This policy is effective as of December 1, 2021


As a technology-enabled financial solutions company, Blucora, Inc., and its subsidiaries (collectively, "Blucora") recognize privacy as an important issue and have prepared this Privacy Policy to inform you of our data collection and use practices and confirm our commitment to keep your personal information secure.


Blucora is a leading provider of technology-enabled financial solutions for consumers, small business owners and tax professionals. Through our operating companies, TaxAct, Inc. ("TaxAct") Tax-Smart Research, LLC, Avantax Planning Partners (“APP”), formally Honkamp Krueger Financial Services, Inc. (“HKFS”), and Avantax Wealth Management, Inc. ("Avantax") and their respective affiliates, we provide leading products in tax preparation and wealth advisory services and help millions of individuals manage their financial lives. We also provide general information about the company, our products and services and communications regarding press releases, employment opportunities other company news through this Web site.


Please note that this policy only applies to our data collection and use practices for our corporate Web site, located at and does not apply to the data collection and use practices of other companies or organizations, including TaxAct, APP and Avantax, whose products, services or Web sites you may use or gain access to through the Blucora Network. For information on the data collection and use practices of those third parties, please refer to their respective policies and procedures.


1. General Policy


For information about TaxAct, APP and Avantax’s data collection and use practices, please visit the privacy policies for TaxAct, APP and Avantax, which include the policies located below:
  Avantax Wealth Management Privacy Policy


As a general policy, no personal information is automatically collected from visitors to our corporate Web site, located at However, certain anonymous information is recorded by the standard operation of our Web site servers. Blucora will only know your email address and any other personal information through our corporate Web site if you voluntarily submit such information to us during a visit to contact us, request information or provide comments. Personally identifiable information you submit to us on this Web site may be stored on individual computers or in a centralized server location, and will be used solely for the purpose received.


2. How We Use Your Personal Information


In general, we only use your personal information for the purpose it was collected, including internally to serve you this Web sites, to enhance and extend our relationship with you, and to improve our products and services. We also use personal information to complete transactions you have requested, to anticipate and resolve problems with our products and services, to respond to customer support inquiries, to create and inform you of new products and services, and to comply with applicable laws.


We may access, use, disclose and share any non-personally identifiable information and data we collect for any business purpose and with any third party in our sole discretion.


3. Inter-Company Transfers


We may internally transfer the information we collect, including your personal information, to and from the United States and any other country in which we or our agents maintain facilities for the purposes identified above, as well as for storage, processing or other business use as permitted under this Privacy Policy. By accessing or using our Web site or other Blucora product or service, you consent to the transfer of your personal information among these facilities, including those located outside of your country of residence.


4. Sharing Information With Third Parties


In general, we do not sell, rent or otherwise trade your personal information with third parties. However, we may disclose and share your personal information with third parties under the following limited circumstances:


  • Consent. We have received your consent or permission.
  • Third Party Service Providers - Occasionally, we engage third parties to provide us with products and services, such as support, consulting, statistical analysis and marketing research that may require access to or use of your personal information. In such event, the third party will be obligated to maintain the privacy of any personal information disclosed or shared as part of its provision to us of the product to service and to only use such information for the limited purpose of providing the product or service.
  • Protection of Blucora; Compliance with Law - We will disclose personal information or remove, destroy or alter personal information in our possession or control when we believe it is necessary to comply with legal process, respond to claims, or to protect the rights, property or safety of our company, its employees, customers or the public.


We may use, disclose and share any anonymous, non-personally identifiable information and data we collect with any third party in our sole discretion.


5. Third Party Information Collection and Use; Links


Our Web site and our products and services may use and provide access to products, services and content of third parties (collectively, "Third Party Properties"). Please be aware that we do not control and are not responsible for the information collection and use practices and policies of these third parties, and that by accessing or using Third Party Properties they may collect information regarding your use and access. We encourage you to be aware when you use a Third Party Property or leave our Web site and review any such third party's data and information collection and use practices and policies with regard to their Web site, products or services.


6. Information Storage and Security


We have implemented and use a variety of industry accepted physical, electronic and managerial policies and procedures to safeguard and secure the information we collect to help prevent unauthorized access, disclosure, alteration or destruction and to maintain its accuracy and correct use. We generally store the information and data we collect on our own servers in a secure environment and restrict access to your personal information to employees and agents who need to know that information in order to provide you with access and use of our Web site and our products and services and as otherwise set forth and in accordance with this Privacy Policy. While we have taken efforts to safeguard and secure your personal information, we cannot guarantee that your information may not be disclosed, altered or destroyed by accidental circumstances or by the unauthorized acts of others.


7. Enforcement


If you have any questions or concerns regarding our Privacy Policy, please direct them to us at the contact information provided below. We have instituted internal policies and procedures for handling such submissions and will respond to you in a timely manner. If you do not receive acknowledgement of your inquiry, or if it is not satisfactorily addressed, you may contact the Federal Trade Commission for further action on your complaint at


8. Changes to Our Privacy Policy


We will change, amend and update this Privacy Policy and the privacy policies of the TaxAct, APP and Avantax Sites from time to time to reflect changes in our privacy practices, technology, products and services, general business operations and industry. In the event of any such change, we will post a revised policy on this Web site or the Web site of the respective product or service and revise the "Last Updated" date of such policy. We reserve the right to change, amend and update this Privacy Policy, including all of our associated privacy policies, at any time in our sole and absolute discretion, and such changes will be effective upon posting of the revised policy. In the event of a material change in our information collection and use practices, we will provide more prominent notice of such change along with the revision to the effective date of the policy. You should check this Privacy Policy and the policies of the TaxAct, APP and Avantax Sites you may access or use on a regular basis to ensure you have reviewed and are familiar with the most current policy.


9. Contacting Us


For any questions or concerns you may have regarding this Privacy Policy and our information and data collection and use practices, please use the information.




Blucora, Inc.
Risk Department, Attn: Privacy Officer
3200 Olympus Blvd.
Dallas, Texas 75019