Facts: What does TaxAct do with your personal information?
Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
Social Security number and transaction history
account balances and payment history
income
How?
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons TaxAct chooses to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Does TaxAct share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes— such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
| For our marketing purposes— to offer our products and services to you | Yes | Yes |
| For joint marketing with other financial companies | No | We do not share |
| For our affiliates’ everyday business purposes— information about your transactions and experiences | Yes | No |
| For our affiliates’ everyday business purposes— information about your creditworthiness | No | We do not share |
| For our affiliates to market to you | No | We do not share |
| For nonaffiliates to market to you | No | We do not share |
Does TaxAct share?
Yes
Can you limit this sharing?
No
Does TaxAct share?
Yes
Can you limit this sharing?
Yes
Does TaxAct share?
No
Can you limit this sharing?
We do not share
Does TaxAct share?
Yes
Can you limit this sharing?
No
Does TaxAct share?
No
Can you limit this sharing?
We do not share
Does TaxAct share?
No
Can you limit this sharing?
We do not share
Does TaxAct share?
No
Can you limit this sharing?
We do not share
To Limit Our Sharing
Visit us online: https://www.taxact.com/privacy-notice
Please note:
If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice.
However, you can contact us at any time to limit our sharing
Questions
| Who we are | Answer: |
|---|---|
| Who is providing this notice? | This notice is provided by TaxAct |
Answer:
This notice is provided by TaxAct
| What we do | Answer: |
|---|---|
| How does TaxAct protect my personal information? | To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. |
| How does TaxAct collect my personal information? | We collect your personal information, for example, when you: open an account or give us your contact information, provide employment information or give us your income information, seek financial or tax advice. We also collect your personal information from others, such as affiliates or other companies. |
| Why can’t I limit all sharing? | Federal law gives you the right to limit only: sharing for affiliates’ everyday business purposes—information about your creditworthiness, affiliates from using your information to market to you, sharing for nonaffiliates to market to you. State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law |
| What happens when I limit sharing for an account I hold jointly with someone else | Your choices will apply to everyone on your account—unless you tell us otherwise. |
Answer:
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
Answer:
We collect your personal information, for example, when you: open an account or give us your contact information, provide employment information or give us your income information, seek financial or tax advice. We also collect your personal information from others, such as affiliates or other companies.
Answer:
Federal law gives you the right to limit only: sharing for affiliates’ everyday business purposes—information about your creditworthiness, affiliates from using your information to market to you, sharing for nonaffiliates to market to you. State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law
Answer:
Your choices will apply to everyone on your account—unless you tell us otherwise.
| Definitions | Response |
|---|---|
| Affiliates | Companies related by common ownership or control. They can be financial and nonfinancial companies. Our affiliates include financial companies such as Drake Software and nonfinancial companies, such as DS Admiral Bidco, LLC d/b/a Taxwell. |
| Nonaffiliates | Companies not related by common ownership or control. They can be financial and nonfinancial companies. Nonaffiliates with which we share personal information include marketing companies and operational service providers. |
| Joint Marketing | A formal agreement between nonaffiliated financial companies that together market financial products or services to you. TaxAct doesn’t jointly market. |
Response
Companies related by common ownership or control. They can be financial and nonfinancial companies. Our affiliates include financial companies such as Drake Software and nonfinancial companies, such as DS Admiral Bidco, LLC d/b/a Taxwell.
Response
Companies not related by common ownership or control. They can be financial and nonfinancial companies. Nonaffiliates with which we share personal information include marketing companies and operational service providers.
Response
A formal agreement between nonaffiliated financial companies that together market financial products or services to you. TaxAct doesn’t jointly market.
Other Important Information
For California Customers: In accordance with California law, we will only share information we collect about California residents with nonaffiliates as permitted by applicable law. For example, we may share information with your consent, and to provide our products and services to you. We limit the sharing of your personal information to the extent required by California law.
For Vermont Customers: In accordance with Vermont law, we will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information or financial information to nonaffiliated third parties to market to you, other than as permitted by Vermont law, unless you authorize us to make those disclosures.
Additional information concerning our privacy policies can be found at https://www.taxact.com/privacy-notice