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Privacy Policy

This Privacy Policy applies to, which is owned and operated by uTax Software LLC (“we,” “our” or “uTax”).  This Privacy Policy will also govern affiliated sites that include links to this policy, including: and  Any website governed by this Privacy Policy by way of a link in the footer shall be considered a “uTax Site.”

uTax strives to honor and protect your privacy. This Privacy Policy explains how uTax collects, uses, and discloses personally identifiable information (“Personal Information”) gathered through the uTax Sites. This Privacy Policy applies only to information collected through the uTax Sites. It does not address our collection of Personal Information from other sources, such as from tax return data transmissions, sales representatives or third-parties who may refer you to us.

Please note that this is a business-to-business, and not a consumer, website.  As such, we may also collect information regarding your business and other businesses with which you are affiliated.  That said, this Privacy Policy applies to Personal Information about individuals and not to information about business entities.

The Privacy Policy is subject to and incorporates by reference our Customer Agreement found at, including its limitation on liability.


Types of Personal Information We May Collect Through the uTax Sites

You may browse certain uTax Sites without creating an online account, but to use certain features you may be required to create an account. When you create an account with us, we may collect your name, email address, contact information, a username and password that you will use to access your account and any other information stored within your account portal. In addition, to submit a question or comment to our customer support, you may be required to submit your name and email address, and we may also ask you for other optional information, such as your business’s name, phone number and website address.

We will collect Personal Information through a uTax Site if you submit or upload it through the uTax Site or to one of our email addresses. Information about your use of the uTax Site or including your linking to other third-party services from the uTax Site may be collected to help us maintain the appropriate features, functionality, and user experience.  We may also append to the Personal Information collected through the uTax Site new data or other data that we receive from other sources, such as public records, demographic information, and other background information supplied by information services or third parties. In addition, we automatically collect through the uTax Site information that is often not personally identifying, such as the website from which you came prior to visiting a uTax Site, as well as your IP address, browser type, operating system and other information relating to the device through which you access a uTax Site. We may combine this information with the Personal Information we have collected from you, which we store in log files. We do this to better understand our visitor profiles and to improve the services we offer to you.

Information We Collect from You and About You

Some information collected from you is required and some is optional.  Additional information may be gathered during your subsequent use of a uTax Site, whenever you choose to provide it.  Depending on your situation, you may be providing us with Personal Information from your subsites for certain enrollment reasons.  It is your responsibility to keep that Personal Information private on your end.  Any Personal Information you provide us related to another party will be treated by us the exact same as all other Personal Information we receive.  However, you are responsible for making the owner of the Personal Information aware of this Privacy Policy.

Certain additional Personal Information will be requested and must be supplied to determine eligibility for our services, as well as to purchase software, and to verify and guard against potential fraud.

Additional Uses of Personal Information

We use the Personal Information you provide to us and to which you allow us access as described herein for the following purposes:

  • To respond to requests or inquiries, and for similar, customer-service-related purposes;
  • To evaluate your eligibility for products provided by or through uTax or its affiliates;
  • To send to business partners related to services for which you purposefully opt into, such as bank product services through our tax software application provider and your banking partner of choice;
  • To effectuate or enforce a transaction or agreement;
  • To adjust offerings or services, provided by or through uTax or its affiliates, to your business and to tailor the information we send or display to you, including as required under the CAN-SPAM Act;
  • To provide you with information about our company or products—provided by or through uTax or its affiliates—that we believe you may find of interest, including marketing and promotional e-mails;
  • To authenticate visitors to a uTax Site;
  • To improve a uTax Site, offerings or services provided by or through uTax or its affiliates; and
  • To better understand how users access and use a uTax Site, and other offerings provided by or through uTax or its affiliates, on an aggregated and individualized basis.

Types of Disclosures of Personal Information

We generally do not share your personal information with third parties.  We will only disclose Personal Information to third parties for the following limited purposes:

  • To transmit your information to business partners providing certain services for which you purposefully opt into, such as bank product services offered through our tax software application provider and the banking partner of your choice;
  • In response to a subpoena or other legal process by a governmental entity or third party, or if otherwise required by law;
  • To protect or enforce our rights or property, protect your safety or the safety of others, investigate fraud, or respond to a government request;
  • In the event of the sale or dissolution (bankruptcy) of all of our assets, in which case, you will be notified thereafter via a uTax Site or email through a notice of any change in ownership or uses of your personal information, as well as any choices you may have regarding your personal information;
  • To third parties involved in the process of providing services to us or you or performing functions on our behalf, such as contractors, software product providers, tax service providers, customer service providers (e.g., information technology or human resources consultants or service providers), credit bureaus, and collection agencies. These companies are authorized to use your personal information only as necessary to provide these services to us;
  • To our affiliates and subsidiaries for marketing purposes, or for product or service delivery;
  • To our lenders, investors, partners, or auditors in the course of their review or auditing us; and/or
  • To provide products or services requested by you.

Notwithstanding anything else in the Privacy Policy, we may share aggregated but not personally identifying information about users with third parties for marketing, advertising, research, or other business purposes.

User Access

If your personal information changes, or if you no longer want updates or to be contacted for new products, you may correct, update, amend, delete/remove or deactivate your contact information by emailing our Customer Support at or by contacting us by telephone or postal mail at the contact information listed below. We will update your file within 30 days.

Data Retention

We will retain your information for as long as your account is active or as needed to provide you services. In addition, we are required to keep, retain your information as necessary to comply with our legal obligations, resolve disputes, and enforce agreements.

Cookies and Analytics

Technologies such as: cookies, beacons, tags and scripts may be used by uTax and our analytic partners or service providers. These technologies are used in analyzing trends, administering the site, tracking users’ movements around the site and gathering demographic information about our user base as a whole. We may receive reports based on the use of these technologies by these companies on an individual as well as aggregated basis.

We may use cookies to remember users’ settings or for authentication. Users can control the use of cookies at the individual browser level. If you reject cookies, you may still use our site, but your ability to use some features or areas of our site may be limited.

Social Media Widgets

Our Web site may include Social Media Features, such as the Facebook Like button and Widgets, such as the Share this button or interactive mini-programs that run on our site. These Features may collect your IP address, which page you are visiting on our site, and may set a cookie to enable the Feature to function properly. Social Media Features and Widgets are either hosted by a third party or hosted directly on the uTax Sites. Your interactions with these Features are governed by the privacy policy of the company providing it.


User Content

We may, from time to time, allow users or third parties to post information to a uTax Site, such as comments or blogs or to offer you information on tax and return preparation topics. Any information that you post to the uTax Site becomes public information and may be viewable by other users, as well as visitors to the uTax Site (this is not true of uploaded documents in the EMP Portal). In addition, your name, as well as other optional information you choose to submit along with the information you post, will be publicly displayed along with your comment or blog. We are not responsible for the privacy of any information that you choose to post to the uTax Site, or for the accuracy of any information contained in those postings. We cannot prevent such information from being used by others in a manner that may violate this Privacy Policy, the law, or your personal privacy. To request removal of your personal information from our blog or community forum, contact us at In some cases, we may not be able to remove your personal information, in which case we will let you know if we are unable to do so and why. Your posting of any content to any of the uTax Site is subject to our Terms of Use.


We may display personal testimonials of satisfied customers on our site in addition to other endorsements. With your consent we may post your testimonial along with your name and photograph, as you allow. If you wish to update or delete your testimonial, you can contact us at

Third-party Links

At times, the uTax Sites may contain links to other, third-party websites. Any access to and use of such linked websites is not governed by this Privacy Policy but, instead, is governed by the privacy policies of those third-party websites. We are not responsible for the information practices of such third-party websites.

Marketing Communications

We may send you emails from time-to-time about information that we (or third parties) believe may be of interest to you. We may also send you news, surveys and offers from us or other third parties, which may include our newsletter or information about special offers, products or offerings, or other items.  If, at any time, you would like to stop receiving these promotional e-mails, you may follow the opt-out instructions contained in any such e-mail. Please note that it may take up to 10 business days for us to process opt-out requests. If you opt-out of receiving emails or promotions from us, we still may send you e-mails about your account or any products or services you have requested or received from us, or for other customer service purposes.

International Users

The uTax Sites are hosted in the United States. If you are accessing a uTax Site from outside the United States, by providing your information to the uTax Site, you are consenting to and authorizing the transfer of your information to the United States for storage, use, processing, maintenance, and onward transfer of such information to other entities regardless of their location in accordance with this Privacy Policy and our Terms of Use. You are also consenting to the application of United States law in all matters concerning the uTax Sites.


uTax takes reasonable steps to safeguard your personal and sensitive information through vigorous physical, electronic, and operational policies and practices. Data can only be read or written through defined service access points, the use of which is password-protected. The physical security of the data is achieved through a combination of network firewalls (there is no direct communication allowed between the database server and the Internet) and servers with operating systems, all housed in a secure facility. Access to the system is controlled.

Further, we also equip our servers with Secure Socket Layer (SSL) certificate technology to ensure that when you connect you are actually on a uTax Site. SSL also ensures that all data entered into the web site is encrypted. To verify that SSL is being used, look for the key or padlock icon on your browser. For further encryption protection, we use a 128-bit secure browser for logins and transactions. Finally, we subject our systems to periodic security audits to ensure that your information is thoroughly protected and secure.

No method of transmission over the Internet, or method of electronic storage, is 100% secure, however. Therefore, we cannot guarantee its absolute security. If you have any questions about security on our Web site, you can contact us at

Secure, Off-Site Hosting of Credit Card Data

For your convenience we may store a tokenized version of your credit card information in order to expedite future orders, and to automate the billing process.  We cause all sensitive financial data such as credit card data and bank accounts to be stored in a secure off-site environment.  The credit card token that is retained on behalf of our customers complies with the regulations of the Payment Card Industry (PCI). The token cannot be used by any other vendor or person, even if compromised.

Session Time-Outs

We also employ session time-outs to protect your account. You will be logged out of a uTax Site automatically after a specified period of inactivity. This time-out feature reduces the risk of others being able to access your account if you leave your computer unattended.


Your password is not shared with third parties, and we will never ask for your password as a means of identifying yourself over the phone or via text.  You should never share your password with anyone, and if you ever receive an email purporting to come from us that asks for your password, you should immediately report this development to us at

What You Can Do

In addition to our own substantial efforts, you can take several precautions to protect the security of your computer and Personal Information. For instance, you can start by using a complex/well-chosen password. You should avoid using any information that others can easily learn about you, such as a family member’s name or birthday; you can also use special characters in place of letters. We also recommend that you change your password frequently. You can also install and regularly update antivirus and firewall software to protect your computer or device from external attacks by malicious users. When you are finished with a session on our site, be sure that you log out and close the browser window.

If you use a computer that is accessed by other people, such as in a public library or Internet cafe, we recommend that you take special precautions to protect the security of your account and personal data. When you are finished using our site, you should log out completely, then close the browser window and clear the browser’s cache files.

You should also be aware of fraudulent attempts to gain access to your account information known as “phishing.” Phishing is a tactic used by scammers in which unsuspecting people are brought to a website by a genuine-looking email purporting to be from a legitimate company. The phony or “spoof” email takes the person to a website that looks legitimate but in fact is not. Either in the email itself or on this fake site, scammers will ask for login information to gain access to people’s accounts and withdraw their money. uTax will never ask you for your login information in the context of any email. In general, you can protect yourself against phishing by never providing personal or login information via an email, instead, go to the web site directly. You might also make it a habit to check the URL of a web site to be sure that it contains the correct domain. You should always ensure the a uTax URL contains one of the following domains:;;;; or

Changes to This Policy

We may update this privacy policy to reflect changes to our information practices. If we make any material changes we will notify you by a notice on this Site prior to the change becoming effective. We encourage you to periodically review this page for the latest information on our privacy practices.


Google and Facebook


We use Google Analytics to help us understand use of our website. This service collects the information sent by your browser as part of a web page request, including cookies and your IP address, and their use of it is governed by their privacy policy.


We have not enabled Google AdSense on our site but we may do so in the future.

Google’s advertising requirements can be summed up by Google’s Advertising Principles. They are put in place to provide a positive experience for users.


A uTax Site may include social media features and widgets, such as the Facebook “Like button” and the “Share this” button or interactive mini-programs that run on the uTax Site (“Social Media Features”). These Social Media Features may collect your IP address and information about the webpage you are visiting on our Website and may set a Cookie to enable the Social Media Feature to function properly. Social Media Features and Widgets are either hosted by a third party or hosted directly on the uTax Site. Your interactions with these Social Media Features are governed by the privacy policy of the party providing such Social Media Features.



California Online Privacy Protection Act

COPPA requires a company in the United States that operates websites collecting personally identifiable information from California consumers to post a conspicuous privacy policy on its website stating exactly the information being collected and those individuals with whom it is being shared, and to comply with this policy. – See more at:


According to COPPA we agree to the following:

  • Users can visit our site anonymously
  • Once this privacy policy is created, we will add a link to it on our home page, or as a minimum on the first significant page after entering our website. Our Privacy Policy link includes the word ‘Privacy’, and can be easily be found on the page specified above.
  • Users will be notified of any privacy policy changes.


Users are able to change their personal information:

  • By emailing us
  • By logging in to their account


Do Not Track Signals and Behavioral Tracking
We honor do not track signals and do not track, plant cookies, or use advertising when a Do Not Track (DNT) browser mechanism is in place. We do not allow third party behavioral tracking.


Contact Us

Questions? You may contact us with any questions or concerns about this Privacy Policy at:

uTax Software, LLC
11985 Pellicano Dr #123
El Paso, TX 79936
844-440-UTAX (8829)

Privacy Policy

Effective Date: January 1, 2020

This Privacy Policy for California Consumers (this “California Privacy Policy”) supplements the information contained in the above General Privacy Policy of uTax Software LLC (“uTax”, “we”, “us”) and applies to any consumers residing in the State of California (“consumers” or “you”) who visit a uTax Site, as defined above.

This California Privacy Policy also applies to personal information we obtain from California consumers, if any, through email communications, our online channels (including other websites, independent sales representatives, mobile applications, and social media websites that reference this California Privacy Policy, here “uTax Channels”) and to personal information you provide us offline (e.g. at trade shows or sales exhibitions), when you submit an order over the phone, or when you contact our customer service department.

We adopt this California Privacy Policy to comply with the California Consumer Privacy Act of 2018 (the “CCPA”).  Any terms defined in the CCPA have the same meaning when used in this California Privacy Policy. Where applicable, this California Privacy Policy controls in the event of a conflict with the Privacy Policy of uTax or our other policies unless expressly stated otherwise therein.  For example, we may provide alternative policies that control with respect to our employees.

While we have provided this California Privacy Policy as part of our effort to fully and transparently comply with our understanding of the specific requirements of the State of California under the CCPA, our actions in doing so do not change the primary purpose of the uTax Sites.  As stated in the Privacy Policy, the uTax Sites and, the other uTax Channels, are intended for business visitors. This Site is not intended for general public consumers.

You acknowledge and agree that in visiting the uTax Sites or using another uTax Channel, you are acting either in the capacity of (i) a job applicant to, an employee of, owner of, director of, officer of, or contractor of uTax; or (ii) an employee, owner, director, officer, or contractor of a company, partnership, sole proprietorship, non-profit, or government agency, in which case your communications or transaction with uTax via a uTax Site or other uTax Channel will occur solely within the context of conducting due diligence regarding, or providing or receiving a product or service for or on behalf of such company, partnership, sole proprietorship, non-profit, or government agency, and on whose behalf you also accept and agree to the terms of this California Privacy Policy, the Privacy Policy, and the Terms of Use, as they may be modified by uTax from time-to-time and posted on the uTax Sites.

Information We Collect

We collect information that identifies, relates to, describes, references, is capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer or device (“Personal Information”). In particular uTax has collected one or more kinds of data within the following categories of Personal Information from its business customers within the last twelve (12) months:







A. Identifiers.



A real name, alias, postal address, unique personal identifier, online identifier, Internet Protocol address, email address, account name, Social Security Number/tax ID number, driver’s license number, passport number, EFIN, PTIN or other similar identifiers, and copies of government issued IDs.



B. Personal information categories.



Name, signature, Social Security Number, EFIN, PTIN, address, telephone number, passport number, driver’s license or state identification card number, bank account number, or other financial information.



C. Protected classification characteristics under California or federal law.



Age (date of birth) and citizenship via passport country of issuance.



D. Commercial information.






E. Internet or other similar network activity.





Browsing history (uTax pages visited), device ID, device type and information regarding a consumer’s interaction with the uTax Sites, application, or advertisement.



F. Audio data.




Interactions with uTax staff are recorded for quality and monitoring purposes.
G. Professional or employment-related information.






H. Inferences drawn from other personal information.



Profile reflecting a person’s preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities, and aptitudes.



Personal Information is used to identify you, process your business’ application, access the personal guarantor’s credit bureau report, verify that the personal guarantor is old enough to enter into a legally binding contract, analyze the use of the uTax Sites, fraud analysis, marketing, customer service, collections and to determine future product offerings.


Personal Information does not include:

  • Publicly available information that is lawfully made available by federal, state, and local government records.
  • Deidentified or aggregated consumer information.
  • Information excluded from the CCPA’s scope, including:
    • Health or medical information covered by the Health Insurance Portability and Accountability Act of 1996 (HIPAA) and the California Confidentiality of Medical Information Act (CMIA) or clinical trial data;
    • Personal Information covered by certain sector-specific privacy laws, including the Fair Credit Reporting Act (FRCA), the Gramm-Leach-Bliley Act (GLBA) or California Financial Information Privacy Act (FIPA), and the Driver’s Privacy Protection Act of 1994.

uTax obtains the categories of personal information listed above from the following categories of sources:

  • Directly from you. For example, information provided as part of a software purchase.
  • Indirectly from you. For example, from observing your actions on our Site or information we collect in the course of providing services.
  • From our Site. For example, information submitted through our EMP portal.
  • From Third Parties. For example, from business partners such as service providers, sub-contractors, advertising networks, analytics providers, data brokers, or aggregators.
  • From Publicly Available Sources. For example, from public databases or social media platforms.


Use of Personal Information

We may use or disclose the Personal Information we collect for one or more of the following purposes:

  • To fulfill or meet the reason you provided the information. For example, if you share your name and contact information to request software and services or ask a question about the products or services we provide access to, we will use that Personal Information to respond to your inquiry. If you provide your Personal Information to enter into a contract for software and services, we will use that information to close that transaction. We may also save your information to facilitate new financial transactions;
  • To verify your identity to ensure security and to conduct due diligence;
  • To administer our Site and for internal operations, including product development, troubleshooting, data analysis, testing, research, statistical, and survey purposes, including to determine and manage the effectiveness of our advertising and marketing;
  • To create, administer, and communicate with you about and in the framework of your account (including software, services, payment, document management, information, including marketing communications in line with your preferences);
  • For system administration and to report aggregated statistical information about browsing patterns and actions which does not identify any individual;
  • To process, evaluate, and respond to your inquiries or requests;
  • To process your business’ orders and determine whether your business qualifies for certain software and services;
  • To provide your business with access to our products and services;
  • To review for potential fraudulent activity;
  • To initiate, perform, and manage contractual relationships, e.g. by accepting and processing service requests, performing transactions, processing payments, accounting, auditing and billing;
  • To communicate with you about products, services, events, surveys, and promotions, e.g. by notifying you about changes in our services or by sending you marketing communications;
  • To improve, enhance, or expand the products, services and uTax Online Channels offered by uTax (for example, to provide better information, products, and special offers);
  • To maintain and protect the security of our products, services, and uTax Online Channels, to prevent and detect security threats, fraud, or other criminal or malicious activities;
  • To make suggestions and recommendations to you and other users of our Site about goods or services that are of interest to you or them;
  • To tailor the content that we display to you; to personalize and continually improve the uTax Site and uTax Online Channels and the service it provides to you;
  • To respond to law enforcement requests and as required by applicable law, court order, or governmental regulations;
  • To ensure compliance with our legal obligations (such as record keeping as required by country specific obligations) and due diligence (to prevent white-collar or money laundering crimes), and uTax policies or industry standards;
  • To carry out contract enforcement, dispute resolutions, and to initiate or protect against legal claims;
  • As described to you when collecting your personal information or as otherwise set forth in the CCPA; or
  • To evaluate or conduct a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of uTax’s assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information held by uTax about our Site users is among the assets transferred.

uTax will not collect additional categories of personal information or use the personal information we collected for materially different, unrelated, or incompatible purposes without providing you notice.

Sharing Personal Information

uTax may disclose your Personal Information to a third party for a business purpose. When we disclose Personal Information for a business purpose, we enter into a contract that describes the purpose and requires the recipient to both keep that Personal Information confidential and not use it for any purpose except performing the contract.


We share your Personal Information with the following categories of third parties:

Other uTax Affiliates

uTax may share personal data with other affiliates of uTax, if and to the extent necessary for the purposes mentioned above.

Business Partners

uTax may share information with its business partners as necessary to offer access to related products or services (but only when you purposefully opt into services from such business partners), respond to requests, provide customer services, and communicate about products and services we provide access to.

Service Providers

We may share certain information with third party service providers we engage to perform services for us or on our behalf, such as IT maintenance and support services (including ticketing), payment processing, marketing assistance, data analysis and data cleansing services, telemarketing services, postal, mailing and package delivery services, logistics, contractors, credit bureaus, collections agencies, etc. These service providers are contractually bound to act in compliance with applicable laws and restricted from using or disclosing information, except as necessary to perform the services or comply with legal requirements.

Advertising Companies

We may use third party advertising companies to serve advertisements regarding products and services that may be of interest to you when you access and use the services and other websites or online services, based on information relating to your access to and use of the services and other websites or online services on any of your devices, as well as on information received from third parties.

Legal Process

In response to a subpoena or other legal process by a governmental entity or third party, or if otherwise required by law


Disclosures of Personal Information for a Business Purpose

In the preceding twelve (12) months, uTax has disclosed the following categories of personal information for a business purpose:

Category A: Identifiers.

Category B: Personal information categories.

Category C: Protected classification characteristics under California or federal law.


Category E:  Internet or other similar network activity.

Category F: Audio data.


Sales of Personal Information

In the preceding twelve (12) months, uTax has not sold Personal Information.



We will not discriminate against you for exercising any of your CCPA rights. Unless permitted by the CCPA, we will not:

Deny you goods or services.

Charge you different prices or rates for goods or services, including through granting discounts or other benefits, or imposing penalties.

Provide you a different level or quality of goods or services.

Suggest that you may receive a different price or rate for goods or services or a different level or quality of goods or services.


Site Changes to Our Privacy Policy

uTax reserves the right to amend this California Privacy Policy at our discretion and at any time. When we make changes to this California Privacy Policy, we will post the updated California Privacy Policy on a uTax Site and update the California Privacy Policy’s effective date. We encourage you to periodically review this page for the latest information on our privacy practices.  Your continued use of our Site following the posting of changes constitutes your acceptance of such changes.

Contact Us

If you have any questions or comments about this California Privacy Policy, please do not hesitate to contact us at:

uTax Software, LLC
11985 Pellicano Dr #123
El Paso, TX 79936
844-440-UTAX (8829)