PROVEN SOLUTIONS
for Tax Professionals

"Our Thanks for Many years of Good Service and a Great Product."

Bill Cross, Wm H. Cross & Co CPA’s

PDI Privacy Statement

PDI was founded on principles of trust, integrity and the delivery of an outstanding product and service. For over 15 years, PDI has been committed to customer satisfaction and has maintained the privacy our customers expect. We are proud to say that we will treat your online account information in a similar manner.

The following privacy statement sets forth the types of information we collect from you and how we may use or disclose that information from time to time.

Information We Collect
We may collect personal information about you as follows:
  • information we receive from your transactions with us and our affiliates or partners.
  • information you provide to us on applications, forms, information requests, program download requests, registration cards, surveys, and in connection with polls or contests, such as your name, address and e-mail address.
  • credit or debit card information, such as card number and card expiration date, when you purchase goods or services.

 

Limitations on Information Sharing
We may make disclosures of any information we collect, as described above, to affiliated and non-affiliated third parties as required or permitted by law. Such disclosures may include, without limitation, disclosures such as those to effect or process electronic refund advance loans or other products or services that you request, process credit card transactions, to permit auditing of account information, to comply with a subpoena or other court or government agency order, or in the event of a sale or transfer of our business or assets.

We do not share email addresses or any other customer information with any other company.

Protection of Nonpublic Personal Information
The use of, and access to, nonpublic personal information by PDI is restricted to those employees who need to know that information to provide products, services or support to you. We maintain physical, electronic, and procedural safeguards to guard your nonpublic personal information.

Update your information or provide feedback
Should your personal account information change or you would like to modify it in any way, or if you have a question or comment concerning this privacy policy, please call 1-800-270-3643.

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