Privacy Policy

What does this Policy cover?

Do-io-Tax (“us” or “we”) is an entity offering services to assist consumers in estimating and preparing for their individual federal tax filings. When we talk about our “Services”, we mean all of the websites, apps, and other services we may provide.

This Policy tells you how we collect and use your personal data (also known as personal information). It also informs you about how we keep your data safe and the choices you may have with respect to your data. This Policy applies to all the things we do.

Our Services should not be used by individuals who are less than 16 years old.

What data do we collect, use, and share?

This section constitutes our notice at collection pursuant to the CCPA. During at least the past 12 months, we have disclosed personal data for the following business or commercial purposes:

Categories of Personal Information

Personal Identifiers, such as your name, alias, postal address, email address, telephone number, online identifier, Internet Protocol address, account name, education, employment, credit or debit card number, any financial information as well as information considered sensitive such as social security number, account log-in, and any information on your government identification cards.

Protected Classification Characteristics, such as your age, race, ancestry, national origin, citizenship, marital status, and sex, all of which are considered sensitive personal information.

Commercial Information, such as products or services you purchased, obtained, or considered, or other purchasing or consuming histories or tendencies.

Internet or Network Activity Information, such as your browsing history, search history, and information regarding a consumer’s interaction with an internet website application, or advertisement.

Geolocation Information, are data that is derived from your device by using satellite or cell phone tower signals to locate you within a geographic area. Precise geolocation data is equal to or less than the area of a circle with a radius of 1,850 feet and is considered sensitive personal information.

Audio or Visual Information, such as audio or screen records (with your permission).

Inferences, drawn from the data above which could create a profile reflecting your preferences, characteristics, predispositions, behavior, abilities, and aptitudes.

Purpose for Collecting
Personal Information
(depending on the nature of your interactions with us)

Providing our Services and carrying out your requests.

When providing our Services we may use your data (as applicable):

To register and secure your account.
To receive and respond to calls and messages from you.
To process transactions between you and us.
To personalize the Services you get.
To keep your data up to date.
To provide customer service and support.
To complete data rights requests you have made.
To enable you to use social sharing tools.
To track sales and subscriptions.
To allow you to use our Services on more than one device.

Improving and promoting our Services and those of others.

To help improve and promote our Services, we may use your data:

To carry out analysis and market research.
To help present our Services.
To send updates and Service messages.
To let you know about our services and promotions by email, social media (e.g., Facebook), and using push notifications (where you agree).

Operating our business.

In the course of running our business we may use your data:

To conduct tasks necessary for running our Services and business.
To help secure our business and prevent fraud.
To create reports for internal or external purposes.
To comply with legitimate legal requests.
To audit our business and processes.
To protect the interests of our business, and those of our partners.

For other purposes not described in this Privacy Policy that you consent to (from time to time) and as otherwise permitted by law.

Other disclosures: We may share your personal data with your consent or to comply with laws or other legal processes.

Sale of Personal Data: We do not sell, rent, or loan your personal data to third parties for money. However, subject to your privacy choices, we may share your data (Identifiers, Internet or Network Activity Data, and Geo-location Information sections of the above chart) to analytics providers, and this may be treated as a “sale” under certain laws. See the How Can You Control Your Data section of this Policy for more detail on your privacy choices.

Data Retention: We keep your data for as long as we need to in order to provide you Services and to comply with our business and legal obligations. To work out how long we need to keep your data, we consider the amount of data, the type of data, the risks that unintended use or disclosure could bring, and whether we can do what we need to by using less data, and other legal reasons. When we no longer need your data for our stated purposes, we securely delete it.

Collection of Data from Children: Our Services are not directed towards children. We do not knowingly collect data about children under the age of 16 or minors otherwise defined in local law or regulation without verifiable parental consent. If we learn that someone under 16 has given us their data, we will use reasonable efforts to remove that data from our databases.

What data do we collect?

When you use our Services, we collect and use data.

We collect this data in four main ways:

You give us data when using our Services (such as your name or email).
Data is collected automatically as you use our Services (such as your IP address).
We obtain data from other parties to help run our Services.
We use or combine the data we get to infer things about you.

We collect the data needed for our legitimate purposes.

How do we use your data?

We use your data to serve you and operate our business.

Depending on the Services you use and the choices you make, we will use your data to:

Provide our Services and carry out your requests.
Improve and promote our Services.
Operate and secure our business.

How do we use cookies?

Cookies are small text files and are widely used when you visit websites. We use cookies and other similar tools on our websites. They help us to see returning visitors and store data for later use.

You can adjust the settings in your browser to stop the use of cookies, but some of our Services may not work if you do so. To learn more about the cookies we use and why we use them, please read our Cookie Policy.

When do we share data with others?

To offer our Services and run our business, we must share some data.

We may share data with third parties to provide our Services. For example, we may share data with third parties whose services we use to run our business.

We may share data with third parties to comply with the law and defend our interests, and those of our partners. For example, we share data with lawyers, external advisors, and other professionals.

Social features

Some of our Services let you use "Social Features" that are offered by third parties. For example, you may be able to 'like' or 'share' things on, for example, Facebook, LinkedIn, or Twitter. To use these features you may need to have an account with the provider, and you should make sure you understand their privacy practices.

If you choose to use Social Features on our Services or access our Services from Social Features, both we and the provider may have access to data about your use. If you are logged in to a provider's services, they may be able to connect your visit with other personal data they hold about you. Other parties may use this data to place ads based on your interests on these providers' services. In addition, we may ask you if we can access and collect data from your accounts, and post content to your contacts for you.

When you link a Social Feature provider with an account for one of our Services, you grant us access to certain data about you to provide content and services. This access is governed by the privacy policy and choices you make with that provider.

Why we can use your data?

To collect and use your data, we must have a valid reason.

These reasons vary based on what we are doing but they will normally be because:

you have given us your consent to use your data.
we need fulfill a contract we have with you or take steps towards forming a contract,
it is our legal duty to use your data in certain ways, or
using your data for certain reasons is legitimate.

How long do we keep your data?

We keep your data for as long as it is needed to provide you with our Services.

To determine how long we need to keep your data, we consider:

the amount of data,
the type of data,
the risks that unintended use or disclosure could bring, and
whether we can do what we need to by using less data.

In addition, we may also keep and use your data for as long as it is needed for legal or contractual reasons, dispute resolution, fraud prevention, and security.

How do we keep your data safe?

We use best practices to help keep your data safe. However, there is always some risk when storing data or sending it over the internet. As such, we cannot guarantee the security of your data, and you should know that sharing it is done at your own risk.

To the extent we store and use de-identified data, we will not attempt to reidentify the data unless requested by you.

How can you control your data?

You can make certain choices about the way we collect, use, store, and share your data.

Sometimes these choices apply to everyone who uses a Service (for example, anyone who gets a newsletter from us can opt-out of future emails); other times these choices only apply to those covered by a certain privacy law.

We manage all of the requests raised to us as the law requires. This means there may be legal reasons why we cannot complete all requests.

Please note: we may need proof of your identity before we can start your request.

To make these choices you should use the contact information listed on our website and app.

How can you contact us?

Please contact us at info@do-io.tax if you have any questions about this Policy or our Services.

Changes to this Policy

Sometimes we need to make changes to how we collect, use, and protect your data. When we do, we will let you know by updating this policy.