Privacy Policy

Updated: October 2022

Privacy Policy



CLEER LLC (“Company”) is committed to protecting your privacy online.  This Privacy Policy describes the personal information we collect through this website at (the “Site” or “Website”) and to utilize our products and/or tax preparation services (“Services”).

Visitors and any users of the site are referred to as “user”, “you” and “your” and Company is referred to as “we,” “us,” and “our.”  Accessing this Site constitutes a use of the Site and an acceptance to our Privacy Policy.

Use of the Site, including all materials presented herein and all online Services provided by Company, is subject to the following Privacy Policy.  This Privacy Policy applies to all site visitors, customers and all other users of the Site.  By using the Site or Service, including any customer portal or other related website required to utilize our Services, you agree to this Privacy Policy, without modification, and acknowledge reading it.

As an Authorized IRS e-file provider, our company adheres to the Federal and State Regulations designed to ensure the security and confidentiality of personal information shared with our Company.


This Site only collects the personal information you voluntarily provide to us, which includes your name and e-mail address, in order to subscribe to content or other information, gain access to digital products, and/or personal information required to purchase and complete our Services.

If you opt-in or sign-up to receive our newsletter, guides, or other information, you will automatically be added to our email system. The option to unsubscribe will be included in every email. We do share your information with trusted third parties who provide support in running this Website, including any blog and/or newsletter.  We may use the information you provide us to target the content and products we send to you.  All parties will keep your information confidential and will never be shared with unrelated third parties. We may record information relating to your use of the Site in order to help administer the Site and personalize your experience by improving customer service.

When you register for our Service, we will receive and store certain personal information that you provide to us in the registration process, whether through Atlas Stripe, through our Website or by email. This information may include your name, address, telephone number, social security number, credit card information, birth date, gender, occupation, marital status, email address, and other similar personal or preference data that you provide to us.

In addition, Federal law requires that our Company retain, for the Internal Revenue Service (IRS), electronic filed tax return data for a period of at least six (6) years. It is our policy that we will generally keep the tax return information you provide for at least six (6) years or longer.

We do not sell or rent your information without your consent. We may, however, share your information with your consent or as permitted or required by law.  We may disclose your information as described herein:

  • Communications with the IRS. We use the information you provide for our internal purposes, and for providing you with our Service. This can include processing your information; completing IRS and other governmental forms on your behalf using such information; and transmittal of such forms to the IRS and other such governmental entities.
  • Third-Parties Service Providers. We may contract with third-party service providers to provide certain services for our business, such as additional processing or review of your tax return, credit card processing, and computer system services. We provide the information needed for these service providers to perform these services. The information we provide may include personal information. However, these service providers are not authorized to use any of the information we share with them for any purposes other than to provide services to us.
  • Persons Who Acquire Our Assets or Business. If we sell or transfer any of our business or assets, certain information about our clients may be a part of that sale or transfer. In the event such sale or transfer results in a material change to this Privacy Policy, we will notify you. We also may retain a copy of this information.
  • As Required or Permitted by Law. We may share information that we have collected with governmental agencies and other organizations assisting us in fraud prevention or for investigative purposes. We may do so when permitted or mandated by law; trying to protect against or prevent fraud; attempting to prevent unauthorized or improper transactions; or investigating fraud or improper conduct that has already taken place.


Your information, whether public or private, will not be sold, exchanged, transferred, or given to any other company for any reason whatsoever, without your consent, other than for the express purpose of delivering the purchased product or service requested or as outlined above. You have the ability to unsubscribe from all emails and we have taken steps to ensure we are fully compliant with the CAN-SPAM Act of 2003.  We believe that your email address is personal and should be kept that way. We use your email address to provide better customer service, to facilitate your transactions with our third-party marketing partners, and to be able to inform you of the offers and promotions from us or our affiliates.


We may send cookies, tracking pixels, and other related technologies to your computer in order to uniquely identify your browser, improve the quality of our service, and serve targeted advertising to you.  The term “cookies” refers to small pieces of information that a website sends to your computer’s hard drive while you are viewing the Site. We may use both session cookies (which expire once you close your browser) and persistent cookies (which stay on your computer until you delete them). You have the ability to accept or decline cookies using your web browser settings. If you choose to disable cookies, some areas of the Site may not work properly or at all.  The Site may or may not respond to Do Not Track signals sent by your browser.


This Site may contain links to third-party websites.  Unless otherwise stated, this Privacy Policy only covers information that we collect from you on this Site. Any other link will be covered by the privacy policy of that specific site.  You acknowledge and accept that we are not responsible for the privacy policies or practices of third parties.


We do our best to protect your information from any unauthorized access, misuse, or disclosure. To prevent unauthorized access, maintain data accuracy, and ensure the correct use of personal and tax information, we have put in place appropriate physical, electronic, and managerial procedures to safeguard and secure the information we collect online.  However, you acknowledge that the personal information you voluntarily share could be accessed or tampered with by a third-party.  You agree that we are not responsible for any intercepted information shared through our Site without our knowledge or permission.  Additionally, you release us from any and all claims arising out of or related to the use of such intercepted information in any unauthorized manner.  You agree to notify us for any breach of security or unauthorized use of your information.

We have taken steps to build and manage a system that you can use with confidence. We use sophisticated encryption and authentication tools to protect the security of the personal information that you share with us. When you upload your private documents to our Website, we will encrypt this information before it travels over the Internet using industry standards for secure online transactions. The personal information you provide to us is preserved behind a firewall, instead of being directly connected to the Internet. Unfortunately, no data transmission over the Internet can be guaranteed to be secure. Once we receive your transmission, we have appropriate security measures in place within our physical facilities to protect against the loss, misuse, or alteration of the personal information you have provided to us.

However, you understand that certain areas of our website, such as comment or review forms, are not considered protected. Any information you disclose in these forms could be intercepted by third parties. You should never transmit any private documents or other personal information to us by email. If you do send information to us by email, you should use password protected files and you should not send the password for such files in the same email.  We recommend that you use our secure online upload services that we setup for you when you use our Service.

Our services are hosted on servers located in the United States, and we use service providers located in the United States. If you access our Website and Services from outside the United States, you consent to the transfer of your personal information to the United States.


To access or use the Site, you must be 18 years old or older and have the requisite power and authority to enter into this Privacy Policy.  We do not knowingly collect or solicit data online from or market online to children under the age of 13.


You acknowledge and agree that you have reviewed this Site and this Privacy Policy and that you will continue to review this Policy to be aware of any modifications.  We reserve the right to update or change our Privacy Policy at any time. If we make any material changes to this Privacy Policy, we will notify you either through the email address you have provided us, or by placing a prominent notice on this Website.

If you have any questions or concerns regarding this Privacy Policy, please email