Privacy Policy

Tax Automation Group, Inc., is committed to protecting the privacy of individuals whose personal data we collect (“you” or “your). Tax Automation Group may collect personal data from individuals who register to use Tax Automation Group’s services, applications, and programs (“Services”), visitors to our website, individuals who request information, prospective customers, and event attendees. This Privacy Policy describes how Tax Automation Group and its subsidiaries and affiliated companies (“Tax Automation Group” or “we”) collect, use, and disclose personal data, and the choices Tax Automation Group offers regarding its collection and use of personal data.

Personal Data Collected

Data collected from you:

Tax Automation Group collects personal data directly from you, for instance when you inquire about one of Tax Automation Group’s Services, or from your interactions with our website, products or Services. Details include:

Contact details. When you inquire about our Services, register for an event or seminar, download content like white papers, or enter a live chat, we may collect your contact details, such as your name, company, address, phone number, fax number, and email address. If your company uses the Services and we provision you an account, we may collect your name, email address, and associated IP address as part of your company’s use of the Services.

Account creation. When you create an account with us via our website, we may collect your contact details and a password.

Billing data. When you purchase Services or register to attend an event, we may collect billing and payment information.

Device and usage data. When you use our website or our Services, we may also automatically collect data about your device and about your usage of and activity on our website and Services. For example, we collect your device’s operating system type, IP address, device identifiers, browser type, device type, domain name, access times, and the duration of visit, and other information.

Data from our mobile apps. When you use our mobile Services, we may collect your contact details, the geographic location of the device, the geographic locations you provide to our Services, and geographic areas derived from your IP address. We may also collect information about your invoices such as postal addresses, invoice numbers, exemption certificate numbers, item descriptions, quantities, and amounts.

Chat data. When you start a live chat, Tax Automation Group will collect a log about your interaction with Tax Automation Group’s chat agents.

Cookies and Other Technologies. When you navigate our website, we may use cookies or other technologies to collect data about your device and activity on our website. For more information about the Cookies and Other Technologies we use, the data we collect and your choices, please see the section entitled Cookies and Other Technologies below.

Personal data collected from other sources:

Tax Automation Group may also collect personal data from other sources, including third parties from whom we have purchased data, and we may combine this data with data we already have about you. For example, we may collect personal data from:

Partners. Tax Automation Group may engage in joint marketing activities or event sponsorships with our third-party partners and we may collect personal data about you from these activities. We also allow partners to provide referrals to Tax Automation Group of individuals who may be interested in learning more about Tax Automation Group’s Services. We rely on our partners to obtain your permission before sharing your personal data with us.

Service Providers. Tax Automation Group may also engage with third party service providers who help us understand how our customers are using Tax Automation Group’s Services.

How We Use Your Personal Data

Tax Automation Group uses your data to provide you with and improve upon the Services that you or your company requests, to communicate with you, and to advertise to you through third party publishers.

Providing and Improving Tax Automation Group’s Services. Tax Automation Group uses the data you provide, or data that we collect when you use our Services, to operate our Services, provide you with the Service that you or your company has requested, and to continually improve our Service offerings, internal systems, website, and processes. We may use your data to authenticate your ability to access and use the Services. We also use your data to detect and prevent fraud, protect the security of our website and Services, and enhance the safety of our Services.

We may also use data provided by you or collected by third party service providers or partners on our behalf to troubleshoot or provide customer support.

We may also use your data to plan and host corporate events, including online webinars.

Communicating with you. Tax Automation Group’s website allows you to download white papers, fill out forms for more details about our Services, and to engage with us via our chat functionality. You can also register to attend online seminars or in-person events. We use this information to provide you with the material you requested, to follow up with you about your interest in the Services, or to register you for the event you request. We may also use personal data to understand you and your preferences so that we may enhance your experience and send you information about Tax Automation Group, our affiliates, and our partners, such as information about promotions or events.

Tax Automation Group may also receive personal data from other sources, including third parties from whom we have purchased data, and combine this with the data we already have about you. This helps us to update, expand and analyze our records, identify new customers, and create more tailored advertising to provide products and services that may be of interest to you.

If you follow or like Tax Automation Group on third party social media sites, we can see your public profile and may direct advertising to you.

Advertising. We may use data collected via cookies and other technologies to manage our advertising on other sites or to provide you offers or advertisements based upon your browsing activities and interests. For more details please see the Cookies and Other Technologies section below.

Legal bases for processing (EEA users). We collect and process information about users based in the European Economic Area where we have a basis to do so under applicable law. Tax Automation Group relies on one of the following four legal bases for processing your data:

• Contract. When you or your company enter into an agreement with us, we will process your data to fulfill the terms of our contract.

• Legitimate interest. We have a legitimate interest in protecting the safety and security of our Services, operating and improving the Services,supporting our customers, marketing and promoting the Services, and protecting our interests.

• Consent. In some cases, you will give us consent to use your data for a specific purpose.

• Legal obligation. We may be required to process your data to comply with a legal obligation.

Why We Share Personal Data

Service Providers. Tax Automation Group may share your data with our contracted service providers and vendors so that these service providers and vendors can perform services on our behalf. For example, we use a third-party customer relationship management platform or data analytics platform to organize data and better understand our customers and prospective customers. These service providers are authorized to use your data only as necessary to provide the requested services to us. We may also share personal data with third-party social networking websites, like LinkedIn, for our marketing and advertising on those websites. Unless described in this Privacy Policy, Tax Automation Group does not share, sell, rent, or trade any data with third parties for their promotional purposes.

Affiliates and Subsidiaries. We may share your data with our subsidiaries and affiliates (those entities under common control) to provide the Services you request, such as customer support, marketing, technical operations, and account management purposes.

Tax Automation Group Partners. Tax Automation Group’s extensive partner network provides a broad range of integrations that enable our Services to interconnect with third party software. We may share your data with these partners to support our mutual customers. We may also share your data with our partners who co-sponsor events that you choose to attend.

Billing. Tax Automation Group uses a third-party service provider to manage credit card processing. This service provider is not permitted to store, retain, or use billing information except for the sole purpose of credit card processing on our behalf.

Compelled Disclosure. Tax Automation Group reserves the right to share your data if required by law or to comply with a judicial proceeding, court order, or valid legal process. We may also disclose your data to protect the rights and property of Tax Automation Group, our agents, employees, partners and customers, including to prevent or stop an attack on our systems or network or to prevent spam or attempts to defraud our users. Finally, we may also need to disclose your data in connection with or during the negotiation of any merger, financing, acquisition, bankruptcy, dissolution, transaction or proceeding involving the sale, transfer, divestiture or disclosure of all or a portion of our business or assets to another company.

How to Manage Your Personal Data

Communication Preferences. If you have received promotional communications from Tax Automation Group via email and would like to opt-out of future communications, you can click on the “unsubscribe” link located on the bottom of the emails message. If you unsubscribe from receiving promotional communications, you may still receive transactional messages regarding Service notifications, updates to our terms or Privacy Policy, or our ongoing relationship. To opt out of other forms of communication, you may unsubscribe by contacting us using the information in the “Contacting Us" section below.

Managing personal data. Tax Automation Group provides different accounts with varying functionality depending on the Services users access. Tax Automation Group accounts generally permit you to update your user settings or profile by logging into the applicable website or Service with your username and password. If you do not have an account but wish to make a request to manage your data, you can contact Tax Automation Group using the information in the “Contact Us” section below.

Requests to manage your data will be addressed within a reasonable timeframe. If you are an employee of an Tax Automation Group customer, you may also wish to contact your company’s system administrator for assistance in managing your data.

International Transfers of Personal Data

Tax Automation Group may process and store your data in your region or we may transfer it to the United States or to other countries in which we have affiliates, subsidiaries, or service providers. We may transfer data from the European Economic Area and Switzerland to other countries and, when we do, we use legal mechanisms like contracts to make sure there is an adequate transfer mechanism in place.

Changes to this Privacy Policy

Tax Automation Group reserves the right to change this Privacy Policy. We will give you notice, prior to the change taking effect, when we launch material updates.

Contact Us

If you have any questions or complaints about this Privacy Policy, please email us at dataprivacy@taxautomationgroup.com.

Tax Automation Group is the data controller for some of the personal data described in this Privacy Policy and is located at 1150 1st Ave #501, King of Prussia, PA 19406 USA. If you use Tax Automation Group’s Services through your company or organization, then Tax Automation Group is the data processor with respect to your data and your company or organization is the data controller.

Cookies and Other Technologies

We use cookies (a small text file sent from a website and stored on your device) to help our website recognize your browser and remember things about your device so your interactions with our websites are easy and meaningful. We may also use or allow a limited number of third parties to use other technologies like web beacons on our website, so we can better understand the effectiveness of our promotions and advertisements on those third party websites. We may also use web beacons in our email marketing communications to understand campaign effectiveness and determine whether our emails have been opened or acted upon.

Tax Automation Group sets cookies and uses other technologies to do the following:

• Authenticate and identify you on our websites so we can provide you the Services you request;

• Remember your preferences and keep track of information you have provided us;

• Understand how you are interacting with our websites so that we can better anticipate your needs and improve our websites;

• Generate analytics and performance metrics to understand what features or content are the most popular with our users; and

• To deliver advertising about our products and services that is more relevant and meaningful to you and to understand the effectiveness of our advertising.

When you navigate our website, we may collect standard data from your web browser related to the use of our website, such as your computer’s operating system type and version, Internet protocol (IP) address, access times, browser type and language, and the websites you visited before coming to our website. We may then associate this data with the cookie Tax Automation Group sets.

Most browsers provide controls to block or delete cookies. Please refer to your browser settings to manage cookies.