Last Modified: October 26, 2022
At ProClient, we collect personally identifiable information (“PII”) that may be submitted, collected via your interactions with the Platform, or through the use of tracking technology including cookies.
PII Submitted by Users
You will not be required to provide ProClient with any information when you visit our Platform. When you sign up to use a client portal, or receive login and access information for the Platform, we may collect PII such as your name, additional identifying information, email, telephone number, personal details, age, banking information, tax information, government ID, financial, accounting, and credit information, SSN, and work information. Where you submit information in this manner you consent that we may contact you via the PII provided. We will only contact you in connection with your use of the Platform. Please be aware that the ProClient Platform allows Subscribers to store PII for the purposes of tax preparation and financial services services. Such PII shall be used by Subscribers to provide any services as agreed upon between any Subscriber or User. ProClient shall use such PII at the direction of Subscriber. to ensure proper functioning of the Platform and to provide any services offered via the Platform.
PII Submitted by Subscribers
You will not be required to provide us any information when you visit our Platform. Where you submit a request for us to contact you, and when you subscribe to the Platform, we may collect PII such as your name, additional identifying information, email, telephone number, personal or business details, age, banking information, licensing information, government ID, tax information, and financial and credit information, EIN, and work information. Where you submit information in this manner you consent that we may contact you via the PII provided.
Whenever you use our Platform, we may automatically collect PII from your interactions with the Platform, which includes information such as your IP address, zip code, gender, and registration history, interactions with the Platform, usage information, location, browser, operating system and computer or device information.
3. Use of Your Information
- We use your PII for the following purposes:
- To provide any services offered and to operate ProClient Platform including sharing information with Subscribers and Users as required.
- To enhance or improve the Platform and our users’ experience.
- To analyze, understand, benchmark, and troubleshoot issues related to the Platform.
- To contact you via email or other electronic communications where you have an inquiry.
- To notify you of additional ProClient services and updates.
- For legal purposes such as fraud prevention, governmental investigation, criminal, civil, or other current or future legal proceedings.
4. Accessing, Editing, and Removing Your Information
If you have any questions or wish to review, remove, change, or access any of your information collected by us, please contact us at email@example.com. Any requests to delete or modify information shall be subject to our right to retain such information for business or legal purposes.
5. Cookies and Tracking
6.Third-Party Access to Your Information
Although you are entering into an Agreement with ProClient to disclose your information to us, we do use third party individuals and organizations to assist us, including contractors, web hosts, and others to allow you to access the Platform and you permit us to share your information with such third parties.
7. Law Enforcement
8. Opt Out of Commercial, Non-Commercial Communications and Do Not Track
If you decide to provide us with your contact information, you agree that we may send you communications via text and emails where you have opted into such communications. However, you may unsubscribe from certain communications by notifying ProClient that you no longer wish to receive these communications, we will endeavour to promptly remove you from our once we have received that request. We currently do not offer functionality for you to opt out through “do not track” listings as no DNT standard has been adopted.
9. Third Parties
10. Security Measures
We make reasonable attempts to protect your information by using physical and electronic safeguards such as data encryption, user authentication, password verification, and physical barriers. However, as this is the Internet, and the transmission of information via the Internet is never completely secure, we can make no guarantees as to the security or privacy of your information. For this reason, we recommend that you use anti-virus software, routine electronic security checks, firewalls, and other precautions to protect yourself from security and privacy threats.
11. State Privacy Rights
12. Age Compliance
We intend to fully comply with American and international laws respecting children’s privacy including COPPA. Therefore, we do not collect or process any information for any persons under the age of 18. If you are under 18 and using our Platform, please stop immediately and do not submit any information to us. In the event that we have inadvertently collected any information from users under the age of 18 please contact us immediately.
13. International Transfer
14. Merger and Acquisition
In the event that ProClient is involved in a bankruptcy, merger, acquisition, reorganization or sale of assets, your information may be sold or transferred as part of that transaction. Please be aware that once the information is transferred your privacy rights may change.
16. Contact Information
If you have any questions or require additional information related to our information collection practices, please contact us at firstname.lastname@example.org or
Attn: Ultimate Tax Service, Inc. dba ProClient 1500 Plaza Place, Muscatine, IA 52761.