Privacy Policy

Effective Date:06.02.2026

Last Updated: 06.02.2026

1. Introduction

At [Your Business Name], we respect your privacy and are committed to protecting the personal data we hold. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website [Insert Website URL] and use our accounting services.

2. Information We Collect

Because we provide professional accounting and financial services, we collect information that is necessary to fulfill our legal and contractual obligations:

• Identity Data: Name, date of birth, and government identifiers (e.g., SSN, Tax ID).

• Contact Data: Email address, phone number, and physical billing address.

• Financial Data: Bank account details, income statements, tax records, and transaction history.

• Technical Data: IP address, browser type, and usage data collected via cookies to improve website performance.

3. How We Use Your Information

We use your data strictly for professional purposes, including:

• Service Delivery: Preparing tax returns, audits, and financial statements.

• Compliance: Meeting our obligations under tax laws and anti-money laundering (AML) regulations.

• Communication: Sending you updates regarding your filings or changes in financial legislation.

4. Data Security & Retention

Given the sensitive nature of accounting data, we implement high-level security measures:

• Encryption: All digital files and communications are encrypted at rest and in transit.

• Access Control: Only authorized personnel with a "need-to-know" basis can access your financial records.

• Retention: We retain your data only as long as required by law (typically [7] years for tax records) or as necessary to provide our services.

5. Third-Party Disclosures

We do not sell your personal information. We only share data with:

• Government Authorities: Such as the IRS or local tax agencies as required by law.

• Service Providers: Secure cloud-hosting platforms or specialized accounting software (e.g., QuickBooks, Xero) that meet our strict security standards.

6. Your Rights

Depending on your location, you may have the right to:

• Access the personal data we hold about you.

• Request Correction of any inaccurate or incomplete information.

• Request Deletion of your data (subject to legal record-keeping requirements).

• Withdraw Consent for marketing communications.

7. Contact Us

If you have questions about this policy or our data practices, please contact us at:

[Your Business Name] Email: [Insert Email Address]

Address: [Insert Physical Address]

Phone: [Insert Phone Number]