Privacy Policy, Inc. Privacy Policy
Effective Jan 1, 2019
Revised Jul 15, 2020
Revised Sept 1, 2022
Revised Nov 2, 2023

Thanks for using, Inc.! Our mission is to create a more concise and convenient way of processing and e-filing information returns to the IRS. Here we describe how we collect, use, and handle your personal information when you use our websites, software, and services ("Services").

What & Why

We collect and use the following information to provide, improve, and protect our Services:

Account information. We collect, and associate with your account, the information you provide to us when you do things such as sign up for your account or purchase products or services. By using or continuing to use our Services, you consent to the use of your data provided within this Policy

Usage information. We collect information related to which Services you use. We use this information to improve our Services, develop new services and features, and protect, Inc. users.

Device information. We also collect information from the devices you use to access the Services. This includes things like the public facing IP address, computer name, the type of browser and device you use, the web page you visited before coming to our sites, and identifiers associated with your devices.

Cookies and other technologies. We use technologies like cookies and pixel tags to provide, improve, protect, and promote our Services. For example, cookies help us with things like remembering your Company name for your next visit, understanding how you are interacting with our Services, and improving them based on that information. You can set your browser to not accept cookies, but this may limit your ability to use our Services.

Marketing. If you register for our products or Services, we will, from time to time, send you information about upgrades when permissible. Users who receive these marketing materials can opt out at any time. If you do not want to receive marketing materials from us, simply click the 'unsubscribe' link in any email.

We sometimes contact people who do not have a, Inc. account. If you receive an email and no longer wish to be contacted by, Inc., you can unsubscribe and remove yourself from our contact list via the message itself.

Basis for processing your data. We collect and use the personal data described above in order to provide you with the Services in a reliable and secure manner.

With Whom

We may share information as discussed below, but we won't sell it to advertisers or other third parties.

Others working for and with, Inc., Inc. uses certain trusted third parties (for example, providers of print and mail services and IT services) to help us provide, improve, protect, and promote our Services. These third parties will access your information only to perform tasks on our behalf in compliance with this Privacy Policy, and we"ll remain responsible for their handling of your information per our instructions.

Law & Order and the Public Interest. We may disclose your information to third parties if we determine that such disclosure is reasonably necessary to: (a) comply with any applicable law, regulation, legal process, or appropriate government request; (b) protect any person from death or serious bodily injury; (c) prevent fraud or abuse of, Inc. or our users; (d) protect, Inc.'s rights, property, safety, or interest; or (e) perform a task carried out in the public interest.

Stewardship of your data is critical to us and a responsibility that we embrace. We believe that your data should receive the same legal protections regardless of whether it is stored on our Servers or on your home computer's hard drive.


Security. We have a team dedicated to keeping your information secure and testing for vulnerabilities. We also continue to work on features to keep your information safe.

Retention. When you purchase our services or products, we will retain information you store on our Servers for up to 5 years in back up storage or as long as we need it to provide you the Services. If you would like us to remove your data from our storage, please contact us to fulfill this request. But please note: (1) there might be some latency in deleting this information from our servers and back-up storage; and (2) we may retain this information if necessary, to comply with our legal obligations, resolve disputes, or enforce our agreements.


To provide you with the Services, we may store, process, and transmit information within the United States. Information may also be stored locally on the devices you use to access the Services.


If we are involved in a reorganization, merger, acquisition, or sale of our assets, your information may be transferred as part of that deal. We will notify you (for example, via a message to the email address associated with your account) of any such deal and outline your choices in that event.

We may revise this Privacy Policy from time to time and will post the most current version on our website. If a revision meaningfully reduces your rights, we will notify you.


Your personal information is controlled by, Inc. regardless of where you reside. Have questions or concerns about, Inc., our Services, and privacy? Contact our Data Protection Officer at, If they can not answer your question, you have the right to contact your local data protection supervisory authority.

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