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Empowering Your Financial Success

Welcome to our website! Our primary goal is to create a user-friendly and efficient online platform that simplifies our collaboration process. In this policy, we outline how we collect, use, and manage your personal information when you utilize our websites, software, and services ("Services").

What & Why

We collect and utilize the following information to deliver, enhance, and safeguard our Services:

*Account Information*

We gather and associate with your account the information you provide when you perform actions such as signing up for your account, subscribing to our client newsletter, or requesting an appointment (e.g., name, email address, phone number, and physical address). Some of our Services allow you to access your accounts and information through other service providers. Your account information is used to personalize and improve your experience with our Services.

*Your Stuff*

Our Services enable you to store, process, and transmit various types of data, including files, documents, comments, messages, and more ("Your Stuff"). This information, along with related data (such as profile information, file size, upload time, collaborators, and activity logs), is stored, processed, and transmitted to facilitate your collaboration and work across different devices.

*Contacts*

You can grant us access to your contacts (e.g., spouse, colleagues) to make sharing and collaborating on Your Stuff, sending messages, and inviting others to use the Services more convenient. We store your contacts securely to enable these features.

*Usage Information*

We collect information related to how you use our Services, including actions taken in your account (e.g., sharing, viewing, and organizing files or folders). We use this data to improve our Services, develop new features, and protect our users.

*Device Information*

We gather information from and about the devices you employ to access the Services (e.g., IP addresses, browser type, device type, and identifiers associated with your devices). This data aids us in providing, improving, protecting, and promoting our Services.

*Cookies and Other Technologies*

We utilize technologies like cookies to provide, enhance, protect, and promote our Services. Cookies help us remember your login information, identify usage patterns, and improve our offerings based on collected data. You can choose to disable cookies, but this might limit your ability to access certain features.

Marketing

We provide users with free Services, supported by users who opt for our paid Services. If you register for free Services, we may periodically send you information about the firm, updates, and tax and accounting tips when permissible. Users can opt-out of marketing materials at any time. If you don't wish to receive marketing materials, simply click 'unsubscribe' in any email. We only contact people who do not have an account under specific circumstances, ensuring compliance with data protection regulations.

Bases for Processing Your Data

We collect and use the personal data described above to provide you with the Services in a reliable and secure manner. We process your personal data for our legitimate business needs, and when necessary, we request your consent or rely on our partners' consent.

With Whom We Share Information

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

*Others working for and with Us*

We collaborate with trusted third parties (e.g., providers of customer support, eSign, and IT services) to help us deliver, enhance, protect, and promote our Services. These third parties will access your information only to perform tasks on our behalf, complying with this Privacy Policy. We remain responsible for their handling of your information in accordance with our instructions. You can find a list of trusted third parties that process your personal information in our third-party vendors section.

*Other Users*

Our Services display certain information like your name, profile picture, device, and email address to other users in places like your user profile and sharing notifications. You can choose to share Your Stuff with other users if you prefer.

Employer-Owned Domains

When you create an account using an email address on a domain owned by your employer or organization, we may share your information with them in accordance with our agreement with them.

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