If you are not entirely satisfied with your purchase, you have 5 calendar days to get a refund from the date you purchased software from Keystone Tax Solutions. After 5 days, no refunds will be issued.
Please Note: For the purposes of our Policy, when we refer to “you” or to a “customer” we mean any past, current or prospective customer of Keystone Tax Solutions, including any visitor to one of our Sites.
What We Collect. In some situations you may provide us with your personally identifiable information, which could include your name, street address, telephone number, email address, job title, payment card number, other financial account number(s), mother’s maiden name or other family names, date and place of birth, criminal record, arrest record, driver’s license number, photographic image, and any other information we collect about you that by itself is not personally identifiable information but if combined with personally identifiable information could be used to personally identify you.
You may provide us with personally identifiable information when you enter a sweepstakes or contest; complete a survey; apply for a job via the Sites; make a purchase; download an e-book; request customer support; subscribe to certain services, email notifications and/or newsletters; register for our Platform, or register and/or set up an account/profile to access, visit and/or use certain portions of our Sites; provide comments, reviews, feedback, or testimonials about our products or Services; and any other transactions between you and us on or in relation to our Services.
We may use your email and other addresses and contact information for customer support, required notifications, product and policy updates and marketing releases, but we will not use this information for anything else not described in this Policy.
Refer a Friend. If you choose to use our referral service to tell a friend about our Services, we will ask you for your friend’s name and email address. We will use the information you provide to automatically send your friend an email inviting him or her to visit our Sites. Your friend can opt out of receiving future promotional/marketing messages from us by submitting the opt-out request or by clicking the “Unsubscribe” link found in the footer of our email messages. Your friend may also contact us using the information in the “Contact Us” page of our website, and request that we remove their information from our database. Treatment of your friend’s information will be subject to the terms of this Policy.
Email. We may communicate with a customer through email using the customer’s personal contact information on file in our systems to inform the customer of new products, important industry news or information about Services and upgrades provided by Keystone Tax Solutions.
Disclosures to Third Parties – General. We may disclose information collected from a customer to our independent contractors and business partners who have agreed to (i) hold this information in confidence, and (ii) not use it for any purpose except to carry out the services they are providing for Keystone Tax Solutions. Such contractors and business partners include those hosting our Services or other data; managing the functionality of our Services; hosting customer relationship management, marketing automation, customer service and other software platforms on our behalf; processing credit or other payment card payments; collecting delinquent accounts; fulfilling and processing orders; delivering products you have ordered; conducting background checks if you submit an application for employment; assisting with marketing and promotions; and enabling us to send you email.
Third Party Sites. Our Sites may contain links to third party websites. Please note that the privacy and other policies of any such third party website may differ materially from this Policy. We strongly recommend that customers review the privacy policies of any such third party prior to submitting personally identifiable information. Keystone Tax Solutions has no control over and is not responsible for the information practices of other websites, including those to which we may link and those which may link to us.
Use of Testimonials. We may select and post customer testimonials on our Services, which may contain personally identifiable information such as your name and/or the city, state, or country in which you live. We will obtain your consent prior to posting any testimonial with your name. If you post such content, it will be available to other users of the Services. Your posting may also become public and we cannot prevent such information from being used in a manner that may violate this Policy or the law. If you would like us to remove or delete your name or testimonial from our Services, you may contact Keystone Tax Solutions using the information in the “Contact Us” page of our website.
Revisions or Changes. Keystone Tax Solutions reserves the right to change this Policy and other policies prospectively at any time, subject to applicable laws and regulations, by posting a prominent notice of any such material changes on the Site prior to the change becoming effective. Regardless of later updates or changes to our Policy, we will never use the information you submit under our current Policy in a new way without first providing you an opportunity to opt out or otherwise prevent such use.
General. If you have any questions or concerns about this Policy or the way your information is being used by Keystone Tax Solutions, or should you wish to contact us for any other reason described in this Policy, you can contact us (i) by email directed to [email protected] attention Legal /Privacy Compliance.
© 2023 Keystone Tax Solutions. Any rights not expressly granted herein are reserved by Keystone Tax Solutions.
Revised: October 1, 2023