Privacy for Turbotax Desktop when importing data from financial institution

Market services, products and experiences, including to deliver gifts and promotional materials, product recommendations and other non-transactional communications via email, post, telephone, SMS or push notifications, in accordance with your marketing preferences. Please note any data obtained through Google Workspace APIs is not used to develop, intuit privacy policy improve, or train any generalized AI and/or ML models. Any data originating from the Google Workspace API is instead ingested only by Intuit’s and our third-party providers’ artificial intelligence tools to deliver services on the customer’s behalf and to ensure safety, not for model retraining. We may receive personal information from companies that make user-generated content from their service available to others, such as local business reviews or public social media posts. We collect information when you (or your organization) create an account, activate a subscription, and/or upload information to the Intuit Platform.

The personal information that we collect or otherwise receive about you depends on the context of your interactions with Intuit, how you configure your account, and the choices you make, including your privacy settings. The way we process your personal information may also depend on the particular Services, functionalities, or experiences you use, your location, and applicable law. In certain circumstances, there may be more than one data controller processing your personal information.

Customers who are California residents may request certain information concerning the categories of personal information (if any) we disclose to third parties or affiliates for their direct marketing purposes. If you would like more information, please submit a written request to us using the contact information provided below. You can edit and correct certain personal information at any time by changing it directly in our products and services. We may process your personal information for other purposes that are compatible with the above purposes where permitted by applicable law.

However, despite these controls, we cannot completely ensure or warrant the security of your personal information. You can find out more about how we protect your personal information here. Intuit (excluding Credit Karma) and Mailchimp comply with the EU-U.S. Data Privacy Framework (EU-U.S. DPF), the UK Extension to the EU-U.S.

We may provide opportunities for you to publicly post reviews, questions, comments, suggestions or other content, which may include personal information, such as your name or user name. Anything you share in a public forum is public, and you should think carefully before you decide to share. If your inquiry is specific to Mailchimp, you can visit the Mailchimp Help Centre, or submit a question here. While we take steps to maintain protection of your personal information, your personal information may be disclosed in response to valid demands or requests from governments, regulators, courts and law enforcement authorities in those other jurisdictions or countries. If we decline to take action on any request that you submit in connection with the rights described above, you may ask that we reconsider our response by submitting a written request to us using the contact information provided below.

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Information you voluntarily provide to us, such as in free-form webforms, may contain other categories of personal information not described in this chart. The chart here summarizes the Personal Information we collect by reference to the categories of Personal Information specified in the CCPA, and describes our practices currently and during the 12 months preceding the effective date of this Privacy Statement. By using, accessing, or interacting with the Intuit Platform, you are consenting to receive notices about your financial privacy electronically. Please click the region or state that applies to you to learn more about additional terms and rights that may apply to you.

Credit bureaus and related third parties. Many Intuit features rely on information we receive from credit bureaus and related third parties. For example, in some countries, we may offer free credit reports and credit scores. We request these reports and credit scores on your behalf from credit bureau partners, like TransUnion, Experian and Equifax. These partners may also provide personal information such as employment or income data, social security number, vehicle or driver information, or information about special offers available based on your credit profile so we can make more personalized recommendations for you.

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In accordance with and as permitted by applicable law and regulations, we reserve the right to transfer your information, process and store it outside your country of residence to wherever we or our third party service providers operate. We collect information when you register or open an account, sign in, pay a bill, purchase a Service, use a Service, call us for support, or give us feedback. Finally, we also collect content or other information that you may provide or create when you interact with our Services. Personal information that we receive from you may also depend upon what services, functionalities or experiences you use, your location and applicable law. This section applies only to the residents of Colorado, Connecticut, Montana, Oregon, Texas, Utah, and Virginia. For purposes of this section, the term “Personal Data” has the meaning given in the Applicable State Privacy Laws but does not include information or entities exempted from the scope of the Applicable State Privacy Laws, such as those subject to GLBA.

Automatic data collection

  • All changes are effective immediately upon posting and your use of our Service after a notice of material change or posting of an updated Privacy Statement shall constitute your consent to all changes.
  • We believe helping you to power your prosperity includes keeping the data you share with us safe.
  • I realize I an delete the data, but so far as I am concerned, I don’t want you to possess it.
  • We provide all customers, including those in the EU, UK (and Gibraltar), and Switzerland, with options to manage the privacy of their personal information.
  • At Intuit, we know it is a privilege to be entrusted with our customers’ data, and we work every day to create the most impactful, innovative, done-for-you experiences across our platform.
  • Anyone who violates this policy may be subject to corrective action that, in some cases, may include immediate termination.

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 Intuit Services. We may provide additional or supplemental privacy statements for certain products or services.

Reporting and Contacts

At Intuit, we believe that you have rights to information that pertains to you, your household and/or your business. When you connect to your social media account. Some of our features enable you to connect to a social media account or share information on social media platforms, like Facebook and Twitter. Any information you choose to share on social media may potentially be visible to a global audience and will be subject to the social media provider’s privacy policies (not this Privacy Statement).

  • You can find out more about how we protect your personal information here.
  • This policy applies to both on-site and off-site locations where Intuit business is conducted, including Intuit-sponsored events.
  • Some of the personal information that we may collect may be considered sensitive personal information under certain state privacy laws.
  • We collect Biometric Information from you when you enroll in our biometric identity program available through certain of our services and automatically as part of our anti-fraud protection, authentication and customer support activities.
  • You may request a copy of your personal information by visiting our GDPR Centre.
  • With your consent we may share your personal information with third parties who are jointly providing features, sales initiatives, promotions or events with us.
  • Credit Karma is also committed to a diverse and inclusive work environment because it is the right thing to do.

What rights you have over your data

To object to data processing or request a restriction, contact us through the link provided in the “How to Contact Us” section for Australia, below. To make a request for access or deletion of your personal information, contact us through the link provided in the “How to Contact Us” section for Australia, below. We may use contracts or the European Commission approved Standard Contractual Clauses to help ensure your information is protected. The personal information we use in this centralized way is all the information that Intuit knows about you. We use the data you share with us to help you reach your financial goals while giving you choices on how we collect and share it. You also have the power to download, update, and delete your data right from your Intuit Account without having to call or email us.

Artificial Intelligence (AI) and Automated processing

Always share different perspectives in a courteous and respectful way. If that is not possible or your perspective is likely to make others feel like they do not belong or do not have equal opportunities at Intuit because of a protected characteristic (for example, gender, race or age), do not share that perspective at work or with work colleagues. We will take corrective action for comments or actions that do not align to Intuit’s values and our commitment to diversity, inclusion and equal employment opportunity. At Intuit, diversity and inclusion are part of our culture and who we are as a company. We believe that innovation thrives in a safe, ethical and inclusive work environment that includes a diverse range of employees, perspectives and experiences.