Our Commitment to Your Privacy
Protecting your information is important to us.
The Privacy Policy explains the information we may collect, how we use or disclose that information and how we protect.
If you have any question relating to this Privacy Policy, please do not hesitate to contact us.
Information We Collect
We collect information, including personal information, about you, your spouse, your dependents, your business, and other individuals (such as employees as part of providing business services) when you use our services. This information includes, but is not limited to:
- Contact Information (e.g., name, phone number, address, and email address)
- Tax File Numbers and other government identification numbers
- Dates of Birth
- Financial Information (e.g., income, assets, deductions, expenses and bank account information)
- Payment Data (e.g., checking, debit and credit card account numbers, balances and payment history)
- Demographic Information.
- Contact details and proof of identity information (including your image and digital signature)
How we collect this information
We collect this directly from you. This information includes information you provide as part of preparing your tax return, electronically filing your tax return and authenticating your identity. If you choose not to provide certain information we request, we may be unable to serve you as our products, services, tools may rely upon this information.
How we use your information
We use this information to deliver your requested service.
How We May Disclose Your Information
We may disclose your information as described below:
- Service Providers. Where permitted by applicable law, we may disclose your personal information to service providers who perform business functions on our behalf, services such as data processing and analysis, contest supervision, direct mail or email production, technical support, data storage, courier services, and debt collection.
- Communications with the ATO and State Taxing Authorities. The ATO and state taxing authorities may require or request we disclose certain personal and system information in order to process or electronically file your tax return. This information may include, but is not limited to, your name, tax file number, IP addresses, unique device identifiers, bank account numbers, and tax return preparation user activity metrics (e.g., time to complete the tax return).
- Persons Who Acquire Our Assets or Business. If we sell or transfer any of our business or assets, certain information about our clients may be a part of that sale or transfer. In the event such sale or transfer results in a material change to this Privacy Policy, we will notify you. The notification procedure will be the same as the procedure we use to notify you of a change to this Privacy Policy as described below.
- As Required or Permitted by Law. We may disclose your information to affiliated or non-affiliated third-parties when we have a good faith belief that such disclosure is required or permitted by law. This may occur in connection with a court order, legal process, or other judicial, administrative or investigative proceeding that produces a request for information from us. We may disclose your information to proper federal, state, or local officials in order, and to the extent necessary, to inform the official of activities that may constitute, or may have constituted, a violation of any criminal law or to assist the official in investigating or prosecuting a violation of criminal law. As permitted by law, we may disclose your information to the ATO for the prevention of refund fraud and potential cyber security threats.