Privacy Policy
Last updated: September 1, 2026
Overview
UseVivify.com (the “Website”) is owned and operated by Use Vivify, LLC, an Ohio limited liability company (“we,” “us,” “our,” or “Vivify”). This Privacy Policy (“Policy”) describes what information Vivify collects, uses, protects, stores, and discloses (as applicable) when you use the Website, why we collect it, and what we do with it. We take your privacy seriously and are committed to handling your information responsibly.
Please note that this Policy does not apply to information about you collected (i) by third party services, applications or websites, or advertisements associated with, linked to or otherwise accessible from the Website (including by a third party payment processor) or (ii) by third party individuals or companies with which you conduct transactions or communications facilitated through use of the Website. The information collected and received by such third parties is subject to their privacy policies and under no circumstance are we liable for the third party’s compliance therewith. We encourage you to review the privacy policies or notices of the applicable providers or those third parties for information about their practices.
By accessing and using the Website, you agree to that you have read and understood this Policy, and that, in exchange for access to the Website and the associated services, you accept and consent to the privacy practices (and any uses and disclosures of information about you) that are described in this Policy.
Information We Collect
Information you provide directly:
When you create an account, we collect your name, email address, firm name, and billing information. In the Preparer Directory (see below) is available to you and you choose to opt into the service, we also collect your professional credentials, contact information, and any other profile details you choose to share. We also collect any messages that you send us through support, feedback, or other channels.
If you are using our services to file personal tax returns, we will collect personal data about you and any third-party that you identify in a lawful, fair, and transparent manner. “Personal data” is data relating to you from which you can be reasonably identified. Examples of personal data include your full name, email address, postal address, telephone number, job title or the company you work for, education information, and health information. We recognize that your personal data is valuable and we process it in accordance with applicable law.
We will collect and use your personal data solely for the specified and legitimate purposes stated in this Policy. We use your personal data to:
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Set up your account and verify your identity
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Deliver the services you request and related support
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Send marketing and service communications by email, mail, phone, or online
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Respond to your inquiries or information requests
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Improve our service quality and support interactions
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Enhance the website and client portal experience
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Notify you of new features, updates, or service changes
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Administer surveys and gather feedback
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Manage business operations, security, legal compliance, and fraud prevention
You can choose not to enter any of your personal data into the website. However, if you choose not to provide us with your personal data in these circumstances, we will be unable to respond to your inquiry, and/or engage in further communications with you.
Information collected automatically:
When you use OhioLocalTax.com, we may collect information about how you interact with the site, including pages visited, features used, timestamps, search queries made within the platform, and similar activity data. We may also collect device and connection information, including your IP address, browser type, operating system, and general location inferred from the IP address (city or region level, not a precise geolocation). When applicable, this data may also help us tailor content or deliver relevant information to returning visitors. We may use cookies and similar tracking technologies to support this.
Information Collected by Third Parties:
Applicable law may require not only that we disclose the types of third parties with whom we may share personal information but also that we separately identify the categories of personal information we share with third parties for business purposes. These categories could include any or all of the following: personal identifiers; device and online identifiers and related information; demographic information; financial Information; government identifiers; legally protected classification characteristics; Internet, application, and network activity; location data; audio data; and authentication or account information if you sign in through a third-party provider.
After initial contact, Website visitors may engage our services and as a result may be directed to a secure client portal hosted by TaxDome, where additional sensitive personal and financial information is collected (address, social security number, date of birth, income and other financial-related information). Please review TaxDome’s Privacy Policy and Terms of Service for further details on how that data is handled.
Billing and payment processing is handled by Stripe. We do not store your credit card number or full payment details. Please review Stripe's privacy policy at www.stripe.com/privacy for information about how they handle payment data.
We may offer features that allow you to share information via social media platforms or integrate content from third-party services (such as embedded videos or social sharing buttons). If you use these features, information may be collected by the respective third-party provider, and your interactions will be subject to the privacy policies of those third-party providers. We are not responsible for the privacy or security of any data handled by these external platforms.
Information About Third Parties:
If you are using our services to file personal tax returns, you may provide us with information about children or other dependents as part of that process. If you provide us with personal information about another individual (including a spouse, partner, or dependent), you represent that you have obtained their consent to do so. This includes uploading tax documents, completing forms, or inviting them to access our services.
Inferences We Derive From the Data We Collect:
We may use the information we collect about you to derive inferences for the services we provide.
“Do Not Track” Disclosure:
Your browser or device may include Do Not Track functionality. The services that we provide may not be built to respond to “Do Not Track.” That means that, even if your browser is set to “Do Not Track,” our information collection and disclosure practices may still operate in accordance with the standards set out in this Policy
How We Use Your Information
We use the information we collect to:
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Provide, maintain, and improve the Website.
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Create and manage your account.
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Provide and maintain your access to the Website.
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Display your Preparer Directory listing only if you have opted in to that particular service.
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To notify you about changes to our policies.
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To improve, enhance, modify, add to, and further develop our services.
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To develop new services.
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Process payments and send billing communications.
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Send you service updates, security alerts, and important notices.
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Respond to your support requests.
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Detect, prevent, and address fraud, abuse, and security issues.
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Comply with legal or contractual obligations.
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With your consent, send you optional product updates or newsletters.
We do not sell your personal information to third parties. We do not use your information for advertising purposes.
Preparer Directory
Some users (namely licensed accountants or other qualified professionals) may choose to view or be included in the Preparer Directory provided by Vivify. If you qualify for such services and you opt in to the Preparer Directory, certain information you provide — including your name, firm, credentials, location, and contact details — will be visible to the public or to other subscribers, depending on your listing settings. You may update or remove your listing at any time by contacting us at hello@usevivify.com. If you do not qualify for view of or inclusion in the Preparer Directory, this section does not apply to your use of our services or Website.
Data Sharing
If applicable, we may share your information with third party providers solely to operate our business, deliver our services, and facilitate your use of the website. Selected third-parties may include:
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Service providers who help operated the platform (including Stripe for payments, Softr for the web application, and Airtable for data storage), all of whom are bound by confidentiality obligations.
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Our business partners, but only to the extent you have purchased or expressed an interest in a product or service of such business partner or interacted with or otherwise authorized the sharing of your personal data with such business partner.
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A purchaser or successor entity in the event of a sale or other corporate transaction involving some or all of our business or as needed to affect the sale or transfer of business assets, or as needed for external audit, compliance or corporate governance related matters.
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Analytics and search engine providers that assist us on the improvement and optimization of the Website.
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A third party to which we have a duty to disclose or share your information (i) to enforce or apply our terms of use and other agreements; (ii) as required by applicable law, court orders, government regulators or legal process (including subpoenas); (iii) as necessary to protect the property, safety and rights others. This includes exchanging information with other companies and organizations for the purpose of fraud protection and credit risk reduction.
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Any other notified purpose with your consent.
Please contact us if you have any questions regarding the sharing of information with third party providers.
Data Retention
We retain your account information for as long as your account is active and for a reasonable period afterward in case you resubscribe or for legal compliance purposes. You may request deletion of your account and associated data at any time by emailing hello@usevivify.com. If you delete your account, we remove it from active systems promptly, except for records we are required to keep for legal, tax, or accounting purposes.
Security
We implement reasonable technical and organizational measures to protect your information. No system is perfectly secure, and we cannot guarantee the security of your personal information transmitted through the Website. If we experience a data breach that affects your personal information, we will notify you as required by law.
You should keep in mind that Internet transmissions (including emails) are never completely secure or error-free. As such, you should take steps to protect yourself, especially online and take special care in deciding what information you send to us via e-mail or other transmissions. Moreover, where you use passwords, or other special access features on the website and client portal, it is your responsibility to safeguard them. We recommend two-factor authentication for your client portal login. You should choose a strong password, do not use the same password that you use on other websites and do not share your password with anyone else. Also remember to sign out of your client portal and close your browser window when you have finished so that others who may have access to your computer cannot access your personal data.
Your Rights
You may:
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Access and review the information in your account at any time by logging in.
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Correct inaccurate information in your account settings.
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Delete your account and associated personal information by contacting us or using the account-deletion tool in your settings.
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Opt out of non-essential marketing communications by using the unsubscribe link in any such email.
If you are located in a jurisdiction with specific privacy rights (such as the EU/EEA under GDPR or California under CCPA), you may have additional rights regarding your data, including the right to know what personal information we collect, the right to delete it, and the right to opt out of any sale or sharing. We do not sell personal information. Contact us to exercise any such rights.
California Users. If you are a California resident, California law may provide you with additional rights regarding our use of your personal information. California residents should be aware that this section does not apply to the following:
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Personal information covered by certain sector specific privacy laws, including the Fair Credit Reporting Act (FCRA), the Gramm-Leach-Bliley Act (GLBA) and its implementing regulations, the California Financial Information Privacy Act (FIPA) and the Driver’s Privacy Protection Act of 1994; or
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Other information subject to an exception under the California Consumer Privacy Act (CCPA).
Under the California Consumer Privacy Act (“CCPA”), and subject to certain limitations and exceptions, you may have the following rights with respect to information we have collected about you that constitutes personal information under the CCPA:
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To request access to more details about the categories and specific pieces of personal information we may have collected about you in the last 12 months (including personal information disclosed for business purposes);
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To request deletion of your personal information;
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To opt-out of any “sales” of your personal information, if a business is selling your information; and
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To not be discriminated against for exercising these rights.
To exercise your access, deletion, or data protection rights, where applicable, you can submit a request by contacting us as described in the “Contact Us” section below. You may be required to provide additional information necessary to confirm your identity before we can respond to your request.
Responses to such requests will be completed within a reasonable period of time (and within any time period required by applicable law). Please note, however, that certain information necessary for compliance with our own legal obligations or to establish, exercise, or defend legal claims may be exempt from such requests.
Cookies
We use cookies and similar technologies to:
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Keep you signed in.
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Remember your preferences.
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Understand how the Website is used, so we can improve it.
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Detect and prevent fraud and abuse.
We use both first-party cookies (set by Vivify) and a limited number of third-party cookies (set by service providers we use for analytics and error monitoring). You agree that we can disclose information required for these third-party service providers to provide services. We do not use advertising cookies or share cookie data with advertising networks.
You can control cookies through your browser settings. Disabling essential cookies may prevent parts of the Website from working correctly.
Children's Privacy
The Website is for users 18 years of age or older. We do not knowingly collect personal information from anyone under 18. If you believe we have inadvertently collected such information, please contact us immediately. If we learn that we have collected information from someone under 18, we will delete it. If you use the Website or our services, you are guaranteeing that you are at least 18 years of age or older.
Service Availability
The Website is currently offered to users in the United States only. We store data in US regions. If you access the Website from outside the United States, please be aware that your information is processed in the US and is not subject to any regulations set forth other jurisdictions, such as the UK and EU.
Changes to This Policy
We may update this Privacy Policy from time to time. We will notify active subscribers or account holders of material changes by email. Continued use of the Website and associated services after the effective date of any update constitutes your acceptance of the revised policy.
Governing Law
This Policy is governed by the laws of the State of Ohio, without regard to its conflict of laws principles. By using the Website, you submit to the jurisdiction of the courts in the State of Ohio.
Contact
Privacy questions or requests: hello@usevivify.com or via phone at (513) 991-1008.
Contact Us
Use Vivify, LLC
