What is collected depends on your interactions and settings
Collection depends on your interactions, account configuration and choices, including privacy settings. Processing also varies with the service or feature used, location and applicable law; the following categories are not a claim that every item is collected from every user.
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Supporting quotations
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.
Data Access & Collection · Company practice
Account setup and uploads can provide profile and payment data
When you or your organization create an account, activate a subscription or upload information, Intuit collects account information. Possible fields include names, employment and education, contact addresses, photo, payment and purchase history, demographics, preferences, subscription details and credentials. Collection varies with the interaction and settings.
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Supporting quotations
We collect information when you (or your organization) create an account, activate a subscription, and/or upload information to the Intuit Platform.
Personal information may include your name, previous name(s) and/or nicknames, title and honorifics, professional title and company name, education, billing and mailing addresses, phone number and email address, profile photo, billing information (your payment information), purchase history, demographic information, preferences, subscription data, and your username and account credentials.
Data Access & Collection · Company practice
Identity checks may involve government identifiers
Intuit collects identifying information to verify identity and help with tax filing, including name, birth date, Social Security or social insurance numbers, driver’s license, passport and similar government identification. Which information is involved depends on the service and interaction.
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Supporting quotations
We collect information to verify your identity, including your name, date of birth, social security number, social insurance number, driver’s license number, passport number, government-issued identification details, and similar information to verify your identity and to help you file your tax return.
Data Access & Collection · Company practice
Support and other interactions can be recorded
Support, feedback, optional surveys, events, research, training and other communications may provide Intuit your contact details and information you choose to share. Records can include monitored or recorded calls, chats, texts, voicemail, photos and audio/video, including recordings around physical locations.
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Supporting quotations
We may collect personal information such as your name, email address, telephone number and any other personal information you choose to share when you reach out to us for support, give us feedback, participate in optional surveys, attend our events, participate in product research or training, or otherwise interact or communicate with us.
This information may include: call center recordings and call monitoring records, chat and text records, voicemails, photographs, and other audio recordings or video images, including those recorded in and around our physical locations.
Data Access & Collection · Company practice
Marketing preferences and community posts reach Intuit
You may provide contact details and marketing preferences. Intuit also receives content posted on its social-media and community pages.
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Supporting quotations
You may provide us with your contact information and preferences for receiving marketing communications.
We receive content you post on our social media pages and our community pages.
Data Access & Collection · Company practice
Business and financial information may include other people’s details
Intuit may receive business finances, expenses, invoices, statements, transactions, payroll, payments, taxes, income, wages and investments, as well as information about customers, vendors and employees. This describes possible categories rather than collection of all categories from every user.
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Supporting quotations
We may receive information about your business, your finances, expenses, invoices, financial statements, details of your financial transactions, payroll details, payment details, tax return details, details about your customers, vendors, or employees, income and wage information, and/or investment information.
Data Access & Collection · Company practice
Expert and chatbot interactions provide information
Intuit may receive questions, account details and guidance from interactions with live experts such as accountants or tax preparers. It may also receive information through chatbots, digital assistants and other interactive bots.
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Supporting quotations
When you interact with these experts, we may receive information about the questions you ask, the details of your accounts, and the guidance provided to you.
We may receive information from you through your use of chatbots, digital assistants, or other interactive bots across the Intuit Platform
Data Access & Collection · Restriction or exception
Device and contact access requires device-setting permission
Certain features may access your device and contacts if you grant permission in your device settings.
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Supporting quotations
If you grant permission in your device settings, certain features may have access to your device and contacts.
Data Access & Collection · Restriction or exception
Other people can supply your data; inputters must meet notice and permission duties
Intuit customers and other users may input information about you. If you input information about others, you must first give sufficient notice, obtain any required permissions and have an appropriate legal basis if law requires one.
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Supporting quotations
As a result of those connections, others may be able to input personal information about you, including other customers using the Intuit Platform.
If you input information about others into the Platform, you must only do so if you have first provided sufficient notice and received any required permissions, and have an appropriate legal basis if required by applicable law.
Data Access & Collection · Restriction or exception
Third-party data is subject to consent or law and source restrictions
Intuit may obtain personal information from third parties with your consent or where law permits. It processes and protects that information under this statement consistently with additional restrictions imposed by the source. The sources vary over time and with platform use.
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Supporting quotations
We may also receive personal information about you from other third parties where you have provided consent or where permitted by applicable law. We protect and process the personal information obtained from those third parties as described in this Privacy Statement, consistent with any additional restrictions imposed by the source of the information.
Data Access & Collection · Company practice
Outside providers supplement identity and troubleshooting information
Third parties help verify identity and business details and supplement or validate supplied information; they may include financial institutions, telecom and email providers. Support providers also supply troubleshooting information, potentially including call records, voicemail, photos and chats. The general consent-or-law and source-restriction conditions apply.
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Supporting quotations
We work with certain third parties to help us verify your identity, the specifics of your business, and/or supplement the personal information you have provided and ensure the accuracy of your personal information.
These providers may include, for example, your financial institution, telecommunications provider, or email provider.
We receive personal information about you or your interaction with the Intuit Platform from certain third parties for troubleshooting purposes.
including call center recordings, call monitoring records, voicemails, photographs and chat records.
Data Access & Collection · Company practice
Credit bureaus can supply scores, reports and additional personal information
Where Intuit offers credit reports and scores, it requests them on your behalf from partners such as TransUnion, Experian and Equifax. Those partners may also supply employment or income information, Social Security numbers, vehicle or driver data and credit-profile offers to support personalized recommendations. This is subject to the stated consent-or-law condition and source restrictions.
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Supporting quotations
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.
Data Access & Collection · Company practice
Users and risk-management providers can supply information
Intuit may receive data from accountants, bookkeepers, tax preparers, spouses, employers, business customers and referral programs. It may also receive data from risk, cybersecurity and anti-fraud providers to assess offering-related risks, combat illegal activity and protect information. Third-party collection remains subject to consent or applicable law and source restrictions.
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Supporting quotations
we may receive personal information about you from other Intuit Platform users, such as your accountant, bookkeeper, tax preparer, spouse, employer, or other business customers using the Intuit Platform
We may also collect such personal information through features like member referral programs.
We may receive personal information from third parties that help us assess risks associated with our offerings, including to help combat fraud and illegal activity and to help protect your personal information.
Data Access & Collection · Company practice
Licensed data, public content and government records are information sources
Sources can include demographic and preference data licensors, companies making user-generated content available, government and tax agencies, and public databases and social platforms. Intuit also identifies joint offerings and marketing partners as a source category without detailing a separate data set there. Consent-or-law and source restrictions still apply.
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Supporting quotations
We may receive information from information services and data licensors that provide demographic and preference information to us.
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 may offer co-branded services or experiences or engage in joint-marketing activities with others, including through our conferences or live events.
We receive information from government agencies, including from various tax agencies, such as your tax filing confirmation from the IRS.
We collect individual and household demographic information and preference information from publicly available sources, such as open government databases, social media platforms, and others.
Data Access & Collection · Company practice
Devices and service interactions may be logged automatically
Intuit, its service providers and business partners may automatically log information about you, devices and interactions over time. Examples include IP addresses, logs, errors, device types and identifiers, pages and features used, browser type and interactions with links or communications. Precise location and motion collection has the separate device-permission condition described next.
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Supporting quotations
We, our service providers, and our business partners may automatically log personal information about you, your computer or mobile device, and your interaction over time with the Services
We may collect information about your device(s) such as IP addresses, log information, error messages, device type, and unique device identifiers.
We may collect information about your use of the Intuit Platform, such as the pages you viewed, the services and features you used or interacted with, your browser type, and details about any links or communications with which you interacted.
Certain features in the Intuit Platform may collect your precise location information, device motion information, or both, if you or your organization grant(s) us permission to do so through your device settings
Data Access & Collection · Restriction or exception
Precise location and device motion depend on device permission
Certain features may collect precise location, device motion or both when you or your organization grant permission through device settings. Examples include QuickBooks time tracking, Karma Drive and CK Money’s nearby ATM finder.
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Supporting quotations
Certain features in the Intuit Platform may collect your precise location information, device motion information, or both, if you or your organization grant(s) us permission to do so through your device settings (for example, if you use QuickBooks’ time-tracking service, participate in Karma Drive, or use CK Money to locate nearby ATMs).
Desktop syncing can collect data and store personal information locally
Some web-enabled desktop offerings synchronize with information on your computer. Intuit may collect device information, product usage and error reports during that process and may store personal information locally on your device.
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Supporting quotations
Some of our web-enabled desktop services and offerings synchronize with the information on your computer. In doing so, we may collect information such as device information, product usage, and error reports. We may also store personal information locally on your device.
Data Access & Collection · Company practice
Invisible email pixels can track communication interactions
Intuit or its service providers may obtain interaction data from email and communications providers or social networks, including whether emails are opened or forwarded. Invisible pixel tags in emails may be used for this tracking.
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Supporting quotations
We or our third-party service providers may collect information from email providers, communication providers and social networks, such as your interactions with our email, text or other communications (e.g., whether you open and/or forward emails) – we may do this through use of pixel tags (which are also known as clear GIFs), which may be embedded invisibly in our emails.
Data Access & Collection · Company practice
Behavioral collection extends to customer sites and campaigns
Intuit may automatically collect device identifiers, page views, search results and link interactions on its sites, customers’ sites or stores, social sites and campaigns. For customer contacts, it may record delivery, views, opens, clicks, bounces and spam treatment of campaigns using its offerings.
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Supporting quotations
We may automatically collect certain personal information about your use and interactions with our websites, customers’ websites or e-commerce stores, social media websites, and marketing campaigns that we or our customers organize, including device information (such as your IP address and unique device IDs), page view information and search results, links, and if you are a customer contact, whether or not a campaign presented or sent to you using our offerings has been viewed, delivered, opened, clicked on, whether it has bounced or was treated as spam.
Data Access & Collection · Company practice
Cookies and session replays can record detailed interactions
Intuit and service providers may use cookies and similar tools to deliver requested experiences, recognize visits, track interactions and improve services. Session replay tools such as FullStory and Medallia may record clicks, touches, mouse movements, scrolls and keystrokes for usability diagnosis and improvement. The statement provides a FullStory recording opt-out and says you control some cookie collection and use; linked cookie policies supply further details not included here.
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Intuit and our service providers may use commonly used tools such as cookies, web beacons, pixels, local shared objects and similar technologies (collectively “cookies”) to collect information about you (“Cookie Information”) so we can provide the experiences you request, recognize your visit, track your interactions, and improve your and other customers’ experiences.
The replays include users’ clicks, mobile app touches, mouse movements, scrolls and keystrokes/key touches during those sessions. These replays help us diagnose usability problems and identify areas for improvement.
and you can opt-out of session recording by FullStory
You have control over some of the information we collect from Cookies and how we use it. Please see Your Personal Information Rights and Choices section for more information.
Not stated here
The linked Intuit and Mailchimp cookie policies are not supplied in this source.
Data Access & Collection · Company commitment
Biometric collection requires prior notice and consent
Some platform features use biometric personal information. Intuit says it will first give notice and obtain your consent before collecting it. Further use details are referred to a separate Biometric Notice.
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Certain parts of the Intuit Platform make use of biometric personal information (“Biometric Information“). We will not collect your Biometric Information without first providing notice and obtaining your consent.
Not stated here
The separate Biometric Notice is not supplied here.
Data Access & Collection · Company commitment
Services are not directed to under-13s, with education separately governed
Outside the separately governed Intuit for Education services, Intuit says the services are not intended for or directed to children under 13 and it does not knowingly collect children’s personal information. It asks readers who believe it holds a child’s information to contact it. The education exclusion must not be read as a universal ban on children’s data across every Intuit product.
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this privacy statement does not apply to your use of those services.
Otherwise, our Services are not intended for or directed to children under the age of 13. We do not knowingly collect personal information from children. If you believe we may have information from a child, please contact us.
California category disclosures are in a separately linked chart
The statement links a chart of CCPA collection, use and disclosure categories for the current practices and preceding 12 months. Free-form submissions may include additional categories not listed in that chart. The chart itself is not included in this source, so its categories and disclosures are not inferred here.
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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. Information you voluntarily provide to us, such as in free-form webforms, may contain other categories of Personal Information not described in this chart.
Not stated here
The linked category chart is a separate document, not supplied in this assignment.
Data Access & Collection · Context
A separate chart and report describe categories and handled requests
The state section refers to a separate chart covering current practices and the prior 12 months; voluntary free-form submissions may add categories beyond that chart. The California section also links a transparency report about processed requests. Neither linked document’s contents are supplied here.
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Supporting quotations
Learn more about the requests we process by viewing our
summarizes the Personal Information we collect and describes our practices currently and during the 12 months preceding the effective date of this Privacy Statement. Information you voluntarily provide to us, such as in free-form webforms, may contain other categories of Personal Information not described in this chart.
Not stated here
The category chart and transparency report are external documents; no categories or request counts from them are inferred.