Privacy Policy
Your Privacy Is Important to Us
At Intuit ProAdvisors, safeguarding your personal information is a priority. We are committed to protecting customer data collected through www.intuitproadvisors.us. We do not share nonpublic personal information with third parties outside our corporate family without your consent, except as outlined in this Privacy Policy or as required by law.
This Policy explains how we collect, use, store, protect, and disclose your information, as well as your rights regarding access and correction of your personal data.
How We Collect Information
1. Website Visits
You may browse our website without providing personal information. However, we automatically collect limited technical data such as IP address, browser type, operating system, service provider, time spent on pages, and clickstream data. This information is used for analytics, performance monitoring, and improving user experience. It does not identify individual visitors unless unlawful activity is suspected.
2. Purchasing Our Services
When you request services such as accounting, bookkeeping, auditing, tax filing, or tax return preparation, we may collect business information including company name, director name, email address, and phone number.
For tax preparation, we may collect additional details such as physical address, EIN, Social Security number, income information, employment status, deductions, and other necessary financial data to accurately complete your return.
Payments may be processed via check, ACH, or credit card. In certain cases, banking details may be collected to process refunds.
3. Mobile Applications
When using our mobile services, we may collect device type, operating system, and performance data. Analytics tools help us understand usage patterns and improve functionality. We do not link analytics data to personally identifiable information.
Push notifications may be sent for updates or promotions. You may disable notifications at your device level.
Tracking & Analytics Technologies
We use cookies, tags, scripts, and similar technologies to analyze website traffic, administer the site, and enhance user experience. Cookies may be used for authentication, shopping cart functionality, language preferences, and remembering user settings.
You may control cookies through your browser settings. Disabling cookies may limit certain features of the site.
We may work with third-party advertising partners who use cookies to provide interest-based advertising. Opting out may reduce personalized ads but will not eliminate all advertising.
Use of Information
We use collected information to:
Deliver and manage requested services
Process payments and transactions
Respond to customer support inquiries
Send service updates, alerts, and marketing communications
Improve and personalize our services
Detect fraud, identity theft, or unlawful activities
We may also use your information as permitted by applicable law.
Disclosure of Information
We do not sell or rent your personal information.
We may disclose tax return information in accordance with your instructions, such as filing with the IRS or state tax authorities. Information may also be disclosed when required by law, subpoena, court order, regulatory request, or to protect against fraud.
We may share information within the Intuit ProAdvisors corporate family. In the event of a merger, acquisition, or sale of business assets, your information may be transferred as part of that transaction.
Referrals & Testimonials
If you use our referral feature, we may collect your contact’s name and email address to send a one-time invitation. They may request removal of their information.
Customer testimonials may be published only with prior consent. Blog or forum posts may be publicly visible, and users may request removal where applicable.
Security Practices
We follow industry-standard security measures applicable to the tax preparation and accounting industry. Our systems utilize firewalls, encryption, intrusion detection systems, secure access controls, and data protection technologies.
We use SSL encryption to protect data transmitted online and maintain PCI compliance for payment processing. Regular audits and vulnerability assessments are conducted to safeguard sensitive information.
Data Retention
We retain customer information for up to three tax years or as necessary to provide services and comply with legal obligations. Information may be retained longer to resolve disputes or enforce agreements.
You may request access, correction, or deletion of your personal information by contacting customer support. This Privacy Policy continues to apply to former customers.
Contact Information
For questions regarding this Privacy Policy, please contact:
Mailing Address:
30 N Gould St Ste R
Sheridan, Wyoming 82801
Policy Updates
We reserve the right to update this Privacy Policy at any time. Material changes will be posted on our website and, where appropriate, communicated via email before taking effect.