VirtualTaxOffice Privacy and Cookie Policy

Last Updated: July 24, 2019

Privacy and Cookie Policy

Thanks for entrusting VirtualTaxOffice with your tax department document, knowledge, and workflow management needs. Keeping your personal and departmental information secure and private is an important responsibility, and these policies help explain how we’re handling your information and data.


We do not share your information with third parties, and your data is your data. Period. Please see our full Privacy Policy below for all the details.

We use Cookies only for enabling VirtualTaxOffice to work for you, and not for any marketing, advertising, or other non-essential purpose. Period. Please see our full Cookie Policy below for all the details.

Effective date: July 23, 2019

R3 Tax Solutions, Inc. ("us", "we", or "our") operates the website (hereinafter referred to as the "Service"). This page informs you of our policies regarding the collection, use and disclosure of personal data when you use our Service and the choices you have associated with that data.

We use your data to provide and improve the Service. By using the Service, you agree to the collection and use of information in accordance with this policy. Unless otherwise defined in this Privacy Policy, the terms used in this Privacy Policy have the same meanings as in our Terms and Conditions, accessible from



Service is the website operated by R3 Tax Solutions, Inc., also called “VirtualTaxOffice” in this Policy.

Personal Data

Personal Data means data about a living individual who can be identified from those data (or from those and other information either in our possession or likely to come into our possession).

Departmental Data

Departmental Data means your organization’s Content on VirtualTaxOffice. This includes database records as well as computer files.

Usage Data

Usage Data is data collected automatically either generated by the use of the Service or from the Service infrastructure itself (for example, the duration of a page visit).


Cookies are small files stored on your device (computer or mobile device).


We collect several different types of information for purposes of improving our Service to you and for general demographic and tax industry activity reporting purposes. The information we collect is not shared with third parties except for general demographic and tax industry activity, which is only shared without associating any user or organization with the information (such as trends in audit activity by jurisdictions, etc.).

The type of demographic and tax industry data we collect or analyze consists of quantitative totals of activity in VirtualTaxOffice, including number of subscribers, number of users, and activity statistics such as number of audits and other work items in given statuses and when they are closed. We never share this information with third parties except as noted above in this Section.


Personal Data

In order to use our Service, you will provide us with certain personally identifiable information that can be used to contact or identify you ("Personal Data"), associated with your user account. Personally identifiable information may include, but is not limited to:

We use your Personal Data to contact you with product updates and maintenance/outage events, including new module availability. You may opt out of receiving non-maintenance-oriented communications from us by following the unsubscribe link or instructions provided in such email we send or by contacting us. The maintenance/outage communications are important relative to your use of VirtualTaxOffice and should not be ignored.

Personal Data

By using VirtualTaxOffice, you will be putting your organization’s tax information and data on it, so we will be storing and processing this data for you. This includes database records with information that may be considered sensitive to third parties, such as audit results and tax identification numbers, as well as computer files you add to your content as attachments to the database records you are entering, such as notice images or exemption certificates, some of which may also be considered sensitive. This information is used strictly for your operational purposes of VirtualTaxOffice, and is never shared with third parties or used for promotional, marketing, or advertising purposes. Only users with the appropriate roles you set up for your Client ID have access to this information through VirtualTaxOffice. We do not normally access this information except in cases of support requests which you have initiated and are aware of our actions.

Usage Data

We may also collect information on how the Service is accessed and used ("Usage Data"). This Usage Data may include information such as your computer's Internet Protocol address (e.g. IP address), browser type, browser version, the pages of our Service that you visit, the time and date of your visit, the time spent on those pages, unique device identifiers and other diagnostic data. This information is used strictly for operational purposes of VirtualTaxOffice and is never shared with third parties or used for promotional, marketing, or advertising purposes.

Cookie Usage

We use cookies to assist with the proper function of our Service and we hold certain information in those Cookies.

Cookies are files with a small amount of data which may include an anonymous unique identifier. Cookies are sent to your browser from a website and stored on your device. Other tracking technologies are also used such as beacons, tags and scripts to collect and track information and to improve and analyse our Service. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use all or some portions of our Service.

Examples of Cookies we use:


R3 Tax Solutions, Inc. uses the collected data for various purposes:


All VirtualTaxOffice servers and data equipment is located within the United States of America (“United States”). Your information, including Personal Data, may be transferred to - and maintained on - computers located outside of your state, province, country (if you are not in the United States), or other governmental jurisdiction where the data protection laws may differ from those of your jurisdiction.

If you are located outside United States and choose to provide information to us, please note that we transfer the data, including Personal Data, to the United States and process and store it there. Your consent to this Privacy Policy followed by your submission of such information represents your agreement to that transfer.

R3 Tax Solutions, Inc. will take all the steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Policy and no transfer of your Personal Data will take place to an outside organization unless there are adequate controls in place including the security of your data and other personal information.


Disclosure for Law Enforcement

Under certain circumstances, R3 Tax Solutions, Inc. may be required to disclose your Personal Data if required to do so by law or in response to valid requests by public authorities (e.g. a court or a government agency). These will only be fulfilled if the request is supported by a valid court order or there are other Legal Requirements to do so.

Legal Requirements

R3 Tax Solutions, Inc. may disclose your Personal Data in the good faith belief that such action is necessary to:


The security of your data is important to us, but remember that no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your Personal Data, we cannot guarantee its absolute security.


We may employ third party companies and individuals to facilitate our Service ("Service Providers"), provide the Service on our behalf, perform Service-related services or assist us in analysing how our Service is used. These third parties may have access to your Personal Data, but only to perform these tasks on our behalf and are obligated not to disclose or use it for any other purpose.


VirtualTaxOffice is a paid subscription Service, and we use a third-party service for payment processing (e.g. payment processors). We will not store or collect your payment card details, other than some basic information to help you identify the card we are using for your purchases. That information is provided directly to our third-party payment processor whose use of your personal information is governed by their Privacy Policy. These payment processors adhere to the standards set by PCI-DSS as managed by the PCI Security Standards Council, which is a joint effort of brands like Visa, MasterCard, American Express and Discover. PCI-DSS requirements help ensure the secure handling of payment information.

The payment processor we work with is:

Their Privacy Policy can be viewed at


Our Service may contain links to other sites that are not operated by us. If you click a third party link, you will be directed to that third party's site. We strongly advise you to review the Privacy Policy of every site you visit.

We have no control over and assume no responsibility for the content, privacy policies or practices of any third party sites or services.


Our Service does not address anyone under the age of 18 ("Children"). We do not knowingly collect personally identifiable information from anyone under the age of 18. If you are a parent or guardian and you are aware that your Child has provided us with Personal Data, please contact us. If we become aware that we have collected Personal Data from children without verification of parental consent, we take steps to remove that information from our servers.


We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. We will let you know via email and/or a prominent notice on our Service, prior to the change becoming effective, and update the "effective date" at the top of this Privacy Policy. You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.


If you have any questions about this Privacy Policy, please contact us:

Top of Page

Effective date: July 23, 2019

R3 Tax Solutions, Inc. (“R3”, "us", "we", or "our") uses cookies on the website ("VirtualTaxOffice" or the "Service"). By using the Service, you consent to the use of cookies.

Our Cookie Policy explains what cookies are, how we use cookies, how we restrict third-parties from using cookies on the Service (hint: they don’t), your choices regarding cookies, and further information about cookies.


Cookies are small pieces of text sent to your web browser by a website you visit, and are an essential part of VirtualTaxOffice. A cookie file is stored in your web browser and allows the Service or a third-party to recognize you and make your next visit easier and the Service more useful to you.

Cookies can be "persistent" or "session" cookies. Persistent cookies remain on your personal computer or mobile device when you go offline, while session cookies are deleted as soon as you close your web browser. VirtualTaxOffice depends on cookies to store your login session information, which means it won’t work without them.


When you use and access the Service, we may place a number of cookies files in your web browser. All cookies used installed by VirtualTaxOffice are developed by R3 and for the express purpose of making the Service perform effectively.

We use cookies for the following purposes:
To maintain your session information once you log in
To enable certain functions of the Service
To store your preferences
To remember certain selections on pages so they reappear when you go back to them

We do NOT use cookies for any of the following purposes:
To track or monitor your web browsing activity
To provide any information to third parties
To provide any information related to marketing or advertising, including by R3

We use both session and persistent cookies on the Service and we use different types of cookies to run the Service:

Essential cookies. We use cookies to remember information that changes the way the Service behaves or looks, such as a user's language preference on the Service.

Accounts-related cookies. We use accounts-related cookies to authenticate users and prevent fraudulent use of user accounts. We may use these cookies to remember information that changes the way the Service behaves or looks, such as the "remember me" functionality.


Cookies are an essential element of VirtualTaxOffice, and it won’t work without them. If you'd like to try to use VirtualTaxOffice without them, you can choose to delete cookies or instruct your web browser to delete or refuse cookies by visiting the help pages of your web browser.

Please note, however, that if you delete cookies or refuse to accept them, you will likely not be able to use VirtualTaxOffice, and even if you can use it you will not be able to use all of the features we offer, you may not be able to store your preferences, and some of our pages might not display properly.

For the Chrome web browser, please visit this page from Google:
For the Internet Explorer web browser, please visit this page from Microsoft:
For the Firefox web browser, please visit this page from Mozilla:
For the Safari web browser, please visit this page from Apple:
For any other web browser, please visit your web browser's official web pages


You can learn more about cookies and the following third-party websites:
Network Advertising Initiative: