- Personal Information We Collect About You
- How We Use Your Personal Information
- How We Share Your Personal Information
- Your Choices
- How We Protect Your Personal Information
- Verifying, Changing, or Deleting Your Information
- Data Integrity and Retention
- Transfer of Information
- Location-Specific Disclosures
- Contacting Us
Personal Information We Collect About You
Personal Information that You Provide: You may visit and browse our Site without providing any personal information. When we ask for your personal information, it is so we can register you for an account, process your orders, perform a service for you, and communicate with you about our products and services. For example, to create an account or make a purchase on our Site or for us to generate and electronically file tax forms for you, you will need to provide us with certain personal information, including your name, address, phone number, e-mail address, credit card information, and other personal data.
Information We Get From Others: We may obtain additional information about you from third party sources, such as service providers, vendors, clients, and advertising agencies to provide you with more relevant information about our services.
Information Automatically Collected: Like many other websites, and regardless of whether you have registered for an account with us, we, or third party data analytics companies acting on our behalf, may record information that your browser routinely shares, and we may automatically track certain information based upon your behavior on the Site (“Aggregate Information”). This information may include, for example, the URL that you have just come from (whether this URL is on our Site or not), the URL you go to next (whether this URL is on our Site or not), your computer’s browser information, mouse clicks, mouse movements, scrolling activity, text that is typed and your IP address. We will not attempt to associate this data with any personally identifiable data unless required to do so to cooperate with law enforcement activity or other governmental request or to otherwise comply with law.
How We Use Your Personal Information
We will generally use the personal information that we collect to help us operate the Site, to provide requested products and perform requested services, to help us understand our users and their preferences, and to market products and services to our Site’s users that may be of interest to them. The following provides a more specific discussion of our uses and disclosures of the information that we collect. We will seek your consent before we use your personal information for any other purposes.
To Provide Requested Products and Services: We may use the personal information collected through the Site to process your orders and provide services and support that you request or register to receive. For example, if you place an order on our Site, we will use your personal information, as necessary, to process your order and communicate with you about the status of your order. We will also use the personal information collected through the Site to open, maintain, administer and service your account.
To Electronically File Forms: If you request that we electronically file a tax form with a governmental agency on your behalf, we will share with the relevant governmental agency all of the information, including personal information, that you include on the relevant form. This will only be done at your request. Once the form has been filed with the governmental agency, Broker Forms no longer has any control over the form or the purposes for which the governmental agency may use it.
To Communicate with You about Products or Services that You may be Interested in: We may use the personal information collected through the Site to provide you information about our products or services that you request to receive and that we believe you may be interested in. You will always be given the opportunity to unsubscribe or opt out of receiving further marketing emails by following the unsubscribe instructions in the email.
Statistical Analyses of the Information: We may use analytics providers, such as Google Analytics and Adobe Analytics, to help us gather statistical information about the visitors to our Site and how they use the Site on an anonymous, aggregate basis but will not associate this data with personally identifiable data unless required to do so to cooperate with law enforcement activity or other governmental request or to comply with law. We may use this information to gain a better understanding of the users of our Site, to improve our Site, and to improve our services and product offerings. Depending on the type of browser and device that you use, you may have the ability to control the type of information that an analytics provider gathers and uses. To understand how Google Analytics collects and processes data, please visit www.google.com/policies/privacy/partners/. To understand how Adobe Analytics collects and processes data, please visit www.adobe.com/privacy/analytics.html. We reserve the right to license or sell aggregate information about the visitors to our Site, but this information will not be individually identifiable.
Business Operations, Law Enforcement and Legal Actions: We may release your information without prior notice when we believe it is appropriate to prevent fraud; to comply with law or to cooperate with law enforcement activity or other governmental request; to respond to subpoenas, court orders or administrative agency requests for information; to enforce our policies; to protect the rights, property and safety of our business and of others; or when required or otherwise permitted by law. For example, we may share information with law enforcement to reduce the risk of fraud or if someone uses or attempts to use our site for illegal reasons. If there is a sale or merger of the company, division or business unit that operates this Site, we may also transfer the information we have collected in connection with such sale or merger.
Customized Experience: We may use the information that we have about you to provide and personalize some of the Site’s features or services (including ads), including with the help of automated systems and inferences we make, so that the Site can be more relevant and useful to you and others.
With Your Consent: In some cases, we may ask for your consent to collect, use or share your personal information.
Payment: If you purchase any products or services through this Site, your payment information, including your credit card information, will be captured and processed by a third party provider that will manage the transaction. We will not have access to any payment information.
Security, Compliance, Fraud Prevention, Safety; Compliance with Law: We may disclose your personal information as we believe appropriate to government or law enforcement officials or private parties for the purposes described above under the following subsection: Business Operations, Law Enforcement and Legal Actions.
Business Transfers: We may sell, transfer or otherwise share some or all of our business or assets, including your personal information, in connection with a business deal (or potential business deal) such as a merger, consolidation, acquisition, reorganization or sale of assets, or in the event of bankruptcy.
What Are Cookies: Cookies are small data files that are placed on your computer or mobile device when you visit a website. Cookies set by the website are called “first party cookies”. Cookies set by parties other than the website are called “third party cookies”. Third party cookies enable third party features or functionality, such as advertising or website analytics, to be provided on or through the website. The parties that set these third party cookies can recognize your computer or device both when it visits the website in question and also when it visits certain other websites and/or mobile apps.
First Party Cookies and Other Tracking Technology: We use several different kinds of cookies on our Sites, including strictly necessary cookies, which are cookies that are necessary for the Sites to function and cannot be switched off in our systems; performance cookies, which allow us to count visits and traffic sources so we can measure and improve the performance of our Sites; and functional cookies, which enable the Sites to provide enhanced functionality and personalization. Specifically, the cookies we use are:
Cookies are not the only way to track visitors to a website. We may use similar technologies from time to time, like web beacons (sometimes called “tracking pixels” or “clear gifs”). These are tiny graphics files that contain a unique identifier that enable us to recognize when someone has visited our Sites. These technologies often depend on cookies to function properly, and so disabling cookies may impair their functioning.
Disabling Cookies and Other Tracking Technology: Most browsers let you remove or reject cookies. To do this, follow the instructions in your browser settings. Many browsers accept cookies by default until you change your settings. For more information about cookies, including how to see what cookies have been set on your computer or mobile device and how to manage and delete them, visit www.allaboutcookies.org and www.youronlinechoices.com.
Some Internet browsers also may be configured to send “Do Not Track” signals to the online services that you visit. We currently do not respond to “Do Not Track” or similar signals. To find out more about “Do Not Track,” please visit www.allaboutdnt.com.
Opt Out of Marketing Communications: You may opt out of marketing-related emails by following the opt-out prompt in the email. To opt out of other forms of marketing communications, please contact us using the contact information provided at the end of this Policy.
How We Protect Your Personal Information
We will use commercially reasonable means to protect the integrity of the Site and to limit access to your personal information, including by implementing appropriate security safeguards designed to protect your data. For example, we use commercially reasonable means to protect the security of information during transmission on the Site by using Transport Layer Security (TLS) or comparable software to encrypt all transmissions on the Site. However, we cannot provide absolute assurances against, and will not be liable for, any breaches of data security or confidentiality due to system failures or unauthorized access by third parties, or other causes beyond our reasonable control. Broker Forms cannot ensure or warrant the security of any information that you transmit to us by e-mail, and you do so at your own risk.
Verifying, Changing, or Deleting Your Information
We recognize that you may need to correct or update the personal information that you previously provided us. If you have registered for an account, you can access, review and manage many changes yourself via your account, including updating your profile information and changing your communication preferences. If you have not registered for an account, or the information you are seeking is not available within your account, you can contact us at email@example.com and ask us to change, update or fix your information in certain cases, particularly if it is inaccurate. You can also request that we erase or delete all or some of your personal information or otherwise object to, limit, or restrict the use of such information (if we have no legal right or legitimate business interest in retaining such information). You may also ask to review any of the information that we have retained about you, how we have used it, and to whom we have disclosed it at any time by contacting us.
Data Integrity and Retention
We use the information that we collect about you only for the purposes for which it is collected and consistent with this policy. We retain your personal information even after you have closed your account if reasonably necessary to comply with our legal obligations (including law enforcement requests), meet regulatory requirements, resolve disputes, maintain security, prevent fraud and abuse, enforce our terms and conditions, or fulfill your request to “unsubscribe” from further messages from us. We will retain de-personalized information after your account has been closed but will destroy your personal information when it is no longer needed for the foregoing purposes, or we remove your personal information to render it anonymous. We keep information provided to us for as long as we believe necessary for our business purposes and as permitted by applicable law. In most cases, we will retain information that we have collected from you for seven (7) years.
Transfer of Information
Our Site is not directed at children under the age of 13 and we will not knowingly collect information about children under the age of 13. If you are under the age of 13, please do not sign up for an account or submit your personal information. If you are a parent who believes that we have collected information about a child under age 13, please notify us at firstname.lastname@example.org and we will be happy to delete the information.
Changes to This Policy
The law requires that we provide additional disclosures to residents of certain countries, regions and states. Please see below for disclosures that may be applicable to you.
Notice to California Residents
Personal Information We Collect: We collect your personal information when you interact with our Site or otherwise communicate with us. In the past 12 months, we have collected the following categories of personal information from consumers and have used that information for the following purposes:
|Category of Personal Information Collected||Business Purpose of Collection||Source(s) of information||Retention period|
|Identifiers, including real name, alias, postal address, unique personal identifier, online identifier, Internet Protocol address, email address, account name, social security number, telephone numbers||To provide client services (including form preparation) and marketing purposes||Directly from you, passively when you visit our Site or view our electronic communications, and from third parties (e.g., your employer) in connection with provision of our services||7 years|
|Characteristics of protected classifications under California or federal law, including age or date of birth, race, color, national origin, physical disabilities, mental disabilities, medical condition, gender, gender identity, gender expression, sexual orientation, military or veteran status, and criminal conviction history||If you choose to disclose this information, we collect it as part of our employment application process||Directly from you||1 year for applications not resulting in employment. Period of employment plus 7 years post-employment, unless longer retention period is required by law|
|Occupation, professional, or employment-related information||If you choose to disclose this information, we collect it as part of our employment application process||Directly from you and from third parties (e.g., your employer) in connection with provision of our services||1 year for applications not resulting in employment. Period of employment plus 7 years post-employment, unless longer retention period is required by law|
|Geolocation data||To assist in marketing and identify Site traffic patterns||Passively when you visit our Site or view our electronic communications||Not retained; refer to Google and Adobe retention policies|
|Education information||If you choose to disclose this information, we collect it as part of our employment application process||Directly from you||1 year for applications not resulting in employment. Period of employment plus 7 years post-employment, unless longer retention period is required by law|
|Internet or other electronic network activity information, including browsing history, search history, and information regarding an individual’s interaction with an internet site, application, or advertisement||To provide you more relevant content, track original Site visits, and optimize your Site experience as well as to ensure our systems are properly functioning||Passively when you visit our Site or view our electronic communications||120 days|
We will not collect additional categories of personal information or use the personal information we collected for materially different, unrelated, or incompatible business purposes without providing you notice. We will only retain your personal information for the period of time indicated above.
Sharing Your Information: We do not share your personal information with third parties for cross-context behavioral advertising purposes or otherwise sell your personal information, but we may disclose it to third parties for a business purpose. Specifically, in the last 12 months we have disclosed the following categories of personal information to certain third party subcontractors and service providers for a business purpose:
|Category of Personal Information Disclosed||Category of Third Parties with Whom Information is Disclosed||Business or Commercial Purpose for Disclosure|
|The following identifiers: real name, alias, postal address, unique personal identifier, online identifier, email address, account name, social security number, telephone numbers, and Internet Protocol address||Print vendors or tax preparation companies (if necessary and selected by you as part of our filing services), and applicable government agencies, internet service providers, email marketing provider, and marketing intelligence service providers||To provide our services if selected by you and operate and improve our Site|
|The following internet or electronic information: browsing history, search history, and information regarding an individual’s interaction with an internet site, application or advertisement||Internet service providers and marketing intelligence service providers||To operate and improve our Site|
|Geolocation data||Marketing intelligence service providers||To operate and improve our Site|
Sensitive Personal Information: We do not use or disclose sensitive personal information except as necessary to provide you with our services.
Personal Information of Children: We have no actual knowledge that we sell or share personal information of consumers under 16 years of age.
Your Rights: California residents have certain rights regarding their personal information:
- Right to Know: You may request no more than twice in a 12-month period that we provide you with copies of specific personal information we have collected, sold, or disclosed about you. However, under California law, we cannot provide you with certain sensitive information, despite your request (for example, we will not send you copies of your social security number even if it is something we collected).
- Right to Delete: You may request that we delete personal information we have collected about you, with certain exceptions.
- Right to Correct: You may request that we correct inaccurate personal information that we maintain about you.
Shine the Light: Under California’s “Shine the Light” law, you have the right to ask us once a year if we have shared your personal information with third parties for direct marketing purposes. To exercise your rights above, please submit a request by: emailing us at email@example.com, calling us at (888) 880-0463, or filling out the form found here. Please describe your request with sufficient detail so we can properly respond to your request. As part of your request, please specify which right you are exercising and provide your name, contact information, and the type of request you wish to make. We may ask for additional information to verify your identity. The information you provide in your request and any follow up information we ask for from you will be used solely to verify your request. After receiving your request, we may need to contact you for further information and will notify you if your request has been granted or declined, or if an exception applies to your request. Only you or an individual designated as your authorized agent to act on your behalf may make a request related to your personal information. You may also make a request on behalf of your minor child. We will not discriminate against you if you choose to exercise your rights.
Responding to Your Rights Request: We will try to respond to your request within 45 days. If we need more time, we will contact you with the reason we need more time and the extension period. We will deliver our written response by mail or electronically, at your option. In response to your request to know, we will only disclose the information we have collected in the 12 months prior to our receipt of your request. Our response will also explain the reasons we cannot comply with any request, if applicable.
We do not charge a fee to process or respond to your request unless your request is excessive, repetitive, or manifestly unfounded. If we determine that the request warrants a fee, we will tell you why we made that decision and provide you with a cost estimate prior to completing your request.
Notice to Nevada Residents
Notice to Virginia Residents
|Category of Personal Data Processed||Purpose of Processing|
|Identifiers (name, address, zip code, credit or debit card, birthday, phone number, email address, bank account number)||To provide client services (including form preparation) and marketing purposes|
|Government identifiers (passport number, driver’s license number, other state ID numbers)||To provide client services (including form preparation)|
|Commercial Information (transaction information, billing and payment records, order history)||To provide client services|
|Employment information (occupation, title, licenses, professional memberships)||To provide client services (including form preparation). In addition, if you choose to disclose this information, we collect it as part of our employment application process|
|Geolocation data||To assist in marketing and identify Site traffic patterns|
|Education information (degree and schooling information)|
|Internet and network activity (cookie IDs, IP address)||To provide you more relevant content, track original Site visits, and optimize your Site experience as well as to ensure our systems are properly functioning|
We will not process additional categories of personal data or use the personal data we processed for materially different, unrelated, or incompatible business purposes without providing you notice. We may process certain personal data that is considered “sensitive data” under Virginia law in connection with an employment application, but disclosure is voluntary and therefore is not collected without your consent. We will only retain your information as long as it is reasonably necessary for the purposes for which it was processed.
Sharing Your Data: We may share some of your personal data with third parties. Specifically, we share the following categories of personal data with third parties:
|Category of Personal Data shared||Category of Third Parties with Whom Personal Data is Shared|
|The following identifiers: name, address, zip code, credit or debit card, bank account number||Print vendors (if necessary, as part of our filing services), applicable government agencies, payment processors, internet service providers, email marketing provider, and marketing intelligence service providers|
|Internet and network activity (cookie IDs, IP address)||Internet service providers and marketing intelligence service providers|
|Geolocation data||Marketing intelligence service providers|
Your Rights: Virginia law gives you certain rights regarding your personal data:
- Right to Know: You may request no more than twice in a 12-month period that we provide you with copies of specific personal data we have processed.
- Right to Correct: You may request that we correct inaccurate personal data we maintain about you.
- Right to Delete: You may request that we delete certain personal data we have collected about you, with certain exceptions.
- Right of Access: You have the right to request a copy of the personal data we have collected from you, and under certain circumstances to receive a copy of such personal data.
Responding to Your Rights Request: We will try to respond to your request within 45 days. If we need more time, we will contact you with the reason and the extension period. We will deliver our written response by mail or electronically, at your option. Our response will also explain the reasons we cannot comply with any request, if applicable. We do not charge a fee to process or respond to your request unless your request is excessive, repetitive, or manifestly unfounded. If we determine that the request warrants a fee, we will tell you why we made that decision and provide you with a cost estimate prior to completing your request.
If you believe that personal information you have shared with us has been misused, or if you have any questions or comments about our policies and practices, contact us using one of the following methods: