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Protecting your personal information is important to us. The following guidelines set forth our general privacy practices and principles that apply to information we collect through the following products and services, which are owned or operated by HRB Tax Group, Inc., or companies related by common ownership or control (collectively, "we," "us," or "our"):
We utilize administrative, technical, and physical safeguards to protect your information. We protect information submitted to us, both during transmission and once we receive it. Please see “How do we secure your information?” for more information. If you have any questions about the security of our services, you can contact us by clicking here.
This privacy notice also details choices available to you regarding the use of, your access to, and how to update and correct your personal information.
If you enter into another business relationship with us, or an H&R Block independently-owned and operated franchisee, including through our nationwide network of offices, we will make you aware of the privacy practices and principles that apply to that particular business or relationship. If you transact in an H&R Block or Block Advisors retail office, you can find copies of our retail privacy notices at the following links:
This privacy notice does not apply to products or services offered by Wave Financial, Inc., which has its own policies. You should carefully read the privacy policies and any terms and conditions applicable to such products or services.
Special Note to Parents: Because of the nature of the services we provide, we do not market our services to children under the age of 13, nor do we knowingly collect information from children under the age of 13.
As part of providing products and services to you, we may collect information, including personal information, about you, your spouse, your dependents, or your business when you use our services.
Personal information is data that can be used to identify a person individually. The information we may collect includes, but is not limited to:
You provide most of the information we collect. We also receive information through certain digital technologies when you interact with us. Finally, other companies and government entities may share information with us.
We collect information directly from you.
To deliver the products and services you request, customize your experience, and better serve you, we collect information you voluntarily provide as part of using or requesting our products and services. This information includes information you provide as part of preparing your tax return, electronically filing your tax return, setting up an online account, authenticating your identity, applying for or purchasing a product or service, or applying for employment. It also includes information from documents you choose to upload to your MyBlockSM Account. If you choose not to provide certain information we request, we may be unable to serve you as our products, services, tools or calculators may rely upon this information.
Our websites may offer publicly accessible blogs or community forums. You should be aware that any information you provide in these areas may be read, collected, and used by others who access them. To request removal of your personal information (e.g., name and city) from our blog or community forum, you can contact us by clicking here. In some cases, we may not be able to remove your personal information, in which case we will let you know if we are unable to do so and why.
We collect information when you use our services.
We collect certain information and usage data whenever you interact with us, whether online, through a mobile application, or through an email. This data may include which websites you visit, what you click on, and when you performed those actions. These activities may be performed by us or a service provider acting on our behalf.
We utilize certain web and wireless technologies to collect this information. These technologies include cookies and web beacons. Please see "What types of web and wireless technologies (including cookies) do we use?" for an in-depth discussion of these technologies and how to opt-out.
The Internal Revenue Service (IRS) or state taxing authorities may require we collect certain personal and system information in connection with preparing or electronically filing your tax return. This may include your name, social security number, IP addresses, and unique device identifiers.
We collect information from other companies and government entities.
In accordance with their privacy notices, our business partners, H&R Block franchisees, and unrelated third-parties (including the IRS and credit reporting agencies) may share certain information about you with us.
We also collect information when you request services or information from us or companies with whom we have a business relationship, enter contests or sweepstakes, or complete surveys or polls.
To improve the security of our services, to protect your identity, and to protect your information, we may verify your personal information by matching the information you provide against other publicly available information that we obtain from identification verification companies.
We use your information to provide you the products and services you request. We may also use your information, as permitted by law, including: to service and report on your account; offer you relevant information, products, or services; and enhance our products and services. These activities may be performed by us or a service provider acting on our behalf.
The privacy and security of your information is important to us. We do not sell or rent your information (including your social security number). We may disclose your information as permitted by law or with your consent to other H&R Block companies or to third parties with whom we have a written contract limiting the use and disclosure of your information. We may share your information to support the products and services you request or provide you information on products and services that may benefit you.
We, and our service providers, use commonly-used technologies, such as cookies or similar technologies, to remember you and to personalize your experience with features and advertisements. We, and our service providers, use these technologies to help us know your usage patterns, track your preferences, and analyze how you use our services. We may receive reports on an individual or aggregate basis based on these technologies. You may opt-out of some of these technologies.
We treat the data of everyone who comes to our websites in accordance with this Privacy Notice, whatever their "do not track" setting. While we do not respond to web browser "do not track" signals, we give you choices about receiving promotional offers from us or third-parties. You can exercise your choices as described in this Privacy Notice.
The security of your personal information is important to us. We utilize administrative, technical, and physical safeguards to protect your information. If you have any questions about the security of our services, you can contact us by clicking here.
We protect information submitted to us, both during transmission and once we receive it. Nevertheless, no method of transmission over the Internet, or method of electronic storage, is 100% secure. Therefore, we cannot guarantee its absolute security.
We maintain physical, electronic and procedural safeguards that comply with applicable law and federal standards and that are designed to restrict access to your information. These safeguards include programs and specifications for physical security and records retention and disposal; computer and communication security measures reflected in system design, password protection, and data management practices; and other measures to restrict access to the data we hold in physical and electronic forms.
If we collect sensitive information (such as your social security number), we will encrypt the transmission of that information using secure socket layer technology (SSL).
If we share your information with our service providers, we require all service providers to have written contracts with us that require them to safeguard your information and prohibit them from selling, retaining, using or disclosing your information for any purpose other than for the specific purpose of performing the contract.
In accordance with applicable laws, we keep your information for as long as needed to serve you, maintain your account, as needed to operate our business, or to improve our offerings or develop new ones.
We retain your information (including geo-location data) for as long as your account is active or as needed to provide you services. We may retain or use your information as necessary to comply with our policies, legal obligations, resolve disputes, and enforce our agreements.
The IRS requires us to retain filed tax returns for a period of at least three years.
For more information, please see the "Updating or deleting your information" section of this Privacy Notice.
This Privacy Notice does not apply to products or services offered by our business partners on or through our services (such as bank partners who offer Refund Transfers). You will be able to recognize when a business partner is associated with your transaction when its logo appears or is shown with our logo. You should carefully read the privacy notices and any terms and conditions applicable to such business partner’s products or services. When you request products or services from such companies, you give us permission to provide these business partners with information about you necessary to fulfill or process your request.
Our services may contain links to business partners' websites or offers for services from business partners. This Privacy Notice does not apply to these products or services. You should carefully read the privacy notices of the business partners providing such products or services and any terms and conditions applicable to such products or services.
Your use of social media features may use scripting or may require us to share your IP address and which page you are visiting to enable the feature to function properly. Social media features and widgets are either hosted by a business partner or hosted directly on our site, and your interactions with these features are governed by the privacy notice of the company providing it. Examples of these features are the Facebook "Like" button, the "Share This" button, and interactive mini-programs that run on our services.
You may contact us regarding your information by calling 1-800-HRBLOCK. If you are a user of our online tax return preparation products or MyBlockSM, you may access your information through those services and, where available, update that information.
You can delete your MyBlockSM account through the “Manage Account” and “Account Settings” screens. The types of information that you can access and update may change over time. Remember, some of the information we collect does not identify you personally or is not stored in an online accessible format and thus, may not be accessible through MyBlockSM.
When you update or delete your information (including deleting documents from your MyBlockSM account), we may maintain a copy of the information in our records. Additionally, if you request we permanently delete your account or information, we may still retain and use your information as necessary to comply with our legal obligations.
If an unauthorized profile has been created about you, please contact us by clicking here or by calling 1-800-HRBLOCK to request to have it deleted. We will respond to requests within a reasonable timeframe.
The profile you create on our Community page will be publicly accessible unless otherwise indicated. You may change the privacy settings of your profile through your account portal. If you have become a member of our Community page and would like to request deletion or deactivation of your profile, you may contact us by clicking here or by calling 1-800-HRBLOCK. We will respond to requests within a reasonable timeframe.
You may choose to limit our use or our ability to share your information in certain circumstances. Our ability to offer you certain products and services and your experience may be affected by your choice. To opt out of electronic communications, click here. To opt out of all other communications call us at 1-800-HRBLOCK. You may, however, continue to receive e-mail communications related directly to the services and products you purchase, such as payment receipts and e-file status notifications.
Where permitted by law, we may use your information (subject to your consent, where required) to communicate with you about products and services available through H&R Block or business partners. If at any time you wish to limit your receipt of such communications, you may click here. At your request and subject to the limitations below, we will make reasonable efforts to limit all such marketing communications to you. We’ll also provide you the ability to stop receiving marketing emails by following the unsubscribe instructions included in each marketing communication. We'll respond to requests within a reasonable timeframe.
You may not opt-out of the sharing of information that does not identify you personally.
The above paragraphs only apply to personal information we obtain through your use of our services covered by this Privacy Notice. You may still receive offers from us, other H&R Block companies, or H&R Block independently owned and operated franchisees where they obtain your contact information through other sources. In order to opt-out from communications from our franchisees, you must contact each franchisee in accordance with their policies.
Please see “What types of web and wireless technologies (including cookies) do we use?” for information on how to opt-out of various web and wireless technologies we use.
We process your information to provide the products and services you request and for our legitimate business interests, including marketing and tax preparation fraud prevention.
Our services are hosted on servers located in the United States. We also use service providers located in the United States to bring you our products and services. The transfer of your information to the United States is necessary to deliver our products and services. Please be aware that the laws in the United States may not provide the same level of protection to your personal information as your home country.
If you are accessing our products or services from the European Union, you have certain rights regarding the processing of your personal information. For instance, if the information you provide contains special categories of personal data, we will only process it with your explicit consent, which can be withdrawn at any time. You have the following additional rights:
If you are accessing our products or services from Brazil, you have certain rights regarding the processing of your personal information.
You have the right to confirm if we are processing your information; to access your data; to correct incomplete, inaccurate or out-of-date data; to anonymize, block, or delete unnecessary or excessive data or data that is not being processed in compliance with Brazilian law; to the portability of data to another service or product provider, by means of an express request; to delete personal data processed with the consent of the data subject; to information about public and private entities with which the controller has shared data; to information about the possibility of denying consent and the consequences of such denial; and to revoke consent.
To exercise your rights, or if you otherwise have questions about the processing of your personal data, you may submit a request to exercise your rights by clicking here or calling 1-800-HRBLOCK.
If you are a California resident, you may have the following rights over your information:
You may submit a request to exercise your rights by clicking here or calling 1-800-HRBLOCK. We will request personal information from you, such as your name, address, and last four digits of your social security number, to verify your identity in order to process your request.
If you have questions or concerns regarding this Privacy Notice, contact us by clicking here, by calling 1-800-HRBLOCK, or by mail through the mailing address below. If you have an unresolved privacy or data use concern that we have not addressed satisfactorily, please contact our U.S.-based third party dispute resolution provider (free of charge) at https://feedback-form.truste.com/watchdog/request.
We may update this Privacy Notice to reflect changes to our information practices. If we make a material change to this Privacy Notice, including a material change in the way we use any personal information collected, we will notify you by using one of the following methods at least thirty (30) days prior to the effective date of such change: (1) we will post a notice on our website describing the change; or (2) we will send you an email notifying you of the change.
This Privacy Notice is effective January 1, 2021.
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