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 and website.
INFORMATION PROTECTED
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, etc.).
INFORMATION COLLECTED
Our Customers:
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.
Your Clients:
We do not collect information from you about your clients. In the course
of providing service to you, such as customer support or electronic
filing, we receive files containing your clients’ information.
We store this information only for the purpose of providing services
to you and as otherwise required by law. 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 clients’ 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 a court process, limited information so required. 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 law.
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.
AICPA MEMBERS
This document also serves to fulfill the AICPA Ethics Ruling No. l Under Rule 301 Confidential Client Information requirements.
CONTACT INFORMATION
We welcome your comments regarding this privacy notice. Please feel free to contact our customer support by phone at (800) 843-1139, email at support@taxworks.com, or post mail at 1265 Sportsplex Drive, Kaysville, UT 84037. You may also visit our web site at www.taxworks.com.
POLICY CHANGES
Any changes to this policy will be posted on our website at www.taxworks.com.
