Last Modified: June 1, 2020
This policy applies to information we collect:
It does not apply to information collected by:
This Policy applies to the following types of users: 1) any visitor to the ProClient.com website (a “Visitor”); 2) subscribers to the ProClient online application (a “Subscriber”); and 3) clients of a Subscriber who choose to interact with the Subscriber through ProClient (a “Client”). Your user role will determine the type of information that is collected from you by us.
Our Website is meant for business-to-business applications and is not intended for anyone under 18 years of age. No one under age 18 may provide any information to or on the Website. We do not knowingly collect personal information from anyone under 18. If you are under 18, do not use or provide any information on this Website or through any of its features, register on the Website, subscribe to any services through the Website, or provide any information about yourself to us, including your name, address, telephone number, email address, or any screen name or user name you may use. If we learn we have collected or received personal information from a person under 18 without verification of parental consent, we will delete that information. If you believe we might have any information from or about an individual under 18, please contact us at [email protected].
We may collect several types of information from and about users of our Website, including information:
We collect this information:
Some information we collect from you is required by us and some is optional. Your information will remain private unless you specifically authorize us to share it with third parties. We will inform you and seek your approval when there is an opportunity to share your contact information with a third party. Certain Personal Information must be supplied to determine eligibility for our services, receive notices from us, to purchase a subscription to our services, participate in transactions through our website, and to verify and guard against potential fraud. For example, phone numbers are used for two factor authentication and support services and to make messaging by text available with your consent. Additional information may be gathered during your subsequent use of the Website, whenever you choose to provide it. The primary purpose of the Website is to facilitate sharing of information between Client and Subscribers. If you are a Client, you will likely be uploading personal, sensitive and financial files and information (“Client Files”) onto our secure servers to share with the Subscriber with whom you are working. Subscribers may also upload work product related to a Client to share with that Client.
The information we collect on or through our Website may include:
As a Client, you may choose to upload and share Client Files with a Subscriber through the Website. Although we provide security and limit access to Client Files, please be aware that no security measures are perfect or impenetrable. Additionally, we cannot control the actions of other users of the Website with whom you may choose to share your Client Files. Therefore, we cannot and do not guarantee that Client Files or other user information will not be viewed by unauthorized persons.
As you navigate through and interact with our Website, we may use automatic data collection technologies to collect certain information about your equipment, browsing actions, and patterns, including:
The information we collect automatically is only statistical data and does not include personal information, but we may maintain it or associate it with personal information we collect in other ways or receive from third parties. It helps us to improve our Website and to deliver a better and more personalized service, including by enabling us to:
The technologies we use for this automatic data collection may include:
We do not collect personal information automatically, but we may tie this information to personal information about you that we collect from other sources or you provide to us.
The primary purpose of the Website is to facilitate communications and the sharing of information between a business (the Subscriber) and a Client. If you are a Client, a Subscriber may have provided us with certain information about you to establish you as a Client and to communicate to you. This information may include your name, email address and other contact information. The Subscriber may also use certain functionality within the Website to send you and other clients electronic mail, such as newsletters, notices and other information that the Subscriber chooses to share with you. If you choose to opt-out of these messages, you may not receive certain information that the Subscriber wished to share with you. If a Subscriber has provided us with your information for these purposes and you do not want to have your personal information provided to us, you should first request the Subscriber to delete your information from the Subscriber’s account. If you believe the Subscriber has failed to delete your personal information after you have made a request and provided reasonable time for the Subscriber to confirm, you may contact us at [email protected] to seek assistance in deleting your information.
We will not sell your personal information to third parties. We will only share your information with third parties with your prior approval. Client Files are only meant to be accessible by the Client who uploaded the files and the Subscriber with whom the Client is working.
We use information that we collect about you or that you provide to us, including any personal information:
Disclosure of Your Information
We may disclose aggregated information about our users, and information that does not identify any individual, without restriction.
We may also disclose your personal information:
Choices About How We Use and Disclose Your Information
We strive to provide you with choices regarding the personal information you provide to us. We have created mechanisms to provide you with the following control over your information:
You can review and change your personal information by logging into the Website and visiting your account profile page.
You may also send us an email at [email protected] to request access to, correct or delete any personal information that you have provided to us. We cannot delete your personal information except by also deleting your user account. We may not accommodate a request to change information if we believe the change would violate any law or legal requirement, cause the information to be incorrect or may cause a situation where ProClient will become non-compliant with applicable laws or regulations.
We will retain your information for as long as your account is active or as needed to provide you with services. In addition, we are required to keep, retain your information as necessary to comply with our legal obligations, resolve disputes, and enforce agreements. Client Files that are not deleted by the Client or Subscriber will be purged five years after the Subscriber terminates its subscription with ProClient.
We may display personal testimonials of satisfied customers on our site in addition to other endorsements. With your consent we may post your testimonial along with your name. If you wish to update or delete your testimonial, you can contact us at [email protected].
ProClient takes reasonable steps to safeguard your personal and sensitive information through vigorous physical, electronic, and operational policies and practices. Data can only be read or written through defined service access points, the use of which is password-protected. The physical security of the data is achieved through a combination of network firewalls and servers with operating systems, all housed in a secure facility. Access to the system is controlled.
Further, we also equip our servers with Secure Socket Layer (SSL) certificate technology to ensure that when you connect you are actually on our Website. SSL also ensures that all data entered into the web site is encrypted. To verify that SSL is being used, look for the key or padlock icon on your browser. For further encryption protection, we use a 256-bit secure browser for logins and transactions. Finally, we subject our systems to periodic security audits to ensure that your information is thoroughly protected and secure.
No method of transmission over the Internet, or method of electronic storage, is 100% secure, however. Therefore, we cannot guarantee its absolute security. If you have any questions about security on our Web site, you can contact us at [email protected].
We also employ session time-outs to protect your account. You will be logged out of the Website automatically after a specified period of inactivity. This time-out feature reduces the risk of others being able to access your account if you leave your computer unattended.
Your password is not known to any employee or third party with whom we may partner, and we will never ask for your password as a means of identifying yourself. You should never share your password with anyone, and if you ever receive an email purporting to come from us that asks for your password, you should immediately report this development to us at [email protected].
In addition to our own substantial efforts, you can take several precautions to protect the security of your computer and Personal Information. For instance, you can start by using a complex/well-chosen password. You should avoid using any information that others can easily learn about you, such as a family member’s name or birthday; you can also use special characters in place of letters. We also recommend that you change your password frequently. You can also install and regularly update antivirus and firewall software to protect your computer or device from external attacks by malicious users. When you are finished with a session on our site, be sure that you log out and close the browser window.
If you use a computer that is accessed by other people, such as in a public library or Internet cafe, we recommend that you take special precautions to protect the security of your account and personal data. When you are finished using our site, you should log out completely, then close the browser window and clear the browser’s cache files.
You should also be aware of fraudulent attempts to gain access to your account information known as “phishing.” Phishing is a tactic used by scammers in which unsuspecting people are brought to a website by a genuine-looking email purporting to be from a legitimate company. The phony or “spoof” email takes the person to a website that looks legitimate but in fact is not. Either in the email itself or on this fake site, scammers will ask for login information to gain access to people’s accounts and withdraw their money. ProClient will never ask you for your login information in the context of any email. In general, you can protect yourself against phishing by never providing personal or login information via an email, instead, go the web site directly. You might also make it a habit to check the URL of a web site to be sure that it begins with the correct domain. You should always ensure the URL begins with https://www.proclient.com.
Nevada residents who wish to exercise their sale opt-out rights under Nevada Revised Statutes Chapter 603A may submit a request to this designated address: [email protected]. However, please know we do not sell data triggering that statute's opt-out requirements.
If you are a Data Subject located in a country that has adopted the GDPR, then you have certain rights under the GDPR. These rights can be seen below. ProClient will always fully respect your rights regarding the processing of your personal data, and has provided below the details of the person to contact if you have any concerns or questions regarding how we process your data, or if you wish to exercise any rights you have under the GDPR.
If you need contact ProClient regarding your rights under the GDPR, please direct your inquiries to:UltimateTax Service, Inc.
ProClient has adopted the following principles to govern its collection and processing of Personal Data:
Personal Data shall only be processed based on the legal basis explained above, except where such interests are overridden by the fundamental rights and freedoms of the Data Subject which will always take precedent. If the Data Subject has provided specific additional Consent to the processing, then such consent may be withdrawn at any time (but may then result in an inability to fulfil travel requirements).
ProClient will not use personal data for any monitoring or profiling activity or process, and will not adopt any automated decision-making processes.
ProClient does not share or transfer Personal Data to third party companies. When you provide payment information in order to purchase services or other financial transactions, ProClient does use a third-party payment processor. See https://portal.payrix.com/privacy.
ProClient is located in the United States and all Personal Data that the Data Subject shares with ProClient will be processed and stored by ProClient in the United States. When the Data Subject provides Personal Data, it will be transferred to ProClient and its servers within the United States.
Personal Data: (Article 4 of the GDPR): ‘personal data’ means any information relating to an identified or identifiable natural person (‘data subject’); an identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that natural person.
Processing: (Article 4 of the GDPR): means any operation or set of operations which is performed upon personal data or sets of personal data, whether or not by automated means, such as collection, recording, organization, structuring, storage, adaptation or alteration, retrieval, consultation, use, disclosure by transmission, dissemination or otherwise making available, alignment or combination, erasure or destruction.
Legal Basis for Processing: (Article 6 of the GDPR): At least one of these must apply whenever personal data is processed:
Data Controller: (Article 4 of the GDPR): this means the person or company that determines the purposes and the means of processing personal data.
Data Subject Rights: (Chapter 3 of the GDPR) each Data Subject has eight rights. These are: