a) Personal information for the purposes of preparing a tax return or in connection with the preparation of a tax return.
b) Personal information for the purposes of providing the benefits of a CPTS product or service which is collectively, all CPTS’ services, products, sites, experiences, and software including through our mobile applications and desktop applications (hereinafter referred to as “CPTS Services” or “Services”); and/or
c) Personal information as necessary to manage, run and improve our business.
In certain circumstances, there may be more than one Information Controller processing your information. In these situations, we act as an independent Information Controller over our processing activities – meaning that we, as an Information Controller, make determinations over how your personal information will be processed independently from the other Information Controller. The other Information Controller may have their own obligations under applicable information privacy law, and you may need to speak with the other Information Controller directly for questions on how they process your personal information.
The CPTS Services and Your CPTS Account.
CPTS Account Information.
In order to access the benefits we make available in the CPTS Services, data entered into one service or feature becomes a part of your CPTS Account.
The personal information contained within your CPTS Account is the combination of information that CPTS has about you. Your CPTS Account includes your credentials; your name and contact details; payment information; information about your activities, your interests and preferences; the content you place in our Services; information we have collected about you from third-party sources and insights that are associated with you.
The information in your CPTS Account will be shared across the CPTS Services to generate our various offerings, services and experiences and otherwise maximize the benefits to you of our Services.
Tax Preparation Information.
We understand that tax preparation information is special. Except as necessary to provide our CPTS Services or as authorized by law, we will not disclose tax preparation information without the appropriate consent.
We will only use tax preparation information to provide the CPTS Services or as authorized by law, unless the appropriate consent is given that we can use and/or share it for other purposes.
Types of Information We Collect.
Information You Give Us.
The personal information that we receive about you depends on the context of your interactions with CPTS, how you configure your CPTS Account and the choices that you make, including your privacy settings. Personal information that you provide may also depend upon what services or experiences you use, your location and applicable law.
- Creating an account. We collect information when you create an account or interact with our Services. Personal information may include your contact information (such as your name, address, phone number and email), profile photo, billing information (your payment information), usernames and credentials.
- Identification information. We collect information to verify your identity, including your name, social security number, driver’s license numbers, government-issued identification details, for example to verify your identity as one of our customers or to help you file your tax return.
- Customer support, product research, training and feedback. We may collect personal information when you reach out to us for support, give us feedback, participate in optional surveys, product research or training and you choose to share (“Communication Information”).
- Social and community content. We receive content you post on our social media pages and our community pages.
- Information about others. Please see the heading, Information Provided by Others, below.
Information We Get When You Use the CPTS Services.
We may collect certain information about you when you access or use our products or service. This may include:
- Device information. We may collect information about your device such as Internet Protocol (“IP”) addresses, log information, error messages, device type, and unique device identifiers. For example, we may collect IP addresses from you as part of our sign in and security features.
- Content. We may receive information about your business, your finances, expenses, invoices, financial statements, details of your financial transactions, payroll details, payment details, tax return details, details about your customers or vendors or employees, income and wage information, and/or investment information.
- Third-party service content. We receive information about you when you sign into a third-party service with your CPTS Account or when you connect your CPTS Account to a third-party service.
- Usage information. We may collect usage information such as the pages you viewed, the features you use, your browser type and details about any links with which you interact.
- Information from cookies and other technologies. CPTS and our service providers may use commonly used tools such as cookies, web beacons, pixels, local shared objects and similar technologies (collectively "cookies") to collect information about you (“Cookie Information”) so we can provide the experiences you request, recognize your visit, track your interactions, and improve your and other customers' experience. The CPTS Services are not currently configured to respond to browsers’ “Do Not Track” signals because at this time no formal “Do Not Track” standard has been adopted. You have control over some of the information we collect from Cookies and how we use it. For more information, please contact CPTS support – see heading How To Contact Us.
- Information stored locally. Some of our web-enabled desktop services and offerings synchronize with the information on your computer. We may also store personal information locally on your device.
Our Services may change over time and we may introduce new features that may collect new or different types of information.
Information Provided By Others.
Our Services are designed to help you connect with other people and organizations. As a result of those connections, others may be able to input information about you. You may also be able to input or process information about others. If you input information about others into our Services, you must only do so if you have first received the appropriate rights and permissions to do so, including by getting advanced written consent, if required by applicable law.
At CPTS, we believe that you have rights to information that pertains to you, your household and/or your business. If another person has input or processed information in the CPTS Services on behalf of you, your family or your business (and we are processing such information as an Information Controller), you may ask to receive a copy of your information, even if you do not have an account with us. To help protect privacy and the security of your information, you may be asked to provide additional information to verify your identity and/or ownership rights prior to receiving a copy of the information. For specific instructions on how to request a copy of your information, please contact CPTS support – see heading How To Contact Us.
Other Information Sources.
We may also get information about you from others where permitted by applicable law. For example, we receive information from:
- Your service providers. If you choose to sync a non-CPTS account/service with your CPTS Account, we will receive information from that account/service according to your settings with that account/service.
- Supplemental information and identity verification providers. Service providers who help us verify your identity, the specifics of your business and/or supplement the information you have provided and ensure the accuracy of your information.
- Support providers. Service providers who provide us with information about you or your interaction with the CPTS Services. For example, we may obtain service and support information or technical issues you have raised with these third parties.
- Credit bureaus. We receive information, such as your credit report or credit score, from credit bureaus in order to provide you with financial offers.
- Other users. As described in sections “Information Provided By Others”, we may get information about you from other users, such as your accountant, bookkeeper, tax preparer, your spouse, your head of household or your employer.
- Risk management, cybersecurity & anti-fraud providers. We may receive information from service providers who help us assess risks associated with our offerings, including to help combat fraud, illegal activity and to help protect your personal information.
- Content providers. We may receive information from software providers that make user-generated content from their service available to others, such as local business reviews or public social media posts.
- Communication providers & social networks. If you give us permission, we may collect information from email providers, communication providers and social networks.
- Joint offering partners. We may offer co-branded services or experiences or engage in joint-marketing activities with others, including through our conferences or live events.
- Publicly-available Sources. We collect information from publicly available sources, such as open government databases.
- Government agencies. We receive information from government agencies, including from various tax agencies.
How We Use Personal Information.
We collect and process personal information from you only where:
- We have your consent to do so.
- We need the personal information to perform a contract with you or provide a service to you.
- Provide you with the benefits of the CPTS Services and operate our business.
- The processing is in our legitimate business interests.
- To comply with legal requirements, including applicable laws and regulations. Personal information is used to operate our business, including but not limited to:
- Provide you with the CPTS Services and create your CPTS Account.
- Improve our products and services. • Run and manage our business, including resolving billing and financial disputes.
- Evaluate your eligibility for financial offers, products and services.
- Connect you with other users.
- Communicate with you.
- Advertise and market our services and experiences.
- Personalize your experience, including through the development of insights about you and your needs. • Provide you with support and resolve disputes.
- Conduct research, including by partnering with academic institutions.
- Comply with our legal and regulatory requirements.
- Protect the rights, property, safety or security of CPTS, the CPTS Services, our customers, employees or others and prevent fraudulent or illegal activity.
- To enforce, remedy or apply our terms and conditions or other agreements.
How We Share Your Information
From time to time, we may need to share your information in the following circumstances:
With your consent. We share your information with third-parties when you have requested us to do so.
For research. With appropriate controls, we may share information with third-parties for research purposes or to publish academic or policy-related materials. We only share information in a way that would not allow any individual to be identified.
For joint sales, promotions and events. We may share your information with third-parties who are jointly providing sales initiatives, promotions or events with us.
With financial services providers. We may share personal Information with collection agencies, credit bureaus, financial product underwriters and payment card association members. Late payments, missed payments, or other defaults on your account may be reflected in your credit report and consumer report. We may also share your personal information with other companies, lawyers, credit bureaus, agents, government agencies, and card associations in connection with issues related to fraud, credit, or debt collection.
For mergers and acquisitions. If we are involved with a merger, asset sale, financing, liquidation, bankruptcy, or the acquisition of all or part of our business to another company (collectively, a “Transaction”), we may share your information with that company and its advisors before and after the Transaction date.
Other Purposes. We may also use your personal information for other purposes that are compatible with the disclosed purposes if and where this is permitted by applicable law.
Non-CPTS Services, Links and Integrations.
Other companies’ products, services and applications may use or integrate with our CPTS Services, or otherwise be offered through our CPTS Services (“Non-CPTS Services”). If you choose to link, sync or otherwise use any of these Non-CPTS Services, you consent and direct CPTS to share your information, including personal information, to the company providing the Non-CPTS Services. Non-CPTS Services are subject to the applicable terms and privacy statement of the company providing the service.
For Legal Reasons.
We may share your information with third-parties for legal reasons, including:
- When we reasonably believe disclosure is required in order to comply with a subpoena, court order, or other applicable law, regulation or legal process.
- To protect the rights, property, or safety of CPTS, the CPTS Services, our customers or others.
- To protect or defend against attacks.
- To enforce, remedy, or apply our terms and conditions or other agreements.
- To prevent fraud, cybersecurity attacks or illegal activity.
- For debt collection.
- With regulatory agencies, including government tax agencies, as necessary to help detect and combat fraud and/or protect our customers, users and/or the CPTS Services.
Your Information Rights and Choices.
Regardless of your location, we believe that all persons should have privacy and information protection rights and choices. Depending on where you live, you may have certain state-specific legal rights with respect to your personal information that we collect and process. If you are an individual in the United States, you can file a request or take action on one of your rights by contacting us at the contact details provided under the heading How To Contact Us.
If you are a California resident, you may have the following rights:
- For the period covering the 12 months preceding your request, you may request that we disclose to you the categories and specific pieces of information collected about you, the categories of sources from which we collected that information, and the purposes for which your information was collected.
- You may also request that we delete information we collected from you.
- You have the right not to be discriminated against for exercising your rights over your information.
You may submit a request to exercise your rights by contacting CPTS support - see heading How To Contact Us.
Please note that we may claim legal exemptions for certain types of personal information from all or certain parts of the CCPA pursuant to various CCPA exemptions.
What You Can do to Manage Your Privacy.
You have choices when it comes to managing the privacy of your personal information. If you wish to manage any of the following please contact support - see heading How To Contact Us.
▪ Update your privacy settings.
▪ Manage marketing communications from us. To update your marketing communication preferences.
▪ Download a copy of your personal information. You may request a copy of your personal information.
▪ Correct your personal information. You can edit and correct your personal information at any time.
▪ Delete your personal information. You may request for us to delete your personal information.
▪ Cookies and other tracking technologies. You can find information on changing your browser settings to opt-out of cookies in your browser settings or make changes to your cookies settings by using our cookie preferences tool. If you disable some or all of the cookies the service, or parts of the service may not work. Even if you opt-out of such cookies or otherwise opt-out of interest-based advertising, you will still receive advertisements, they just won't be tailored to your interests. If you opt-out and later delete your cookies, use a different browser, or buy a new computer, you may need to renew your opt-out choices.
Unless you specifically ask us to delete your personal information as explained in the heading Your Information Rights and Choices, above, we retain your personal information as long as it is necessary to comply with our data retention policies and obligations. For example, we may maintain your CPTS Account for our legal or regulatory compliance needs (e.g. maintaining records of transactions you have made with us), to exercise, establish or defend legal claims and to protect against fraudulent or abusive activity on our service.
There may be occasions where we are unable to fully delete or de-identify your information due to technical or other operational reasons. Where this is the case, we will take reasonable measures to securely isolate your personal information from any further processing until such time as we are able to delete or de-identify it.
Keeping Your Information Safe is Important to Us.
Security of personal information is extremely important to us. We employ security measures consistent with standard industry practice to prevent unauthorized access to your personal information collected.
For example, we:
- Constantly work to update our security practices to implement accepted best methods to protect your personal information and review our security procedures carefully.
- Comply with applicable laws and security standards.
- Securely transmit your sensitive personal information.
- Train our staff and require them to safeguard your data.
You play a critical role in protecting your information by maintaining up to date computer security protections and by not sharing your username, or password with anyone. Nevertheless, no data transmission over the Internet, or method of electronic storage, is 100% secure. Therefore, we cannot guarantee your information's absolute security.
We do not Knowingly Collect Information from Minors.
CPTS Services are intended for and directed to adults. Our Services are not directed to minors and we do not knowingly collect personal information from minors. If we learn we have collected or received personal information from a child without verification of parental consent, we will delete that information.
Changes to our Privacy Statements.
Links to Other Websites.
Third Party Payment Processor.
How To Contact Us.
a) Via Email. Please contact us by email at email@example.com.
b) Via Telephone. Please call us at (800) 345-4337.
c) Via Direct Mail. Central Site Professional Tax Solutions, LLC Attention: Legal Dept. 2000 N. Alafaya Trail #450, Orlando, FL 32826
SPECIFIC PRIVACY INFORMATION
If you are a user of any of these CPTS Services, please see the relevant section to find out more about how we may collect, use or share your information, including personal information, for the specific Services we offer.
Tax Professional Products—Professional Tax Software.
a) Information Collection. We may collect information, including personal information, from tax professionals as well as from clients of tax professionals.
If you are a tax professional: We collect information, including personal information, about you that you provide to us. We collect information, including personal information, about your clients that you provide. We may use this information for purposes such as facilitating the preparation and filing of your clients’ tax returns and helping you manage your tax business. We may also collect information about your clients that may be provided to us directly by your clients, financial institutions, governmental agencies or other third parties (e.g., document storage solutions). The information we collect may include, e.g.:
- Identification and contact info (e.g. name, social security number, phone, address, email address);
- Income and wage information;
- Investment information;
- Payment information;
- Electronic signatures; and
- Financial or other information needed to prepare, complete or file a tax return.
In certain cases, we may collect information, including personal information, from you or from other tax professionals within your firm about your firm or about other tax professionals with whom you work. We also may collect information, including personal information, you import into our tax software from other CPTS products or services or other third party products. We may use the information we collect for purposes such as setting up and administering your user account and/or your firm’s account and providing you with the Professional Tax Software.
If you are a client of a tax professional: We collect information, including personal information, about you when your tax preparer or you enter such information into the Professional Tax Software. We may use this information for purposes of preparing your tax return with our Professional Tax Software or providing information to or communicating with you or your tax professional. We may collect information directly from you, your tax preparer or from your financial institution or a governmental entity. The information we collect may include, e.g.:
- Identification and contact info (e.g. name, Social Security Number, phone, address, email address);
- Income and wage information;
- Investment information;
- Payment information;
- Electronic signatures; and
- Financial or other information needed to prepare, complete or file a tax return.
b) Information Sharing. We may share the information we collect through our Professional Tax Software for the following reasons:
- For our everyday business purposes. We may share information about tax professionals and clients to process transactions, maintain account(s), respond to court orders and legal investigations, or report to the IRS or state revenue agencies. As part of the electronic filing process, the Internal Revenue Service ("IRS") requires us to request the email address of the person electronically filing a tax return and provide it to the IRS. In addition, we will also share certain technical information, such as your IP address, device ID number, date, time of transmittal) with the IRS. We share this information to help detect and combat fraud. You may not opt-out of this type of sharing.
- To enable communication between tax professionals and clients. We may share information to enable tax professionals and clients to communicate and exchange tax documents, such for a tax professional to obtain a client’s electronic signature.
- To collect payment from clients on behalf of tax professionals. We may share information with third party financial institutions to facilitate a client’s payment for their tax professional’s tax preparation services.
ADDITIONAL INFORMATION FOR CALIFORNIA RESIDENTS
Under California law, certain organizations need to disclose whether the following categories of "personal information" are collected or disclosed for an organization's "business purpose" as those terms are defined under California law.
Below please find the categories of personal information about California residents that we collect or disclose to third parties or service providers. Note that while a category may be included below that does not necessarily mean that we have or collect information in that category about you. The personal information we collect depends on the nature of our interaction with you and the CPTS Services you may use. We do not sell personal information.
We and our third-party service providers collect personal information from the following sources:
- Direct interactions, such as, when you register for our Services or make a purchase.
- Data from third parties, such as, information on third-party websites or other information you may have made publicly available or information provided by third party sources, including but not limited to government entities and data resellers.
- Automated tracking technologies, such as, information automatically collected about your interaction with our Services and websites using various technologies such as cookies, web logs and beacons and internet tags.
Depending on how you interact with us and our Services, we may use and disclose personal information for the following business purposes:
- Detecting security incidents, protecting against malicious, deceptive, fraudulent, or illegal activity,
- Detecting and repairing errors,
- Performing services,
- Processing or fulfilling orders and transactions,
- Processing payments,
- Conducting internal research for product and service development, and
- Improving, upgrading, and enhancing our services.
In addition to sharing personal information for the business purposes identified within the California Consumer Privacy Act, we also share personal information as needed, or required, with the following additional third parties:
- organizations involved in business transfers, e.g. to a purchaser or successor entity in the event of a sale or any other corporate transaction involving some or all of our business;
- other parties, e.g. as needed for compliance, risk management, corporate development and/or corporate governance related matters,
- business partners as directed by an individual, or as needed to process an individual’s request; and
- governmental authorities and regulators, as required under applicable law.
Exercising Rights to Request Access and Request Deletion
When you submit your request, we will take steps to attempt to verify your identity. We will seek to match the information in your request to the personal information we maintain about you. As part of our verification process, we may ask you to submit additional information, use identity verification services to assist us, or if you have set up an account on our website, we may ask you to sign in to your account as part of our identity verification process.
Please understand that, depending on the type of request you submit, to protect the privacy and security of your personal information, we will only complete your request when we are satisfied that we have verified your identity to a reasonable degree of certainty.
We do not discriminate against individuals who exercise their rights under applicable law.
If we receive a request from an authorized agent, we have the right to verify with the data subject that the data subject indeed wants to take the action requested by the agent and will do so by contacting the data subject directly.