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Accounting Fulfillment Services, LLC, operating under the name Prep My Account (referred to as "we," "us," or "Prep My Account"), is dedicated to safeguarding the privacy of all individuals who visit our website or register to utilize our services or mobile applications. This Privacy Notice (the "Notice") aims to inform you about our practices concerning the collection, use, storage, and disclosure of information gathered through our website or mobile applications, as well as the consent required for these activities. This Notice is applicable to our website, www.prepmyaccount.com (the "Website"), our mobile applications (the "Applications"), and any services that provide a link to this Notice. We encourage you to read this Notice thoroughly before using or providing any information to this site.

Your use of this Website

Utilizing this Website signifies your acceptance of the terms outlined in this Notice and the enforcement of any relevant laws and regulations. By submitting personal data and any other information through this Website, you acknowledge that such data and information will be collected, utilized, and disclosed in accordance with this Notice.

Our services are intended for businesses and are not directed towards children. We do not gather information from children aged 13 and under. If you are utilizing our services to file personal tax returns, it is possible that we may receive information regarding children from you.

Information we collect

We will handle and process your personal data in a lawful, fair, and transparent manner. "Personal Data" refers to data that relates to you and from which you can be reasonably identified. Examples of Personal Data include your full name, email address, postal address, telephone number, job title, or the company you are employed by. We acknowledge the value of your Personal Data and will process it in compliance with applicable laws.

We will collect and utilize your Personal Data exclusively for the legitimate and specified purposes outlined in this Notice. We use your Personal Data to:

  • Establish your account and confirm your identity;
  • Deliver the services and associated activities you have requested;
  • Send direct and digital marketing communications through email, direct mail, and telephone, or via tailored online experiences;
  • Reach out to you if you have requested contact or to provide the information you sought;
  • Enhance customer service when you reach out to us;
  • Elevate the quality, content, and overall user experience of the Website and Applications;
  • Inform you about new features and updates related to the Website or our Applications and services;
  • Conduct surveys; and
  • Address various business requirements such as website management, security and fraud prevention, legal compliance, and business continuity.

Information you provide to us

The Website and Applications actively gather information from visitors by posing specific questions during interactions, such as:

  • Registering on our Website or Applications;
  • Signing up to receive information from us;
  • Making a purchase for services;
  • Accessing specific sections of the Website or Applications, like the Client Portal;
  • Utilizing designated features of the Website;
  • Or by allowing you to communicate directly with us via email. You have the option to refrain from entering any of your Personal Data into the Website or Applications. However, if you opt not to provide your Personal Data in these situations, we will be unable to respond to your inquiry, continue communications with you, and/or deliver the requested services.

 Depending on the nature of your communication with Prep My Account regarding your visit to the Website or Applications, we will utilize your Personal Data as follows:

  • If you are inquiring about how our services can assist your business, we will utilize your Personal Data to address any inquiries you may have and/or to furnish you with the information you request from us, as it is essential for us to use your Personal Data to communicate with you, respond to your request, and foster the relationship between us;
  • If you access or download a content asset (such as a white paper, case study, competitive analysis, etc.), we will employ your Personal Data to provide you with information and materials that may be pertinent or associated with the content asset you accessed or downloaded;
  • If you are inquiring about how we can offer the Prep My Account services to your business, we will use your Personal Data to evaluate how your business might benefit from our services;
  • If you are an existing client, supplier, or partner, and you are making an inquiry regarding your agreement or relationship with us, we will utilize your Personal Data to respond to you as an existing client, supplier, or partner concerning a pre-existing agreement or relationship.

It may also be necessary for us to:

  • use your Personal Data to execute an agreement with your business, as we would be unable to provide or receive those services from your business without that information (for instance, if a specific service or information is to be delivered to you at your business, we would not be able to provide that service or information unless we could use your Personal Data for that purpose);
  • use your Personal Data to fulfill a legal obligation regarding how we manage our business or our relationship with your business;
  • If you are a member of the public and are inquiring about potential employment with us, we will utilize your Personal Data to evaluate and determine how to address your inquiry concerning job openings. Our talent management and "Careers" page are managed through a third-party service provider. This provider will receive and retain your Personal Data in accordance with our service agreement and may solely use your Personal Data to supply us with candidates for job vacancies. Additionally, it may be necessary for us to utilize your Personal Data to fulfill a legal obligation related to the management of our human resources;
  • If you are making a different type of inquiry, such as requesting a "free trial," we will use your Personal Data to assess and respond to your inquiry and/or provide you with the pertinent information and/or service. Depending on the nature of your inquiry, it may also be necessary for us to use your Personal Data to comply with a legal obligation concerning the management of our business or our relationship with your business;
  • If we are unfamiliar with you or your position at your business, we may also use your Personal Data to verify your identity and the business you represent, as well as your role within that business. We do this to ensure that your inquiry is legitimate and not made for fraudulent purposes or as spam. We may also undertake this verification because we could be subject to legal obligations that require us to confirm the information you provide before establishing a relationship with you; and
  • If you choose to opt-in for marketing communications, we will use your Personal Data to reach out to you with information regarding relevant products, services, news, and events. By entering your contact details for this purpose and clicking "sign up," you will be giving your consent for us to contact you for these reasons. We will only be able to send you marketing communications if you have granted your consent.

By providing us with your information, you consent to the use of your Personal Data for the purpose of contacting you via email, direct mail, and telephone. This includes delivering personalized website experiences and sharing information regarding relevant products, services, best practices, industry news, and events. You have the right to withdraw your consent for us to contact you or to modify your communication preferences by reaching out to us at the email address provided under Contact Information below or by logging into your Client Portal. 

Should you choose not to receive any correspondence from us concerning the services we could offer your business, including communications about product information, press releases, newsletters, marketing, promotions, and other related topics, please click the "unsubscribe" link included in that promotional email or visit your Client Portal. Withdrawing your consent will not impact our use of your Personal Data prior to your withdrawal, but it will prevent us from contacting you regarding the services we may offer you or your business in the future.

Information We Collect from Your Browser and Device

As you navigate through the Website and Applications, we will automatically gather information about your interactions with the Website and Applications, including your IP address, traffic data, clickstream information, timestamps, location data, web logs, other communication data, and the resources you access when visiting the Website. Your browser or other applications on your device will interact with it. We collect this data automatically using various technologies such as cookies, web logs, beacons, and internet tags as detailed below. This information enables us to better customize our content to meet users’ needs and is collected only while you are on the Website and/or Applications. Additionally, with your permission and only if you opt-in to such functionality, we may collect specific information such as GPS data or automobile trip details.

Aside from the information that you explicitly opt to have collected from the Applications, we automatically gather and log such information on our server logs via your browser. As elaborated below, we utilize this information to troubleshoot issues with our server, compile aggregate data for statistical analysis, identify the quickest connection route for your computer to access our Website, and manage and enhance the Website and/or Applications.

Insofar as this information qualifies as Personal Data, we employ it to ensure that content from the Website and Applications is delivered in the most effective manner for you and your device, thereby enhancing our customers' online experience concerning the Website and Applications.

Information that we obtain from third parties

If an individual has referred any of our products or services to you through any of our referral programs, that individual or entity may have supplied us with your name, email address, and other Personal Data. You may reach out to us at info@prepmyaccount.com to request the removal of your information from our database. Should you provide us with information about another individual, or if another individual provides us with your Personal Data, we will solely utilize that information for the specific purpose for which it was given to us. 

If you acquire a product or service from one of our partners, our Services may be packaged with those third-party products or services, and we may receive your Personal Data to contact you for the activation of our Prep My Account Services. If you otherwise indicate interest in any of our Services through one of our partners, that partner may relay your name, email address, company name, and other Personal Data to us. If you register for or participate in an event that we sponsor, the event organizer may share your Personal Data with us. Prep My Account may also obtain Personal Data from review platforms if you comment on or review any of our Services, as well as from other third-party service providers with whom we collaborate for marketing our Services.

Sharing of information with third parties

We do not sell, rent, or lease your Personal Data to unaffiliated third parties without your consent. Additionally, we will not utilize your Personal Data to market other Services provided by us or our affiliates without your consent. Nevertheless, we may disclose your Personal Data to third parties in specific circumstances to verify your identity, address your request, and enhance your experience with the Website and Applications.

By accessing the Websites and utilizing our Services, you consent to the following disclosures:

  1. We may verify your Personal Data by searching for your name and that of your business in publicly accessible and private databases of individuals and businesses, which will utilize the information we provide to generate search results. For instance, we may employ databases such as those maintained by LinkedIn or data.com for this purpose;
  2. We may share your information with selected third parties, including:
  • Our service providers and subcontractors for the execution of any agreement we establish with them or you; our business partners, but only to the extent that you have purchased or shown interest in a product or service from such business partner or have interacted with or otherwise permitted the sharing of your Personal Data with that business partner;
  • Advertisers and advertising networks that require the data to select and deliver ads to you and others;
  • A purchaser or successor entity in the event of a sale or other corporate transaction involving some or all of our business or as necessary to facilitate the sale or transfer of business assets, or as required for external audits, compliance, or corporate governance matters;
  • Analytics and search engine providers that assist us in enhancing and optimizing the Website and Applications; and
  • We may disclose or share your information with a third party to whom we have an obligation, specifically: (i) to enforce or implement our terms of use and other agreements; (ii) as mandated by applicable laws, court orders, government regulators, or legal processes (including subpoenas); (iii) as necessary to safeguard the property, safety, and rights of others. This may involve sharing information with other companies and organizations for the purposes of fraud prevention and credit risk mitigation.

If you utilize our Services for tax preparation, service providers or subcontractors located outside the United States may gain access to your Personal Data, but only with your prior consent in accordance with Internal Revenue Service regulations. We mandate that all service providers and subcontractors enter into written agreements with us that obligate them to protect your information. They are prohibited from selling, retaining, using, or disclosing your Personal Data for any purpose other than the specific purpose of delivering the services contracted with us.

Additionally, we share your Personal Data with our affiliates for the purposes outlined in this Notice.

Use of Cookies

Our Website and Applications utilize "cookies" to improve your experience on the Website and/or services and to track your activities during your visits to the Website and Applications. Cookies are small text files that are saved on your browser and the hard drive of your computer, mobile device, or other handheld devices. These cookies retain information regarding your visits to the Website and Applications and help differentiate you from other users. Our implementation of cookies enables us to offer you a pleasant experience while navigating our Website and Application.

The utilization of cookies assists us in presenting content on the Website and Application and also allows us to gather and analyze statistics concerning the usage of the Website and Applications, which aids us in enhancing it. By continuing to use the Website and Applications, you agree to our use of cookies as outlined in this Notice.

Below is a description of the various types of cookies employed on the Website and Applications, along with details regarding their purposes. When you first access the Website and Applications, cookies that are essential for the operation of the Website and Applications (refer to those identified as "essential cookies" below) will have been set. If you prefer not to have additional cookies set, please modify your browser settings as detailed below under "Disabling or deleting cookies."

Certain cookies are removed when you close your browser; these are referred to as session cookies. Others persist on your device until they either expire or you choose to delete them. These are known as persistent cookies and allow us to retain information about you as a returning visitor.

If you wish to prevent cookies from being stored, you may disable specific cookies described below individually, or you can select the appropriate options in your web browser to delete some or all cookies. However, please be aware that if you block some or all cookies (including essential cookies), you may not be able to utilize or access all or parts of the Website and Applications, such as logging into member-specific areas.

How Cookies Are Utilized on Our Website and Applications

Session Cookies

We employ session cookies for the following reasons:

  • To manage access to subscription services that require payment.
  • To enable you to transfer information across different pages of our Website, thus eliminating the need to re-enter data.
  • To facilitate access to saved information for future reference, such as registration details.
  • To generate anonymous, aggregated statistics that help us comprehend how users interact with our Website and Applications, aiding in the enhancement of their structure.

Persistent Cookies

We utilize persistent cookies for the following reasons:

  • To manage access to subscription services that require payment.
  • To assist us in recognizing you as a unique visitor (merely a number) upon your return to our Website, allowing us to customize content according to your interests.
  • To generate anonymous, aggregated statistics that help us understand user interactions with our Website and improve its structure.
  • To internally identify you using your account name, email address, customer ID, and geographic and computer ID/IP address.
  • To customize content based on your preferences.

Third Party Cookies

Cookies from third parties are served through our Website and Applications. These are utilized for the following reasons:

  • To deliver content on our Website and Applications and monitor whether users engage with this content.
  • To regulate the frequency with which you are presented with specific content.
  • To tally the number of anonymous users visiting our Website and Applications.
  • For the analysis of usage patterns on our Website and Applications.
  • To associate the information stored in cookies with any personally identifiable information you provide while using our Website and Applications.

Disabling or Deleting Cookies

You have the option to configure your browser to delete existing cookies, preventing the reception of cookies during your subsequent visits to the website. Below are links to instructions on how to remove various types of cookies from different browsers:

  • Chrome
  • Mozilla
  • Explorer
  • Safari
  • Opera

 

If you choose to disable or delete cookies, you may find that you lose access to certain parts of the website or that the website does not function at its best. For further information regarding these features, it is advisable to refer to your browser's instructions or its help function. 

To learn more about cookies, including how to view the cookies that have been set and how to manage and delete them, please visit www.prepmyaccount.com.

Please be aware that Google and other third parties (such as advertising networks and providers of external services like web traffic analysis) may also utilize cookies as a result of your visits to other websites, which is beyond our control. To opt-out of Google Analytics, please click here.

“Do Not Track”

Currently, there is no universally accepted standard for responding to Do Not Track signals, and we do not respond to such signals. If you are a resident of California, please refer to our Supplemental Notice for California Residents here.

Security

We have established suitable technical and organizational measures on our servers, aimed at safeguarding your Personal Data from accidental or unlawful destruction, loss, alteration, unauthorized disclosure, or access to Personal Data that is transmitted, stored, or otherwise processed. It is important to remember that Internet transmissions (including emails) are never entirely secure or free from errors. Therefore, you should take precautions to protect yourself, particularly online, and exercise caution in determining what information you send to us via email or other forms of communication. Furthermore, when utilizing passwords, ID numbers, or other special access features on the Website and Applications, it is your duty to protect them. You should select a robust password, refrain from using the same password across different websites, and avoid sharing your password with anyone. Additionally, ensure that you sign out of your Client Portal and close your browser window upon completion to prevent unauthorized access to your Personal Data by others who may have access to your computer.

Links to other websites, social media and public forums

This site may include links or references to other websites. Please note that we do not have control over these external websites and, unless otherwise specified in the relevant website, this Notice does not extend to those sites. We recommend that you review the privacy and cookie policies of every website you visit. We are not liable for the security or privacy of any information gathered by these third parties.

We may provide certain functionalities related to "sharing" or "social media" on our Website and Applications. Should you opt to utilize these features, we, along with third-party social media networks, may gather specific information about you based on the function or feature you engage with. Regarding the social media functionalities (such as enabling you to post details about your activities or share your information with others on a social media platform), the collection and utilization of information, as well as your interactions with the third-party social media network, will be governed by the privacy policy of the entity offering those social media features. We bear no responsibility for the security or privacy of any information gathered by these third parties. By supplying us with Personal Data concerning other individuals, you affirm that you have obtained their consent to receive the pertinent "share" or "social media" communications.

International data transfers

We retain and process your personal data within the United States, and our services are designed to facilitate the filing and reporting of United States federal and state tax obligations. By providing us with your Personal Data, you agree to this transfer. Your Personal Data will be safeguarded in accordance with this Notice, irrespective of where it is processed or stored.

Your Privacy Rights for California Residents

If you reside in California, please refer to our Supplemental Notice for California Residents here for details on how to exercise your rights under the California Consumer Privacy Act, as amended by the California Privacy Rights Act.

Data Retention

We and our affiliates are obligated to comply with various legal and tax reporting requirements related to your Personal Information and the Services, necessitating the retention of your Personal Information for a designated period, which may extend beyond the time you cease using our Services.

Modifications to this Privacy Notice

We may periodically update this Notice to reflect changes in our practices, services, and legal requirements. Should we implement any significant alterations in how we collect, utilize, or share your Personal Data, we will inform you of these changes by posting an updated notice on the relevant site or through electronic communication, which will specify the effective date of the changes. The Notice that was applicable at the time you provided your Personal Data will govern that information unless we obtain your consent for the new Notice. We recommend that you regularly check this page to ascertain the current terms that apply to you. This Notice has been revised as of the “Last Updated” date indicated at the top of this document.

Contact Information

If you have any inquiries, comments, or concerns regarding this Notice or our privacy practices, or if you wish to lodge a complaint, please reach out to us through one of the following methods: