Effective July 9, 2016
GetTaxSolutions want you to be familiar with how we collect, use and disclose information from
and about you, because we understand you are concerned about your privacy, and we want to
maintain your trust.
with our websites, mobile sites, applications, electronic newsletters and widgets (collectively the
This Policy describes the collection and use of users’ Personal Information. It also describes
generally our practices for handling Other Information (e.g., interests, demographics and services
usage) collected through our GetTaxSolutions Services or from a third party to the extent such
information is associated with a particular device, user or user account. As described more fully
By using the GetTaxSolutions Services or by providing personal information to us, you agree to
You may choose not to submit requested information online, or may choose to restrict the use of
limit the services GetTaxSolutions is able to provide to you.
Our Online Services are not targeted to, and do not knowingly collect Personal Information from,
minors under 18 years of age. We request that these individuals do not provide Personal
Information through our Online Services.
2. INFORMATION WE COLLECT
GetTaxSolutions and our service providers may collect the following information from and
as an individual or relates to an identifiable person, such as name, postal address (including
billing and shipping addresses), telephone number, email address, credit or debit card number, or
Personal Information From You
We collect Personal Information when, for example, you register for or subscribe to certain
products or services; create a profile; take a survey; visit our GetTaxSolutions Online Services;
use an interactive feature (such as Chat or Email); participate in a community forum; or contact
Personal Information We Receive From Third Parties
We may receive Personal Information about you from third parties, such as social media services,
commercially available sources, Affiliates, business partners. The Personal Information we
receive from third parties may include, for example, your name, contact information, information
about your transactions, purchase history, or relationships with various product and service
providers, and your use of certain applications. For example, if you access a GetTaxSolutions
Online Service through a social media service or connect a GetTaxSolutions Online Service to a
social media service, the information we collect may also include your user name associated with
that social media service, any information or content the social media service has the right to
share with us, such as your profile picture, email address or friends list, and any information you
have made public in connection with that social media service. When you access the
GetTaxSolutions Online Services through social media services or when you connect a
GetTaxSolutions Online Services to social media services, you are authorizing us to collect, store,
“Other Information” is any information that does not reveal your specific identity, such as
browser information, app usage data, information collected through cookies and other
technologies, demographic information, and aggregated information.
Other Information You Submit
We collect Other Information when you submit it to us. It may include your gender, zip code,
birthday, education, occupation, financial information (such as your income, investments,
portfolio transactions and value, and other information), and interests.
Other Information We Receive From Third Parties
We may receive Other Information about you from third parties, including, for example,
demographic data, social media account number, information about your interests, and
information about your activities on other websites.
Other Information We Collect Automatically When You Are Online
When you access and interact with our Online Services, we and our service providers may
automatically collect certain information about those visits. For example, in order to permit your
connection to the GetTaxSolutions Online Services, our servers receive and record information
about your computer, device, and browser, potentially including your IP address, browser type,
and other software or hardware information. If you access the GetTaxSolutions Online Services
from a mobile or other device, we may collect a unique device identifier assigned to that device
(“UDID”), geolocation data, or other transactional information for that device.
(such as browser cookies, pixels, beacons, and Adobe Flash technology including cookies) when
you visit or use the GetTaxSolutions Online Services. Third parties that support the
GetTaxSolutions Online Services by serving advertisements or providing services, such as
providing users with the ability to comment on content, allowing users to share content,
customizing content based on usage, or tracking aggregate site usage statistics, may also use
these technologies to collect Other Information on the GetTaxSolutions Online Services and on
use of these technologies and your choices in connection with these practices.
Most browsers are initially set to accept cookies, but you can change your settings to notify you
when a cookie is being set or updated, or to block cookies altogether. Please consult the “Help”
section of your browser for more information (e.g., http://windows.microsoft.com/en-
US/windows-vista/Block- or-allow- cookies).
You can manage the use of Flash technologies with the Flash management tools available at
Adobe’s website, http://www.adobe.com/devnet/security.edu.html. Please note that by blocking
any or all cookies you may not have access to certain features or personalization available
through our GetTaxSolutions Online Services.
3. HOW WE USE YOUR INFORMATION
We use the Personal Information we collect from and about you for the purposes set forth below.
Please note that we may use and disclose Other Information for any purpose, except where we are
required to do otherwise under applicable law. If we are required to treat Other Information as
Personal Information under applicable law, then we may use and disclose it for all the purposes
for which we use and disclose Personal Information. We may combine Other Information with
your Personal Information, and when we do, we treat the combined information as Personal
To improve the quality of our services and to personalize your experience by presenting content,
products and offers tailored to you, we may also combine the Personal and Other Information we
collect with information relating to your use of other GetTaxSolutions services and websites. In
addition, we may supplement the Personal and Other Information we collect with information
from other sources, such as publicly available information from social media services,
commercially available sources and information from GetTaxSolutions Affiliates or business
To provide and manage our services. We use the information we collect from and about you to
provide our services and features to you, including: to process and fulfill your subscription, to
send you information about your relationship or transactions with us, to measure and improve
those services and features, to provide you with customer support and to respond to inquiries. In
addition, if you have multiple service subscriptions, we may use your information to allow you to
sign in with the same user ID.
To deliver relevant content and recommendations. To make your experience more interesting
and personalized, we may use any of the Personal and Other Information we collect to assist us in
delivering content on any of our GetTaxSolutions Online Services
To deliver relevant online advertising. The GetTaxSolutions Online Services and our service
providers may use any of the information we collect from and about you (in certain cases, such as
with respect to financial information, only with your express permission) to assist us in delivering
relevant ads to you when you use the GetTaxSolutions Online Services or another service
provided by GetTaxSolutions, or unaffiliated third parties.
To allow social sharing functionality. If you log in with or connect a social media service
account with a GetTaxSolutions Online Service, we may use Personal and Other Information to
facilitate your sharing of information between the GetTaxSolutions Online Services and your
social media service.
To contact you. GetTaxSolutions may periodically send promotional materials, surveys, or
notifications related to our services. To help make these materials more relevant to you, we may
use and combine any of the Personal and Other Information we collect to assist us in sending you
these materials. We may also use your information to contact you, including to respond to your
comments, inquiries or requests. If you want to stop receiving these materials from us, please
To protect the rights of GetTaxSolutions and others. GetTaxSolutions may use your Personal
Information as we believe to be necessary or appropriate in order to: (i) protect, enforce, or
defend the legal rights, privacy, safety, or property of GetTaxSolutions, our Affiliates or their
employees, agents and contractors (including enforcement of our agreements and our terms of
use); (ii) protect the safety, privacy, and security of users of our products and services or
members of the public; (iii) protect against fraud or for risk management purposes; (iv) comply
with the law or legal process, including laws outside your country of residence; or (v) to respond
to requests from public and government authorities including public and government authorities
outside your country of residence.
4. HOW WE SHARE YOUR INFORMATION
Our Disclosure of Information
GetTaxSolutions its affiliates may share your Personal Information with one another, for the
Please see the Introduction for more information about the companies that make up the
GetTaxSolutions Affiliates. In addition, we may share your Personal Information with non-
To allow third-party service providers to assist us in providing and managing our services.
We may make your Personal Information available to certain third-party service providers, such
as contractors, agents or sponsors, who help us manage or provide our services by, for example:
developing or supporting products and features; sending email messages on our behalf;
processing payments; fulfilling orders; delivering subscriptions; auditing; processing data or
statistics; and serving, customizing or delivering marketing or ads. These outside service
providers are required to protect Personal Information entrusted to them and not use it for any
other purpose than the specific service they are providing to us.
To provide co-branded services and features. We may offer co-branded services or features,
such as conferences, contests, sweepstakes or other promotions together with a third party (“Co-
Branded Services”). These Co-Branded Services may be hosted on the GetTaxSolutions Services
or on the third party’s service. By virtue of these relationships, we may share the information you
submit in connection with the Co-Branded Service with the third party. The third party’s use of
To allow social sharing functionality. If you log in with or connect a social media service
account with a GetTaxSolutions Online Service, we may share your user name, picture, and likes,
as well as your activities and comments with other GetTaxSolutions Online Services users and
with your friends associated with your social media service. We may also share the same
information with the social media service provider. By logging in with or connecting your
GetTaxSolutions Online Services account and your social media service, you are authorizing us
to share information we collect from and about you with the social media service provider, other
users and your friends, and you understand that the social media service’s use of the shared
your Personal Information shared in this way, please do not connect your social media service
account with your GetTaxSolutions Online Services account, and do not participate in social
sharing on the GetTaxSolutions Online Services.
To protect the rights of GetTaxSolutions and others. There may be instances when
GetTaxSolutions may disclose your Personal Information, including situations where we have a
good faith belief that such disclosure is necessary in order to: (i) protect, enforce, or defend the
legal rights, privacy, safety, or property of GetTaxSolutions, our GetTaxSolutions Affiliates or
their employees, agents and contractors (including enforcement of our agreements and our terms
of use); (ii) protect the safety, privacy, and security of users of our services or members of the
public; (iii) protect against fraud or for risk management purposes; (iv) comply with the law or
legal process, including laws outside your country of residence; or (v) to respond to requests from
public and government authorities including public and government authorities outside your
To complete a merger, sale of assets, or bankruptcy. If GetTaxSolutions sells all or part of its
business or makes a sale or transfer of its assets or is otherwise involved in a merger, bankruptcy,
or transfer of all or a material part of its business, GetTaxSolutions may transfer your information
to the party or parties involved in the transaction as part of that transaction.
GetTaxSolutions uses a combination of administrative, technical, personnel and physical
measures to safeguard Personal Information in its possession against loss, theft and unauthorized
use, disclosure or modification. However, no one can guarantee the complete safety of your
information. If you have reason to believe that your interaction with us is no longer secure (for
example, if you feel that the security of any account you might have with us has been
compromised), please immediately notify us of the problem by contacting us.
6. CHOICES AND ACCESS
Your Choices Regarding Our Use and Disclosure of Your Personal Information
We give you many choices regarding our use and disclosure of your Personal Information for
You may opt-out from receiving electronic communications from us (including surveys or
notifications), by following the unsubscribe instructions at the bottom of each email.
Please note that there are certain service notifications that you may not opt-out of, such as
notifications of changes to GetTaxSolutions services or policies.
How To Access, Correct or Update Your Personal Information
You can access, review, correct, update, delete or modify your registration information. Most
registered users can also update their Personal Information online by signing on to their accounts
and visiting the appropriate account management sections of our websites. Please note that if you
have registered for more than one of our services, you may need to update your information for
You may also contact us at email@example.com
For your protection, we may only implement requests with respect to the Personal Information
associated with the particular email address that you use to send us your request, and we may
need to verify your identity before implementing your request. We will try to comply with your
request as soon as reasonably practicable.
Please note that we may need to retain certain information for record keeping purposes and/or to
complete any transactions that you began prior to requesting such change or deletion.
7. OTHER IMPORTANT INFORMATION
Policy on the GetTaxSolutions Online Services. Your use of the GetTaxSolutions Online
Services or your provision of personal information to us following these changes means that you
Do Not Track Disclosure. Some browsers or other tools include “Do Not Track” (DNT) features
which, when turned on, send a signal to websites you visit indicating that you do not wish to be
tracked across websites over time. The Worldwide Web Consortium (W3C) has been working
with industry groups and regulators to develop a DNT browser technology standard to provide a
common understanding as to how to interpret the DNT signals, but to date no standard has been
adopted. Since there is no standard at this time, GetTaxSolutions does not currently respond to
DNT signals. GetTaxSolutions will follow the progress of the W3C in developing the standard.
Location of Data. Your Personal Information may be stored, transferred to, and processed in any
country where we have facilities or in which we engage service providers, and by using our
services, you consent to the processing and transfer of information to countries outside of your
country of residence, which may have different data protection rules than in your country.
Data Retention. We will retain your Personal Information for the period necessary to fulfill the
Collection of Personal Financial Information by a Payment Service. In some cases, we may
use an unaffiliated payment service to allow you to purchase a product or make payments
(“Payment Service”). If you wish to purchase a product or make a payment in such a case, you
will be directed to a Payment Service webpage. Any information that you provide to a Payment
of information collected through any Payment Service.
8. CONTACT US
We ask that you not disclose any sensitive Personal Information (e.g., tax file numbers,
information related to racial or ethnic origin, political opinions, religion or other beliefs, health,
criminal background or trade union membership) when contacting us.