Privacy Policy

Privacy Policy

Effective: February 1, 2018

Canopy Tax, Inc. (“Canopy,” “we,” or “us”) respects your privacy. This Privacy Policy describes the types of information we may collect from you when you visit, or any subdomain of or use the services we make available on our website (collectively, the “Service”), how we use the information we collect, with whom we share it, how we protect it, and the choices we offer you regarding our collection and use of such information.

Who This Policy Applies To
Users of Canopy include customers (both companies and individuals), the clients of customers, and consumers of our free services.  This policy applies in each of those cases, and this document will reference these groups collectively as “user,” “you,” or “your.”  

Who Owns Your Data
Canopy stores personal information, communications, files, and financial information as provided, entered, or imported by the user (collectively, “Data”).  This Data remains the property of the user and Canopy will only share data according to our “How We Share Your Personal Information” policies below.

Information We Collect
We may collect personal information about you, meaning information that can uniquely identify you, from various sources, such as directly from you when you use the Service (for example, when you register for an account, access certain features or content, or purchase a subscription to the Service) and from other users acting on your behalf (for example, if your accountant provides such information to us). The personal information we collect about you may include, without limitation, your name and email address.  We may also collect information about you that does not uniquely identify you, such as your company name.

When you use the Service, we may also collect certain information by automated means, such as cookies. A “cookie” is a text file that websites send to a user’s computer or other Internet-connected device to uniquely identify the user’s browser or to store information or settings in the browser. We may also use third-party analytics tools (such as Google Analytics) that collect information about use of the Service and user traffic. The information we may collect by automated means may include, without limitation:

The information we collect automatically is statistical data and does not include personal information, but we may maintain it or associate it with personal information we collect in other ways or receive from third parties. It helps us to improve and personalize the Service, including enabling us to identify and authenticate users.  To the extent that we associate any of this non-personal information with your personal information, we will treat it as personal information under the terms of this Privacy Policy.

How We Use the Information We Collect
We may use information we obtain about you to:

We also may use the information we obtain about you in other ways for which we provide specific notice at the time of collection.

Aggregated, Non-Identifying Information Is Not Protected
We may disclose aggregated information about our users, and information that does not identify any individual user, without restriction.

How We Share Your Personal Information
We may disclose personal information about our users:

We also reserve the right to transfer your personal and other information to a buyer or other transferee in the event of a merger, divestiture, restructuring, reorganization, dissolution, sale, or other transfer of some or all of our assets.  Should such a sale, merger, or transfer occur, we will use reasonable efforts to direct the transferee to use your information in a manner that is consistent with our Privacy Policy.

Canopy takes protecting your information seriously, and implements reasonable measures to ensure your safety.  For example:

Please note that the electronic transmission of information is not completely secure. We cannot guarantee that the security measures we have in place to safeguard Data and/or other information will never be defeated or fail, or that such measures will always be sufficient or effective. Any transmission of Data and/or other information is at your own risk.

Information and Data Transfers
The Service is administered by Canopy in the United States. When we obtain information about you when you access the Service or you input or import Data from somewhere other than the United States, we may transfer, process, and store such information and Data in the United States. If you access the Service from outside the United States, you do so on your own initiative, at your sole risk, and you are responsible for compliance with all applicable laws. By using the Service, you consent to the transfer to and processing of such information and Data in the United States, which may have different data protection laws than those in the country in which you reside. Additionally, if you provide us with the personal information of your clients, you confirm that you have all necessary authority and consents to transfer such information to us.

Canopy Does not Store Your Payment Card Details
We use third-party payment processing services to process payment transactions initiated via the Service. Your payment card details are not stored by the Service. If you purchase a subscription to the Service, your payment card details are encrypted and securely stored by our third party payment processor to enable Canopy to automatically bill your payment card on a recurring basis. Our current payment processor is Stripe. We recommend that you read Stripe’s Terms of Service ( and Privacy Policy ( so that you understand the manner in which Stripe will handle your information.

Data Retention
In order to comply with tax law, we retain data for a minimum of 7 years.  Data will not be removed from active paid accounts without consent.

Your Choices
We offer you the following choices about the information we collect from you and how we communicate with you:

Cookies. Most browsers will tell you how to stop accepting new cookies, how to be notified when you receive a new cookie, and how to disable existing cookies. You can control and/or delete cookies as allowed by your browser – for details, see  You can delete cookies that are already on your computer and you can set most browsers to prevent them from being placed. However, please note that cookies are required in order to use the Service.

Emails. Canopy sends billing information, product information, Service updates, Service notifications, and other communications to you via email. Promotional email communications will contain instructions describing how you can opt out of receiving future promotional emails from us. If you opt out of promotional emails, you may continue to receive non-promotional emails from us.

Website Analytics.  You may opt out of the aggregation and analysis of data collected about you on our website by Google Analytics by visiting and downloading and installing the Google Analytics Opt-out Browser Add-on. Please note that if you opt out, analytics companies other than Google Analytics may continue to aggregate and analyze data collected about you on our website.

How We Respond to Do Not Track Signals
Your web browser may let you choose your preference as to whether you want to allow the collection of information about your online activities over time and across different websites or online services. At this time, the Service does not respond to the preferences you may have set in your web browser regarding such collection of your information, and we may continue to collect information in the manner described in this Privacy Policy.

Third Party Applications and Websites
The Service may contain links enabling the electronic transfer of data from third-party applications to the Service, as well as links to third-party websites. Canopy takes no responsibility for the privacy practices or content of these applications or websites, and linking to an application or website does not constitute endorsement by us of that application or website. You are responsible for checking the privacy policy of any third-party application or website linked by our Service before you use or upload your information to it.

Children Under the Age of 13
The Service is not directed to, and Canopy does not knowingly collect or solicit personal information from, children under the age of 13. If we learn we have collected or received personal information from a child under the age of 13, we will delete that information. If you believe we might have any information from a child under the age of 13, please contact us as set forth below. Canopy does store information about dependents potentially under the age of 13, but that data needs to come from the appropriate parent or guardian.

This Policy May be Updated from Time to Time
Canopy reserves the right to change this Privacy Policy at any time. If we make a material change to this Privacy Policy, we will make an effort to communicate these changes to you via email or by posting a notification on our website. In the event we make a material change to how we use your personal information, we will provide you with an opportunity to opt out of such new or different use. The date this Privacy Policy was last revised is at the top of this page. We encourage you to review this Privacy Policy periodically to check for any updates or changes.

Contact Us
If you have any questions about this Privacy Policy or our information practices, please email us at, or write to us at:

Canopy Tax
3401 North Thanksgiving Way
Suite 200
Lehi, Utah 84043