We understand that when you use TaxplanIQ, you are entrusting us with one of your most valuable assets – the financial data of your company. We treat this responsibility very seriously.
While we can’t publicize every detail of our security processes, we would like to provide a level of assurance by demonstrating our approach alongside some of the key tenets that we operate by.
#1 You own your data
We are, in essence, caretakers, looking after your financial data in order to provide a service. We ensure that you have the controls necessary to manage access to your data.
When you delete a company, we delete all the data associated with it and leave no traces. The data will exist in our backup for a period of time and then be removed, ensuring no data remains with TaxPlanIQ.
#2 Always Secure
Security is not a one time bolt on the operation. At Qount.io (our developer), we are continuously evaluating and reinforcing our security approach. The team at TaxPlanIQ is highly qualified and experienced in IT and data security, being Certified Fraud Examiner by ACFE, Certified in ISO 27001 Info Security Management Systems, and Certified in Info Security by ISACA. Every person on the team, every process implemented, and every program developed, is mandated by highest level security methods.
#3 Availability is key
The availability of your data is crucial to your use of TaxPlanIQ .
We back up and encrypt your data (256-bit AES encryption) before moving it to a secure offsite location in a secondary data center.
This means that, in the event of a disaster or an outage at our primary datacenter, we can recover quickly and continue to provide TaxPlanIQ from a geographically redundant secondary facility.
Hosting & Physical Security
TaxPlanIQ is hosted on Amazon AWS, a highly scalable cloud computing platform with end-to-end security and privacy features built-in. Our team takes additional measures to maintain a secure infrastructure and application environment.
For more specific details regarding Amazon security, please refer to https://aws.amazon.com/security.
Within each account, TaxPlanIQ provides for multiple levels of access to confidential customer data. You can invite or remove individual users from your account whenever you want.
Selected TaxPlanIQ staff can also access your data, for specific purposes only, and only when you provide permission.
External network access to our servers is controlled by a state of art firewall, which is configured and monitored according to industry best practice. The firewall is dedicated to TaxPlanIQ and not shared with any other parties.
Data protection & backup
We back up customer data every 6 hours. We also retain an encrypted copy of a daily backup in multiple geographic locations to aid in disaster recovery.
Company-specific data is kept separate through logical separation at the data tier, based on application-level access permissions and roles.
How can you stay protected?
Here are some simple steps you can take to stay protected:
Create a password nobody can guess, so no dictionary words or family names. Be cryptic or use multi-word pass phrases – easy to remember, hard to crack.
Don’t share your password with anybody.
Don’t write your password on a sticky note and attach it to your computer.
Keep your browser software up to date. We use and recommend Google Chrome.
Secure Sockets Layer (SSL) is an encryption technology used to protect data as it travels over the internet.
All TaxPlanIQ application communications are encrypted with 128-bit SSL, providing a level of encryption comparable to that used by banks and financial institutions.
Encryption by default
TaxPlanIQ automatically encrypts data at rest using Advanced Encryption Standard (AES) 256-bit symmetric keys and supports secure transfer of your data over Secure Sockets Layer (SSL).
Best practices are used in the transmission and storage of passwords within TaxPlanIQ.
All users must choose a strong password, and an automatic lockout is enforced when incorrect passwords are incorrectly entered.
If you are inactive for an extended period while still logged in to TaxPlanIQ, you will be automatically logged out.
Third-party audits and inspections
Qount.io (our developer) engages independent security specialists on a regular basis. Our third party audits provide penetration testing, network scanning, and source code reviews.
Your data is safe and secure with us.
QountHQ, Inc., (owner of Qount ™) and AdvisorIQ (Owner of TaxplanIQ™) does not share customer information of any kind with anyone. We will not sell or rent your name or personal information to any third party. We DO NOT sell, rent, or provide outside access to our mailing list or any data we store. Any data that a user stores via our facilities are wholly owned by that user or business. At anytime a user or business is free to take their data and leave, or to simply delete their data from our facilities.
QountHQ, Inc. and AdvisorIQ, LLC only collects such personal information that is necessary for you to access and use our services. This personal information includes, but is not limited to, first and last name, physical address, zip code, email address, phone number, social security number, birth date, credit card information, financial information, and other personal information necessary to generate proper legal documents.
QountHQ, Inc. and AdvisorIQ, LLC, may release personal information if QountHQ Inc. or AdvisorIQ LLC, is required to by law, search warrant, subpoena, court order or fraud investigation. We may also use personal information in a manner that does not identify you specifically nor allow you to be contacted but does identify certain criteria about our Site’s users in general (such as we may inform third parties about the number of registered users, number of unique visitors, and the pages most frequently browsed).
Advisor IQ, LLC
1207 South white Chapel Boulevard Ste 200
Southlake, Texas 76092
7924 Preston RoadSuite 350Dallas, TX 75024
Protected by SSL Encryption, data security is our top priority.
Copyright 2020 QountHQ, Inc.
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Your continued use of this Site with actual knowledge of such modifications, or
We may provide software from time to time for you to download so that you can access or use our Services (the “Software”). We give you a limited, revocable, non-transferable, license for you to use such Software provided by us solely in connection with our Services. You also agree to follow our instructions to delete or return the software upon our request.
The Services we provide are non-transferable. You cannot sell or transfer the Services we provide to any person for any reason at any time. Your TaxPlanIQ account is also non-transferable.
That means if one person signs up, you cannot transfer ownership of that account to another person. We will provide the Services by following all the laws applicable to Us concerning such Services.
You agree not to (a) reverse engineer, disassemble, decompile or otherwise attempt to derive any of our Software, technology, or the Site, (b) make any of our Software or technology available to any third parties, (c) modify, adapt, translate or create derivative works based on our Software, technology or the Site, (d) reproduce any portion of the Site, Software, or technology, or (e) permit or authorize any person other than you to access our Software or your account.
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The Site may contain links to other websites operated by third parties. Such third party websites are not under the control of TaxPlanIQ. TaxPlanIQ is not responsible for the content of any third-party website or any link contained in a third party website. TaxPlanIQ provides these links only as a convenience and does not review, approve, monitor, endorse, warrant, or make any representations with respect to third party websites. If you decide to access any of the third-party websites linked to the Site, you do this entirely at your own risk. Third-party websites are subject to their terms and policies, including privacy and data gathering practices.
Guarantee, Warranty, and Limitations on Damages
There is no warranty provided by our Services. What we will promise is that we’ll do our best to provide the most timely, professional, accurate Services we can. If we fall short, err, or make a mistake in any of the Services provided, although we’ll be deeply sorry, you agree that you can’t hold us liable for it (or the results) legally or morally.
In connection with any such defense, you shall employ counsel acceptable to us, and we shall be entitled to participate in such defense at our own cost and expense.
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You release Us and hereby hold Us (and our agents, directors, officers, employees and content providers) harmless from any and all claims, demands, and damages (actual, consequential and punitive) of every kind and nature, known and unknown, suspected and unsuspected, disclosed and undisclosed, whether or not suit is instituted, arising out of or in any way connected with the Site, or your use hereof or activities hereon (the “Released Claims”). You waive the provisions of any state law limiting or prohibiting a general release and acknowledge that you have read and understand, and expressly waive the benefits of Section 1542 of the Civil Code of California which provides that:
A GENERAL RELEASE DOES NOT EXTEND TO CLAIMS THAT THE CREDITOR OR RELEASING PARTY DOES NOT KNOW OR SUSPECT TO EXIST IN HIS OR HER FAVOR AT THE TIME OF EXECUTION OF THE RELEASE AND THAT, IF KNOWN BY HIM OR HER, WOULD HAVE MATERIALLY AFFECTED HIS OR HER SETTLEMENT WITH THE DEBTOR OR RELEASED PARTY.
You agree that We have no liability, whatsoever, for the unavailability of the Site. We will also not have any liability for any loss of data or transactions resulting from delays or service interruptions caused by Us, any third party acts or any other web host providers or the Internet infrastructure and network internal or external to the Site.
IN NO EVENT SHALL TAXPLANIQ BE LIABLE FOR ANY INDIRECT, CONSEQUENTIAL, INCIDENTAL, SPECIAL, PUNITIVE OR EXEMPLARY DAMAGES, OR FOR ANY LOSS OF PROFITS OR REVENUE, REGARDLESS OF WHETHER WE KNEW OR SHOULD HAVE KNOWN OF THE POSSIBILITY OF SUCH DAMAGES, AND IN NO EVENT SHALL OUR TOTAL CUMULATIVE LIABILITY UNDER THIS AGREEMENT EXCEED THE LESSER OF (i) U.S. $3,000 AND (ii) THE AMOUNTS WHICH YOU HAVE ACTUALLY PAID TO US IN CONNECTION WITH YOUR USE OF THE SITE. THIS LIMITATION MAY NOT BE APPLICABLE IN CERTAIN CIRCUMSTANCES OR CERTAIN STATES.
Intellectual Property Ownership and Confidentiality
You may use the Services we provide for your operations. If someone compels Us by law to identify what services we provided to you, We will use reasonable efforts to alert you of such a process if we can as soon as reasonably practicable.
What’s ours is ours, and what’s yours is yours. Title to and all intellectual property rights in your data remain your property. However, your access to the data is contingent on full payment of the applicable service fees when due. You grant TaxPlanIQ a non-exclusive, worldwide, transferable, sub-licensable, royalty-free, fully paid-up license to use, copy, transmit, store, back-up and, otherwise process your data for the purpose of providing the products and services to you.
You need to maintain regular backups of your data or redundant data archives. TaxPlanIQ adheres to certain policies and procedures to prevent loss of data but does not make any guarantees that there will be no loss, alteration, destruction, damage, or corruption of your data.
TAXPLANIQ HAS NO OBLIGATION OR LIABILITY FOR ANY LOSS, ALTERATION, DESTRUCTION, DAMAGE, CORRUPTION, OR RECOVERY OF ANY DATA.
If you enable any third-party applications for use in conjunction with Our Site, you acknowledge that TaxPlanIQ may allow the providers of those third-party applications to access your data as required for the interoperation of such third-party applications with Our Site. TaxPlanIQ is not responsible for any disclosure, loss, alteration, destruction, damage, corruption, or deletion of your data resulting from any such access by third-party application providers.
If you leave us, We’ll miss you dearly, but We won’t hold you back. To cancel, just email our Client Happiness team at ContactUs@Qount.io and ask us to close your account. We may close your account for any or no reason at any time immediately upon notice to you.
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Access to the Site may not be legal by certain persons or in certain countries. If you access our Site from outside the United States, you do so at your own risk and are responsible for compliance with the laws of your jurisdiction.
Disclaimer of Professional Advice
The information provided through the Products and customer support is not and shall not be construed as tax, accounting, legal, regulatory or other professional advice or sufficient to satisfy any tax, accounting, legal, regulatory or other professional requirements. Customer and/or each User should consult tax, accounting, legal, regulatory or other professional advisor(s) for advice. None of the Products nor any related services or any portion thereof shall constitute or be construed as (a) a solicitation, offer, opinion or recommendation by TaxPlanIQ its affiliates or any supplier, for any transaction in any financial instrument, including but not limited to securities or (b) forming an attorney-client relationship.