Faron Adamson

Welcome to our website! Our mission is to create a streamlined, web-based experience that enhances our ability to work together. Here, we detail how we collect, use, and manage your personal information when you utilize our websites, software, and services ("Services").

Information Collection and Use

We gather and utilize the following information to provide, improve, and secure our Services:

*Account Information*: When you sign up for an account, subscribe to our client newsletter, or schedule an appointment, we collect essential details such as your name, email address, phone number, and physical address. Some of our Services enable you to link your accounts and information via other service providers. We store and associate this information with your account to facilitate collaboration and sharing of Your Stuff.

*Your Stuff*: Our Services aim to simplify the process of storing, sharing, and collaborating on files, documents, comments, messages, and more ("Your Stuff"). We store, process, and transmit Your Stuff and related information, including your profile details, file sizes, upload times, collaborators, and usage activity. These features help streamline collaboration and sharing of Your Stuff with others.

*Contacts*: You can opt to grant us access to your contacts (spouse, coworkers, etc.) for easier sharing, collaboration, messaging, and inviting others to use our Services. If you do so, we store these contacts on our servers for your convenience.

*Usage Information*: We collect data related to how you use our Services, such as actions performed in your account (sharing, viewing, and moving files or folders). We leverage this information to enhance our Services, develop new features, and safeguard our users.

*Device Information*: We gather details from and about the devices you use to access our Services. This includes IP addresses, browser and device types, the web page you visited prior to our sites, and device identifiers. Depending on their settings, devices may transmit location information to the Services.

*Cookies and Other Technologies*: We employ technologies like cookies to provide, improve, protect, and advertise our Services. For instance, cookies help us remember your username for future visits, understand your interaction with our Services, and improve them based on this data. You can configure your browser to decline cookies; however, this might limit your ability to use our Services.

*Marketing*: We offer users some free Services, supported by those who upgrade to our premium Services. If you register for our free Services, we may send you information about our firm or tax and accounting tips when permissible. Users receiving these marketing materials can opt-out at any time. If you do not wish to receive marketing communications from us, simply click the 'unsubscribe' link in any email. We occasionally contact individuals who do not have an account, and for recipients in the EU, we or a third party will obtain consent before reaching out.

Data Processing Bases

We collect and use the personal data described above to provide you with the Services in a reliable and secure manner. We also collect and use personal data for our legitimate business interests. If we process your personal data for other purposes, we request your consent in advance or require that our partners obtain such consent.

Information Sharing

We may share information as described below, but we never sell it to advertisers or other third parties.

*Trusted Third Parties*: We engage certain trusted third parties (such as customer support, eSign, and IT service providers) to help us deliver, enhance, secure, and promote our Services. These third parties access your information only to perform tasks on our behalf in accordance with this Privacy Policy, and we remain accountable for their handling of your information per our instructions. For a list of trusted third parties that process your personal information, please see our third-party vendors below.

*Other Users*: Our Services display details like your name, profile picture, device, and email address to other users in locations like your user profile and sharing notifications. You can share Your Stuff with other users if you choose.