Privacy Statement
Services
Electronic Filing. As an approved transmitter of electronically filed federal income tax returns, we follow stringent security guidelines to help protect the security and privacy of your data. Electronically filed tax returns are encrypted during transmission to us. We use secure connections to transmit your clients' tax returns to the IRS and by state tax filing agencies. We maintain copies of electronically filed returns in case we need to retransmit the returns to the appropriate service centers or resolve technical support issues, billing, and for internal administrative purposes.
Remote Entry Processing (REP®). REP allows you to "pay as you go" on a per return basis. As a part of the authorization and billing process, we receive information that allows us to identify a particular return.
E-Organizer. You can send electronic tax organizers to your clients by e-mail. The Lacerte e-Organizer allows your clients to complete tax organizer forms and return the completed organizer to your office electronically. We receive copies of the electronic organizers to facilitate the e-mail process. Your clients may use Instant Data Entry within e-Organizer to retrieve and enter tax information automatically from sources such as participating employers, brokerages, payroll companies, mortgage companies, and mutual fund companies, directly into the e-Organizer. When they download information from such tax data providers, they will be required to enter authentication information, such as their user name, account number and/or password. We use this information for authentication to the tax data provider.
My Account. As a Lacerte customer, you may create on online account, which will allow you to access certain tools such as online support, product downloads, e-file return status, and tracking your product shipment. You may also pay your remote entry processing (REP®) and electronic filing balances through My Account.
User Feedback. We offer you the opportunity to provide product suggestions online. All submissions through this form are treated as non-confidential and non-proprietary, and may be published or used by Intuit, without your personal information, for other purposes.
Internet Updates Notifier and Internet Updates. During the loading process, you may choose to activate the Internet Updates Notifier, which will periodically check for updates to selected Lacerte Tax programs. This feature will allow you to receive notifications through the Lacerte Tax programs when there are product updates. This feature may be deactivated via the options tab. You may use the Internet Update program, contained within the Lacerte software tax programs, to download program updates via the Internet. During the download process, we receive certain information such as your client number, machine ID, and the name of the file you choose to download. We use this information to update your program correctly, to resolve technical support issues, and internal reporting.
Integrated E-mail. You can submit technical support questions or issues via e-mail messages through the Lacerte software tax programs. In addition, you can attach a copy of your client's tax return to the e-mail message.
Seminars. We provide you the opportunity to register for product training.
Help Feedback. When you access Help, we offer you the ability to send feedback regarding the usefulness of a particular help topic from within the tax program.
Newsletters. As a Lacerte customer, you automatically receive a printed copy of the Lacerte Tax & Technology newsletter four to five times a year. If you do not wish to receive the newsletter, you can indicate your preference online.
