Last Updated: February 18, 2025

1. Introduction

TaxesWiser and its subsidiaries and affiliates (collectively, “TaxesWiser,” “we,” “us,” or “Company”) develop software and services (“Services”) and operate the website http://taxeswiser.com and any related subdomains or features (“Website”).

We are committed to safeguarding your privacy and to informing you of how your data (“Personal Data”) is handled. This Privacy Policy (“Policy”) describes what information we collect, how and why we collect it, how we use it, and the circumstances under which we may share it.

This Policy supplements and should be read together with our Terms of Use and Cookies Policy, as well as any additional privacy notices or agreements we may provide to you.

If you do not agree to any aspect of this Policy, you should immediately discontinue using our Services. Please note that you are not legally required to provide Personal Data to us, but without it, some features of our Services may not be available to you.

2. Types of Personal Data We Collect

We collect various categories of Personal Data from you and about you, including:

2.1 Information You Provide Directly

• Account or User Data: If you register an account or sign up for a particular product or feature, we may collect your name, email, login credentials, and details about your preferences or business needs.
• Communication Information: When you contact us (e.g., via email, Website forms, or support channels), we collect your name, email address, and any other information you voluntarily provide.
• Subscription/Marketing Preferences: If you request marketing materials or updates, we collect your name, email, and any relevant interests or preferences.
• Career/Recruiting Data: If you apply for employment via the Website or a third-party recruiting platform, we collect information such as your CV/resume, contact details, LinkedIn profile, prior employment, qualifications, references, or any additional details you choose to share.
  • This may include sensitive data if you voluntarily provide it (e.g., ethnicity, health conditions, religious beliefs), only to the extent permitted by law (for example, under the CCPA or GDPR).
  • We may also conduct permitted background checks (e.g., credit, criminal, drug/alcohol checks) if allowed by applicable law and only use that information in accordance with such laws.

We store and process this data for recruitment and future consideration. If you wish for us to remove your data from our recruiting databases, please contact us at ask@taxeswiser.com

 

3. Why We Process Your Data

We process Personal Data for multiple purposes and under various legal bases. Under California law (CCPA/CPRA), we strive to be transparent regarding how we use Personal Data; under GDPR, we rely on different legal justifications, as outlined below:

Provide and Operate Our Services

Examples: Account setup, customer support, and enabling Website functionality.

1. Legal Basis:

• Contract performance
• Consent (if you provided Personal Data voluntarily)
• Our legitimate interest in delivering quality services

2. Improve and Develop Services
   Examples: Collecting usage data, measuring performance, and enhancing the user experience.
   Legal Basis:

• Our legitimate interests in developing and maintaining our Services

3. Anonymize or Aggregate Data
   Examples: Transforming Personal Data into non-personal forms for analytics, research, or business operations.
   Legal Basis:

• Consent (where required)
• Our legitimate interests in improving and researching our Services

4. Communicate with You
   Examples: Responding to inquiries, newsletters, notifications, or other Service-related messages.
   Legal Basis:

• Consent (where required)
• Our legitimate interest in providing requested services and updates

5. Marketing and Advertising
   Examples: Delivering personalized or non-personalized ads, offers, or promotions.
   Legal Basis:

• Consent (where required under law)
• Our legitimate interest in offering relevant content

6. Recruitment
   Examples: Processing job applications, conducting interviews, and evaluating candidates.
   Legal Basis:

• Your consent (where required)
• Contract performance or steps before entering into a contract
• Our legitimate interest in hiring personnel

7. Service Integrity and Security
   Examples: Verifying user identity, preventing fraud, and enforcing our terms.
8. Legal Basis:

• Compliance with legal obligations
• Our legitimate interest in ensuring the integrity of our services

  Legal Basis:

• Compliance with legal obligations
• Our legitimate interests in cooperating with authorities and protecting our rights

 

4. With Whom We Share Your Data

4.1 Service Providers

We may share certain Personal Data with third-party service providers who assist us with hosting, analytics, communication tools, marketing, recruitment, payment processing, security, and other operational functions. These service providers are authorized to use your Data only as necessary to provide their services to us or as otherwise directed by us.

4.2 Advertising Partners

From time to time, we may partner with third-party advertising networks to display or manage our ads on other platforms. These partners may use cookies, pixels, or similar technologies to gather information about your online activities to provide you with targeted advertising based on your interests. We disclaim any liability for how these third-party platforms handle your data; please consult their privacy policies for more details.

4.3 Business Transfers

If we undergo a merger, acquisition, reorganization, sale of assets, or bankruptcy event, we may transfer or share Personal Data as part of that transaction, subject to standard confidentiality protections.

4.4 Legal and Law Enforcement

We may disclose Personal Data to government or law enforcement officials or private parties if, in our sole discretion, it is necessary or appropriate to respond to legal claims, protect the rights or property of TaxesWiser or third parties, protect the safety of any person, or to prevent or stop illegal or unethical activity. We may also be required to disclose Personal Data to meet national security or law enforcement requirements.

5. Your California Privacy Rights

If you are a California resident, you may have specific rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA):

• Right to Know: You can request that we disclose what Personal Data we collect, use, or share.
• Right to Delete: You may request that we delete your Personal Data, subject to certain exceptions.
• Right to Correct: You may request corrections of any inaccuracies in your Data.
• Right to Opt-Out of Sale or Sharing: If applicable, you can request that we not sell or share your Data with third parties. (Currently, we do not sell Personal Data as defined under CCPA.)
• Right to Non-Discrimination: We will not discriminate against you for exercising any of your California privacy rights.

To exercise these rights, please contact us at ask@taxeswiser.com with “California Privacy Rights” in the subject line. We may need to verify your identity before processing certain requests, which may include asking you to log into your account, providing information about prior interactions with us, or other verification methods permitted by law.

6. International Data Transfers

Because we operate globally, your Personal Data may be stored or processed in countries outside of your residence, including the United States or other jurisdictions that may have different data protection laws. If you are located in the European Economic Area (EEA), we will take measures to ensure your Personal Data receives an adequate level of protection when transferred outside the EEA (e.g., Standard Contractual Clauses or adequacy decisions), in accordance with GDPR.

7. Data Retention

We will retain your Personal Data only as long as necessary to fulfill the purposes for which it was collected (see Section 3) or to comply with applicable legal or business requirements. This means we may keep your Data:

• For as long as you maintain an account with us;
• As required by law or contractual obligations;
• To defend or enforce our legal rights;
• For limited and lawful recruitment retention, if you applied for a position at TaxesWiser and wish to be considered for future opportunities.

8. Security Measures

We implement industry-standard security measures to protect your Data from unauthorized access, misuse, accidental loss, destruction, or alteration. However, no method of transmission over the Internet or electronic storage is entirely secure, and we cannot guarantee absolute data security. We encourage you to take precautions to protect your data (e.g., keeping your login credentials confidential).

9. Children’s Privacy

Our Services are not directed to children under the age of 16, and we do not knowingly collect personal data from minors. If you become aware that a child has provided us with Personal Data, please contact us at ask@taxeswiser.com, and we will take steps to delete such information as required by law.

10. Changes to This Privacy Policy

We may occasionally update this Policy to reflect changes in our operations, technologies, or legal obligations. If we make any material changes, we will notify you by posting a prominent notice on our Website or via other appropriate means. The date of the latest version will appear at the top of this Policy. Your continued use of our Services after any update indicates your acceptance of the revised Policy.

11. Contact Us

If you have any questions about this Privacy Policy, our data handling practices, or to exercise your privacy rights, please contact: ask@taxesswiser.com