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Privacy Policy

Copyrights

All website materials, including, without limitation, IntelliTax and IntelliTax™ logos, designs, text, graphics, other files, and the selection and arrangement thereof are ALL RIGHTS RESERVED Copyright © 2004-2008 TRE Financial Services LLC. You may electronically copy and print to hard copy portions of this website for the sole purpose of using materials it contains for informational and non-commercial, personal use only. Any other use of the materials in this website - including any commercial use, reproduction for purposes other than described above, modification, distribution, republication, display, or performance - without the prior written permission of IntelliTax - is strictly prohibited.

Trademarks

IntelliTax and IntelliTax logo, and the products and services described in this website, including without limitation IntelliTax, IntelliTax™, IntelliPrompt™, InfoPrompt™, IntelliAdmin™, IntelliEfile™, IntelliTransfer™, and IntelliNotes™ are either trademarks or registered trademarks of TRE Financial Services LLC and its licensors, and may not be copied, imitated or used, in whole or in part, without the prior written permission of IntelliTax. In addition, all page headers, custom graphics, button icons, and scripts are service marks, trademarks, and/or trade dress of IntelliTax, and may not be copied, imitated, or used, in whole or in part, without the prior written permission of IntelliTax. IntelliTax™ contains TaxSaver™ technology from Microsoft Corporation. TaxSaver technology © 2000 Microsoft Corporation. All Rights Reserved. TaxSaver and Microsoft® are trademarks of Microsoft Corporation. IntelliTax, (OSS) is solely responsible for the performance and accuracy of IntelliTax. Microsoft, Windows 95, Windows 98, Windows 2000, and Windows NT are either registered trademarks or trademarks of the Microsoft Corporation in the United States and/or other countries. All other trademarks, registered trademarks, product names and company names or logos mentioned herein are the property of their respective owners.

Terms and Conditions

Linked sites are not under the control of IntelliTax and IntelliTax is not responsible for the content of any linked site or any link contained in a linked site. IntelliTax reserves the right to terminate any link or linking program at any time. IntelliTax does not endorse companies or products to which it links and reserves the right to note as such on its web pages. If you decide to access any of the third party sites linked to this site, you do this entirely at your own risk.

Online Privacy Policy

IntelliTax is committed to maintaining your confidence and trust. Therefore, the following privacy policy is strictly adhered to so that we can protect personal information you provide online.

Basic Confidentiality Policy

It is IntelliTax's policy that personal information, such as your name, postal address, e-mail address or telephone number, is private and confidential. Accordingly, the personal information you provide is stored in a secure location, is accessible only by designated staff, and is used only for the purposes for which you provide the information. IntelliTax will not, under any circumstances, release or sell this information to any third party for purposes of solicitation or for any purposes other than that for which you have intended the information to be used.

Information Collected

Our web servers may collect the following information if you are accessing IntelliTax products or services:
Firm name, Firm number, Location, TranID, Contacts, Phone number, E-mail address, Fax number, Social Security number and Bank name.

No Release of Information to Third Parties

Personal information will not be released to third parties except to further the purpose for which you provide the information, or if release is required by law pertinent to judicial or governmental investigations or proceedings. There are no other circumstances under which we will provide or sell personal information to third parties.

No Computer Tracking of Identifiable Information

Our web sites are not set up to track, collect or distribute personal information about its visitors. It does recognize the home server of visitors, but not e-mail addresses. Our web sites track information about the visits to our web sites. This may include the daily number of visitors, the daily requests we receive for particular pages, the e-mail addresses of those who communicate with us via e-mail, information volunteered such as survey information and/or site registrations. These aggregated statistics are used internally to better provide services to our client base. Although these aggregate statistics may be shared with other sources, they contain no personal information and cannot be used to gather personal information on our user base.

Our sites do not permanently store cookies on your PC, but may maintain some information for the duration of the session. "Cookies" are an identification tag or code provided by a server to your browser, which your browser stores and, upon request from the same server, gives it back. It is a method of distinguishing among visitors to a Web site.

Security

Our web servers take every precaution to protect our users' information. When a client or visitor submits sensitive information via our web site, their information is protected both online and offline. When our web servers process sensitive information, that information is encrypted and is protected with the best encryption software in the industry-SSL. While we use SSL encryption to protect sensitive information online, we also protect user information offline. We have appropriate security measures in place in our physical facilities to protect against the loss, misuse or alteration of information that we have collected from you at our site.

Choice/Opt-out

If you do not want to receive e-mail from us in the future, please let us know by notifying us at remove@intellitax.com.

If you supply us with your postal address on-line, you may receive periodic mailings from us with information on new products and services or upcoming events. If you do not wish to receive such mailings, please let us know by sending us an e-mail requesting to be removed from our mailing list.

Persons who supply us with their telephone numbers on-line may receive telephone contact from us with information regarding new products and services or upcoming events. If you do not wish to receive such telephone calls, please let us know via an e-mail at the address noted above.

Correction/Updating Personal Information

Our web site visitors can have personal information corrected or updated by sending us e-mail at the address below.

Links

Our web servers may contain links to other sites. We are not responsible for the privacy practices of other web sites. Read the privacy statements of each web site that collects identifiable information.

Sharing

We may share aggregated demographic information with our partners. This is not linked to any personal information that can identify any individual person.

If you feel that this site is not following its stated information policy, you may contact us at this address or phone number.

IntelliTax

15395 SE 30th Place, Suite 300
Bellevue, WA 98007
Phone: 425.649.8291
Fax: 425.649.8250

For More Information

Contact an Account Manager at: 800.377.3337



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