TAXWORKS PRIVACY NOTICE
At TaxWorks, our most important relationship is with you,
our customer. As part of this relationship, we feel a great responsibility in
protecting your privacy and the privacy of your clients. We want you to feel
secure when using our software. This privacy notice describes TaxWorks’
policies regarding information collection, disclosure and protection and
applies to users of TaxWorks software.
While providing tax preparation software, two important
areas require information protection: 1) the information you provide to us as
our customer, and 2) the personal information of the individuals and businesses
for which you provide tax preparation services. We work to protect this
information from unauthorized release or access by using industry-recognized
security standards (i.e. firewalls, encryption, secure transmission protocols,
We collect your information from a new or renewal order form when you purchase
our software. We use this information only to provide services concerning your
account. Access is restricted to only those employees requiring information
regarding your account.
We do not collect information from you about your clients, except in the course
of providing service to you, such as customer support or electronic filing.
This data collection by TaxWorks is initiated by you when you send files
containing your clients’ information. We store this information only for the
purpose of providing services to you. Your clients’ information is transmitted
to us encrypted via secure transmission protocols.
DISCLOSURE OF INFORMATION
As one of the services we provide, we, as an authorized
e-file provider, transmit your customer information to the Internal Revenue
Service (IRS), State Governments, and/or Lending Institutions. Transmissions to
these agencies are done through secure transmission protocols. As required by
law, we may also disclose, in limited circumstances, personal information to
assist regulatory or law enforcement requests or if compelled by court process.
We do not use or disclose this information other than in connection with
providing these services to you on behalf of your clients or as required by
As a service to you, we work with a single third party for
the sole purpose of providing a catalog of tax-related products (i.e.
envelopes, folders, cards, books). Only your firm name and address are used for
this purpose. No information regarding you or your clients is shared with other
third parties, except as noted in the previous paragraph.
This document also serves to fulfill the AICPA Ethics Ruling
No. l Under Rule 301 Confidential Client Information requirements.
We welcome your comments regarding this privacy notice.
Please feel free to contact our customer support by phone at (800) 843-1139,
email at email@example.com, or
post mail at 1265 Sportsplex Drive, Kaysville, UT 84037. You may also visit our
web site at www.taxworks.com.
Any changes to this policy will be posted on our website at www.taxworks.com.
Policy Effective Date: 11/01/08