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Intuit Global Privacy Statement

Last Updated: Jan x, 2022

See previous Privacy Statements

Introduction and overview

Intuit leverages technology responsibly to power prosperity effectually the earth, and we believe that anybody has a right to privacy. At Intuit, nosotros view privacy as a key office of the value that nosotros evangelize to our customers.Intuit's Data Stewardship Principles were developed to describe Intuit'due south values regarding the information our customers entrust to united states of america.

Scope of this Privacy Statement and our role

Every bit a financial services and engineering company, we're providing this Global Privacy Statement (which we'll refer to as "Privacy Statement") to explain how nosotros, Intuit Inc. and theIntuit group companies (collectively "Intuit", "we" and "u.s.a.") collect, use, share or otherwise process information when you interact with us and our offerings, services and experiences, or when businesses provide u.s. with your information. This Privacy Argument is global in nature, meaning that information technology is applicable to all Intuit websites and offerings, and it describes our privacy practices when we process:

a) Personal information for the purposes of preparing a taxation return or in connection with the preparation of a tax render (collectively, "Revenue enhancement Grooming Information") as role of providing TurboTax tax preparation services;

b) Personal data for the purposes of providing the benefits of the Intuit platform, which is collectively, all of Intuit'due south services, sites, experiences and software (including through our mobile applications and desktop applications) other than Tax Preparation Information (the "Intuit Platform"); and/or

c) Personal information equally necessary to manage, run, improve and develop our business concern and personalize your experience while interacting with the Intuit Platform.

Intuit determines the purposes and means of the processing of personal data, as described in this Privacy Statement, and therefore acts as 'data controller' (or equivalent/like terms) for purposes recognized by certain data privacy laws. We may share your personal information inside theIntuit group companies and carry processing activities as controllers or joint controllers for the purposes ready out in this Privacy Argument. If y'all accept whatever questions about the processing of your personal information, please contact united states in the section "How to Contact United states" beneath.

This Privacy Statement does not apply where Intuit processes personal data every bit a service provider (or equivalent role under information privacy laws, such as data processor) on behalf of a customer or entity who acts as the information controller, for example, the customers of our professional tax software products. When we act as a service provider, the privacy statement of the relevant data controller and our agreements with such business or entity will govern our processing of such personal data.

In sure circumstances, there may be more than than ane data controller processing your information. For example, your employer or a financial partner may also human action as a data controller. In these situations, we act as an independent data controller over our processing activities – meaning that we make determinations over how your personal information will be candy independently from the other data controllers. The other data controllers take their ain obligations under applicable data privacy laws. Intuit is not responsible for the processing of other data controllers (including our customers) and you should contact them straight for questions on how they process your personal information and for exercising your privacy rights in relation to such processing.

The Intuit Platform

The Intuit Platform and your information

When we say "platform" nosotros hateful that when y'all cull to share information with us, or bring over information from third parties (like a depository financial institution or loan provider), nosotros use that data together, non simply within the private offering(s) you're using. This means that, for example, your bookkeeping details from QuickBooks, budgets from Mint, contact and purchase history details from Mailchimp, and recommendations from Credit Karma all live together.

The personal information we employ in this centralized style is all the data that Intuit knows nearly you, either because you are an finish user of our services or a customer contact (like a subscriber to a customer's e-mail list) whose personal information has been included in the Intuit Platform. It includes information such every bit your credentials; your proper name and contact details; payment information; information nigh your activities, behavior, your interests and preferences (including purchase history with Intuit or if you're a customer contact, our customers); insights virtually your finances, business or preferences or your contacts; the content you or others identify about you in our Platform; and information we accept collected about you from third-party sources.

Organizational account information

Some experiences and services within the Intuit Platform allow yous to interact with an organization (such as your employer). If yous are granted access to an organisation or household account (for example, a business's account in QuickBooks), the owner of the organization or a designated ambassador may control and administer details of your account, for example, by deciding your access rights; making decisions about your personal information (such as details near your payroll); or requiring you lot to take certain actions (for case, apply location tracking to clock in for a shift). If your access rights are amended by the owner or designated administrator, then you lot may lose access to the data that is in the control of the organization.

Your use of the Intuit Platform as part of an organisation's business relationship may be field of study to the arrangement'due south policies, which may be different from this Statement. We are not responsible for the privacy or security practices of other organizations, and you should consider both the organization's policies and whether you are comfortable enabling the organization with access to your information prior to connecting to their services.

Information we collect

Information we receive from yous

The personal information that nosotros receive about you depends on the context of your interactions with Intuit, how yous configure your account and the choices that you make, including your privacy settings. Personal data that nosotros receive from you may also depend upon what services, functionalities or experiences yous use, your location and applicative police.

• Creating an business relationship.  We collect information when you lot (or your organization) create an account, collaborate with the Intuit Platform or actuate a subscription. Personal information may include your name, address, phone number and email, country, profile photo, billing data (your payment data), usernames and credentials.
• When a business provides it.  Nosotros collect information when a business you interact with provides the states with data virtually you (for example, when you lot are a customer contact), including data such every bit your proper name, email accost and phone number.
• Identification information.  We collect data to verify your identity, including your name, social security number, social insurance number, driver's license numbers, government-issued identification details, for case to verify your identity in gild to assist you file your tax render.
• Customer support, product enquiry, grooming and feedback.  We may collect personal information such every bit your proper noun, email address, telephone number and any other personal information you choose to share when you lot attain out to us for support, give u.s. feedback, participate in optional surveys, subscribe to marketing, nourish our events, participate in product inquiry or grooming or otherwise interact or communicate with us.
• Social and community content.  We receive content you lot mail service on our social media pages and our community pages.
• Online behavioral data . We may automatically collect certain data nearly your apply and interactions with our websites, customers' websites or due east-commerce stores, Platform, social media websites, and marketing campaigns that we or our customers organize, including device information (such as your IP accost and unique device IDs), page view information and search results, links and if you lot are a customer contact, whether or not a entrada presented or sent to you using our offerings has been viewed, delivered, opened, clicked on, whether it has bounced or was treated every bit spam.
• Device information.  Nosotros may collect data about your device such as Net Protocol ("IP") addresses, log information, mistake letters, device blazon, and unique device identifiers. For example, we may collect IP addresses from yous as function of our sign in and security features.
• Business and fiscal data.  We may receive information nearly your business, your finances, expenses, invoices, financial statements, details of your fiscal transactions, payroll details, payment details, tax return details, details about your customers or vendors or employees, income and wage information, and/or investment information.
• Third-party service content.  We receive data about you when you sign into a tertiary-party service with your account or when you connect your account to a third-party service. For case, you may cull to connect your account with your bank accounts or social media platforms. To sync your financial account information, we must access your financial business relationship information.
• Usage information.  We may collect information virtually your usage of the Platform, such as the pages you viewed, the services and features yous used or interacted with, your browser type and details nigh any links or communications with which you interacted.
• Location information.  Certain features in the Intuit Platform may collect your precise location information, device motion data, or both, if you grant permission to do so in your device settings. For example, if you use our fourth dimension-tracking service.
• Good advice.  The Intuit Platform provides many opportunities for you to connect with alive experts, including, for example, accountants or tax preparers. When you collaborate with these experts, nosotros may receive information nigh the questions you ask, the details of your accounts and the guidance provided to you lot.
• Camera and contacts.  Certain features may accept access to your photographic camera and contacts if you grant permission in your device settings.
• Data from cookies and other technologies.  Intuit and our service providers may utilise commonly used tools such as cookies, spider web beacons, pixels, local shared objects and like technologies (collectively "cookies") to collect information about you ("Cookie Information") and so we can provide the experiences you lot request, recognize your visit, runway your interactions, and improve your and other customers' experience. You lot have command over some of the information we collect from Cookies and how we use it. For full details on how we use cookies and similar technologies delight see ourIntuit Cookies Policy. For total details on how we use cookies and similar technologies when you lot use or collaborate with our Mailchimp offerings, please likewise see ourMailchimp Cookie Policy.
• Information stored locally.  Some of our web-enabled desktop services and offerings synchronize with the information on your estimator. In doing so, nosotros may collect data such as device data, product usage, and mistake reports. We may also store personal information locally on your device.

Biometric Information

Certain parts of the Intuit Platform make use of biometric personal data ("Biometric Information"). Biometric Information can be discipline to additional laws and regulations.

Nosotros collect Biometric Data from yous when you enroll in our biometric identity plan available through certain of our services and automatically as role of our anti-fraud protection, authentication and customer support activities. These identifiers may include facial recognition information, voiceprints and key-stroke data, every bit well equally mathematical representations of your biometric identifier, such as the template maintained for comparing. We utilise Biometric Information to place and cosign you, and for security and similar purposes. We share Biometric Information with 3rd-party service providers who help with our information technology, security and fraud programs, our professional advisors, and equally required by constabulary or regulation. Intuit does not sell your Biometric Information.

When we collect Biometric Data, you will receive a specific notice and consent request at the time of that collection. You are not required to consent to the collection of Biometric Information in social club to use our services, although some functionality may not exist available if you pass up and you lot may withdraw your consent at any time.

Intuit will retain Biometric Information until the purposes for which it was collected take been satisfied or 3 years from your or your organizational account director'southward last interaction with Intuit, whichever comes showtime.

Information provided past others

Our Platform is designed to help you connect with other people and organizations. Every bit a consequence of those connections, others may be able to input information about you, including business organization customers using the Intuit Platform. For example, one of Intuit's customers may share data virtually you with us in club to apply and benefit from the Intuit Platform, such equally information relevant to your or other customer contacts' interactions with a business that is using Mailchimp. You may too be able to input or process information about others, for example, if y'all are an account ambassador of one of our products or use Intuit to manage customer lists. If y'all input information about others into our platform, y'all must only do so if y'all have kickoff provided sufficient notice and received the appropriate rights and permissions to do so, including having an appropriate legal basis for doing so, such every bit getting advanced written consent, if required past applicable police force.

We may also go information about you from others where permitted by applicable law. We protect and process data obtained from those parties equally described in this Privacy Statement, consistent with whatever additional restrictions imposed by the source of the information. Our sources may vary over time and depend upon how you utilise the Intuit Platform. For case, we receive information from:

• Your service providers.  If you choose to sync a not-Intuit account/service with your account, we volition receive information from that account/service according to your settings with that account/service. For example, if you connect a point of auction application to your account, we may receive details of your business organisation'south sales records.
• Supplemental information and identity verification providers.  Service providers who help us verify your identity, the specifics of your business and/or supplement the information you have provided and ensure the accuracy of your information. For case, we use third-party service providers to validate your mailing address, phone number or provide boosted details about your business concern. These providers may include, for example, your financial establishment, telecommunications provider or email provider.
• Customer Support providers.  Service providers who provide united states of america with information about you lot or your interaction with the Intuit Platform for troubleshooting purposes. For instance, we may obtain support information or technical issues you lot take raised with these third parties.
• Credit bureaus and other third parties.  Many of our features rely on information most you that we receive from third parties. For example, in some countries we may offer free credit reports and credit scores we request on your behalf from credit bureau partners, like TransUnion, Experian and Equifax. Our partners may also provide data such as employment or income data, vehicle or commuter information, or data about special offers available based on your credit contour so that nosotros tin can requite you more personalized recommendations.
• Other users.  Equally described above, we may get data near y'all from other users, such as your auditor, bookkeeper, tax preparer, your spouse, your head of household, your employer or other business customers using the Intuit Platform (e.g. businesses from which yous buy products or services, or with which you otherwise interact). We may also collect such information through features like member referral programs.
• Risk management, cybersecurity & anti-fraud providers.  We may receive data from service providers who help us assess risks associated with our offerings, including to help combat fraud, illegal activeness and to aid protect your personal data.
• Content providers.  We may receive data from software providers that brand user-generated content from their service available to others, such as local business reviews or public social media posts.
• Communication providers & social networks.  We or our third political party service providers may collect information from email providers, advice providers and social networks, including to monitor public discussion about our brands. Where nosotros are legally required, we ask for your permission to collect this information.
• Joint offer partners.  We may offer co-branded services or experiences or appoint in joint-marketing activities with others, including through our conferences or alive events.
• Publicly-available and third-party sources.  Nosotros collect data from publicly available and other third-party sources, such as open up government databases.
• Government agencies.  We receive information from government agencies, including from various revenue enhancement agencies.
• Required information.  Some services and experiences in the Intuit Platform require yous to provide information for it to function. If you lot do not wish to provide the required data, you may not be able to use certain features.

How nosotros apply personal information

We collect and process personal data most you where:

• We have your consent to do so;
• Nosotros have a contract with you and it is necessary to process your personal information to perform our contract with yous, including to provide you with the benefits of the Intuit Platform and operate our business organisation;
• The processing is in our legitimate business interests (in those jurisdictions where legitimate business interest is a legitimate footing for processing) such as operating our businesses, improving and developing the Intuit Platform, communicating with you, marketing our offerings and services and personalizing your experience, and to detect illegal activities; or
• We demand to comply with legal requirements, including applicative laws and regulations.

Personal information is used for the following purposes including to:

• Provide you with the Intuit Platform, create your account and manage our relationship with you
• Improve and develop our products and services by analyzing how they are used and interacted with, equally well as past assessing the use of and interactions with our Platform and sure content our customers send or brandish through the Platform, including past conducting data analytics to develop insights virtually you, your needs and preferences so nosotros tin can make more informed predictions, recommendations and products for our customers
• Run and manage our business, including resolving billing and financial disputes
• Evaluate your eligibility for financial or other marketing offers, products and services
• Provide features to you, such equally your costless credit reports and scores
• Connect you lot with experts and other users
• Communicate with you, such as sending you electronic notifications concerning your financial privacy
• Protect against misuse or abuse of our services and ensure compliance with our terms, including in relation to content our customers send or display through the Platform
• Market place our services, products and experiences, including to deliver gifts and promotional materials, product recommendations and other non-transactional communications via email, mail, telephone, SMS or push button notifications, in accordance with your marketing preferences
• Personalize your feel and tailor recommendations, advertising and offers presented to you, including through the development of insights most you and your needs based on your interactions with the products, services and offerings of our platform
• Combine and anonymize data about your interactions with Intuit to create aggregate, anonymized statistics for use in research and for marketing, promoting, improving and developing our platform
• Provide you lot with support and resolve disputes
• Conduct research, including by partnering with academic institutions
• Comply with our legal and regulatory requirements
• Cosign your identity, including through the use of Biometric Information
• Manage event registrations and attendance, including sending related communications to you
• Register visitors to our offices for security reasons and manage non-disclosure agreements that visitors may be required to sign
• Protect the rights, property, safe or security of the Intuit Platform, our customers, employees or others and prevent fraudulent or illegal activity
• Exercise our rights in the course of judicial, authoritative or arbitration proceedings
• Enforce, remedy or apply our Terms of Service or other agreements and/or
• Procedure your data for other purposes that are compatible with the disclosed purposes if and where this is permitted by applicable law.

Automatic Processing

To provide y'all with valuable personalized communication, recommendations and experiences, nosotros may procedure your personal information using automated and manual (human) methods. Our automated methods include artificial intelligence (AI) and a range of technologies that help our services learn and reason to better our power to personalize and raise your experience in the Intuit Platform.

How we share your information

We may share your information in the following circumstances:

With your consent.  In accordance with ourData Stewardship Principles, except for equally outlined beneath, we only share your information with third parties when you accept directed us to practise so.

When you connect with an Intuit Platform partner.  You may be provided with offers, products, and services from tertiary-political party companies who integrate with our Intuit Platform ("Platform Partner"). If yous choose to collaborate with a Platform Partner, apply for their services or offerings or otherwise link or sync your account to a Platform Partner's production or service, you consent and direct Intuit to share your data, including personal information, to the Platform Partner providing the service or offering. For example, when we transport your personal information to partners in society to generate offers for you to review, when we send your awarding information directly to our partners, or when we send you to the partner's site for you to provide the information directly to them.

In some cases, if you lot click through to go to a Platform Partner'due south site, you lot will automatically be sending your personal information to that Platform Partner. When this happens, you volition still take to submit your application on the Platform Partner's site. Remember that any information you provide to a Platform Partner, whether through us or on your own, will be field of study to their privacy practices and terms and atmospheric condition.

For sure product features . We may apply third party API services, such as YouTube and Twilio, for certain product features. If you choose to use those features, you lot acknowledge and concord that yous are too spring past the third political party'south privacy policy, such as Google's Privacy Policy for YouTube API services. You lot may manage your YouTube API data by visiting Google'south security settings page athttps://security.google.com/settings/security/permissions. For more data about Twilio's privacy practices, please visithttps://www.twilio.com/legal/privacy.

When yous connect to your social media business relationship.  Some of our features enable yous to connect to a social media account or share information on social media platforms, similar Facebook and Twitter. Any data you choose to share on social media may potentially exist visible to a global audience and volition exist subject to the social media provider's privacy policies (not this Privacy Statement). You should take intendance only to share information on social media that you are comfortable sharing.

For research.  With advisable controls, nosotros may share data with tertiary-parties, such as academic institutions, government and non-profit organizations, for research purposes or to publish academic or policy-related materials. We only share information in a manner that would non permit any individual to be identified.

For articulation features, sales, promotions and events.  We may share your information with tertiary-parties companies who are jointly providing features, sales initiatives, promotions or events with us.

With financial services providers.  In connection with our fiscal products, we may share personal information with collection agencies, credit bureaus and loan services providers, and payment card association members. We may also share your personal data with other companies, lawyers, credit bureaus, agents, government agencies, and card associations in connection with bug related to fraud, credit, defaults, or debt collection.

When yous publicly post the data.  We may provide opportunities for you to publicly post reviews, questions, comments, suggestions or other content, which may include personal information, such as your name or user proper name. Anything you lot share in a public forum is public, and you should think carefully before yous decide to share.

With service providers or agents.  We share personal data with our service providers or agents who provide services on our behalf for the purposes described in this Privacy Statement. Service providers or agents are required to implement reasonable privacy and information protection controls to maintain the privacy and security of information provided to them consequent with the privacy practices outlined in this Statement. Service providers or agents may include companies that assist us with our advertizing, marketing and sales efforts, help us with our technology offerings (such every bit a hosting, security or anti-fraud providers) and help u.s.a. run our concern.

For mergers and acquisitions.  If we are involved with a merger, asset auction, financing, liquidation, bankruptcy, or the acquisition of all or office of our business organisation to some other visitor, we may share your information with that company and its advisors before and after the transaction date.

No auction of personal information to 3rd parties.  We do not and will not sell personal information to third parties. We do share personal information with 3rd parties for the business concern purposes described in this Statement.

With our affiliates and subsidiaries and your right to limit information sharing.  We may share your data with our affiliates and subsidiaries for everyday business purposes equally described in this Statement, including for marketing purposes, for improving and developing our offerings and for personalizing your experience on our Platform. Certain laws may provide you with the right to limit our information sharing activities in certain circumstances. Delight review these rights in the "Country and Region-Specific Terms" section beneath.

Cookies and other tracking technologies.  You tin detect information on changing your browser settings to opt-out of cookies in your browser settings. In certain countries, y'all may also be able to make changes to your cookies settings by using our cookie preferences tool. If you disable some or all of the cookies the service, or parts of the service may not piece of work. For more than information, delight seeIntuit'due south Cookies Policy and, for Mailchimp offerings, delight as well see theMailchimp Cookies Policy.

For advertising and analytics.  Intuit may use advertisement networks and other providers to display advertising on our Intuit Platform or to manage our advertising on other sites. Our advertising partners may identify cookies on unaffiliated websites in club to serve advertisements that may be relevant to y'all based on your browsing activities and interests and decide the effectiveness of such advertisements. Encounter also the "Country and Region-Specific Terms" department below for additional pages.

The Intuit Platform is not currently configured to reply to browsers' "Do Not Runway" signals because at this time no formal "Practise Not Track" standard has been adopted.

For legal reasons.  We may share your information with third-parties for legal reasons without your consent, and as permitted by constabulary, including:

• When nosotros reasonably believe disclosure is required in order to comply with a subpoena, courtroom gild, or other applicable law, regulation or legal process
• To protect the rights, property, or safety of Intuit, TurboTax, the Intuit Platform, our customers or others
• To protect or defend against attacks
• To enforce, remedy, or apply our Terms of Service or other agreements
• To prevent fraud, cybersecurity attacks or illegal activity
• For debt collection
• With regulatory agencies, including government tax agencies, as necessary to help find and combat fraud and/or protect our customers, users and/or the Intuit Platform, or in required institutional risk command programs.

Your information rights and choices

Your rights

At Intuit, nosotros believe that yous accept rights to information that pertains to y'all, your household and/or your business. If another person has input or processed information in the Intuit Platform about you or on behalf of you, your family or your business organisation (and nosotros are processing such information as information controller), y'all may ask to receive a copy of your information, even if you do not have an business relationship with the states.

Depending on where you live, you may have sure state- or nation-specific rights with respect to your personal information that we collect and process.

For specific information on what steps you can take to manage your privacy, delight see the "Country and Region-Specific Terms" section for your country, below.

Verification

To help protect privacy and the security of your information, you may be asked to provide boosted information to verify your identity and/or ownership rights prior to us exercising your data rights. If we are unable to verify your identity or ownership rights to the information, nosotros may not exist able to provide you with information rights until you are able to provide united states of america with proper documents.

Data retention

Unless yous specifically ask united states of america to delete your personal data, we retain your personal information as long as it is necessary to comply with our data retention requirements and provide you with services and the benefits of the Intuit Platform and successfully run our business. All the same, even if you request a deletion, we may exist required to maintain your data for as long equally necessary to:

1. comply with our legal or regulatory compliance needs (e.grand. maintaining records of transactions you lot have made with united states);
2. to practise, plant or defend legal claims; and/or
3. to protect confronting fraudulent or abusive activity on our service.

This means we may keep different information for unlike periods. If your account is canceled considering you've not used information technology in a long time, we may delete this information direct away.

There may be occasions where nosotros are unable to fully delete, anonymize, or de-identify your information due to technical, legal, regulatory compliance or other operational reasons. Where this is the case, we will take reasonable measures to securely isolate your personal information from any further processing until such time as we are able to delete, anonymize, or de-identify it.

International data transfers

Unless you lot take provided us with consent to transfer your information, US Revenue enhancement Preparation Information shall exist candy and stored in the United States in accord with applicative law.

If you were a TurboTax Canada customer before tax year 2013 and we still house any of your revenue enhancement return(due south) for any of those previous years, your Tax Grooming Data for those previous years will continue to remain in Canada except by your express consent.

With the exceptions noted above, you agree and Intuit reserves the right to shop and procedure your personal information in the United states and in any other country where Intuit or its affiliates, subsidiaries, or service providers operate facilities in accordance with and as permitted past applicative laws and regulations. Some of these countries may have data protection laws that are different from the laws of your state (and, in some cases, may non exist as protective).

When we transfer, store or process personal data outside of your jurisdiction, nosotros take advisable safeguards to crave that your personal information remain protected in accordance with this Privacy Statement and applicable law. Nosotros may use contracts or the Standard Contractual Clauses approved by the European Committee or, every bit may be applicable, the equivalent clauses canonical by the UK Government, to help ensure your information is protected. For more information on the transfer safeguards nosotros rely on and where they have been made bachelor please contact us by using the details in the "How to contact us" section below.

Although non relied on for data transfers, Intuit (excluding Credit Karma) complies with the Eu-U.S. Privacy Shield Framework and the Swiss-U.S. Privacy Shield Framework equally set forth by U.S. Department of Commerce regarding the drove, use, and retention of personal data transferred from the Eu (EU), the United kingdom of great britain and northern ireland (UK), and Switzerland to the United States. We are discipline to the investigatory and enforcement powers of the Federal Trade Committee. You tin can detect more data about Intuit's and Mailchimp'south Eu-U.Due south. and Swiss-U.S. Privacy Shield certificationhere.

Security of your personal information

We utilize physical, technical and organizational safeguards designed to protect your data. However, despite these controls, we cannot completely ensure or warrant the security of your information. You can notice out more about how we protect your data and the steps y'all tin have to help protect your informationhere.

Changes to our Privacy Statements

From time to time we may alter or update our Privacy Argument. We reserve the correct to make changes or updates at any fourth dimension. If nosotros brand textile changes to the manner we process your personal information, nosotros volition notify you past posting a observe in our platform or on a community post; by sending yous a notification; or by other ways consequent with applicable law.

You tin can meet when this Privacy Statement was last updated by checking the "last updated" date displayed at the top of this Privacy Argument. Delight review this Privacy Argument periodically to stay informed near how Intuit protects your privacy.

Collection and apply of children's personal data

Our services are not intended for or directed to children. Nosotros do non knowingly collect personal data from children. If yous believe nosotros may have data from a child, please contact us.

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Source: https://www.intuit.com/privacy/statement/

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