Privacy Policy

Welcome to Pro Tax Helper, Inc.! When you use our services—and any others we in the Pro Tax Helper corporate family roll out, whether in the tax-referral app or elsewhere—you’ll share some information with us. We get that that can affect your privacy. So we want to be upfront about the information we collect, how we use it, whom we share it with, and the choices we give you to control, access, and update your information. That’s why we’ve written this Privacy Policy. And it’s why we’ve tried to write it in a way that’s free of the legalese that often clouds these documents. Of course, if you still have questions about anything in our Privacy Policy, just contact us at support@protaxhelper.com.

 

If you are a Pro Tax Helper customer, Pro Tax Helper is here to connect you with a third-party independent contractor tax professional (“Third-Party Tax Professional”) who will help you with your tax preparation and filing and other accounting needs. We provide this referral service through a technology platform (“Pro Tax Helper Platform”) that also allows you to communicate with Third-Party Tax Professionals. Worklayer is here to create efficiencies in the way your company reroutes and sources work deliverables. We provide this service through a technology platform (“Worklayer Platform”) that also allows you to communicate with Third-Party Tax Professionals. The Pro Tax Helper Platforms (“Pro Tax Helper Platforms”) encompass the Pro Tax Helper Platform the Worklayer Platform, and Pro Tax Helper’s website(s). When you use, access or interact with the Pro Tax Helper Platforms, you are agreeing to our Terms of Service and consenting to how we collect, share and otherwise use information about you as described in this Privacy Policy. If you are a Third-Party Tax Professional, you will find more information about how we collect, use, and share your information in section 3.  

 

Please read this document fully and carefully.

 

This Privacy Policy covers how Pro Tax Helper, Inc. and its affiliated companies (collectively, “Pro Tax Helper,” “we,” “us” or “our”) collect, share and use information in connection with your use of the Pro Tax Helper Platforms. It does not cover the privacy practices of third parties that we do not own or control.

 

That said, you should know that we may provide third-party content or links to third-party web sites or applications, or include features that allow you to connect your account with your accounts with third parties, such as financial institutions or social media platforms like Facebook. When you leave our Services or interact with a third-party feature, you should also read the applicable third party’s privacy policies and terms of service to make sure you understand how they might collect and share information about you since every company is different.

To put it simply, there are three main ways we collect information about you: (1) when you give it to us, (2) with automatic technologies and (3) when we ask others for it. Allow us to explain.

2.1Information You Choose to Give Us

 

‍When you interact with the Pro Tax Helper Platforms, we collect the information that you choose to share with us. For example, use of the Pro Tax Helper Platform requires you to set up a basic account, so we need to collect a few important details about you, such as: a unique username you’d like to go by, a password, an email address, a phone number, your date of birth, a credit card number, and, since you are getting help with tax documents for the government, your Social Security or Tax Identification Number. Other services, such as commerce products, may also require you to provide us with a debit or credit card number and its associated account information. This type of information is Personal Information, that is information that identifies you personally.

 

Some of the information you choose to give us will be Non-Personal Information, that is information about you or your household that doesn’t identify you personally, like your gender, income, or what types of financial products you’re interested in.

 

When we combine information that isn’t Personal Information (like Non-Personal Information or Usage Information, which we explain below) with Personal Information, we treat it like Personal Information for as long as it is combined.

 

Of course, you’ll also provide us whatever information you send through the Pro Tax Helper Platforms, but also any information you might provide when using Help Chat (our customer support vehicle), phone calls with us, or Pro Chat (our vehicle for communications between you and your Third-Party Tax Professional and/or workforce). It probably goes without saying, but we’ll say it anyway: When you contact our support team or communicate with us in any other way, we’ll collect whatever information you volunteer. Additionally, if you are providing information related to tax filings, all information on those filings will be provided to the government.

 

2.2Information We Automatically Collect.

 

In addition to information you provide to us, we automatically collect certain information about how you access and interact with the Pro Tax Helper Platforms (“Usage Information”). This Usage Information is a key part of how we improve your experience and provide more personalized insights and recommendations. We and our business partners may use various technologies to collect and store Usage Information in connection with our Services. Here are some types of Usage Information we may collect:

 

2.2.1Device Information. This is information about how you access the Pro Tax Helper Platforms, such as advertising identifier, unique application identifiers, unique device identifiers, browser type, language, wireless network, and mobile network information (including the mobile phone number), the operating system and version, hardware model, and application or browser type and version. We may also integrate with built-in device features;

 

2.2.2Log Information. There are certain pieces of information we automatically collect in system logs or similar files about how you interact with the Pro Tax Helper Platforms. That information includes, among other things: details about how you’ve used our services, features of those services, Device Information, access times, pages viewed, IP address, identifiers associated with cookies or other technologies that may uniquely identify your device or browser, pages you visited before or after navigating to our website;

 

2.2.3Location Information. We may use certain information like your IP address or other Device Information or Log Information to estimate your location (e.g., your city or state). With your consent, we may also collect information about your precise location using methods that include GPS, wireless networks, cell towers, Wi-Fi access points, and other sensors, such as gyroscopes, accelerometers, and compasses;

 

2.2.4Usage Information. We collect information about your activity through the Pro Tax Helper Platforms. For example, we may collect information about: how you interact with the services, which search queries you submit; how you communicate with Third-Party Tax Professionals; the time and date of your communications; and the number of messages you exchange;

 

2.2.5Content Information. We collect information about the content you provide, such as if the Third-Party Tax Professional has received the content and the metadata that is provided with the content;

 

2.2.6Camera and Photos. Many of our services require us to collect images and other information from your device’s camera and photos. For example, you won’t be able to upload photos, say of your W-2 or other tax forms, from your camera roll unless we can access your camera or photos;

 

2.2.7Information Collected by Cookies and Other Technologies. Like most online services and mobile applications, we may use cookies and other technologies, such as web beacons, web storage, and unique advertising identifiers, to collect information about your activity, browser, and device. We may also use these technologies to collect information when you interact with services we offer through one of our partners, such as commerce features. Most web browsers are set to accept cookies by default. If you prefer, you can usually remove or reject browser cookies through the settings on your browser or device. Keep in mind, though, that removing or rejecting cookies could affect the availability and functionality of our services through the Pro Tax Helper Platforms.

 

2.3Information Third Parties Provide About You

 

‍Some of our features may rely on information about you that we collect from third parties, such as the third-party tax documents, and other work-related documents, provided by you and possibly from your linking to one or multiple of your financial accounts through third-party account aggregation services. We may also work with different third-party data partners to supplement the Usage Information and other information we collect directly from you. For example, our business partners may provide us with information about special offers available based on your profile so that we can give you more personalized recommendations. We might also collect information from other users like you through things like a member referral program. In addition, we may obtain information about you from third parties, including data purchased from third-party providers, to help us better understand your preferences and interests or to offer tailored products and services.

 

2.4How We Use the Information We Collect

 

‍We use the information we collect from you and third parties to operate the Pro Tax Helper Platforms, improve our Services, communicate with you, conduct research and development to improve or enhance our services and our users’ experience, including through the development of artificial intelligence tools, and to promote our services. Here are a few examples of how we do this:

 

2.4.1Providing features like referrals for tax preparation engagements. When you register for a member account, we use the Personal Information you provide in order to create and maintain your member profile and connect you with a Third-Party Tax Professional, to assist with your tax preparation engagements, to provide upfront price quotes, and an encrypted communication portal. The information we collect as you use the Pro Tax Helper Platform also goes into developing and bringing you our various other features like account aggregations, encrypted communication channels, customer support, and personalized offer recommendations;

 

2.4.2Improving our recommendations and insights. The information we collect also helps us tailor our content and improve the way we match you to Third-Party Tax Professionals, workforces, and recommended offers. We’re constantly working on ways to better identify and present the information that’s most relevant to you;

 

2.4.3Personalizing our services. We use the collected information to monitor and analyze trends and usage; personalize the services by, among other things, suggesting professionals or profile information, or customizing the content we show you; contextualize your experience by, among other things, using your precise location data (if, of course, you’ve consented to us collecting that data) and applying other labels based on the content; improve ad targeting and measurement;

 

2.4.4Improving security. We use the collected information to enhance the safety and security of the Pro Tax Helper Platforms; verify your identity and prevent fraud or other unauthorized or illegal activity.

 

2.4.5Communicating with you. We may use information we collect to provide you with customer support or to send you things like service-related announcements, alerts, recommendations, offers from our business partners and other updates or promotions. Most of the time we’ll communicate with you by email, but we may also send you push notifications, text messages (including by automated means), or even snail mail. If we contact you via email, SMS, or MMS messages for marketing purposes, you may opt out of receiving these communications by following the unsubscribe instructions provided in the messages or by contacting us directly as described in our aptly named “Communications Preferences” section below. Standard messaging and data rates may apply for SMS and MMS communications;

 

2.4.6Data Storage. We may also store some information locally on your device. For example, we may store information as local cache so that you can open the app and view content faster. Your Third-Party Tax Professional may also store your information, say in case there is an audit or to speed up the process for future engagements. We may store some of your information, including financial information used to complete your engagements, even after you complete an engagement with us (see below for more detail). We will keep this information until you request its deletion or it is deleted automatically. It’s also possible, as with any digital information, that someone might be able to access information forensically or find them in a device’s temporary storage.  Keep in mind that we may need to suspend our deletion practices if we receive valid legal process asking us to preserve content or if we receive reports of abuse or other Terms of Service violations. Finally, we may also retain certain information in backup for a limited period of time or as required by law;

 

2.4.7Legal reasons. We reserve the right to access, use, preserve, transfer or disclose, at any time without notice to you, any information (including Personal Information) as reasonably necessary to:

 

2.4.7.1Comply with any applicable law, regulation, subpoena or legal process, or respond to any governmental requests and cooperate with law enforcement, if we believe such action is required or permitted by law;

 

2.4.7.2Enforce our Terms of Service, including investigating any potential violations;

 

2.4.7.3Protect the safety, integrity, rights or security of our members, our services or equipment, the Pro Tax Helper Platforms, or any third party; or

 

2.4.7.4Detect, prevent or otherwise address fraud, security or technical issues related to our services or our business partners.‍

 

2.5When We Share the Information We Collect

 

First, we want to be clear about how we do not share information about you (what we call the “No-Nos”):

 

• We do not share your tax documents, or related information, with unaffiliated third parties (except as we explain below); and

• We do not sell or rent Personal Information to unaffiliated third parties for their advertising or marketing lists.

 

Now that we’ve covered the No-Nos, let us explain how we could share with third parties. We may share information about you, including Personal Information, with third parties in the following circumstances:

 

2.5.1

Third-Party Tax Professionals. In order for your engagement to be completed on the Pro Tax Helper Platforms, we have to share your relevant personal information with the Third-Party Tax Professional who will perform the tax or accounting work for you. These Third-Party Tax Professionals are licensed CPAs or IRS enrolled agents who have undergone a background screening and agreed to our Terms of Service (including a duty of confidentiality) and this Privacy Policy.

 

Agents acting on our behalf. We may share information about you with service providers or agents in order to have them perform any of the activities we conduct under this Privacy Policy and our Terms of Service. This includes things like designing or operating features, helping us research and test feature improvements, identifying offers or personalized recommendations, performing analytics and marketing our services. These third parties are acting on our behalf, so while they may have access to your information, including things like your credit reports and scores, they’re required to follow our instructions when handling information about you that we provide them;

 

2.5.2When we collaborate with third parties to provide and improve our Services. We may sometimes share information about you with our business partners or other third parties we collaborate with, including artificial intelligence vendors, in connection with providing or improving the Pro Tax Helper Platforms. This can occur, for example, when we’re providing an integrated or co-branded feature with a business partner or doing a joint research project with another organization to help improve our services or the Pro Tax Helper Platforms. We may also share information like the feedback you submit to us if it relates to both our services and a business partner’s products. When we share information with third-party collaborators, our collaborators are obligated to follow the our instructions, but may also use the information in connection with their own activities to the extent allowed under their own privacy practices (e.g., respond to your feedback, conduct additional research, or improve a feature of theirs);

 

2.5.3Our business partners when you are referred to us. If you come to us through a business partner, such as a financial services firm, business services platform, or similar company, we may share your information with that partner. In some instances, we may integrate with a business partner’s platform via API to provide our services. This integration may involve sharing your information to make it available on the partner’s website or platform. If you do not wish to have your information shared with our business partners, please contact us at Privacy@protaxhelper.com to request that your information not be shared.

 

2.5.4Our business partners when you ask for their services. We may also give you opportunities to interact with third-party business partners through the Pro Tax Helper Platforms. In these situations, we will either tell you we’ll be sending your information before we do so or we will send you to the business partner’s site or platform for you to provide the information directly to them. Remember that any information you provide to the third-party, whether through us or on your own, will be subject to their privacy practices and terms and conditions;

 

2.5.5When you publicly post the information. As part of our services, we may provide opportunities for you to publicly post reviews, questions, comments, suggestions or other content, which may include Personal Information and portions of your member profile designated as public profile information, like your name or user name. Anything you share in a public forum is, obviously, public, so think carefully about what you decide to share. If you would like us to remove Personal Information included in public posts, contact us at support@protaxhelper.com. In some cases, we may not be able to remove your Personal Information, but we will try to respond to let you know why;

 

2.5.6As Part of a Corporate Change. We may disclose and transfer information about you to a third party as part of, or in preparation for, a change of control, restructuring, corporate change, or sale or transfer of assets. If such a business transfer results in a material change in the treatment of your Personal Information, you may be notified by e-mail (using the primary email address on your account) or by a prominent notice on our site;

 

2.5.7For Legal Reasons. We may share information about you if we reasonably believe that disclosing the information is needed to: comply with any valid legal process, governmental request, or applicable law, rule, or regulation; investigate, remedy, or enforce potential Terms of Service violations; protect the rights, property, and safety of us, our users, or others; detect and resolve any fraud or security concerns; and

 

2.5.8With Your Consent. There may also be other limited contexts in which we share specific types of personal information with your express consent.

 

This section of our Privacy Policy provides additional details and clarifications specifically relevant to Third-Party Tax Professionals who access or utilize our services. While the entirety of this Privacy Policy applies to Third-Party Tax Professionals, Section 3 aims to address particular considerations, responsibilities, and practices unique to Third-Party Tax Professionals. Should there be any ambiguities or content in other sections of this policy that appear inapplicable or unclear in the context of Third-Party Tax Professionals, the provisions in this section will take precedence to ensure clear and accurate understanding. By continuing to access or use our services, Third-Party Tax Professionals acknowledge and agree to the guidelines and stipulations set forth in this section, in addition to the general terms of the Privacy Policy.

3.1Information We Collect

 

When you, as a Third-Party Tax Professional, interact with the Pro Tax Helper Platforms, we collect the following types of information:

 

3.1.1Personal Information: This includes your name, contact information (such as email address and phone number), professional credentials, and any other details necessary for verifying your identity and qualifications.

 

3.1.2Financial Information: Payment details, such as your bank account or payment processor information, to facilitate compensation for your services.

 

3.1.3Professional Information: Data related to your professional background, experience, and specialties, which help match you with appropriate client engagements.

 

3.1.4Usage Information: Information about how you interact with the Pro Tax Helper Platforms, including communication with Pro Tax Helper Customers, the services you provide, and feedback you receive.

 

3.1.5Device Information: Data about the devices you use to access the Pro Tax Helper Platforms, including IP address, browser type, and operating system.

 

3.1.6Log Information: Details of your use of the platform, such as access times, pages viewed, and the actions you take.

 

3.1.7Work Product: Any work product uploaded by You onto the Pro Tax Helper Platforms to be shared with Pro Tax Helper Customers.

 

3.2How We Use the Information

 

We use the information collected from Third-Party Tax Professionals for the following purposes:

 

3.2.1Facilitating Services: To connect you with Pro Tax Helper Customers and manage your engagements effectively.

 

3.2.2Payment Processing: To ensure you receive accurate compensation for your services.

 

3.2.3Profile and Reputation Management: To create and maintain your professional profile on the platform, including ratings and reviews from Pro Tax Helper Customers.

 

3.2.4Communication: To communicate with you about your account, assignments, and any updates or changes to the platform.

 

3.2.5Improving Our Services: To monitor, analyze, and improve the functionality and user experience of the Pro Tax Helper Platforms, including through the development of large language models and other artificial intelligence tools.

 

3.2.6Security and Compliance: To ensure the security of our platform, enforce our Terms of Service, and comply with legal and regulatory requirements.

 

3.3Sharing Your Information

 

We share information about Third-Party Tax Professionals in the following circumstances:

 

3.3.1With Pro Tax Helper Customers: To facilitate connections with Pro Tax Helper Customers and enable communication, including the exchange of your work product with such customers.

 

3.3.2Service Providers: With third-party service providers who assist us in delivering our services, such as payment processors and identity verification services.

 

3.3.3Legal Requirements: If required by law or to protect the rights, property, or safety of Pro Tax Helper, our users, or others, including enforcement of our Terms of Service.

 

3.3.4Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new owner.

 

We do not sell or rent your personal information to unaffiliated third parties for their advertising or marketing purposes.

 

3.4Your Choices and Rights

 

You have the right to access, update, or delete the information we hold about you. You can manage your account settings through the Pro Tax Helper Platforms or contact our support team for assistance. We strive to ensure the information we have is accurate and up-to-date, and we will make reasonable efforts to accommodate requests to correct any inaccuracies.

 

If you have any questions or concerns about our privacy practices or your information, please contact us at privacy@protaxhelper.com.

 

4.1How to Access, Update or Delete Your Account

 

4.1.1Accessing and Updating Your Account Information

 

‍You are responsible for maintaining the accuracy of the information you provide to us, such as your profile information and your responses to our onboarding questions. You can access and make changes to certain Personal Information at any time by logging in to your account through our website or app and updating your “Personal Information.”

 

4.1.2Communications Preferences

 

‍You can manage your communications preferences by visiting the Pro Tax Helper Platforms, and communicating with the customer support team, via the Help Chat, or via email, at support@protaxhelper.com. Technology moves fast, so the types of communications and communication preference options might change from time to time.

 

4.1.3Deleting Your Account

 

‍We hope this never happens, but if you decide you no longer want to use our services, you can delete your account by reaching out to us at support@protaxhelper.com.

 

4.2Our Interest-Based Advertisement Practices

 

4.2.1Advertising Service Providers

 

Some of our third-party service providers or business partners are advertising networks, marketing partners, publishers and other entities who perform analytics and advertise our products and services on websites not affiliated with us (“Advertising Service Providers”). In connection with these advertising services, we or our Advertising Service Providers, may use cookies, pixels, web beacons, and similar technologies to collect behavioral information about how you use our site, or other websites, in order to perform tracking and marketing analytics or serve advertisements that are more likely to be of interest to you (“Interest-Based Advertisements”). This information may include, but is not limited to, device information, IP addresses, browsing activities, and interactions with our advertisements. A complete list of our current advertising service providers, including those utilizing tracking technologies, is available in our Subprocessor List available at trust.protaxhelper.com. We encourage you to review this list to understand which providers may process your information when you engage with our website or services and how they may use it consistent with their respective privacy policies. Our Advertising Service Providers may permit you to opt out of all or some Interest-Based Advertisements on designated websites. For example, many of our Advertising Service Providers participate in the Network Advertising Initiative opt-out program or the Digital Advertising Alliance opt-out program.

 

4.2.2Do Not Track Signals

 

‍At this time, we do not respond to automated signals regarding tracking mechanisms, including “do not track” instructions from your browser. Please note that blocking cookies may affect your browsing experience on many sites and may limit your ability to use certain features of our Services, including many of the personalized features we provide for our members.

 

4.2.3Our Security Practices and Social Security Number Protection Policy Statement

 

‍Pro Tax Helper maintains physical, electronic, administrative and procedural safeguards intended to protect the confidentiality of Personal Information that we collect about you, including Social Security Numbers. We limit access to Social Security Numbers to help protect against their loss or misuse. We do not disclose Social Security Numbers to unaffiliated third parties, except for Third-Party Tax Professionals or our business partners when they refer you to us, or as otherwise permitted or required by law.

 

If you have any questions about security on the Pro Tax Helper Platform, you can send an email to us at support@protaxhelper.com.

 

4.3Changes to Our Privacy Policy

 

‍We reserve the right to change this Privacy Policy at any time without notice to you. If there are any material changes in the way we provide the services, manage the Pro Tax Helper Platform in a way that affects your privacy, or the way we treat Personal Information, Pro Tax Helper may send a notice to the primary email address on your account, make a change on this page, or place a notice on our platform before the change goes into effect. Pro Tax Helper will also promptly make an updated Privacy Policy publicly available on our platform. Changes will be effective as soon as the revised Privacy Policy is posted unless otherwise stated.

 

4.4Want More Information?

 

‍Thanks for taking the time to read through all this. If you have questions regarding this policy or privacy practices at Pro Tax Helper, you can email us at support@protaxhelper.com or write to us at: Pro Tax Helper, Inc. Attention: Legal Department, 6705 Stockton Blvd Sacramento, CA 95823, United States

 

Although we welcome users from all over the world, keep in mind that no matter where you live or where you happen to access the Pro Tax Helper Platforms, your information may be shared within the Pro Tax Helper family of companies. This means that we may collect your personal information from, transfer it to, and store and process it in the United States and other countries outside of where you live.‍

Additional California Privacy Disclosures

THE FOLLOWING IS RELEVANT ONLY TO RESIDENTS OF CALIFORNIA

Effective as of January 1, 2020; Updated for CPRA Compliance Effective January 1, 2023

If you are a California resident, the processing of certain personal data about you may be subject to the California Consumer Privacy Act (“CCPA”) and the California Privacy Rights Act (“CPRA”) and other applicable California state privacy laws. Beginning January 1, 2020, the CCPA gives you certain rights with respect to the processing of your personal data (known as “personal information”, as described under the CCPA). The CPRA, effective January 1, 2023, enhances these rights and imposes additional obligations on businesses.

This supplement provides additional privacy disclosures and informs you of your additional rights as a California resident, and should be read in conjunction with our Privacy Policy.

6.1Personal Information Collected and Processed

 

Please refer to our Privacy Policy which sets forth the type of information Pro Tax Helper, Inc. collects and processes from you, as well as a description of each category of information and where we get that information from.

 

6.2Requests to Exercise your Rights

 

RIGHT TO KNOW REQUEST – Under the CCPA and CPRA, you have a right to request information about our collection, use, and disclosure of your personal information over the prior 12 months, and ask that we provide you with the following information:

 

6.2.1Categories of and specific pieces of personal information we have collected about you.

 

6.2.2Categories of sources from which we collect personal information.

 

6.2.3Purposes for collecting, using, or selling personal information.

 

6.2.4Categories of third parties with which we share personal information.

 

6.2.5Categories of personal information disclosed about you for a business purpose.

 

6.2.6Categories of sensitive personal information collected and the purposes for which it is used.

 

6.2.7Retention periods for each category of personal information or the criteria used to determine such period.

 

6.2.8If applicable, categories of personal information sold about you and the categories of third parties to which the personal information was sold, by category or categories of personal information for each third party to which the personal information was sold.

 

To make a verifiable request for more information we have collected about you, please contact our Customer Service department and request a copy of your data, or email us at privacy@protaxhelper.com.

 

RIGHT TO DELETE REQUEST – You also have a right to request that we delete your personal information, subject to certain exceptions. You may exercise this right by contacting Customer Service or emailing us at privacy@protaxhelper.com.

 

RIGHT TO CORRECT REQUEST – Under the CPRA, you have the right to request the correction of inaccurate personal information. You may exercise this right by contacting Customer Service or emailing us at privacy@protaxhelper.com.

 

6.3RIGHT TO LIMIT USE OF SENSITIVE PERSONAL INFORMATION – Under the CPRA, you have the right to limit the use and disclosure of your sensitive personal information to that which is necessary to perform the services or provide the goods reasonably expected by an average consumer. You may exercise this right by contacting Customer Service or emailing us at privacy@protaxhelper.com.

 

HOUSEHOLD REQUESTS – We currently do not collect household data. If all the members of a household make a Right to Know or Right to Delete request, we will respond as if the requests are individual requests.

 

REQUESTS, GENERALLY – Note, if you have not used Pro Tax Helper, or have not submitted any information to Pro Tax Helper, Inc. to process any of your taxes or other information, we will not have enough information about you to verify your Right to Know and Right to Delete requests, as we do not keep sufficient information to relink you to any previous usages or simple visits to our platform. As such, we will be unable to verify and honor your requests. You may make a verifiable consumer request related to your personal information twice per 12-month period. We will not discriminate against you for exercising any of your rights under the CCPA or CPRA.

 

REQUESTS MADE THROUGH AGENTS – You may designate, in writing or through a power of attorney, an authorized agent to make requests on your behalf to exercise your rights. Before accepting such a request from an agent, we will require the agent to provide proof you have authorized it to act on your behalf, and we may need you to verify your identity directly with us.

 

6.4Disclosures of Personal Information for a Business Purpose

 

In the preceding 12 months, Pro Tax Helper, Inc. has disclosed certain data from the following categories of personal information to the recipients listed in our Privacy Policy for one or more business purposes:

 

Personal Information you Share with us as part of your use of our platform

Usage Information

Device Information

Log Information

Location Information

Content Information

Camera and Photos

Information Collected by Cookies and Other Technologies

Sensitive Personal Information

For more details on the information we collect from you, please refer to our Privacy Policy.

6.5Sale of Personal Information

 

Under the CCPA and CPRA, a “sale” means selling, renting, releasing, disclosing, disseminating making available, transferring or otherwise communicating orally, in writing, or by electronic or other means, a consumer’s personal; information by the business to another business or a third party for monetary or other valuable consideration. We have taken substantial steps to identify whether any of our data sharing arrangements would constitute a “sale” under the CCPA or CPRA, and have maintained that we do not sell or rent Personal Information to unaffiliated third parties for their advertising or marketing lists.

 

6.6Contact Us

 

You may contact us by emailing us at privacy@protaxhelper.com or using the “Contact Us” feature on our website.

 

 

THE FOLLOWING IS RELEVANT ONLY TO RESIDENTS OF, COLORADO, CONNECTICUT, NEVADA, UTAH, AND VIRGINIA.

 

Effective as of the respective dates of each state law

 

If you are a resident of Colorado, Connecticut, Nevada, Utah, or Virginia, the processing of certain personal data about you may be subject to your respective state’s privacy laws including the Colorado Privacy Act (CPA), Connecticut Data Privacy Act (CTDPA), Nevada privacy laws, Utah Consumer Privacy Act (UCPA), and Virginia Consumer Data Protection Act (VCDPA),  (collectively, “Applicable State Privacy Laws”). These laws give you certain rights with respect to the processing of your personal data. For purposes of this section, the term “Personal Data” includes personal information as generally defined in the Applicable State Privacy Laws, excluding information or entities exempted under those laws.

 

This supplement provides additional privacy disclosures and informs you of your additional rights as a resident of these states and should be read in conjunction with our Privacy Policy.

 

YOUR PRIVACY RIGHTS. As a resident of Colorado, Connecticut, Nevada, Utah, or Virginia you may have similar rights to the rights listed below. However, the rights described in this section are meant to be a general overview of the Applicable State Privacy Laws and are not absolute. We will comply with Applicable State Privacy Laws as they apply to you depending on Your State of residence.

 

6.7Personal Data Collected and Processed

 

We collect, use, and disclose various categories of Personal Data as described in our Privacy Policy. This includes:

 

Personal Information you provide during account creation or use of our services.

Usage Information such as interaction with our services.

Device Information and technical data about how you access our services.

 Log Information, Location Information, and Content Information related to your use of our platform.

Information collected through cookies and similar technologies.

For more details about the categories of data collected, sources of data, purposes of processing, and data-sharing practices, please review our Privacy Policy.

6.8Requests to Exercise your Rights

 

RIGHT TO KNOW REQUEST – You have the right to request information about our collection, use, and disclosure of your personal data over the prior 12 months. You may request the following information:

 

Categories of and specific pieces of personal data we have collected about you.

Categories of sources from which we collect personal data.

Purposes for collecting, using, or selling personal data.

Categories of third parties with which we share personal data.

Categories of personal data disclosed about you for a business purpose.

If applicable, categories of personal data sold about you and the categories of third parties to which the personal data was sold.

To make a verifiable request for more information we have collected about you, please contact our Customer Service department and request a copy of your data, or email us at privacy@protaxhelper.com.

 

RIGHT TO DELETE REQUEST – You also have a right to request that we delete your personal data, subject to certain exceptions. You may exercise this right by contacting Customer Service or emailing us at privacy@protaxhelper.com.

 

REQUESTS MADE THROUGH AGENTS – You may designate, in writing or through a power of attorney, an authorized agent to make requests on your behalf to exercise your rights. Before accepting such a request from an agent, we will require the agent to provide proof you have authorized it to act on your behalf, and we may need you to verify your identity directly with us.

 

Disclosures of Personal Data for a Business Purpose

 

In the preceding 12 months, Pro Tax Helper, Inc. has disclosed certain data from the following categories of personal data to the recipients listed in our Privacy Policy for one or more business purposes:

Personal Information you share with us as part of your use of our platform

Usage Information

Device Information

Log Information

Location Information

Content Information

Camera and Photos

Information Collected by Cookies and Other Technologies

For more details on the information we collect from you, please refer to our Privacy Policy.

 

Sale of Personal Data

 

Under the Applicable State Privacy Laws, a “sale” generally means providing to a third party personal data for valuable consideration. We have taken substantial steps to identify whether any of our data sharing arrangements would constitute a “sale” under these laws, and have maintained that we do not sell or rent Personal Data to unaffiliated third parties for their advertising or marketing lists.

 

 

You may contact us by emailing us at privacy@protaxhelper.com or using the “Contact Us” feature on our website