Updated February 23, 2024

Privacy Policy

ModernTax is committed to a safe and trusted environment for all clients. This Privacy Policy describes the information ModernTax collects about you, how we use and share that information, and the privacy choices we offer.

This policy applies to information we collect when you register for ModernTax, access or use our website, mobile applications, products, and services (collectively, the “Services”), or when you otherwise interact with us. As used in this Privacy Policy, the term "Site" includes: all websites and all devices or applications operated by ModernTax that collect personal information from you and that link to this Privacy Policy; pages within each such website, device, or application, any equivalent, mirror, replacement, substitute, or backup website, device, or application; and pages that are associated with each such website, device, or application.

This policy applies to anyone who accesses or utilizes our Services, referred to in this policy as “User,” “Users,” “you,” or “your.” When you use the services you are agreeing to this Privacy Policy, as well as our Terms of Service and Terms and Conditions of Use. If you do not agree to this Privacy Policy, cease use of this website immediately.

1. Collection of Information

ModernTax may collect the following categories of personal information about you, including but not limited to the following:

Tax information: including IRS return transcripts, tax forms, and 1040 forms provided at the user’s your consent.

Contact Information: When you register, you will be asked for basic registration information, such as an email address and password, address, and phone number.

Identification Information: You may also be asked to provide identification information to confirm your identity, including your first and last name, zip code, social security number, and phone number.

Profile information: Information about your business or brand including credentials, logos, and images.

Tax information: Users seeking taxes service will be asked to provide information about, your income, tax filing status, deductions and credits, and other relevant tax information and will need to consent to let ModernTax Tax Professions use your tax information for the purposes of preparing, reviewing, and filing quarterly or annual income tax returns. Without your consent ModernTax Tax Professionals will not be able to prepare tax documents for you.

Third-Party Credentials: You may also enter in certain passwords, usernames, account numbers, and other account information for third-party sites and Internet services ("Third Party-Sites").

Information from Third-Party Sites: In order to display information to you or to fulfill your requests for certain products and services through a Service, we may collect, on your behalf, your account and other personal information from Third-Party Sites that you register under your account via the Service. We may also collect information about you from credit bureaus, mailing list providers, publicly available sources, and other third parties.

IRS Tax Information: ModernTax accesses your information from IRS websites. By using our service, you grant ModernTax the right, power, and authority to act on your behalf to access and transmit your personal and financial information from the IRS. You agree to your personal and financial information being transferred, stored, and processed by ModernTax.

Information Collected by Cookies and Web Beacons: We use various technologies to collect information, and this may include sending cookies to your computer or mobile device. Cookies are small data files that are stored on your hard drive or in device memory by a website. Among other things, cookies support the integrity of our registration process, retain your preferences and account settings, and help evaluate and compile aggregated statistics about user activity. We may also collect information using web beacons. Web beacons are electronic images that may be used in our Services or emails. We may use web beacons to deliver cookies, count visits, understand usage, and determine whether an email has been opened and acted upon.

Technical and Navigational Information: We may collect your computer browser type, Internet protocol address, pages visited, and average time spent on our Site. This information may be used, for example, to alert you to software compatibility issues, or it may be analyzed to improve our web design and functionality.

We may collect nonpublic personal information about you from the following sources: Yourself, Your spouse, or someone identifying you on their tax return, or filing a tax return for your benefit.  Your employer, Our partners or vendors, including the IRS,Proprietary search services,Consumer reporting agencies,Clients who have referred you to our Services,Other sources you have authorized.

2. Use of your information

We may use the information we collect about you, including your personal information for the following purposes:

To fulfill your requests for our products, programs, and Services, and to respond to your inquiries about our Services. This includes facilitating the transfer of tax return information via the ModernTax API tool.

To offer you other products, programs, or services that we believe may be of interest to you.

To complete transactions you request, to verify the existence and condition of your accounts, or to assist with a transaction. For example, we may use the account information you provide or that we collect from Third-Party Sites to confirm your accounts are valid and to access funds from your accounts in connection with fulfillment of the Services.

We may use your information to improve and personalize the Services. For example, we may use your information to pre-fill form fields on the Sites for your convenience.

To detect, prevent, or address fraud and technical or security issues andAudit or investigate in good faith compliance with our terms.

3. Sharing of information

We may share personal information about you as follows:

At your request we will share you tax return information with parties you request;

With third parties to provide, maintain, and improve our Services, including with contractors and service providers;

In connection with, or during negotiations of, any merger, sale of company stock or assets, financing, acquisition, divestiture, or dissolution of all or a portion of our business;To respond to subpoenas, court orders, or legal process;

In order to investigate, prevent, defend against, or take other action regarding violations of our Terms of Service, illegal activities, suspected fraud, or situations involving potential threats to the legal rights or physical safety of any person or the security of our network, Sites or Services;

To respond to claims that any posting or other content violates the rights of third parties;

In an emergency, to protect the health and safety of our Sites' users or the general public; or as otherwise required by law.

With your consent or at your request, we will provide you with the notice and the opportunity to approve any sharing of your information not provided for above.

4. Security

Your information security is extremely important to us. Accordingly, we take reasonable and appropriate measures to keep your information safe including: firewall barriers, SSL encryption techniques, staff training and policies, and authentication procedures, to help protect personal information from loss, theft, misuse, and unauthorized access, disclosure, alteration, and destruction. We seek to update our policies and procedures to stay consistent with evolving best practices.

5. Email communications

We may provide our registered customers with summaries of their Account Information and email alerts. We may also allow users to subscribe to email newsletters and from time to time may transmit emails promoting ModernTax or third-party goods or services.

Subscribers have the ability to opt out of receiving our promotional emails and to terminate their newsletter subscriptions by following the instructions in the emails. Opting out in this manner will not end transmission of service-related emails, such as email alerts.

6. Changes to your personal information

If you wish to access personal information that you have submitted to us or to request the correction of any inaccurate information you have submitted to us, you may correct certain information via your user account. Alternatively, you can send an email that includes your contact information to support@moderntax.io to request any corrections to your personal information.

You may also email us if you wish to deactivate your account, but even after you deactivate your account, we may retain archived copies of information about you for a period of time that is consistent with applicable law.

7. California privacy rights

California Civil Code Section 1798.83, also known as the "Shine The Light" law, permits our customers who are California residents to request and obtain from us once a year, free of charge, information about the personal information (if any) we disclosed to third parties for direct marketing purposes in the preceding calendar year. If you are a California resident and would like to make such a request, please submit your request to support@moderntax.io. In your request, please attest to the fact that you are a California resident and provide a current California address for our response. Please be aware that not all information sharing is covered by the California Privacy Rights requirements and only information on covered sharing will be included in our response.

California Civil Code Section 1798.100 et esq., also known as the “California Consumer Protection Act (CCPA)” provides California Residents with three types of rights: the right to know the information we collect about you, the right to the deletion of information (subject to multiple exceptions), and the right to opt out of the sale of your personal information.

If you are a California resident and would like to make a request concerning the information we collect, deleting information, or opting out of the sale of information, please submit your request to support@moderntax.io stating the type of right(s) you wish to exercise. Note that not all information will be able to be deleted included, information which is required to provide you with a service, complete a transaction, or meet a legal or regulatory obligation.

8. Collection and use of children’s information

We do not collect information, including personal information, from minors. Our services are intended for and directed to adults.

9. Changes to privacy policy

We reserve the right, at our discretion, to make changes to this Privacy Policy from time to time, so please review it frequently. You may review updates to our Terms of Service and Privacy Policy at any time via links on www.ModernTax.io. You agree to accept electronic communications and/or posting of revised versions of this Privacy Policy on www.ModernTax.io and agree that such electronic communications or postings constitute notice to you of the revised version of this Privacy Policy. Changes take effect immediately upon posting.

Have Questions?

If you have questions or concerns regarding this statement, please contact support@moderntax.io.