|Types of Personal Information
|Primary Purpose for Collection and Use of Personal Information
|My BlockSM Account
|We collect your name, email address, username, password, and other contact information when you create an account. We also collect information relating to the actions that you perform while logged into your account and information from documents you choose to upload to your MyBlockSM account.
|We collect this information to set up your online account, provide account-related functionalities to you, and authenticate your identity when you request certain services from us. We may use your email address as your username. We may access documents you add to your MyBlockSM account to assist you with products or services you have chosen or as requested by you.
|Tax Preparation Products and Services
|We may collect information about you, your spouse, your dependents, other individuals, or your business when you use our tax preparation products and services. This information may include contact information (e.g., name, phone number, and email address), Social Security Number and other government identification numbers (e.g., EIN, Driver’s License Number, and ITIN), date of birth, financial information (e.g., income, revenue, assets, credits, deductions, expenses, and bank account information), payment information (e.g., checking, debit, and credit card account numbers, balances, assets, and payment history), health information (e.g., health insurance status and financial information related to payment for healthcare services), unique device identifiers, and Internet Protocol (“IP”) address (a number that is automatically assigned to a computer when the internet is used).
|We collect this information to deliver the products and services you request, including as part of preparing your tax return, electronically filing your tax return, and applying for or purchasing a product or service. We also collect some of this information because the Internal Revenue Service (“IRS”) or state taxing authorities may require that we collect personal and system information (such as name, Social Security Number, IP address and device identifiers) in connection with preparing or electronically filing your tax return. To improve the security of our services and to protect your information, we may verify your personal information by matching the information you provide against other publicly available information that we obtain from identification verification companies. As permitted by applicable law, we may use information to improve or market our products or services and to otherwise support the maintenance and operations of our business.
|Cookies and Similar Tracking Technologies
|We use, and allow third parties to use, technologies, such as cookies, pixels, media tags, and similar tracking technologies (collectively, “tracking technologies”). Tracking technologies may collect certain types of information when you interact with our websites, mobile applications, and online products and services. For example, they may collect data about your interactions with our website, device, browser, operating system, and/or it may store or transmit identifiers that are unique to you or your browser.
|We use tracking technologies for a variety of reasons, including to better manage content on our websites, to help us understand usage patterns, track your preferences and understand your interests, fix issues, improve our products and services, remember you, and personalize your online experience.
We or third parties working on our behalf use tracking technologies to report analytics to us or provide advertising about products and services tailored to your interests. Some of these technologies s might collect information over time and across different websites in order to serve ads on our website or on other websites (“behavioral advertising”). You may opt-out of the use of tracking technologies on our site for the purpose of behavioral advertising by clicking "customize settings."
|Calculators and Other Tools
|When you use our calculators and other tools, we may collect the number of people who use a certain tool. Some calculators and other tools may require registration or ask for your contact information. We may also set cookies or clear GIFs based upon your use.
|For our calculators and other tools that require registration or ask for your contact information, we may use the contact information you provide to contact you directly with relevant services and offers.
|Send a Friend Program
|If you choose to use one of our referral services, we may ask for your friend’s/referral’s name and contact information, including email address.
|Depending on the particular referral service, we may contact your friend/referral and invite them to visit our website, sign up for services, or take our income tax training course. You can visit Send a Friend to view full program rules. Your friend/referral may request that we remove their information from our system by clicking here. If you are a California resident, please see the “California Notice of Financial Incentive” provision below for more information about the Send a Friend program.
|When you use one of our websites or mobile applications, we may collect your location from the GPS, Wi-Fi, and/or cellular technology in your device.
|We collect this information to understand our users and provide tailored services, including information regarding nearby H&R Block offices. In some contexts, our use is also based upon your consent to provide us with geolocation information. You may revoke your consent to our collection of geolocation from your mobile device by turning off location tracking at the device level and/or not using our office locator.
|If you receive email from us, we use certain tracking technologies, such as cookies, to capture data related to when you open our message or click on any links.
|We collect this information to understand how you interact with our communications to you, including to gauge the effectiveness of our marketing campaigns.
|If you apply for a job posting, or become an employee, we collect information necessary to process your application or to retain you as an employee. This may include, among other things, your Social Security Number. Providing this information is required for employment.
|We use information about job applicants to review and process their applications for employment, including conducting a background check.
|We collect information from your mobile device such as unique identifying information broadcast from your device (e.g., Apple IDFA and other general device characteristics and device IDs) when you visit our websites or use our mobile applications. Subject to your control, our mobile services may request permission to dial a phone number, access your camera or photo library, access the internet, access your calendar, send you push notifications or authorize in-app purchases.
|We collect this information to track your appointments, enable you to upload documents to your MyBlock account, identify unique visitors to our websites and users of our mobile applications, and understand how website visitors and mobile app users interact with us on their mobile devices.
|We use mobile analytics software that may record information such as how often you use our mobile applications, the events that occur within the application, aggregated usage data, performance data, and from where the application was downloaded.
|We collect this information to better understand the functionality of our mobile software on your mobile device.
|Product or Service Purchases
|We collect your name, billing address, shipping address, email address, phone number, and payment information when you purchase a product or service.
|We use your information to provide you with and process your payment for the products or services you purchase.
|We collect this information to understand your opinions and compile information relevant to our organization.
|Sweepstakes or Contests
|When you participate in a sweepstakes or contest, we collect information about you, which includes contact information to notify you if you are selected. The information collected is subject to the applicable rules for the sweepstakes or contests.
|We collect this information to operate the contest or sweepstakes, or for other purposes as permitted by applicable laws or sweepstakes rules. In some contexts, we are also required by law to collect information about those who enter into our sweepstakes.
|We use technology to monitor how you interact with our websites. This may include how you arrived on our website, which pages you visit, which links you click on, your mouse movements, your scrolling activity, device type, browser type, operating system, language, screen resolution, referring URL, any unique identifier we may assign when you use our services, etc.
|We collect this information to understand how you interact with our websites to better improve them and our products and services, to understand your preferences and interests in order to select offerings that you might find most useful, and to otherwise customize your experience with us and better serve you. We also collect this information to help detect and prevent fraud.
|We collect information, including your browser type, operating system, IP address, internet service provider, unique device ID, domain name, click-activity, referring website, and/or a date/time stamp when you use our services.
|We collect this information to monitor our networks and the visitors to our websites and users of our mobile applications. Among other things, it helps us analyze trends, administer our websites and mobile applications, gather broad demographic information for aggregate use, and understand which of our services is the most popular. It also may be used for security or fraud detection purposes.