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.
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:
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:
How We Use Personal Information.
We collect and process personal information from you only where:
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:
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:
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:
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 firstname.lastname@example.org.
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.:
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.:
b) Information Sharing. We may share the information we collect through our Professional Tax Software for the following reasons:
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:
Depending on how you interact with us and our Services, we may use and disclose personal information for the following business purposes:
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:
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.
Article ID: 942
Created: Tue, Jan 17, 2023
Last Updated: Tue, Jan 17, 2023
Online URL: https://kb.erosupport.com/article-942.html