UltimateTax Privacy Policy

You may browse our Site without creating an online account, but to use certain features you may be required to have an account. When you create an account with us, we may collect your name, email address, contact information, a username and password that you will use to access your account and other information. In addition, to submit a question or comment you may be required to submit your name and email address, and we may also ask you for other optional information, such as your business’s website address.

We will collect Personal Information through the Site if you submit or upload it through our Site or to one of our email addresses. Information about your visits to and use of this Site or the websites of third-party services may be collected to help us maintain the appropriate features, functionality, and user experience. We may also append to the Personal Information collected through our Site data new or other data that we receive from other sources, such as public records, demographic information, and other background information supplied by information services or third parties. In addition, we automatically collect through our Site information that is often not personally identifying, such as the website from which you came to our Site and your IP address, browser type, and other information relating to the device through which you access the Site. We may combine this information with the Personal Information we have collected from you, which we store in log files. We do this to improve services we offer you.

Some information collected from you is required and some is optional; some will remain private and some will be shared with third parties. Additional information may be gathered during your subsequent use of the Site, whenever you choose to provide it.

Certain Personal Information must be supplied to determine eligibility for our services, as well as to purchase software, and to verify and guard against potential fraud.

We use the Personal Information you provide us and allow us access as described herein for the following purposes:

• Respond to requests or inquiries, and for similar, customer-service-related purposes;
• Evaluate your eligibility for products provided by or through UTS or its affiliates;
• Effectuate or enforce a transaction or agreement;
• Adjust offerings or services, provided by or through UTS or its affiliates, to your business and to tailor the information we send or display to you;
• Provide you with information about our company or products—provided by or through UTS or its affiliates—that we believe you may find of interest, including marketing and promotional e-mails;
• Authenticate visitors to our Site;
• Improve our Site, offerings or services provided by or through UTS or its affiliates; and
• Better understand how users access and use our Site, and offerings provided by or through UTS or its affiliates, on an aggregated and individualized basis.

We will share your personal information with third parties only in the ways that are described in this privacy policy. We do from time to time provide others with your information, for various products and services including working capital, as described below. We may disclose Personal Information to third parties for the following purposes:

• To provide you with information relating to products or services that we believe you may find of interest;
• In response to a subpoena or other legal process by a governmental entity or third party, or if otherwise required by law;
• To protect or enforce our rights or property, protect your safety or the safety of others, investigate fraud, or respond to a government request;
• In the event of the sale or dissolution (bankruptcy) of all of our assets, in which case, you will be notified, there after by a prominent notice on our Web site of any change in ownership or uses of your personal information, as well as any choices you may have regarding your personal information;
• To third parties involved in the process of providing services to us or you or performing functions on our behalf, such as contractors, software product providers, tax service providers, customer service providers (e.g., information technology or human resources consultants or service providers), credit bureaus, and collection agencies. These companies are authorized to use your personal information only as necessary to provide these services to us;
• To our affiliates and subsidiaries for marketing purposes, or for product or service delivery;
• To our lenders, investors, partners, or auditors in the course of their review or auditing us;
• To provide products or services requested; and/or
• To our vendors, who may use the information to further improve their database services to us.

Notwithstanding anything else in the Privacy Policy, we may share aggregated or personally identifying information about users with third parties for marketing, advertising, research, or other business purposes.

If your personal information changes, or if you no longer want updates or to be contacted for new products, you may correct, update, amend, delete/remove or deactivate your contact information by emailing our Customer Support at support@ultimatetax.com or by contacting us by telephone or postal mail at the contact information listed below. We will update your file within 30 days.

We will retain your information for as long as your account is active or as needed to provide you services. In addition, we are required to keep, retain your information as necessary to comply with our legal obligations, resolve disputes, and enforce agreements.

Technologies such as: cookies, beacons, tags and scripts may be used by UTS and our analytic partners or service providers. These technologies are used in analyzing trends, administering the site, tracking users’ movements around the site and gathering demographic information about our user base as a whole. We may receive reports based on the use of these technologies by these companies on an individual as well as aggregated basis.

We may use cookies to remember users’ settings or for authentication. Users can control the use of cookies at the individual browser level. If you reject cookies, you may still use our site, but your ability to use some features or areas of our site may be limited.

Our Web site may include Social Media Features, such as the Facebook Like button and Widgets, such as the Share this button or interactive mini-programs that run on our site. These Features may collect your IP address, which page you are visiting on our site, and may set a cookie to enable the Feature to function properly. Social Media Features and Widgets are either hosted by a third party or hosted directly on our Site. Your interactions with these Features are governed by the privacy policy of the company providing it.

We may, from time to time, allow users or third parties to post information to our Site, such as comments or blogs or to offer you information on small business topics. Any information that you post to our Site becomes public information and may be viewable by other users, as well as visitors to our Site (this is not true of uploaded documents as part of the funding process). In addition, your name, as well as other optional information you choose to submit along with the information you post, will be publicly displayed along with your comment or blog. We are not responsible for the privacy of any information that you choose to post to our Site, or for the accuracy of any information contained in those postings. We cannot prevent such information from being used by others in a manner that may violate this Privacy Policy, the law, or your personal privacy. To request removal of your personal information from our blog or community forum, contact us at support@ultimatetax.com. In some cases, we may not be able to remove your personal information, in which case we will let you know if we are unable to do so and why. Your posting of any content to any of the Site is subject to our Terms of Use.

We may display personal testimonials of satisfied customers on our site in addition to other endorsements. With your consent we may post your testimonial along with your name. If you wish to update or delete your testimonial, you can contact us at support@ultimatetax.com.

At times, our Site may contain links to other, third-party websites. Any access to and use of such linked websites is not governed by this Privacy Policy but, instead, is governed by the privacy policies of those third-party websites. We are not responsible for the information practices of such third-party websites.

We may send you emails from time-to-time about information that we (or third parties) believe may be of interest to you. We may also send you news and offers from us or other third parties, which may include our newsletter or information about special offers, products or offerings, or other items.
If, at any time, you would like to stop receiving these promotional e-mails, you may follow the opt-out instructions contained in any such e-mail. Please note that it may take up to 10 business days for us to process opt-out requests. If you opt-out of receiving emails or promotions from us, we still may send you e-mails about your account, your application or any products or services you have requested or received from us, or for other customer service purposes.

The Site is hosted in the United States. If you are accessing the Site from outside the United States, by providing your information to the Site, you are consenting to and authorizing the transfer of your information to the United States for storage, use, processing, maintenance, and onward transfer of such information to other entities regardless of their location in accordance with this Privacy Policy and our Terms of Use. You are also consenting to the application of United States law in all matters concerning the Site.

UTS takes reasonable steps to safeguard your personal and sensitive information through vigorous physical, electronic, and operational policies and practices. Data can only be read or written through defined service access points, the use of which is password-protected. The physical security of the data is achieved through a combination of network firewalls (there is no direct communication allowed between the database server and the Internet) and servers with operating systems, all housed in a secure facility. Access to the system is controlled.

Further, we also equip our servers with Secure Socket Layer (SSL) certificate technology to ensure that when you connect you are actually on our Site. SSL also ensures that all data entered into the web site is encrypted. To verify that SSL is being used, look for the key or padlock icon on your browser. For further encryption protection, we use a 256-bit secure browser for logins and transactions. Finally, we subject our systems to periodic security audits to ensure that your information is thoroughly protected and secure.

No method of transmission over the Internet, or method of electronic storage, is 100% secure, however. Therefore, we cannot guarantee its absolute security. If you have any questions about security on our Web site, you can contact us at support@ultimatetax.com.

We store all sensitive financial data such as credit card data and bank accounts in a secure environment.

We also employ session time-outs to protect your account. You will be logged out of the Site automatically after a specified period of inactivity. This time-out feature reduces the risk of others being able to access your account if you leave your computer unattended.

Your password is not known to any employee or third party with whom we may partner, and we will never ask for your password as a means of identifying yourself. You should never share your password with anyone, and if you ever receive an email purporting to come from us that asks for your password, you should immediately report this development to us at support@ultimatetax.com.

In addition to our own substantial efforts, you can take several precautions to protect the security of your computer and Personal Information. For instance, you can start by using a complex/well-chosen password. You should avoid using any information that others can easily learn about you, such as a family member’s name or birthday; you can also use special characters in place of letters. We also recommend that you change your password frequently. You can also install and regularly update antivirus and firewall software to protect your computer or device from external attacks by malicious users. When you are finished with a session on our site, be sure that you log out and close the browser window.

If you use a computer that is accessed by other people, such as in a public library or Internet cafe, we recommend that you take special precautions to protect the security of your account and personal data. When you are finished using our site, you should log out completely, then close the browser window and clear the browser’s cache files.

You should also be aware of fraudulent attempts to gain access to your account information known as “phishing.” Phishing is a tactic used by scammers in which unsuspecting people are brought to a website by a genuine-looking email purporting to be from a legitimate company. The phony or “spoof” email takes the person to a website that looks legitimate but in fact is not. Either in the email itself or on this fake site, scammers will ask for login information to gain access to people’s accounts and withdraw their money. UTS will never ask you for your login information in the context of any email. In general, you can protect yourself against phishing by never providing personal or login information via an email, instead, go the web site directly. You might also make it a habit to check the URL of a web site to be sure that it begins with the correct domain. You should always ensure the URL begins with https://www.ultimatetax.com.

We may update this privacy policy to reflect changes to our information practices. If we make any material changes we will notify you by a notice on this Site prior to the change becoming effective. We encourage you to periodically review this page for the latest information on our privacy practices.

Questions? You may contact us with any questions or concerns about this Privacy Policy at:

UltimateTax Service, Inc.
1500 Plaza Place, Suite 201
Muscatine, IA 52761
Attention: Customer Support
support@ultimatetax.com
866-686-7211