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
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:
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:
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 privacy@uTaxSoftware.com or by contacting us by telephone or postal mail at the contact information listed below. We will update your file within 30 days.
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.
Social Media Widgets
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 privacy@uTaxSoftware.com.
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.
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 privacy@uTaxSoftware.com.
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.
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 privacy@uTaxSoftware.com.
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: uTaxSoftware.com; ResourceCenter.utaxsoftware.com; Store.utaxsoftware.com; EROsupport.com; taxmobileapp.com or emp.myempportal.com.
Changes to This Policy
Google and Facebook
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. https://support.google.com/adwordspolicy/answer/1316548?hl=en
California Online Privacy Protection Act
According to COPPA we agree to the following:
Users are able to change their personal information:
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.
uTax Software, LLC
11985 Pellicano Dr #123
El Paso, TX 79936
Effective Date: January 1, 2020
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 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:
uTax obtains the categories of personal information listed above from the following categories of sources:
Use of Personal Information
We may use or disclose the Personal Information we collect for one or more of the following purposes:
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.
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.
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.
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.
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.
uTax Software, LLC
11985 Pellicano Dr #123
El Paso, TX 79936