This privacy policy has been compiled to better serve those who are concerned with how their 'Personally Identifiable Information' (PII) is being used online. PII, as described in US privacy law and information security, is information that can be used on its own or with other information to identify, contact, or locate a single person, or to identify an individual in context. Please read our privacy policy carefully to get a clear understanding of how we collect, use, protect or otherwise handle your Personally Identifiable Information in accordance with our website.

When ordering or registering on our site, as appropriate, you may be asked to enter your name, email address, mailing address, phone number, social security number, Income Tax Documents or other details to help you with your experience.

We collect information from you when you fill out a form or enter information on our site.

We may use the information we collect from you when you register, make a purchase, sign up for our newsletter, respond to a survey or marketing communication, surf the website, or use certain other site features in the following ways:

To quickly process your transactions.

Our website is scanned on a regular basis for security holes and known vulnerabilities in order to make your visit to our site as safe as possible.

We use regular Malware Scanning.

Your personal information is contained behind secured networks and is only accessible by a limited number of persons who have special access rights to such systems, and are required to keep the information confidential. In addition, all sensitive/credit information you supply is encrypted via Secure Socket Layer (SSL) technology.

We implement a variety of security measures when a user places an order to maintain the safety of your personal information.

For your convenience we may store your credit card information kept for more than 60 days in order to expedite future orders, and to automate the billing process.

Yes. Cookies are small files that a site or its service provider transfers to your computer's hard drive through your Web browser (if you allow) that enables the site's or service provider's systems to recognize your browser and capture and remember certain information. For instance, we use cookies to help us remember and process the items in your shopping cart. They are also used to help us understand your preferences based on previous or current site activity, which enables us to provide you with improved services. We also use cookies to help us compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future.

We use cookies to:

Compile aggregate data about site traffic and site interactions in order to offer better site experiences and tools in the future. We may also use trusted third-party services that track this information on our behalf.

You can choose to have your computer warn you each time a cookie is being sent, or you can choose to turn off all cookies. You do this through your browser settings. Since browser is a little different, look at your browser's Help Menu to learn the correct way to modify your cookies.

If you turn cookies off, some features will be disabled. It won't affect the user's experience that make your site experience more efficient and may not function properly.

However, you will still be able to place orders .

Third-party disclosure

We do not sell, trade, or otherwise transfer to outside parties your Personally Identifiable Information unless we provide users with advance notice. This does not include website hosting partners and other parties who assist us in operating our website, conducting our business, or serving our users, so long as those parties agree to keep this information confidential. We may also release information when it's release is appropriate to comply with the law, enforce our site policies, or protect ours or others' rights, property or safety.

However, non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.

Third-party links

Occasionally, at our discretion, we may include or offer third-party products or services on our website. These third-party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.

Fair Information Practices

The Fair Information Practices Principles form the backbone of privacy law in the United States and the concepts they include have played a significant role in the development of data protection laws around the globe. Understanding the Fair Information Practice Principles and how they should be implemented is critical to comply with the various privacy laws that protect personal information.

In order to be in line with Fair Information Practices we will take the following responsive action, should a data breach occur:

We will notify you via email

Within 1 business day

We will notify you via phone call

Within 1 business day

We also agree to the Individual Redress Principle which requires that individuals have the right to legally pursue enforceable rights against data collectors and processors who fail to adhere to the law. This principle requires not only that individuals have enforceable rights against data users, but also that individuals have recourse to courts or government agencies to investigate and/or prosecute non-compliance by data processors.

CAN SPAM Act

The CAN-SPAM Act is a law that sets the rules for commercial email, establishes requirements for commercial messages, gives recipients the right to have emails stopped from being sent to them, and spells out tough penalties for violations.

Process orders and to send information and updates pertaining to orders.

To be in accordance with CANSPAM, we agree to the following:

Not use false or misleading subjects or email addresses.

Identify the message as an advertisement in some reasonable way.

Include the physical address of our business or site headquarters.

Monitor third-party email marketing services for compliance, if one is used.

Honor opt-out/unsubscribe requests quickly.

Allow users to unsubscribe by using the link at the bottom of each email.

If at any time you would like to unsubscribe from receiving future emails, you can email us at

Follow the instructions at the bottom of each email.

and we will promptly remove you from ALL correspondence.

Refund Policy

Upon the written request of Customer received by UpTax within 72 hours of the date of placing an order for Tax Compliance Software with UpTax, UpTax shall refund all license fees paid by Customer under the order, less an 18% order processing fee. Customer understands and agrees that UpTax shall have incurred expenses in anticipation of its performance under this Agreement and that no refund shall be made for any reason more than 72 hours after the date of placing an order with UpTax. If the software is installed before the 72 hour cancellation period expires, Customer will not qualify for a refund. Electronic filing fees are non-refundable and accrue at the time of the filing.

Customer expressly agrees to not use credit card charge-back as a means of terminating this Agreement. Customer acknowledges that the Tax Compliance Software will be delivered to Customer after the software developer finishes development sometime in Q4 of 2016. Deliveries are f.o.b. point of shipment. Customer agrees that orders of software, products and/or services through uTax are not contingent on, and Customer has not relied on, the delivery of any future functionality regardless of any communication about future plans. Unavailability of the software prior to January 2017 or alleged claims of future promise shall not be used as grounds to terminate this Agreement. Should Customer attempt to terminate this Agreement through any financial recovery methods offered by a financial institution, uTax Software reserves the right to charge Customer a $50 fee.

Contacting Us

If there are any questions regarding this privacy policy, you may contact us using the information below.

UpTax Software, LLC

888-50-UPTAX (8-7829)

support@uptaxsoftware.com