This section of the cPaperless Privacy Statement applies only to users of the following products or services: SignatureFlow, SafeSend, TicTieCalculate, and SafeSend Returns (collectively, the “Products”).
Information Collected via the Products
In addition to the personal information listed in the Privacy Statement, if provided to us by your duly authorized representative or CPA firm (“Accountant”), we will collect your tax return information, including your social security number and date of birth for purposes of delivering your tax return.
How We Use Your Information
At the instruction of your Accountant and for purposes of delivering your tax return, we may be required to store your information in locations outside the direct control of cPaperless (for instance, on servers or databases co-located with hosting providers). These service providers only receive your information if such information is needed to perform their function(s), and they are not authorized to use any personal information for any purpose(s) other than the purpose(s) set forth by cPaperless. For example, we may be required to disclose information with Lexis Nexis to verify your identity. The Privacy Statement of Lexis Nexis may be found here: https://www.lexisnexis.com/en-us/terms/privacy-policy.page. In a scenario where your Accountant uses any of the Products to deliver your tax return, we will transfer collected information to LexisNexis to perform the knowledge based authorization process. This process is used to ascertain your identity and help ensure the accuracy of your tax return.
Your Choices, Opting Out and Reviewing or Making Changes to Your Information
If you have created an account with us, you may access your personal information by logging into your cPaperless account via the client login section of the Website to correct any discrepancies or update records. We’ll retain information you store in your cPaperless account for as long as we need it to provide you with requested services. For example, your credit card information is only used for completing the purchase transaction and is retained only as necessary for administration purposes. If you request the deactivation or change of information on our system, the information stored in connection with your account may be retained in our backup systems for a period of time subject to technology restrictions, or as a precaution against systems failures. Some information may be retained for longer periods as required by law, contract, auditing requirements, dispute resolutions, or as otherwise described in this Statement. We may not accommodate a request to change information if we believe the change would violate any law or legal requirement or cause the information to be incorrect.
For additional information, including information on how we protect your information and how to contact us with any questions or comments, please refer to applicable provisions in the Privacy Statement.