TAXLEY PRIVACY POLICY

Last Updated: 12/22/2025

Company: Taxley, LLC (“Taxley,” “we,” “us,” “our”)

Address: 55 S. Pioneer Blvd #65, Springboro, OH 45066

Email: legal@taxley.com

Phone: 1.513.982.2800

This Privacy Policy explains how Taxley collects, uses, shares, and protects information when you visit our websites, pages, portals, and related services (collectively, the “Site” and “Services”).

By using the Site or Services, you agree to this Privacy Policy.

If you do not agree, do not use the Site or Services.

1) What This Privacy Policy Covers

This Privacy Policy applies to information collected through:

  • Taxley.com and related webpages and forms
  • Taxley program portals and learning environments
  • Registration, applications, enrollment, and partner intake
  • Events, workshops, webinars, and live sessions (including recordings, where applicable)
  • Communications with Taxley (email, phone, text, and messages)

This Privacy Policy does not cover third-party websites or services that may link from our Site or that you choose to use separately. Those third parties have their own privacy practices.

2) Key Terms

  • “Personal Information” means information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked with you or your household.
  • “Sensitive Personal Information” (where applicable under certain laws) includes certain higher-risk data (for example: account logins, precise geolocation, government identifiers).
  • “Partner” means a school, workforce organization, employer, sponsor, funder, association, or other entity engaging with Taxley (paid or unpaid).

3) Information We Collect

We collect information in three ways: (1) you provide it, (2) we collect it automatically, and (3) we receive it from partners or service providers.

3.1 Information You Provide

Depending on how you engage with us, you may provide:

  • Contact details: name, email, phone, mailing address
  • Profile details: age eligibility confirmation (e.g., 16+), school/organization affiliation, role/title
  • Application/enrollment data: education and career background, goals, eligibility information, program responses
  • Payment details: billing contact information and transaction details (payment card data is typically handled by our payment processor, not stored by us)
  • Communications: messages, emails, call notes, support requests, and feedback you send us
  • Program participation artifacts: assignments, assessments, submissions, reflections, and related progress records

3.2 Information We Collect Automatically

When you use the Site, we may automatically collect:

  • Device and usage data: IP address, browser type, device identifiers, operating system, pages viewed, time on page, referring URLs
  • Approximate location: inferred from IP address (not precise GPS unless you explicitly enable it)
  • Cookies and similar technologies: used for login/session management, analytics, and site functionality (see Section 8)

3.3 Information We Receive From Others

We may receive information from:

  • Partner organizations (e.g., a school sharing a roster of interested students, or a workforce organization sharing participant eligibility information)
  • Employers/sponsors supporting participation in Taxley programs
  • Service providers supporting payments, learning systems, scheduling, communications, or analytics

4) How We Use Information

We use information for the following business purposes:

4.1 Deliver and Operate the Services

  • Provide access to portals, content, sessions, and programs
  • Process registrations, applications, enrollments, and eligibility workflows
  • Provide support, program administration, and participant communications

4.2 Program Quality, Integrity, and Improvement

  • Evaluate participation, completion, and credential criteria
  • Maintain program standards, outcomes tracking, and improvement
  • Prevent fraud, misuse, credential manipulation, or unauthorized access

4.3 Communications

  • Send operational messages (program updates, schedule changes, account notices)
  • Send marketing or informational messages (you can opt out of marketing at any time)

4.4 Legal, Safety, and Enforcement

  • Comply with legal obligations
  • Enforce our Terms of Use and partnership terms
  • Protect Taxley, participants, partners, and the public (including investigating suspected misuse or violations)

5) How We Share Information

We share information only as needed for the purposes described in this Privacy Policy.

5.1 Service Providers (“Vendors”)

We may share information with vendors who perform services on our behalf, such as:

  • Payment processing
  • Email/SMS communications
  • Scheduling and video platforms
  • Learning platforms / portals
  • Analytics and security tooling

Vendors are authorized to use information only to provide services to Taxley and must protect it.

5.2 Partners (Schools, Workforce Orgs, Employers, Sponsors)

We may share limited information with Partners depending on the context:

  • Schools / education partners: typically receive aggregate participation metrics or confirmation of participation where appropriate (and where allowed by applicable rules and consents).
  • Workforce organizations: may receive information needed for eligibility, funding compliance, participation confirmation, and outcomes reporting.
  • Employers/sponsors: may receive limited participation status or “pathway visibility” only when relevant and permitted (for example, to support an employer-sponsored pathway).

Purpose-limited sharing: Partner sharing is restricted to the purpose of the relationship (e.g., funding eligibility, participation verification, outcomes reporting). We do not share more than necessary.

5.3 Legal Disclosures

We may disclose information if we believe disclosure is necessary to:

  • comply with law, regulation, subpoena, or legal process
  • protect rights, safety, and security of Taxley, users, partners, or others
  • investigate fraud, security incidents, or misuse of our systems

5.4 Business Transfers

If Taxley is involved in a merger, acquisition, financing, reorganization, or sale of assets, information may be transferred as part of that transaction, subject to reasonable confidentiality protections.

6) “Do Not Sell or Share” and Targeted Advertising

Taxley does not sell personal information for money.

Taxley does not share personal information for cross-context behavioral advertising (a concept used in some state privacy laws).

If our practices change, we will update this Privacy Policy and provide any required opt-out mechanisms. (Some laws require specific “Do Not Sell or Share” links if a business sells/shares personal information.) 

7) Data Retention

We keep information only as long as reasonably necessary for:

  • delivering and operating Services
  • maintaining program records (including credential verification)
  • dispute resolution and enforcement
  • legal, tax, and compliance obligations

Retention periods vary by data type and context. If you request deletion, we will honor it where legally required and where we are not required to keep records (for example, for compliance, security, or legitimate business purposes).

8) Cookies, Analytics, and Similar Technologies

We use cookies and similar technologies for:

  • login and session management
  • security
  • site functionality
  • basic analytics (understanding what pages are useful and what needs improvement)

You can control cookies through your browser settings. Some site features may not function properly if cookies are disabled.

9) Security

We take reasonable administrative, technical, and physical measures to protect information from unauthorized access, disclosure, or misuse.

However, no system is perfectly secure. You use the Site and Services at your own risk, and you are responsible for protecting your account credentials.

10) Children and Student-Age Users

The public Site is not intended for children under 13.

Some programs are open to ages 16+ (e.g., high school juniors and above), and participation may involve partner coordination (school, workforce, sponsor). Where a minor participates, Taxley expects appropriate permission/authorization processes consistent with the program context and applicable requirements.

11) Your Privacy Rights

Your rights depend on where you live. We honor rights that apply under relevant laws.

11.1 General Choices (All Users)

  • Marketing opt-out: You can unsubscribe from promotional emails anytime (transactional/service messages may still be sent).
  • Access and correction: You may request access to or correction of certain information.
  • Deletion: You may request deletion where applicable, subject to lawful retention needs.

11.2 California (CCPA/CPRA) Disclosures and Rights

California law requires businesses to provide notice at or before collection and describe consumer rights and disclosures in a reasonably accessible form, including categories of personal information and rights request methods. 

If you are a California resident, you may have rights including:

  • Right to know/access
  • Right to delete
  • Right to correct
  • Right to opt out of sale/share (if applicable)
  • Right to limit certain sensitive PI uses (if applicable)
  • Right not to receive discriminatory treatment for exercising rights

How to submit a request:

Email: legal@taxley.com

Mail: Taxley, LLC, 55 S. Pioneer Blvd #65, Springboro, OH 45066

We may need to verify your identity before fulfilling requests.

11.3 EU/UK (GDPR-style Transparency)

Where GDPR-style rules apply, users may have rights such as access, correction, deletion, restriction, objection, and data portability, and must receive specific transparency information at collection. 

12) International Use

Taxley is based in the United States. If you access the Site from outside the U.S., you understand that information may be processed and stored in the U.S. and other jurisdictions where our service providers operate.

13) Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will change the “Last Updated” date when we do. Your continued use of the Site or Services after updates means you accept the updated Policy.

We will not make material retroactive changes that reduce your rights without appropriate notice where required by law. 

14) Contact

Questions, concerns, or privacy requests:

Email: legal@taxley.com

Phone: 1.513.982.2800

Mail: Taxley, LLC, 55 S. Pioneer Blvd #65, Springboro, OH 45066