Here are a few ways we keep you in control of your data while you use our offerings.
You can request to download a copy of all your data we have stored right from your Team365 Account. We’ll send you a link to download it and include a guide that helps explain what it all is.
You’re also able to request that we delete your data from one or many offerings. We walk you through selecting the data you want to remove, and let you know how it’ll affect your account.
Hear from us all the time, never again, or only when something major happens in your account. You’re in control of how and when we reach out to you.
When you use our services, we give you choices on how and when we share your data and how we use it to keep in touch with you.
We save all the data you share with us (except your TurboTax tax preparation information) to your centralized Team365 Account, not just to the offering(s) you use. This keeps all of your data protected in one place and lets us do the hard work for you when you ask us to – like filling out loan applications for you with the info we know, or giving a tax expert a bird’s eye view of your financial situation, so you can get the help you need quickly
We believe helping you to power your prosperity includes keeping the data you share with us safe. We promise to never sell your personal information, and to give you transparency and control over how your data is shared.