This document outlines how we handle, use, and safeguard the personal information of your clients, which you provide to us for tax preparation services.
As a Business Process Outsourcing (BPO) entity, we partner with CPA, tax, and accounting firms like yours. You share your clients’ information with us, and in turn, we leverage this data to offer efficient tax preparation services.
You provide us with your clients’ data, including details such as names, contact information, financial records, and tax-related specifics. We use this data solely for the purpose of preparing tax returns and related services.
The data you share with us facilitates:
We do not sell, rent, or share your client information with unrelated third parties for any purposes.
Understanding the gravity of the tax-related data, we employ advanced encryption and security protocols to store, transmit, and safeguard the information ensuring utmost confidentiality.
Specific information may be shared with the IRS or relevant governmental bodies as part of the tax filing process or when required by law.
On occasion, we engage third-party service providers for operations, such as cloud storage or tax software solutions. Our agreements with these entities mandate they uphold stringent data privacy standards akin to our own.
Our protective measures include:
Your client information is retained as long as necessary for our services, to adhere to legal requirements, resolve any disputes, or enforce our agreements.
While our services might incorporate links to third-party sites, we bear no responsibility for their privacy practices. We strongly advise you to review their privacy statements.
We understand the sensitive nature of the client data you entrust to us. Upholding the highest ethical standards and ensuring confidentiality is paramount in our collaboration.
Our website may deploy cookies to enhance user experience. Users have the choice to decline cookies, though some service aspects might not function optimally without them.
Depending on your jurisdiction, you may be entitled to:
In the unlikely event of a data breach, protocols are in place to promptly notify affected parties and take necessary action to mitigate the impact.
If we display testimonials or reviews from firms like yours, they are shared with explicit consent, ensuring that any client details are anonymized.
We abide by any state-specific privacy regulations (e.g., California) and comply with all relevant laws and guidelines.
We might periodically update this policy. Revisiting this document regularly ensures you stay informed of any changes.
This Privacy Policy is governed by Florida state law.
For any concerns or inquiries related to our privacy practices, please reach out to us at hello@superaccountants.com
