SimpleForms strives to provide employers and their employees who use SimpleForms’ services (collectively, Users, or you), a user-friendly platform that automates and simplifies employee tax form completion and compliance, as well as any number of customized onboarding and offboarding documents specific to your employer.

To do this, we recognize you must trust us with your personal information. Maintaining your trust is one of our top priorities, and as a result, we abide by the following principles to protect your privacy:

• We protect your personal information and use it only in connection with your use of our website and Services as set forth in our Services Agreement (for employers), our End User License Agreement (for employees), and as described in this Privacy Policy.

• Because privacy and security go hand-in-hand, we have implemented industry standard administrative, technical and physical security safeguards designed to protect your and your employees’ information.

This Privacy Policy applies to all the data, including previously-collected data, from visitors of as well as to users of the online services, mobile services, software, and other services that we provide or otherwise make available on (collectively, “the Service”). We may, in our sole discretion, modify or update this Privacy Policy from time to time, and if we make material changes to it, we will notify you through the Service, or by other means so that you may review the changes before you continue to use the Service. Your continued use of the Service after we publish or communicate a notice about any changes to this Privacy Policy means that you consent to the changes.


The amount of information we collect depends on which features of the Service you use. SimpleForms needs personal information about you, your employees, and their dependents as applicable to provide the Service, and by providing the information to us you consent to our processing of this information.
More specifically, we may collect the following categories of personal information about you:

• Registration Information: Your email address and password (your login credentials), and other information necessary to set up your account on and to use the Service, which will depend on the features you use or your employer chooses to use.

• Identity information: Your name, physical address, and Social Security Number/tax identification number.

• Demographic information: If you voluntarily submit information regarding your race in response to Equal Employment Opportunity Commission questionnaires to your employer through SimpleForms.

• Information from Third-Party Sites and Services: If you use SimpleForms to manage third party services that integrate with the Service, we may have access to your information on such third-party services. We may, for example, have information about your use of a third-party payroll service provider.

• Device and IP Information: When you access the Service, we automatically receive the internet protocol (“IP”) address of your computer or the proxy server that you use to access the internet, in addition to other technical information such as your computer operating system details, your type of web browser, your mobile device (including your mobile device identifier provided by your mobile device operating system), your mobile operating system, and the name of your ISP or mobile carrier. SimpleForms may log this information and analyze it to determine anomalous behavior, detect threats and generally improve the Service.

• From your interaction with Customer Support: When you contact our customer support team, we may review your user profile. Customer support will collect the information necessary to categorize your questions, respond to them, and, if applicable, investigate and resolve any issue you bring to our attention or that we discover independently. We may also use this information to track potential problems and trends, improve the Service, and customize our support responses to better serve you.

• Cookies, Beacons, Mobile SDKs, and similar technologies: We use cookies and similar technologies, including beacons in email messages, and application developer platforms that use mobile Software Development Kits (“SDKs”) to collect information about your use of any mobile application that we make available to you, and other information related to how browsers and mobile devices interact with the Service. These technologies help us recognize your browser or mobile device when you log in to our website and use our mobile applications and help us improve your experience with the Service, increase SimpleForms’ security, and measure and improve the use and effectiveness of the Service.

SimpleForms may use these technologies to serve advertising to you on other sites using third party advertising services. You can control the cookies set in your browser and even block them entirely by configuring your browser settings. If you block cookies, however, you may not be able to use the Services. Additional options for controlling how or whether SimpleForms can target you with advertising is detailed in Section 2 (advertising and marketing) of this policy. By visiting our website or using our mobile applications, you consent to the placement of cookies and beacons on your browser, and our use of mobile SDKs in accordance with this Privacy Policy.


SimpleForms uses the information it collects about you as set forth below:

• To provide the Service: SimpleForms uses the information it collects to provide the Service to our Users – including to provide User-specific and customized experiences where necessary and appropriate, with the goal of facilitating hassle-free onboarding and employee tax form compliance through our platform.

• To improve and customize the Service: SimpleForms is constantly seeking ways to improve your experience with the Service. As a result, we will analyze data we collect about your use of the Service to help us improve our products, including our software, infrastructure, user interfaces, and integrations with our partners.

• To integrate with Third Parties: To support our Users, SimpleForms may integrate our system with third parties. For example, SimpleForms may integrate the Service to support your preferred payroll service. If you have an independent direct relationship with a third party integrated into the Service, any permissions you may have granted to that third party will govern their use of your data. Otherwise, any third party used by SimpleForms to help provide the Services will not have any independent right to access or use your personal information.

• To communicate with you: SimpleForms wants to help you know how to best take advantage of the Service, especially as we improve and develop new features. We may send messages relating to your use of the Service. We may also send you messages about Service-related matters through our dashboard or by email. Also, because we want to improve the Service, we may occasionally send promotional materials out via email so that you are able to take advantage of new or unused features. More details about our advertising and marketing activities are provided below. You can control whether you receive future non-Service-related messages by unsubscribing in the message itself.

• To advertise and market to you: As noted above, SimpleForms relies on cookies, beacons, and mobile SDKs to recognize your browser or mobile device in order to serve you ads. These same technologies are used by SimpleForms to analyze the effectiveness of our advertising and email marketing campaigns. SimpleForms may use third party services, data, and software tools to target advertising to you, perform campaign effectiveness analysis, help us identify and reach potential Users, and track the performance of our site and advertising generally. SimpleForms’ third party advertising vendors do not have any independent right to use SimpleForms’ data or that of our Users.
To learn more about advertising technologies and how to opt-out of online behavioral advertising, please visit or the Network Advertising Initiative’s online resources, at, or the Digital Advertising Alliance at You may also opt out of tracking and receiving online behavioral advertising on your mobile device by some mobile advertising companies and other similar entities by downloading the App Choices app at These sites are not controlled by SimpleForms, but provide an opt-out from advertising exchanges. Depending on your mobile device, you also can control tracking technologies through your settings by resetting your advertising ID. Please note that the only way to completely “opt out” of the tracking that cookies and other technologies enable is to actively manage the settings on your browser or mobile device, which may negatively impact your ability to use the Service.

• To work with our vendors and service providers: SimpleForms uses third party vendors and service providers to provide the Service to you. For example, we use Amazon Web Services (AWS) to host the Service in the secure AWS cloud, and, as mentioned above, we also use third parties to help us advertise and market to you. We may also provide some of your information (for example, your email address) to a service provider in order to reach you with an email campaign about new SimpleForms features, however, our service providers and vendors have no independent right to use your data. Similarly, SimpleForms’ instance in AWS is not accessible to any Amazon employee except at our request and to carry out our instructions. In other words, all our vendors are limited to their use of your data in the same way that we are limited in our use of your data by this Privacy Policy.

• To comply with valid legal process and similar disclosures: SimpleForms may disclose your information as permitted by law or as reasonably necessary to:

1. Comply with a legal requirement or process, for example, civil and criminal subpoenas, court orders or other compulsory disclosures;

2. Enforce this Privacy Policy or any other agreement between you and SimpleForms; or,

3. To protect the rights, property, or safety of SimpleForms, our employees, or our Customers and Users.

• To disclose to a third party as the result of a sale or change in control of SimpleForms: SimpleForms may disclose your personal information to a third party as part of a sale of the assets of SimpleForms, or an affiliate, or as a result of a change in control of SimpleForms or an affiliate, or in preparation for any of these events. Any third party to which we transfer control or sell our assets will have the right to continue to use the personal and other information that you provide to us in the manner set out in this Privacy Policy.


• Right to access, correct, and delete your personal information: Users have a right to access, modify, correct, or delete personal information controlled by SimpleForms as necessary. In some cases, information deletion must be coordinated with your employer to ensure compliance and proper record-keeping.

• Retention: SimpleForms retains the personal information you provide while your account is in existence or as needed to provide you the Service, including customer support-related reporting and trend analysis. We may retain Customer or User information if retention is reasonably necessary to comply with our legal obligations, meet regulatory requirements, resolve disputes between Customer, Users, or related parties, prevent fraud and abuse, or enforce this Privacy Policy or any other agreement between you and SimpleForms. We may retain personal information, for a limited period of time, if requested by law enforcement.


• Security: SimpleForms has implemented industry standard administrative, technical, and physical security safeguards designed to protect the personal information that you provide. Access to your data on our Service is password-protected, and data is protected by SSL encryption when it is exchanged between your web browser and the Service. SimpleForms encrypts your data “in transit” (between you and the Service) and “at rest” (when your data is sitting in SimpleForms’ data repository). We also support secure https access to the website. To protect any data you store on our servers, we also regularly monitor our system for possible vulnerabilities and attacks.

As you know, however, the Internet is not a 100% secure environment, and as a result, we cannot ensure or warrant the security of any information that you transmit to us. There is no guarantee that information may not be accessed, disclosed, altered, or destroyed by breach of any of our administrative, technical, or physical safeguards. It is your responsibility to protect the security of your login information. Please help keep your account safe by using a strong password.

• Storage and Processing: Your information collected through the Service may be stored and processed in the United States or any other country in which SimpleForms or its subsidiaries, affiliates or service providers maintain facilities.

• Changes to this Privacy Policy: SimpleForms may change this Privacy Policy from time to time. If we make material changes to the Privacy Policy, we will provide notice to you though the Service or by email. Please review this Privacy Policy frequently, and any notice we provide about material changes carefully. If you agree to the changes, simply continue to use the Service. If you object to any of the changes to our terms and you no longer wish to use the Service, please let us know. Users may not be able to close their accounts without coordinating with their employer. This Privacy Policy applies to all information that we have about you and your account. Using the Service after a notice of changes has been communicated to you or published on the Service shall constitute consent to the changed terms or practices.

• California’s Shine the Light Law: California Civil Code Section 1798.83, known as the “Shine The Light” law, permits Users who are California residents to request and obtain from us a list of what personal information (if any) we disclosed to third parties for direct marketing purposes in the preceding calendar year and the names and addresses of those third parties. Requests may be made only once a year and are free of charge. Under Section 1798.83, we currently do not share any personal information with third parties for their own direct marketing purposes.

• California’s Do-Not-Track Disclosure: As required by the California Online Privacy Protection Act (California Business and Professions Code Sections 22575-22579), SimpleForms notes that although we do our best to honor the privacy preferences of our Users, and have implemented industry standard safeguards as described above, we do not respond to Do-Not-Track signals from your browser at this time due to the lack of a neutral and consistent industry standard. SimpleForms does not collect personal information about your online activities over time and across third party websites or services. However, if SimpleForms uses third-party services, data, and software tools to target advertising to you, these third parties may collect personal information about your online activities over time and across third party websites or services.

• Users under the age of 13: The Service is a general audience site not directed at children under the age of 13. SimpleForms does not knowingly collect or solicit any information from anyone under the age of 13 or knowingly allow such persons to register as Users. In the event that we learn that we have collected personal information from a child under the age of 13, we will delete that information as quickly as possible. If you believe that we might have any information from a child under 13, please contact us as set out in Section 5 below.


You may contact us by mail at:

Attn: Privacy Policy Issues
P.O. Box 34203
San Diego, CA 92163

You may also reach us by email at

Effective date: October 1, 2016.

About Us

Simple Forms Employee Onboarding Software

Streamlining completion, compliance and storage W-4 forms, i-9s and W-9s. We build in a custom forms portal and keep you fully compliant against audits.

Customer Review:
“Working with SimpleForms was a seamless process. Their team brought energy into each step of the integration process. We look forward to working with them going forward!” -AVMA