Privacy Policy

1. Information We Collect

We collect information you provide directly to us, such as when you create an account, use our services, or contact us for support.

Personal Information

• Name and contact information (email address, phone number)
• Account credentials (username, password)
• Professional information (CPA license information, company details)
• Financial documents and statements you upload

Usage Information

• Information about how you use our service
• Log files and usage patterns
• Device information and IP addresses
• Cookies and similar tracking technologies

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our services
• Process financial documents and generate reports
• Communicate with you about your account and our services
• Ensure the security and integrity of our platform
• Comply with legal obligations and regulatory requirements
• Develop new features and services

3. Information Sharing and Disclosure

We do not sell, trade, or otherwise transfer your personal information to third parties without your consent, except in the following circumstances:

• With your explicit consent
• To comply with legal obligations or court orders
• To protect our rights, property, or safety, or that of our users
• With service providers who assist us in operating our platform (under strict confidentiality agreements)
• In connection with a merger, acquisition, or sale of assets

4. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

• Encryption of data in transit and at rest
• Regular security assessments and audits
• Access controls and authentication measures
• Employee training on data protection
• Secure data centers and infrastructure

5. Data Retention

We retain your personal information for as long as necessary to provide our services and fulfill the purposes outlined in this privacy policy. We may also retain certain information to comply with legal obligations, resolve disputes, and enforce our agreements.

6. Your Rights and Choices

You have the right to:

• Access and review your personal information
• Correct inaccurate or incomplete information
• Delete your account and associated data
• Export your data in a portable format
• Opt out of certain communications
• Restrict or object to certain processing activities

7. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our platform. You can control cookie settings through your browser preferences, though some features may not function properly if cookies are disabled.

8. International Data Transfers

Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place to protect your personal information in accordance with this privacy policy.

9. Children's Privacy

Our service is not intended for children under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have collected such information, we will take steps to delete it.

10. Changes to This Privacy Policy

We may update this privacy policy from time to time. We will notify you of any material changes by posting the new privacy policy on this page and updating the "Last updated" date.

11. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us through our contact page or reach out to our privacy team directly.