Privacy Notice for California Residents
Last updated on January 17, 2024
Your Rights
This Privacy Notice for California Residents (“Privacy Notice”) is provided by E-file.com LLC (“E-file.com”, “we”, and “us”) solely for website visitors and users of our products and services who reside in the State of California (“you”). The information contained in this Privacy Notice supplements the information provided in our Privacy Policy and is posted to comply with the California Consumer Privacy Act (“CCPA”) as amended by the California Privacy Rights Act (“CPRA”), and other California privacy laws. In the event of a conflict between this Privacy Notice and our Privacy Policy, this Privacy Notice shall govern.
This Privacy Notice applies to information about you collected via our website ( www.e-file.com ) and the services provided thereon (collectively “Platform”). E-file.com is a financial institution that collects personal information governed by the Gramm-Leach-Bliley Act (“GLBA”). The CCPA gives California residents certain rights related to the personal information that businesses collect about them. These rights do not apply, however, to certain information, including information subject to the GLBA. For example, this Privacy Notice does not apply to any information that we collect about you when you seek, apply for, or obtain our financial products and services for personal, family, or household purposes. Most of the personal information that E-file.com collects about consumers relates to financial products and services that we provide.
This Privacy Notice does not apply where E-file.com processes your information in our role as a service provider on behalf of a customer or entity (for example, where E-file.com processes your information on behalf of companies that custom-label our Platform). When we act as a service provider, the privacy policy and related notices of the company for which we process data will govern.
What Information We Collect
When you interact with our Platform, we may collect information that identifies, relates to, describes, or is reasonably capable of being associated with or linked to you (“Personal Information”). The types of Personal Information that we collect are detailed in our Privacy Policy. In addition, the categories of Personal Information that we have collected about you within the last twelve (12) months, the sources of and purposes for which we have collected such information, and information about to whom we have disclosed or sold, or with whom we have shared such information are below. The examples of information provided below include both information collected in connection with financial products and services (which may be exempt under the CCPA) as well as other information (which may be covered by the CCPA).
| Category | Description/Examples | Collected/Source of Information | Business Purpose for Use or Disclosure to "Service Providers" (defined below) | Sold or Shared to "Third Parties" (defined below) |
| Identifiers |
Names, addresses, unique personal identifiers, IP addresses, SSNs |
Yes, from you if you entered the information to create an account with us or to prepare a tax return; from your device via cookies or other digital technologies (e.g., IP address) |
We use this information in accordance with Section 7216 of the IRS Code (“Section 7216”) and other applicable laws, to prepare, assist in preparing, or obtain or provide services in connection with preparing your tax return; to provide you with the products and services you specifically request or consent to; or as required by law. We use certain identifiers to provide service communications; conduct general business operations; improve our services; analyze our customer base and effectiveness of our marketing; provide notification of related products and services; and personalize your online experience. |
We may share IP addresses and other unique identifiers such as your email with businesses that provide marketing and analytics services. We may also share information with legal authorities as required by law, and entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business). |
|
Personal Information covered by Section 1798.80 of the California Code (information that identifies you and isn’t already public knowledge) |
Bank account number, credit card number, or other financial information |
Yes, from you if you entered the information in your account |
We use this information in accordance with Section 7216 and other applicable laws, to prepare, assist in preparing, or obtain or provide services in connection with preparing your tax return; to provide you with the products and services you specifically request or consent to; or as required by law. |
No, we do not share this information with third parties unless required by law to legal authorities. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business). |
|
Information about protected classifications California or federal anti-discrimination laws |
Age, marital status, veteran or military status |
Yes, from you, if you entered the information for your tax return |
We use this information in accordance with Section 7216 and other applicable laws, to prepare, assist in preparing, or obtain or provide services in connection with preparing your tax return; to provide you with the products and services you specifically request or consent to; or as required by law. |
No, we do not share this information with third parties unless required by law to legal authorities. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business). |
|
Commercial information |
Products or services purchased, consumer history |
Yes, from you, if you made a purchase with us |
We only collect and use commercial information in relation to providing tax preparation-related services and products. We may share this information with our affiliates and Service Providers. |
No, we do not share this information with third parties unless required by law to legal authorities. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business). |
|
Biometric information |
Fingerprint, voiceprint, facial recognition, eye recognition |
No |
N/A |
N/A |
|
Information about your online activity such as search and browsing history and whether you viewed or clicked on a particular site, app, or ad |
Browsing and search history, click history, view history, usage of particular features on our website |
Yes, from your activity via your device |
We use information about your online activity to personalize or customize your experience, develop new features or services, and to improve the overall quality of our product offerings. We may share this information with our affiliates and Service Providers. |
We may share this information with third parties that provide marketing services, legal authorities as required by law, and entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business). |
|
Geolocation data |
City and state location of your device |
Yes, from your device |
We may use this data for targeted messaging and remarketing purposes, to show you ads for our products and services. We may share this information with our affiliates and Service Providers. |
We may share this information with third parties that provide marketing services, legal authorities as required by law, and entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business). |
|
Sensory data |
Audio, electronic, or similar information |
Yes, audio data may be collected from you only if you call our customer service phone number. You are notified at the beginning of the call whether the call is recorded. |
We use this information in accordance with Section 7216 and other applicable laws, to prepare, assist in preparing, or obtain or provide services in connection with preparing your tax return; to provide you with the products and services you specifically request or consent to; or as required by law. |
No, we do not share this information with third parties unless required by law to legal authorities. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business). |
|
Professional or employment-related information |
Job application, resume, and related materials |
Yes, from you if you entered the information on your tax return or if you submitted the information as part of a job application with us. |
We use this information in accordance with Section 7216 and other applicable laws, to prepare, assist in preparing, or obtain or provide services in connection with preparing your tax return; to provide you with the products and services you specifically request or consent to; or as required by law. If you submitted this information for a job application, we use this information to determine your job eligibility. |
No, we do not share this information with third parties unless required by law to legal authorities. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business). |
|
Educational information |
Information that is not publicly available but directly or indirectly relates to or identifies a student |
Yes, from you if you entered the information on your tax return or if you submitted the information as part of a job application with us. |
We use this information in accordance with Section 7216 and other applicable laws, to prepare, assist in preparing, or obtain or provide services in connection with preparing your tax return; to provide you with the products and services you specifically request or consent to; or as required by law. If you submitted this information for a job application, we use this information to determine your job eligibility. |
No, we do not share this information with third parties unless required by law to legal authorities. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business). |
|
Inferences drawn from other Personal Information |
Inferences drawn from the information we collect that can be used to create a profile reflecting your preferences, characteristics, behavior, attitudes, etc. |
Yes, from your device |
N/A |
We may share this information with third parties that provide marketing services, legal authorities as required by law, and entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business). |
Retension
We determine the retention period for each of the categories of Personal Information listed above based on (1) the length of time we need to retain the information to achieve the business or commercial purpose for which it was obtained, (2) any legal or regulatory requirements applicable to such information, (3) internal operational needs, and (4) any need for the information based on any actual or anticipated investigation or litigation.
Your Rights
The CCPA provides you with certain rights regarding your Personal Information, as described below.
Right to Know
You have a right to know what Personal Information we have collected, used, shared, or sold about you in the last twelve months, and why. This information has been provided in the table above as well as in our Privacy Policy. If you need further information, please contact us in writing at E-file.com LLC, 830-13 A1A North #484 Ponte Vedra Beach, FL 32082 or by email to support @ e-file.com.
Right to Access and Portability
You have a right to request access to the Personal Information we have on file for you. You also have the right to request a copy of that information, and we will provide you this information unless legal exceptions apply. If you want to access your information or receive a copy, send a description of the information you want to access to E-file.com LLC, 830-13 A1A North #484 Ponte Vedra Beach, FL 32082 or by email to support @ e-file.com.
A verifiable request may be submitted by a California resident, the California resident’s parent if a minor, a person registered with the California Secretary of State that is authorized to act on your behalf, or a person who has power of attorney or is acting as your conservator, in accordance with CCPA requirements. Your request must provide sufficient information that allows us to reasonably verify you are the person about whom we collected Personal Information (or an authorized representative), and sufficient detail that allows us to properly understand, evaluate, and respond to your request.
We will confirm receipt of your request within ten (10) days of receipt. E-file.com will respond to the request within forty-five (45) days of receipt. The period of response may be extended another (45) days if more time is required. In that event, we will inform you of the reason and extension period in writing.
We do not charge a fee to process or respond to your verifiable consumer request unless it is excessive, repetitive, or unfounded.
Right to Delete Information
You have the right to ask us to delete your Personal Information, subject to exceptions. To request deletion of your Personal Information, please send us a verifiable request to E-file.com LLC, 830-13 A1A North #484 Ponte Vedra Beach, FL 32082 or by email to support @ e-file.com.
Right to Correct Information
You have the right to request that we correct inaccurate Personal Information that we maintain about you, taking into account the nature of such information and the purposes for which we process such information. To request correction of your Personal Information, please send us a verifiable request with an explanation how such information is inaccurate to E-file.com LLC, 830-13 A1A North #484 Ponte Vedra Beach, FL 32082 or by email to support @ e-file.com.
Right to Opt Out (“Do Not Sell My Information”)
You have the right to opt out of the “sale” or “sharing” of your Personal Information to “Third Parties.”
Entities to whom we disclose information for business purposes are “Service Providers”, which are companies that we engage to conduct activities on our behalf. Service Providers may help us to provide you products and services, complete transactions, support our everyday operations, or assist in the management and development of our tax software business. We restrict Service Providers from using personal information for any purpose that is not related to our engagement. Information that is covered under the GLBA (and therefore exempt from the CCPA) may be shared with Service Providers.
Entities to whom we “sell” or with whom we “share” information are “Third Parties” for purposes of this policy. Under the CCPA, a business “sells” personal information when it discloses personal information to a company for monetary or other benefit. A company may be considered a Third Party either because we disclose personal information to the company for something other than an enumerated business purpose under California law, or because its contract does not explicitly restrict it from using personal information for purposes unrelated to the service it provides to us. A business “shares” personal information when it discloses personal information to a company for purposes of cross-context behavioral advertising.
While we do not sell information for monetary gain, under the CCPA's definition of a “sale”, we may “sell” personal information when we permit a Third Party's cookie or similar technology to collect information about you via our website. We may share some information about your website experience that is not sensitive or financial in nature with Third Parties. We do not sell information that directly identifies you or that you submit to us when you use our tax preparation services.
To opt out of sharing information with Third Parties please visit:
Right to Non-Discrimination
The CCPA prohibits a business from discriminating against California consumers for exercising the rights outlined above. We will not discriminate against you for submitting such requests by:
• Denying goods or services to you;
• Charging different prices or rates for goods or services, including through the use of discounts, benefits, or other penalties;
• Providing a different level or quality of goods or services; or
• Suggesting a different price or quality of goods or services will apply if rights are exercised.
In addition, we do not offer any financial incentives or differences in price or service, in an attempt to influence your decision whether or not to exercise any of your rights under the CCPA.
Changes to this Privacy Notice
We may change this Privacy Notice from time to time. When we do, we will post the revised version on our website. The Privacy Notice was last updated and became effective on the date posted at the top of this page.