Privacy Policy

1. Purpose: (collectively, "TaxUpp", "we" or "us") respects the privacy of its customers and business partners. The TaxUpp notice of Privacy Practices (the "Privacy Statement") describes the information that we collect, how we obtain and store the information, and the ways we may use or share that information. This Privacy Statement also describes the measures we take to protect the security of the information and how we can be contacted about the information we collect from or about you.

2. Scope:

This Privacy Statement only covers our privacy practices with respect to the collection, use, storage, and sharing of information obtained through the (collectively, our "Website"), Customer Service, or marketing and sales initiatives.

3. For the purposes of this Privacy Statement:

a. "Customer" means any entity that purchases the Service.

b. "Customer Data" means the electronic data captured, provided, or uploaded into the Subscription Services by or for a customer or its legally designated Users.

c. "Visitor" means a visitor to the Website or user of Customer Services.

d. "User" means an individual legally authorized by a customer to access and use the Subscription Services.

e. "User Data" refers to content or materials you post, submit, contribute, publish, display, or make available to us, transmit to others on or through our Services or public forums.

4. Services:

Personally, identifiable information such as name, contact information, documents uploaded, username and password is stored for access to and use of the Services. This information is kept secure, using industry standard practices, on our private servers and is only used to assist you in accessing your account. No information is shared outside of the TaxUpp system unless specifically authorized by you or in response to a court order from a court of proper jurisdiction.

a. How We Obtain Information

- When filling out forms on our website we collect personal information, including, but not limited to, name, mailing address, email address and telephone number.

- When you post User Data to our social media, participate in bulletin boards, blogs, comment threads, forums or other interactive features, register, or request further information or services from us.

- When you report a problem with our website.

- When you contact us.

- When you complete our surveys.

- Other information you may submit to us related to your use of our Services from any source, for example, through email or messaging services.

b. How We Use Information Collected

- To provide you with information, products or services that you request from us or we determine, at our sole discretion, will be of interest to you.

- To carry out our obligations and enforce our rights arising from any contracts entered into between you and us.

- For industry analysis, benchmarking, performance and usability analytics, marketing, and other legal business purposes.

c. How We Share Information Collected

We may disclose personal information that you provide to us, to the following third parties: 

Vendors, business partners and service providers we use to support our Services or business efforts or third-parties which provide services on our behalf. In the event of merger, acquisition, or any form of sale or transfer of some or all of our assets (including in the event of a reorganization, dissolution or liquidation), in which case personal information held by us about our Visitors will be among the assets transferred to the buyer or acquirer.

d. We may also disclose personal information to third parties in order to:

- Comply with any court order issued by a court of proper jurisdiction.

- Enforce or apply our Website Terms of Use or terms of any other agreement.

- Protect the rights, property, or safety of TaxUpp.

- We will not sell, rent trade or share Customer information with third parties for their promotional purposes.

5. Public Forums and Social Media:

Our website offers access to publicly accessible social media sites. You should be aware that any information you provide to these sites may be read, collected, and used by others who access them. Your user contributions are posted on and transmitted to other users of the sites at your own risk. We cannot control the actions of other users of the sites with whom you may choose to share your User Data. Your interactions with these sites are governed by the privacy policy of the organization providing the site or service.

6. Communication Preferences and Choices:

We provide certain choices regarding the information visitors provide to us. We have created some mechanisms to provide you with control over your information when using our website. First, if you do not wish to have your email address used for promotional purposes by TaxUpp, you may withdraw consent at a later time by contacting our website or Customer Service. Second, you may contact our website or Customer Service to request changes to any personal information that you have provided to us in connection with the Website or Services. We will use reasonable efforts within the scope of our business and technology practices to respond to such requests for correction or updates to personal information.

7. Customer Data:

We may use Customer Data to provide the Services, including updating, maintaining and providing Support Services. Notwithstanding anything else to the contrary in this Privacy Statement, we will not use, disclose, review, share, distribute, transfer or reference any Customer Data except as permitted in the Customer Agreement or as required by law.

8. General:

To access or correct any personal information Customer has provided as part of the General Information, the Customer should contact their account representative or Team.

a. Security Statement

TaxUpp uses industry standard procedures and processes to protect the personal information obtained through the website and in connection with the Services from loss, misuse and unauthorized access, disclosure, alteration and destruction.

b. Third Party Websites and Applications

TaxUpp Services may link to websites that are not owned or controlled by TaxUpp. As such, this Privacy Statement does not apply to information collected when visiting any third-party site or by any third-party application that may link to or be accessible from the Website.

c. Changes to Our Privacy Statement

TaxUpp reserves the right to update or change this Privacy Statement from time to time. Any updates or changes to this Privacy Statement will be posted to the website. We reserve the right to modify this Privacy Statement at any time, and it is the sole responsibility of the Customer, Visitor, or User to review this Privacy Statement frequently. If we make material changes to this policy, we will attempt to notify you of such change on our home page prior to the change becoming effective. Your continued use of the Website or Services is deemed to be acceptance of all updates or changes we make to this Privacy Statement and as such, we ask that you review the Privacy Statement periodically for any updates or changes that we may have made.

d. Contact Information

To inquire or comment about this Privacy Statement and our privacy practices or if you need to update, change or remove your information, contact us at