Privacy Policy

1. Information We Collect

Personal Information

When you use our services, we may collect:

• Contact Information: Name, email address, phone number, and company information
• Service-Related Information: Details about your accounting workflows, software systems, and automation requirements
• Professional Information: Firm size, industry focus, and business challenges you wish to address
• Communication Records: Email exchanges, consultation notes, and support interactions

Automatically Collected Information

• Technical Data: IP address, browser type, device information, and operating system
• Usage Analytics: Pages visited, time spent, click patterns, and user interactions

2. How We Use Your Information

Primary Purposes

• Service Delivery: Providing, customizing, and implementing automation solutions tailored to your firm's needs
• Communication: Responding to inquiries, sending service updates, and providing technical support
• Service Improvement: Enhancing our offerings, developing new features, and optimizing automation workflows
• Legal Compliance: Meeting regulatory requirements and protecting against fraud or misuse

3. Information Sharing & Disclosure

Limited Sharing Circumstances

• Service Providers: Vetted third-party vendors who assist in delivering our services (e.g., scheduling platforms, email services)
• Legal Obligations: When required by law, court order, or to protect against illegal activities
• Business Transfers: In the event of a merger, acquisition, or sale of assets (with continued privacy protection guarantees)
• Consent-Based Sharing: When you explicitly authorize us to share specific information

4. Data Security & Protection

Security Measures

• Data Encryption: Your data is encrypted during transmission using industry-standard HTTPS protocols
• Access Controls: We limit access to personal information to authorized personnel only
• Secure Payment Processing: Financial transactions are handled by trusted third-party payment processors
• Data Minimization: We collect only the information necessary to provide our services

5. Client Data & Automation Services

When providing automation services, we may have access to your firm's accounting data and systems. We treat all client data with the highest level of confidentiality:

• Confidentiality: Client data is never used for any purpose other than delivering the agreed-upon services
• No AI Training: Your data is never used to train AI models or shared with third parties
• Access Limitations: Only team members directly involved in your project have access to your data
• Data Retention: We retain client data only as long as necessary to provide services and comply with legal obligations

6. Your Rights & Choices

You Have the Right To:

• Access: Request a copy of your personal information
• Correction: Update or modify inaccurate data
• Deletion: Request removal of your information (subject to legal retention requirements)
• Portability: Receive your data in a commonly used, machine-readable format
• Restriction: Limit how we process your information
• Withdrawal: Revoke previously given consent at any time

To exercise these rights, please visit our Contact page.

7. Cookies & Website Technologies

Like most websites, we may use cookies and similar technologies to improve your browsing experience and understand how our website is used.

• Functional Cookies: Help our website work properly and remember your preferences
• Analytics: Help us understand how visitors use our site so we can improve it
• Third-Party Services: Some features may use services from other companies that may set their own cookies

You can control cookies through your browser settings. Disabling cookies may affect some website functionality.

8. Third-Party Services

We use various third-party services to operate our business (such as scheduling tools, email services, and website hosting). These services may process your information according to their own privacy policies.

We choose reputable service providers and review their privacy practices, but we encourage you to review the privacy policies of any third-party services we use.

9. Children's Privacy

Our services are designed for businesses and professionals (18+). We do not knowingly collect information from children under 18. If we discover such collection, we will immediately delete the information.

10. Changes to This Policy

We may update this Privacy Policy to reflect changes in our practices, technology, or legal requirements. We will notify you of material changes through email notification to registered clients.

Continued use of our services after notification constitutes acceptance of the updated policy.

11. Contact Information

If you have questions about this Privacy Policy or wish to exercise your data rights, please contact us via our Contact page.