Interactive Demonstration
Experience the entire SurePrep tax process from start to finish.
Updated 11/07/2022
SurePrep is committed to protecting your privacy and developing technology that gives you the most powerful and safe online experience. This Statement of Privacy applies to the SurePrep website and governs data collection and usage. By using the SurePrep website, you consent to the data practices described in this statement.
SurePrep might collect personally identifiable information, such as your e-mail address, name, home or work address or telephone number.
There is also information about your computer hardware and software that is automatically collected by SurePrep. This information can include: your IP address, browser type, domain names, access times and referring website addresses. This information is used by SurePrep for the operation of the service, to maintain quality of the service, and to provide general statistics regarding use of the SurePrep website.
Please keep in mind that if you directly disclose personally identifiable information or personally sensitive data through SurePrep public message boards, this information may be collected and used by others. Note: SurePrep does not read any of your private online communications.
SurePrep encourages you to review the privacy statements of websites you choose to link to from SurePrep so that you can understand how those websites collect, use and share your information. SurePrep is not responsible for the privacy statements or other content on websites outside of the SurePrep and SurePrep family of websites.
SurePrep collects and uses your personal information to operate the SurePrep website and deliver the services you have requested. SurePrep also uses your personally identifiable information to inform you of other products or services available from SurePrep and its affiliates. SurePrep may also contact you via surveys to conduct research about your opinion of current services or of potential new services that may be offered.
SurePrep does not sell, rent or lease its customer lists to third parties. SurePrep may, from time to time, contact you on behalf of external business partners about a particular offering that may be of interest to you. In those cases, your unique personally identifiable information (e-mail, name, address, telephone number) is not transferred to the third party. In addition, SurePrep may share data with trusted partners to help us perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services to SurePrep, and they are required to maintain the confidentiality of your information.
SurePrep does not use or disclose sensitive personal information, such as race, religion, or political affiliations, without your explicit consent.
SurePrep keeps track of the websites and pages our customers visit within SurePrep, in order to determine what SurePrep services are the most popular. This data is used to deliver customized content and advertising within SurePrep to customers whose behavior indicates that they are interested in a particular subject area.
SurePrep websites will disclose your personal information, without notice, only if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on SurePrep or the site; (b) protect and defend the rights or property of SurePrep; and, (c) act under exigent circumstances to protect the personal safety of users of SurePrep, or the public.
If SurePrep or its assets are acquired by another company, or in the event of a merger, consolidation, change in control, transfer of substantial assets, reorganization, or liquidation, we may transfer, sell, or assign to third parties, information concerning your relationship with us, including, without limitation, personal information that you provide and other information concerning your relationship with us.
The SurePrep website uses “cookies” to help you personalize your online experience. A cookie is a text file that is placed on your hard disk by a Web page server. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you, and can only be read by a web server in the domain that issued the cookie to you.
One of the primary purposes of cookies is to provide a convenience feature to save you time. The purpose of a cookie is to tell the Web server that you have returned to a specific page. For example, if you personalize SurePrep website pages, or register with the SurePrep website or services, a cookie helps SurePrep to recall your specific information on subsequent visits. This simplifies the process of recording your personal information, such as billing addresses, shipping addresses, and so on. When you return to the same SurePrep website, the information you previously provided can be retrieved, so you can easily use the features that you customized. The cookies used on the website do not identify you personally by default. They simply recognize your browser, unless you choose to identify yourself voluntarily, which you may do by asking the browser to remember your username and password, for example. They transmit information to us about your browsing choices, such as which hyperlink you followed to arrive at the website, which we in turn use to optimize your browsing experience. In some cases, third-party software products, such as Google analytics and remarketing, are used to help us optimize our website’s performance and our marketing efforts, and that third party software may access these cookies and use the information contained in such cookies to help us do so. Third-party vendors, such as Google, use cookies to serve ads based on someone’s past visits to our website.
You have the ability to accept or decline cookies. Most Web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. If you choose to decline cookies, you may not be able to fully experience the interactive features of the SurePrep services or websites you visit.
SurePrep secures your personal information from unauthorized access, use or disclosure. SurePrep secures the personally identifiable information you provide on computer servers in a controlled, secure environment, protected from unauthorized access, use or disclosure. When personal information (such as a credit card number) is transmitted to other Web sites, it is protected through the use of encryption, such as the Secure Socket Layer (SSL) protocol.
SurePrep will occasionally update this Statement of Privacy to reflect company and customer feedback. SurePrep encourages you to periodically review this Statement to be informed of how SurePrep is protecting your information.
SurePrep welcomes your comments regarding this Statement of Privacy. If you believe that SurePrep has not adhered to this Statement, please contact SurePrep at privacy@sureprep.com. We will use commercially reasonable efforts to promptly determine and remedy the problem.
For individuals who are California residents, the California Consumer Privacy Act (CCPA) requires certain disclosures about the categories of personal information we collect and how we use it, the categories of sources from whom we collect personal information, and the third parties with whom we share it.
Depending on how you interact with us, SurePrep may collect the following categories of information as summarized below. This Supplemental Notice does not apply to personal information we collect from employees or job applicants in their capacity as employees or job applicants. It also does not apply to personal information we collect from employees, owners, directors, officers, or contractors of businesses in the course of our provision or receipt of business-related services.
All of the categories of personal information we collect about you (as detailed below) come from the following categories of sources:
| Categories of Information We Collect | Categories of Third Parties with Which We Share that Information |
|---|---|
| Commercial Information (such as transaction data) | – Third parties (such as our service providers) – Our affiliate companies – Aggregators (such as analytics services) |
| Financial Data (such as billing information) | – Third parties (such as our service providers and integration partners) – Our affiliate companies |
| Internet or Other Network or Device Activity (such as browsing history or app usage) | – Third parties (such as our service providers and integration partners) – Our affiliate companies – Aggregators (such as analytics services) |
| Location Information (e.g. inferred from your IP address) | – Third parties (such as our service providers and integration partners) – Our affiliate companies – Aggregators (such as analytics services) |
| Professional or Employment-Related Data (such as the name of your employer) | – Third parties (such as our service providers and integration partners) – Our affiliate companies – Aggregators (such as analytics services) |
| Legally Protected Classifications (such as gender and marital status) | – Third parties (such as our service providers and integration partners) – Our affiliate companies |
| Other Information that Identifies or Can Be Reasonably Associated with You | – Third parties (such as our service providers and integration partners) – Our affiliate companies – Aggregators (such as analytics services) |
All of the categories of personal information we collect about you (as detailed above) are used for the following purposes:
Subject to certain restrictions, California residents have the right to request that we disclose what personal information we collect about you, to delete any personal information that we collected from or maintain about you, and to opt-out of the sale of personal information about you. As a California resident, you also have the right to designate an agent to exercise these rights on your behalf. This section describes how to exercise those rights and our process for handling those requests, including our means of verifying your identity. If you would like further information regarding your legal rights under applicable law or would like to exercise any of them, please contact us here. While our contact form is the best way to reach us, you may also email us at privacy@sureprep.com
California residents have the right to request that we disclose what categories of personal information that we collect, use, or sell about you. You may also request the specific pieces of personal information that we have collected about you. However, we may withhold some information where the risk to you or your personal information is too great to disclose the information, such as financial information or account passwords.
You may also request that we delete any personal information that we have collected from/about you. However, we may retain personal information as authorized under applicable law, such as personal information required as necessary to provide our services, protect our business and systems from fraudulent activity, to debug and identify errors that impair existing functionality, as necessary for us, or others, to exercise their free speech or other rights, comply with law enforcement requests pursuant to lawful process, for scientific or historical research, for our own internal purposes reasonably related to your relationship with us, or to comply with legal obligations. We need certain types of information so that we can provide our services. If you ask us to delete it, you may no longer be able to access or use our services.
California residents may exercise their California privacy rights by submitting your request here. While our contact form is the best way to reach us, you may also email us at privacy@sureprep.com
For security purposes, we may request additional information from you to verify your identity when you request to exercise your California privacy rights.
If you have an online account with us, logging into your account will serve to verify your identity and request, although we may request additional information if we believe your account has been compromised. If you do not have an account with us, or if we have reason to suspect that the security of your account is compromised, we will request additional information from you to match with our existing records to verify your identity, depending on the nature of the request and the sensitivity of the information sought.
Once you submit a request to (1) access the categories of personal information we have about you or (2) obtain a copy of specific pieces of personal information we have about you, we may ask that you verify your identity by logging into your account using your username and password. There, we will provide you with your information in a password-protected format.
To request that we delete personal information we have collected from you, you will need to authenticate with us by first logging into your account using your user name and password on file with us and deleting your account. Once you let us know you’ve taken this action, we will initiate the deletion process.
If you wish to exercise any of these rights and do not have an account with us, please contact us here and we will request additional information to perform identity verification where possible.
The CCPA requires businesses that “sell” personal information, as the term “sell” is defined under the CCPA, to provide California residents the right to opt-out from such sales. SurePrep does not “sell” your personal information as we understand that term to be defined by the CCPA and its implementing regulations. To the extent that you have taken the position that a website’s use of third-party cookies or similar technology for advertising or analytics constitutes a “sale” under the CCPA, you may consider SurePrep to have “sold” what the CCPA refers to as “identifiers” (e.g. IP addresses), “internet or other electronic network activity information” (e.g. information about an individual’s browsing activity on a SurePrep website), and “commercial information” (e.g. the fact that a browser visited a webpage directed at individuals considering purchasing SurePrep products or services). Please refer to our Cookie Policy for more information, including how to exercise your rights to opt-out or manage your cookie preferences.
California residents have the right to not be discriminated against for exercising their rights as described in this section. We will not discriminate against you for exercising your CCPA rights.
Regulatory agencies such as the U.S. Federal Trade Commission have promoted the concept of Do Not Track as a mechanism to permit Internet users to control online tracking activity across websites through their browser settings. Since no industry standard has been adopted, we currently do not process or comply with any web browser’s “do-not-track” signal or other similar mechanism that indicates a request to disable online tracking of individual users who visit the SurePrep website or use SurePrep.