General Use of Personal Information:

Personal information may be used for:

1. Service Delivery: Preparing tax returns and enhancing service functionality.

2. Account Management: Securing, customizing, and maintaining user accounts.

3. Communication: Marketing and responding to inquiries, including showing targeted ads.

4. Safety and Security: Monitoring fraud and protecting data and assets.

5. Research and Development: Improving service offerings and personalizing experiences.

6. Business Operations: Internal management, recordkeeping, auditing, and relationship management.

7. Legal Compliance: Adhering to laws, responding to law enforcement, and fulfilling legal obligations.

8. Corporate Transactions: Personal data might be transferred during mergers, acquisitions, or similar business transitions.

Specific Use of Tax Return Information:

If you use their services for tax preparation, they collect detailed personal information (e.g., name, SSN, income details). The handling of this "Tax Return Information" complies with Section 7216 of the Internal Revenue Code, limiting its use for:

1. Tax Preparation: Creating or assisting with tax returns.

2. Professional Support: Allowing tax professionals to provide help as needed.

3. Service Management and Marketing: Managing services related to tax preparation, potentially marketing them if consented.

4. Legal Compliance: Following any legal requirements, including federal and state tax regulations.

This policy emphasizes compliance with relevant laws, including Section 7216, ensuring data security and respecting user privacy boundaries. If there are any particular points you'd like to explore further or any specific legal terms you'd like explained, just let me know!

SMS Messaging Opt-In and Opt-Out Policy

Opting In to SMS Messaging:
We may send SMS messages to provide updates, reminders, or promotional content relevant to our Services. By opting into SMS messaging, you consent to receive text messages at the phone number you provide, which may include:

• Service updates, such as tax preparation reminders or status alerts.

• Customer support messages in response to your inquiries.

• Promotional messages about new or enhanced products, services, and offers (if applicable and with consent).

You may opt into SMS messaging by selecting the appropriate options on our website, within our mobile app, or by contacting customer support.

Opting Out of SMS Messaging:
You can opt out of receiving SMS messages at any time. To do so:

• Reply “STOP” to any SMS message you receive from us.

• For assistance, reply HELP or contact our support team at 800-439-1262

• Contact customer support to remove your phone number from our SMS messaging list.

Terms and Conditions:

• Message and data rates may apply depending on your mobile carrier and plan.

• Message frequency may vary based on your interactions and preferences.

Data Privacy for SMS:
Your phone number and any personal information collected for SMS purposes are used solely for the purpose of delivering SMS messages and managing your SMS preferences. We do not share your SMS contact information with third parties for their marketing purposes.