Your privacy is important to us.
Application of this policy.
- publicly available information such as a person's name, address, telephone number and electronic address, when listed in a public directory; or
- business contact information, including the name, title or business address or telephone number of an employee of an organization; or
- personal information that is aggregated and cannot be associated with an identifiable individual; or
- any other information that is not personal information or is specifically excluded by applicable privacy legislation.
We collect personal information.
We collect personal information about you, from you, either directly or through persons or entities acting on our behalf including:
- personal information that you enter on an income tax form, including your name, address, social insurance number, and other identifying and contact information, in addition to your tax and financial information, and your e-mail address;
- information from applications, forms, surveys, and in connection with polls or contests, including your name, address and e-mail address; and
- information for billing and payment purposes, including credit or debit card information, such as card number and card expiration date.
H&R Block limits the collection of personal information to that which is necessary to fulfill the purposes identified at the time of collection. The personal information that we collect necessarily depends on the product or services that you have requested and on legal and regulatory requirements. Personal information will always be collected by fair and lawful means and will generally be collected directly from you.
How and why we use personal information.
H&R Block collects personal information about you so that we can effectively provide the services and products to you that you have requested (including completing and filing your income tax return and/or providing you with Instant Cash Back), establish your identity, manage our operations, and comply with legal and regulatory requirements. And, if we need to your personal information for any other purpose, we will identify that purpose to you.
We may also use your personal information to enable us to understand your needs and preferences and then to alert you by mail, or phone or e-mail to current and future product offerings, and to tailor marketing material to your specific needs (though you may of course choose not to receive these materials at any time by contacting us a 1-800-561-2154 or at firstname.lastname@example.org.
Consent to the collection, use or disclosure of personal information.
We may obtain your express consent in writing, through electronic means, or verbally. You consent may also be implied by an action that you have taken. You can always refuse or withdraw your consent to the collection, use or disclosure of your personal information. Doing so may, in some cases, mean that we will be unable to provide you with the product or service that you have requested.
If you wish to withdraw your consent to the collection, use or disclosure of your personal information (unless it is required to provide you with the services you have requested or to provide you with necessary information relating to your accounts with us or as required by law.) and/or do not want to receive information about our current and future product offerings, special promotions or other services, please contact us at 1-800-561-2154 or at email@example.com
Disclosure of personal information.
- to outside suppliers employed or retained by us or by H&R Block US to perform certain services or functions on our behalf, including billing, processing of credit and debit card transactions, Instant Cash Back processing, mailing and data processing, shredding and storage, and collection or research services. We select our outside suppliers carefully and insist that they have privacy and security standards that meet our strict requirements. We provide to these suppliers only the personal information required for them to perform the services or functions for which they have been engaged. We require them to retain any personal information in strictest confidence and we also restrict their use of your personal information to what is necessary to act on our behalf;
- to H&R Block US or H&R Block Canada Financial Services, Inc. to deliver or provide a product or service that you have requested, including Instant Cash Back;
- to H&R Block US to offer you products and services which may be of interest to you (though you may of course choose not to receive these materials, as noted above);
- to our franchisees, where you have requested services in an area serviced by an H&R Block franchise; and
- in the event of a sale or transfer of our business or assets.
Please note that personal information disclosed to H&R Block US will be securely used or stored in the United States and will be subject to the laws of the United States.
In some cases, outside suppliers that we retain to perform services or functions on our behalf may be located outside Canada. Accordingly, personal information provided to these companies for storage or processing will be located outside Canada, and may therefore be subject to the laws of those countries.
Protecting personal information.
H&R Block protects personal information by security safeguards appropriate to the sensitivity of the information. We restrict internal physical and electronic access to personal information to those employees who need to access it in order to serve you. We also maintain policies and procedures designed to restrict access (by external parties) to your personal information in several ways. For both internal and external parties, access controls include programs and specifications for physical security, records retention and disposal, computer and communication security measures reflected in system design, password protection, data management practices, and other measures to restrict access to the information we hold in physical and electronic forms.
H&R Block only retains personal information only for as long as necessary or required for the purposes for which it was collected or as required by law. Personal information that is no longer required will be destroyed, erased or made anonymous.
Accuracy of personal information and access.
It is important that the personal information we have is accurate, complete and up to date. To this end, you are encouraged to inform us when there are any changes to your information.
You may also, at any time, contact our Chief Privacy Officer to request access to your personal information, verify its accuracy and, if required, correct it. H&R Block will provide you with access to your personal information except where we are prohibited by law from doing so, or are permitted by law to restrict your access and have legitimate reasons for doing so. We may charge you a fee to provide access to your information and will let you know in advance if there will be a charge for doing so.
Please note that we will not disclose your personal information to you over the phone or via e-mail. Instead, we will make other arrangements for you to access your personal information.
The contact information for our Chief Privacy Officer is as follows:
Chief Privacy Officer
H&R Block Canada, Inc.
200, 340 Midpark Way SE
Calgary AB T2X 1P1
By phone: 1-800-561-2154
By e-mail: firstname.lastname@example.org
In addition, as noted above, you can refuse to provide personal information to us and you may also at any time, on reasonable notice to us, in person or via telephone or email, withdraw your consent to the collection, use or disclosure of any of your personal information, unless it is required to provide you with the services you have requested or to provide you with necessary information relating to your accounts with us or as required by law.
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