing your information for the purpose of being shown personalized or targeted ads, please email firstname.lastname@example.org. Please be aware that this does not opt you out of receiving ads. You will still receive generic ads.
Third-Party Payment Processing
We currently use PayPal and BillingTree (“Payment Processors”) to assist in securely processing your payment. We may collect and disclose personal and/or financial information to our third-party Payment Processors who perform services for us in connection with purchases made on our websites, on the phone, or from within the software. This information may include a valid credit card number, type, expiration date, security code, or other financial information. By making a purchase, you give us consent to use and provide your financial information as we consider necessary to process the transaction.