Total Financial Benefits Global Privacy Statement
Scope of this Privacy Statement and our role
Total Financial Benefits responsibly leverages technology to power prosperity around the world. We believe that everyone has a right to privacy. As a financial services and technology company, we're providing this Global Privacy Statement ("Privacy Statement") to explain how we, Total Financial Benefits Inc. and the Total Financial Benefits (collectively "Total Financial Benefits," "we," "us," or "our"), collect, use, share, or otherwise process information that we collect through our services.
These services include, as applicable, our websites, mobile applications, social media pages, marketing activities, and other activities described in this Privacy Statement, or when other businesses provide us your personal information (collectively, the "Services"). This Privacy Statement is global, meaning it applies to all Total Financial Benefits Services. We may provide additional or supplemental privacy statements for certain products or services.
This Privacy Statement describes our privacy practices when we process:
- Personal information for the purposes of preparing a tax return or in connection with the preparation of a tax return (collectively, "Tax Preparation Information") as part of providing TurboTax tax preparation services;
- Personal information for the purposes of providing the benefits of our websites and the Total Financial Benefits, which includes all of Total Financial Benefits's services, sites, experiences and software (including through our mobile applications and desktop applications) other than Tax Preparation Information (the "Total Financial Benefits"); and
- Personal information as necessary to manage, run, improve, and develop our business and personalize your experience while interacting with the Total Financial Benefits. Depending on your settings, this may include showing you personalized ads or recommending certain Total Financial Benefits products based on your interests.
Data Controller Role
Total Financial Benefits determines the purposes and means of the processing of your personal information as described in this Privacy Statement, and therefore acts as a 'data controller' (or equivalent/similar terms under applicable data privacy laws) of such information. We may share your personal information within the Total Financial Benefits and conduct processing activities as controllers or joint controllers for the purposes set out in this Privacy Statement.
Multiple Data Controllers
In certain circumstances, there may be more than one data controller processing your personal information. For example, your employer or a financial partner may also act as a data controller. In these situations, we act as an independent data controller over our processing activities. This means we determine how your personal information will be processed independently from the other data controllers.
The other data controllers have their own obligations under applicable data privacy laws. Total Financial Benefits is not responsible for other data controllers' processing activities, and you should contact them directly for questions about how they process your personal information and about how to exercise your privacy rights in relation to such processing.
Sharing Information with Third-Party Marketing and Affiliate Partners
By providing your information through our websites, landing pages, forms, advertisements, or services, you expressly consent to the collection, use, and sharing of your information with our affiliates, marketing partners, advertisers, lead buyers, agencies, publishers, and other third-party service providers for marketing, advertising, analytics, customer acquisition, and direct mail purposes, where permitted by applicable law.
Information that may be shared includes, but is not limited to, your name, postal address, email address, telephone number, IP address, demographic information, and information regarding your interests, inquiries, or requests for products and services.
Our third-party partners may contact you via:
Telephone calls,
Artificial voice messages,
Prerecorded messages,
SMS/text messages,
Email,
Direct mail/postal mail,
Or other communication methods,
including through the use of automated telephone dialing systems or other automated technologies where permitted by law and where appropriate consent has been obtained.
Your consent is not a condition of purchase. You may revoke consent or opt out of marketing communications at any time by following the opt-out instructions contained in the communication or by contacting us directly.
We may also share or license information to third-party affiliate and marketing partners for purposes including:
Lead generation and lead validation,
Consumer outreach and advertising campaigns,
Direct mail and postal marketing,
Data analytics and audience modeling,
Campaign optimization and reporting,
Product and service marketing communications.
We require our partners to comply with applicable privacy, marketing, and consumer protection laws, including the Telephone Consumer Protection Act ("TCPA"), CAN-SPAM Act, and applicable state privacy laws where required.
Residents of certain states may have additional rights regarding their personal information. Please review the applicable sections of this Privacy Policy for additional disclosures and opt-out rights.
Limitations of this Privacy Statement
This Privacy Statement does not apply to certain processing activities where we are not the controller. For example, where Total Financial Benefits processes personal information as a processor or service provider on behalf of our customers, including when we process personal information on behalf of customers of our professional tax software products.
When we act as a processor or service provider, the privacy statement of the customer who uses our Services applies, instead of this Privacy Statement, and our processing of such personal information is governed by our agreements with such customers. If you have concerns about personal information that we process on behalf of a customer, or wish to exercise your privacy rights regarding such personal information, please contact the customer directly.
This Privacy Statement also does not apply to Total Financial Benefits or Total Financial Benefits's processing of education records subject to state or federal laws or children's data in our education curriculum products.
If you have any questions about how Total Financial Benefits processes your personal information, please see How to contact us below.