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Privacy Policy for Steed

Last Updated: October 21, 2023

1. Introduction

Welcome to Steed! We understand the importance of privacy, especially when it comes to handling your sensitive financial information. This Privacy Policy outlines our commitment to protecting your data, detailing how we collect, use, and share your personal information. By using our services and website, you consent to the practices described in this policy.

2. Information Collection

When you sign up and use Steed’s services, we may collect the following types of personal information:

  • Identifying Information: This includes names, addresses, Social Security numbers, and other personal details.
  • Financial and Tax-Related Data: Data related to income, deductions, credits, and other tax-relevant information.
  • Transaction Data: Information related to your financial transactions and activities.
  • User Interactions: Information about how you use our website and services.

3. Information Use

We use the collected data primarily to serve you better. Specifically, we use the information to:

  • Create and manage your user account.
  • Provide, strategize, and file your taxes.
  • Respond to your queries and offer customer support.
  • Comply with legal and regulatory requirements.
  • Enhance and personalize your user experience on our platform.
  • Conduct research, analysis, and development activities to improve Steed’s services.

4. Information Sharing

We hold your personal information with utmost confidentiality. We never sell, rent, or trade your data. However, we might share your information with:

  • Government Entities: As part of the tax filing process or when mandated by law.
  • Service Providers: Entities that help us provide our services. These parties are contractually obligated to handle your data with care and in accordance with this policy.
  • Emergencies or Legal Necessities: We might disclose data if we believe it's necessary to prevent harm or take action on illegal activities.

Your use of our services implies your agreement to this Privacy Policy. We'll always seek your consent for purposes not outlined in this policy.

6. Data Retention

We retain your information only for the duration necessary to fulfill the purposes mentioned in this policy, or as mandated by law. After that, we securely erase or anonymize your data.

7. Data Security

Protecting your data is our top priority. We employ a combination of physical and electronic safeguards, including encryption, firewalls, and access controls, to ensure the safety of your information.

8. User Rights

As a user, you have rights concerning your data. You can:

  • Access and obtain a copy of your data.
  • Request corrections to inaccurate or incomplete data.
  • Opt-out of certain uses or request data deletion.
  • Lodge a complaint with regulators if you believe we haven't processed your data fairly.

9. Children’s Privacy

Steed's services are tailored for adults. We do not knowingly collect or solicit information from minors under 13 years of age. If we learn that we have inadvertently done so, we will take immediate steps to remove such information.

10. Cookies and Tracking Technologies

Our website may employ cookies and other tracking technologies to enhance user experience, understand site usage, and improve our offerings. You have the option to disable cookies through your browser, but doing so may affect the functionality of our website.

In order to provide comprehensive tax services, Steed requires access to certain private financial information. By using our services, you explicitly agree to provide accurate, complete, and current financial information necessary for tax preparation and related services. This may include, but is not limited to, income statements, proof of deductions, business expenses, and other relevant financial documents.

Please note that your decision to withhold certain financial information may limit our ability to provide the complete range of services we offer. Rest assured, all the private financial information you provide is used strictly for the purpose of delivering our services to you, optimizing your tax strategy, identifying savings, and fulfilling legal or regulatory obligations. We implement robust security measures to ensure the confidentiality and integrity of your data.

12. Changes to This Privacy Policy

From time to time, we may update this policy to reflect changes in our practices or for other operational, legal, or regulatory reasons. We recommend reviewing this policy periodically to stay informed about how we protect your data.