As a TaxBit user, you have entrusted us with your relevant personal and financial data. We recognize that your relationship with us is based on trust, and that you expect us to act responsibly and in your best interests. Because your personal and financial data are your private information, we hold ourselves to the highest standards in their safekeeping and use.
This means, most importantly, that we do not sell client or prospective client information – whether or not it is your personal information or the fact that you are or may become to TaxBit client – to anyone. Instead, we use your information primarily to complete track trades and tax liability, generate 1099 tax forms, and in furtherance of other services we offer or sponsor. The information shared will only be used by our company, or an affiliate company in furtherance of our services.
You provide personal information when you complete a TaxBit account application. (If you enter information in an online account application, we may store the information even if you don’t complete or submit the application.)
In addition to personal information you provide to use, we may receive information about you that you authorize third parties to provide to us. We may also obtain personal information from third-party service providers in order to verify your identity, to prevent fraud, or to help us identify products and services that may be of interest to you. Personal information collected from any source may include, among other things, your name and address, Social Security or taxpayer identification number, date of birth, assets, trade history, income, account balances, investment activity, and accounts at other institutions. The information we collect about you may be transferred or stored by TaxBit or our service providers in the United States or elsewhere, as permitted by law.
We may combine the information collected on our website or through our mobile application with information collected from or about you in other contexts. This may include information collected online, such as through our email exchanges with you, or from offline sources, such as information that we collect when you establish your account with us or call customer service. We will treat such combined information in accordance with this policy. If you do not wish to provide information to TaxBit, we may be unable to provide certain services to you.
We do not sell personal information about current or former clients or their accounts to third parties. Nor do we share personal information about clients or prospective clients, except when needed to further the services we offer.
We user a variety of online technologies, such as cookies, web beacons, and similar mechanisms, as described further below, to collect information that helps us understand how our website and our mobile applications are used. Specifically, when you visit TaxBit online, we or our third-party service providers may automatically collect a variety of technical and navigational information about you via these technologies, including: your computer or device type; operating system version; browser type and version; user agent string; internet connection type; mobile network provider; date and time of your visit; time since your last visit; pages you view; links you click; searches you conduct; the internet protocol (IP) address used to access our website or mobile application; your general geographic location (e.g., your city, state, or zip code); and website visited before our site. We also may use similar tracking technologies in emails that we or third parties send to you, as further described below. This information may be used, for example, to alert you to software compatibility issues or to resolve technical or service problems. We also analyze this information, with the assistance of our service providers, to improve our website and mobile application design and functionality, to enhance our ability to serve you and your accounts, and to tailor our communications to you regarding our products and services.
Cookies are bits of data that a website sends to a web browser on a visitor's computer. Cookies help us to collect information about you and other visitors to TaxBit’s Website, including date and time of visit, pages viewed, amount of time spent on our sites, or general information about the device used to access the site. Cookies are also used for security purposes and to personalize your experience, such as customizing your screen layout.
You can refuse or delete cookies. Most browsers and mobile devices offer their own settings to manage cookies. If you refuse a cookie when on Taxbit’s Website, or if you delete cookies, you may lose functionality. For example, you may not be able to sign in and access your account, or we may not be able to recognize you, your device, or your online preferences.
Our website, our mobile application, and the emails that you receive from TaxBit may use an application known as a web beacon (also known as a pixel tag or clear gif). A web beacon is a tiny transparent image embedded in a web or mobile application page or an email to measure usage and activity.
We and our service providers may use web beacons and cookies to determine whether and when you receive and open our emails; these beacons and cookies may also capture information about the type of device, operating system, email program, and web browser used to view the email, the IP address from which you opened the email, and whether you click any links in the email. These technologies enable us to gauge the effectiveness, relevance, and value of our email communications, as well as to target relevant advertising to you and to measure the impact of that advertising on your TaxBit relationships.
Within TaxBit, we restrict access to information about you to those TaxBit employees who need to know the information in order to perform their jobs, such as servicing your accounts, providing you with information you request, or notifying you of new products and services. To protect your personal information, we maintain physical, electronic, and procedural safeguards in keeping with industry standards and practices, and we review and adjust these safeguards regularly in response to advances in technology.