Date of Last Revision: Dec 15th, 2023
Our Policy:
Welcome to the official website of Taxoneer, Inc. (“Taxoneer,” “we,” “us,” or “our”). This platform is diligently managed by Taxoneer and serves as a pivotal hub for disseminating information about our company’s offerings. Our specialized services are tailored to facilitate clients in their search for qualified tax advisers and comprehensive tax preparation solutions (hereinafter collectively referred to as the “Services”). The Services cater to a diverse array of visitors, including tax professionals and preparers, whom we address as “you” or “your.” Further, we categorize our service beneficiaries as “Users,” and third-party tax experts as “Tax Adviser Users,” jointly known as “All Users.” This Privacy Policy is crafted to articulate the practices and principles of Taxoneer concerning the collection, handling, and protection of personal and identifiable information (“Personal Data”) and other relevant data accrued from All Users across our website and Services.
Collection of Information:
In the course of your interactions with our Services, we gather both Personal Data and other types of information from all categories of users, as detailed below:
Personal Data Provided by You: Your Personal Data is collected when you willingly submit it. This occurs, for instance, when you reach out to us with queries, choose to share personal information on our website (which may include demographic, financial, educational, employment, familial details, objectives, or preferences), participate in our surveys, sign up for access to the Services, or engage with certain aspects of the Services.
Consent to Use Personal Data: By actively providing your Personal Data, you grant us permission to utilize it in line with this Privacy Policy. It’s important to recognize that when you submit Personal Data to the Services, you consent to its potential transfer from your present location to the offices and servers of Taxoneer, as well as to the authorized third parties mentioned, which are based in the United States.
Other Information:
Non-Identifiable Data Collection: Whenever you engage with Taxoneer via the Services, we gather and store information that is not personally identifiable. This information, held either by Taxoneer directly or within databases managed by our affiliates, agents, or service providers, aids in enhancing the Services. Examples include tracking the overall number of visitors to our Site, the traffic on individual Site pages, and understanding the domain names of our visitors’ internet service providers.
Cookies and Web Technologies: We implement technologies such as “cookies” in operating our Services. A cookie is a small data file transferred by our Service-hosting computer to your browser, enhancing your experience. Cookies, for instance, enable seamless access to the Services without repeatedly entering a password. Your browser’s “help” section offers guidance on managing cookies, including how to receive notifications and disable them. However, we suggest keeping cookies activated to fully utilize our Service features.
Aggregated Personal Data: To better comprehend and cater to all Service Users, Taxoneer regularly undertakes research involving customer demographics, interests, and behaviors. This research, based on provided Personal Data and other information, is often processed in an aggregated and/or de-identified manner. This processed data, which does not personally identify individuals, may be shared with affiliates, agents, and business partners. Additionally, we may disclose these aggregated and/or de-identified statistics in describing our Services to prospective partners and other third parties.
Analytics and Tracking: We, and possibly third-party service providers, use tracking technologies like cookies to gather data about your browsing habits over time and across various websites following your use of our Site. For example, we may utilize Google Analytics to analyze user engagement with websites, enhancing your user experience. Google’s privacy policy provides more details on their data usage.
Response to “Do Not Track” Signals: Currently, our Site does not respond to “Do Not Track” (DNT) signals. This Privacy Policy applies regardless of DNT signals. Future changes regarding DNT signal responses will be updated in this Policy.
Usage of Personal Data: The Personal Data you provide is used in ways consistent with this Privacy Policy. For example, we use Personal Data submitted via email to address your queries or problems, and Personal Data provided for Service access to facilitate and monitor your usage. Taxoneer and its Related Companies might use your Personal Data and non-identifiable information to enhance Services, understand User needs, and for future communications, including marketing. Options to opt-out of marketing communications will be provided.
Specific Applications of Your Personal Data:
Interest-Based Advertising: We and third-party networks may display targeted advertisements. Information, including Personal Data, may be used to support these Interest-Based Ads, gathered from both Service usage and external sources. We adhere to the Digital Advertising Alliance’s Self-Regulatory Principles and provide options for opting out of behaviorally targeted advertising through the DAA or NAI consumer opt-out pages. European Union users may refer to the European Interactive Digital Advertising Alliance for further options.
Disclosure of Your Personal Information:
Consent for Sharing Personal Data: Generally, we seek your consent before sharing your Personal Data. However, we may share aggregated or non-identifiable data without consent, as this does not reveal your personal information. For instance, in collaborating with tax service providers, your consent will be sought before sharing your Personal Data to facilitate potential service relationships. However, there are specific scenarios where we might share your Personal Data with certain third parties without additional notification:
User Choices: You have the option to access our Site without providing Personal Data. However, choosing not to share Personal Data may restrict your access to certain Services.
Privacy Policy Exclusions: This Privacy Policy does not extend to Personal Data collected by Taxoneer outside of the Services. It also doesn’t apply to unsolicited information you provide through the Services or other means, such as public forums, product ideas, or other unsolicited submissions (“Unsolicited Information”). Such Unsolicited Information will be considered non-confidential and free for Taxoneer to use, disclose, and distribute without limitations.
Children’s Privacy: Taxoneer does not intentionally collect Personal Data from children under 13. If you are below 13, please refrain from submitting any Personal Data through the Services. We urge parents and guardians to monitor their children’s internet use and to enforce our Privacy Policy by preventing the submission of Personal Data by minors. If you believe a child under 13 has provided Personal Data to Taxoneer, please contact us to help us remove that information from our databases.
Links to External Websites:
This Privacy Policy is specific to our Services and does not extend to external websites. Our Services may include links to third-party websites not operated or overseen by Taxoneer (“Third Party Sites”). The guidelines and practices we have outlined here do not pertain to these Third Party Sites. We do not endorse or assume responsibility for the content or privacy practices of any Third Party Sites, even if linked from our Services. We recommend reviewing the privacy policies of these sites for information on their practices.
Integration with Social Networking Services: Certain features of our Service may enable integration or login through various social networking platforms like LinkedIn or Facebook (“Social Networking Services”). This integration is designed to enrich and personalize your online experience. To utilize these features, you will need to log into or authorize us through the respective Social Networking Service. In doing so, we collect necessary information to allow the Service to access that Social Networking Service and your data within it. The information we access from Social Networking Services will be used, stored, and disclosed in accordance with this Privacy Policy. However, the use, storage, and disclosure of your information by the Social Networking Services are governed by the policies of these third parties, and Taxoneer bears no responsibility for their privacy practices.
Posting to Social Networking Services: You may have the option to share your activities on the Services with Social Networking Services (e.g., posting to Facebook about an activity performed on the Service). By choosing this feature, you acknowledge that your friends, followers, and subscribers on these platforms will be able to view such activities.
Security and Data Retention:
Taxoneer is committed to safeguarding the Personal Data provided through the Services, employing commercially reasonable measures against loss, misuse, unauthorized access, disclosure, alteration, or destruction. However, we remind you that no internet or email transmission is entirely secure or error-free. Be particularly cautious when sending Personal Data via email.
We retain your Personal Data as long as your account is active or as needed to provide you Services. We may retain Personal Data longer if required for legal compliance, dispute resolution, fee collection, or as permitted or required by law. Additionally, we may keep information in an anonymized or aggregated form where it cannot personally identify you.
Other Terms and Conditions:
Terms of Service Agreement: Your use of the Services is governed by our Terms of Service, at https://www.taxoneer.com/terms-of-service/.
Updates to the Privacy Policy: Our Services and business operations may evolve, necessitating updates to this Privacy Policy. Taxoneer reserves the right to modify this Privacy Policy at any time without prior notice. We encourage you to review this policy regularly, especially before providing any Personal Data. The latest update date is noted above. By continuing to use the Services after changes, you agree to the revised Privacy Policy.
Accessing Your Information; Contacting Taxoneer: To ensure your Personal Data is accurate and current, please contact us as indicated below for any updates or corrections. For any inquiries about our Privacy Policy or information practices, feel free to reach out.
Contact us at: support@Taxoneer.com
California Resident Rights: California residents have specific rights under this Privacy Policy. In case of any conflict between this section and other parts of the Privacy Policy, the more protective provisions for Personal Data of California residents will prevail. For any queries, contact us at support@Taxoneer.com.
Rights to Access and Deletion: As a California resident, you can request information about our collection and use of your Personal Data over the past 12 months, including the types of Personal Data collected, sources, purposes, and third parties with whom we shared it. You also have the right to request the deletion of your Personal Data, subject to certain exceptions under the CCPA.
Exercising Your Rights: Submit requests that provide enough information to verify your identity and describe your request in detail. We use information in these requests only to verify and fulfill your request. You don’t need an account to submit a request.
Submit requests to: support@Taxoneer.com
Response Time and Fees: We aim to respond within 45 days of receiving a valid request. There are no fees for valid requests unless they are excessive, repetitive, or unfounded. If a fee applies, we will inform you and explain the reasons before proceeding with your request.
Non-Discrimination Policy: Exercising your CCPA rights will not result in discriminatory treatment. However, we may offer different service tiers based on the value of the Personal Data we receive from you, as permitted by data privacy laws, including the CCPA.
At Taxoneer, we believe in a stress-free tax season. Born from a desire to revolutionize the traditional tax preparation process, we’re here to simplify, demystify, and make tax filing accessible for everyone.
