Privacy Policy
1. Information We Collect
We collect information to provide accounting, tax preparation, financial planning, and related services to our clients. The types of information we may collect include:
a. Personal Information
- Contact Information: Name, email address, phone number, mailing address.
- Financial Information: Tax identification numbers, income details, bank account information, or other financial data necessary for accounting services.
- Identification Information: Social Security Number (SSN), Employer Identification Number (EIN), or other government-issued identifiers (where required by law or service).
b. Automatically Collected Information
- Usage Data: IP address, browser type, device information, pages visited, and time spent on our Website.
- Cookies and Tracking Technologies: We use cookies, web beacons, and similar technologies to enhance user experience and analyze Website performance. You may adjust your browser settings to disable cookies, though this may limit functionality.
c. Information from Third Parties
- Information provided by you through forms, emails, or third-party platforms (e.g., payment processors or tax software) integrated with our services.
2. How We Use Your Information
We use your information to:
- Provide accounting, tax, bookkeeping, and financial advisory services.
- Process payments and maintain accurate financial records.
- Communicate with you regarding appointments, updates, or service-related matters.
- Comply with legal obligations, such as tax reporting or audits.
- Improve our Website and services through analytics and feedback.
- Send promotional materials or newsletters (with your consent, where required).
3. How We Share Your Information
We do not sell, rent, or trade your personal information. We may share your information:
- With Service Providers: Third-party vendors (e.g., cloud storage, payment processors, or software providers) who assist in delivering our services, bound by confidentiality agreements.
- For Legal Compliance: When required by law, subpoena, or government request, or to protect our rights, safety, or property.
- Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the transaction, with notice provided where required.
4. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, loss, misuse, or alteration. However, no online transmission or storage method is 100% secure, and we cannot guarantee absolute security.
5. Your Rights and Choices
Depending on your jurisdiction, you may have the right to:
- Access, correct, or delete your personal information.
- Opt out of marketing communications.
- Request details about how your data is processed.
To exercise these rights, contact us at [email@accountantwebsite.com]. We will respond within the timeframe required by applicable law (e.g., 30 days under GDPR or CCPA).
6. Retention of Information
We retain your information only as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, or resolve disputes. Financial records may be retained for a minimum of seven (7) years per IRS or other regulatory guidelines.
7. Third-Party Links
Our Website may contain links to external sites. We are not responsible for the privacy practices or content of these third-party websites. Please review their policies before providing personal information.
8. Children’s Privacy
Our services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children. If we learn such data has been collected, we will delete it promptly.
Website Policy
1. Terms of Use
By using our Website, you agree to:
- Use the Website for lawful purposes only.
- Refrain from uploading viruses, malware, or any content that infringes on intellectual property or privacy rights.
- Not attempt to gain unauthorized access to our systems or data.
We reserve the right to terminate or restrict access to the Website at our discretion if these terms are violated.
2. Intellectual Property
All content on the Website (e.g., text, logos, graphics) is owned by [Accountant’s Business Name] or its licensors and is protected by copyright, trademark, and other laws. You may not reproduce, distribute, or modify this content without prior written consent.
3. Disclaimer of Warranties
Our Website and services are provided “as is” without warranties of any kind, express or implied, including accuracy, completeness, or fitness for a particular purpose. Tax and financial advice is based on information you provide, and we are not liable for errors due to incomplete or inaccurate data.
4. Limitation of Liability
To the fullest extent permitted by law, [Accountant’s Business Name], its affiliates, and employees shall not be liable for any indirect, incidental, consequential, or punitive damages arising from your use of the Website or services, even if advised of the possibility of such damages.
5. Governing Law and Dispute Resolution
This Privacy and Policy Page is governed by the laws of [State/Country]. Any disputes arising from your use of the Website or services will be resolved through binding arbitration in [City/State], unless otherwise required by law. You waive the right to participate in class action lawsuits.
6. Changes to This Policy
We may update this Privacy and Policy Page periodically to reflect changes in our practices or legal requirements. The updated version will be posted on this page with the “Last Updated” date revised. Continued use of the Website after changes constitutes acceptance of the new terms.
7. Contact Us
If you have questions, concerns, or requests regarding this Privacy and Policy Page, please reach out to:
Jordan Accounting Solutions LLC.
Phone: (904)-933-6357