Privacy policy

Effective Date: 5/27/2023

This Privacy Policy explains how we collect, use, disclose, and safeguard your personal and business information when you visit and use our accounting services website ("Website"). By accessing or using the Website, you consent to the practices described in this Privacy Policy.

1. Information We Collect

1.1 Contact Information

When you engage with our accounting services, we may collect personal contact information, such as your name, email address, phone number, and mailing address. We will only collect this information when voluntarily provided by you.

1.2 Accounting Records

As part of our accounting services, we may collect and maintain personal and business accounting records, including financial statements, tax documents, invoices, receipts, bank statements, and other relevant financial and business-related information. This information is necessary to provide accurate accounting services and ensure compliance with applicable laws and regulations.

2. How We Use Your Information

2.1 Contact Information

We use your contact information to:

- Communicate with you regarding our accounting services, including responding to inquiries, providing updates, and addressing any concerns or issues.

- Send you administrative information, such as invoices, statements, and tax-related documents.

- Deliver marketing communications, newsletters, and other relevant updates about our services, subject to your preferences.

2.2 Accounting Records

We use your personal and business accounting records for the following purposes:

- Providing accounting services, including financial reporting, bookkeeping, tax preparation, and other related services.

- Maintaining accurate and up-to-date financial records for your personal and business needs.

- Complying with legal and regulatory obligations, such as tax filings and financial reporting requirements.

- Facilitating financial audits or reviews, if necessary.

3. How We Disclose Your Information

3.1 Third-Party Service Providers

We may engage third-party service providers to assist in delivering our accounting services. These providers may have access to your personal and business information but are strictly prohibited from using it for any other purposes. They are also required to implement appropriate security measures to protect your information.

3.2 Legal Requirements

We may disclose your information if required to do so by law, or if we believe that such action is necessary to comply with applicable laws, regulations, legal processes, or governmental requests. We may also disclose your information to protect our rights, privacy, safety, or property, or that of our users or others.

3.3 Business Transfers

In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction. We will notify you via email and/or prominent notice on our Website of any change in ownership or the use of your personal information.

4. Data Security

We understand the importance of data security and implement appropriate technical and organizational measures to protect your personal and business information from unauthorized access, use, alteration, or disclosure. We use industry-standard security protocols to safeguard your information. However, please note that no data transmission or storage method can be guaranteed to be 100% secure. Therefore, while we strive to protect your information, we cannot guarantee its absolute security.

5. Retention of Information

We retain your personal and business information for as long as necessary to fulfill the purposes outlined in this Privacy Policy unless a longer retention period is required or permitted by law. We will securely dispose of your information when it is no longer needed.

6. Third-Party Links

Our Website may contain links to third-party websites or services that are not operated by us. We have no control over the content and practices of these websites and are not responsible for their privacy policies or practices. We encourage you to review the privacy policies of those third parties before providing any personal information.

7. Children's Privacy

Our Website and services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If you are a parent or guardian and believe that your child has provided us with personal information, please contact us, and we will delete such information from our systems.

8. Changes to This Privacy Policy

We may update our Privacy Policy from time to time. Any changes will be posted on this page, and the effective date will be updated accordingly. We encourage you to review this Privacy Policy periodically for any updates.

9. Contact Us

If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us at help@proactcfo.com.

By using our Website and engaging with our accounting services, you acknowledge that you have read and understood this Privacy Policy and consent to the collection, use, and disclosure of your information as described herein.