TaxSaver Plan values your privacy and we pledge to securely collect and protect any information entrusted to us by our customers. This policy describes how we will safeguard your personal information to ensure peace of mind.
We will collect only that information about our customers which is needed and relevant to deliver our products and services. We collect personal information including, but not limited to your name Social Security Number, address, e-mail, and/or phone number and information about your system as it interacts with us such as your IP address and browser information.
We will strive to make certain that information about our customers is kept accurate and up-to-date. You may be able to update certain personal information online through a web portal or by contacting our Customer Service Department.
We work to protect your personal information from loss, misuse, or unauthorized alteration by using industry-recognized security safeguards, procedures and practices. We secure the confidentiality of your personal information through various means, including physical, technical, and administrative safeguards that are designed to protect against unauthorized access. It is our policy to limit access to personal information to that which is lawful, and to prohibit unlawful disclosure. If you provide information to us through this website, your sensitive information is encrypted when it is transmitted to us. A HIPAA Release Form is also available for use when authorizing additional users to access your account.
While we take certain physical, electronic and administrative measures designed to protect the confidentiality of information, due to the nature of the Internet we cannot and do not guarantee that all Information will remain secure. By submitting information to this Site, you agree that you are aware of these risks.
We may communicate with you regarding other service or product offerings provided by TaxSaver Plan. We may provide notice to you of third party offerings that may be of interest to you.
We may use and disclose information to comply with applicable laws, regulations and legal process. We reserve the right to use information to protect and enforce our rights and those of our affiliates, vendors, users or other third parties.
We may share and transfer information specifically including personally identifiable information to any affiliate as well as in the event of a sale of assets, merger, corporate reorganization or similar transaction.
We comply with all applicable laws, regulations, and industry standards when protecting your information. We do not sell or rent your personal information to anyone for promotional or marketing purposes.
We also educate our employees on the importance of confidentiality and customer privacy, and restrict access to those employees and other persons who must use that information to provide services to the minimum necessary information required. Employees who violate our privacy policies will be subject to the disciplinary process.
This policy was last modified on November 18, 2020.