What Information Do We Collect About Our Customers?
Personal Information. Mason Accounting & Tax Services requires each customer to provide us with personal information (collectively "Personally Identifiable Information") to access and use Mason Accounting & Tax Services products and services. Personally Identifiable Information is captured when a visitor accesses Online Services, or speaks on the phone with a Mason Accounting & Tax Services employee, and willingly discloses that information. This disclosure may occur when a visitor registers with an Online Service, engages in transactions, contacts customer service, or participates in contests, promotions, surveys, forums, content submissions, requests for suggestions, or other aspects of services offered by Mason Accounting & Tax Services.
Personally Identifiable Information includes but is not limited to: (i) "Contact Data" (such as your name, address, city, state, zip code, phone number, and email address); (ii) "Financial Data" (such as your credit card number, expiration date, and verification code or bank account information); (iii) "Demographic Data" (such as your zip code and sex); and (iv) other "Legal Data" (such as your social security number, mortgage information, automobile information, marital information, trade secrets, inventions, and idea submissions and other sensitive information necessary to generate legal documents).
We may also receive information about our customers or potential customers from other sources, including employers who have purchased our products on behalf of their employees. In some instances we may combine this data with information we already have or that we later receive from our customers. This helps us to update, expand and analyze our records and to provide better service to customers. We will only use this information for the specific reasons that it was pro-marketing-related may include marketing-related uses. Examples of the types of Personally Identifiable Information that we may receive from third parties include Contact Data and Legal Data.
We may collect the information of 3rd party individuals as necessary, such as to ask our customers to indicate beneficiaries of a will, record shareholders of a company or register authorized contacts to access their Mason Accounting & Tax Services account. Mason Accounting & Tax Services uses this information for the sole purpose of administering its services to our customers and does not use such information for any other reason.
If you believe that one of your contacts has provided us with your personal information and you would like to request that it be removed from our database, please contact us at email@example.com.
Testimonials and Reviews.
We display personal testimonials of satisfied customers received through email surveys. We ask for your specific consent as part of the survey. If you wish to update or delete your testimonial, you can contact us at firstname.lastname@example.org. We also display customer reviews. If you provide a review that we display and wish to update or delete it, you can also contact us at email@example.com.
In the regular course of our business, Mason Accounting & Tax Services may monitor and record phone conversations or email communications between you and Mason Accounting & Tax Services employees for training and quality assurance purposes. We may receive a confirmation when you open or click on content in an email from us, which helps us make our communications to you more useful and interesting. If you do not wish to receive an email from Mason Accounting & Tax Services, you may unsubscribe from our mailing list by using the "Unsubscribe" link on any of the emails we send.
How Do We Use the Information We Collect and Do We Share the Information We Receive?
We use the information we collect to communicate with you, process your orders, facilitate your transactions with our third-party marketing partners, for research into how to improve our product offerings and inform you of offers and discounts. For example, you may receive a welcome email that confirms your username and password, and later receive communications responding to your inquiries, providing services you request, and managing your account. We occasionally send service-related announcements, for example, to alert you if we need to temporarily suspend the Site for maintenance.
We send promotional emails and newsletters from time to time to users who have registered on the site and to those who have opted in to receive such emails. Generally, you may not opt-out of service-related or transactional communications, which are not promotional. If you do not wish to receive service-related communications, you may terminate your account by contacting Customer Care at firstname.lastname@example.org or 1-800-580-0148. However, you can opt-out of promotional communications by using the "Unsubscribe" link and following the unsubscribe instructions in any electronic communication or by emailing us at email@example.com.
You may choose not to provide Mason Accounting & Tax Services with Personally Identifiable Information or you may turn off cookies in your browser by changing its settings. If you make these decisions, you may continue to use the Online Services and browse its pages. However, Mason Accounting & Tax Services cannot process orders without Personally Identifiable Information.
We share customer information with third parties only as follows:
Mason Accounting & Tax Services, sometimes with the assistance of a third party or Mason Accounting & Tax Services subsidiary, may use your Personally Identifiable Information to process your payment through merchant account services, and to generate the products and services you order. Your Contact Data may be used to follow up with you on transactions you initiate, respond to inquiries, inform you of changes to Online Services, and send you additional information about Mason Accounting & Tax Services and its products and services.
Registered Agent Requests.
If you designate a person or company other than Mason Accounting & Tax Services to serve as the registered agent for your business entity, Mason Accounting & Tax Services may provide your name and contact information to that party, if the designee requests.
Third Party Marketing.
Unless specifically authorized by you, we do not provide Personally Identifiable Information to third parties for their marketing purposes. If you express interest in a third party offer or purchase a package that includes a third party offer, we may provide your Personally Identifiable Information to that third party solely in connection with the offer you have selected. If you later decide to opt-out from allowing Mason Accounting & Tax Services to share your Personally Identifiable Information with third parties for their marketing purposes, you may do so by contacting Customer Care at firstname.lastname@example.org or 1-800-580-0148. To the extent that Mason Accounting & Tax Services has already shared your Personally Identifiable Information with third parties for their marketing purposes prior to your decision to opt-out, you may opt out from future marketing by contacting the Third Parties directly.
Required by Law.
>We may also disclose your personal information: as required by law, such as in response to a subpoena, a lawful request by a public authority, including to meet national security or law enforcement requirements, or similar legal process, and when we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a legal request.
Contact Data and Traffic Data are used to gather general statistics about our customers and visitors. We may use Demographic Data to generate collective information about our users, but not in a way that identifies any user specifically. For example, we may inform third parties about the number of registered users and unique visitors, and the pages most frequently browsed.
Legal Plan Attorneys and Attorney-Assisted Products.
As a convenience to you and your attorney, we may share your Personally Identifiable Information, information about your order, and your order history with your legal plan attorneys and with attorneys who service our attorney-assisted products. We will notify you prior to sharing this information and, where the information is not necessary to complete your order, give you the opportunity to opt-out.
We may share your Personally Identifiable Information with companies that provide support services to us (such as a printer or email service provider), help us market our products and services, or for training purposes. These companies may need information about you in order to perform their functions. These companies are not authorized to use the information we share with them for any other purpose.
Partner and Affiliate Tracking.
Social Media Widgets.
How Secure Is the Personal Information We Collect?
Our Commitment to Data Security. We strive to make certain that our servers and connections incorporate the latest encryption and security devices. We have implemented physical, electronic, and managerial procedures to safeguard and secure the information we collect. Credit card and personal information are transmitted by secure servers (SSL). Documents are delivered to you via UPS or similar overnight delivery services, the United States Postal Service, or email. Unfortunately, no data transmission is guaranteed to be 100% secure and we therefore cannot guarantee the security of information you transmit to or from the Site, Applications, or through the use of our services, and you provide this information at your own risk.
ACCORDINGLY, WE DISCLAIM LIABILITY FOR THE THEFT, LOSS, OR INTERCEPTION OF, OR UNAUTHORIZED ACCESS OR DAMAGE TO, YOUR DATA OR COMMUNICATIONS BY USING THE SITE, APPLICATIONS, AND OUR SERVICES. YOU ACKNOWLEDGE THAT YOU UNDERSTAND AND ASSUME THESE RISKS.
IF YOU BELIEVE YOUR PRIVACY HAS BEEN BREACHED THROUGH USE OF OUR WEBSITE, APPLICATIONS, OR OTHER SERVICES PLEASE CONTACT US IMMEDIATELY AT 1-800-580-0148.
Changes to this Policy.
PO Box 120487, Clermont, FL, 34712-0487