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Empowering financial freedom through exceptional accounting services

Welcome to our website! Our primary goal is to create a web-based experience that simplifies the process of working together. This page outlines how we collect, use, and manage your personal information when you use our websites, software, and services ("Services").

What & Why We Collect

We collect and utilize the following information to provide, enhance, and secure our Services:

*Account Information*: When you sign up for an account, opt-in to our client newsletter, or request an appointment, we gather the information you provide, such as your name, email address, phone number, and physical address. Some of our Services enable you to access your accounts and information through other service providers, and we associate this data with your account.

*Your Stuff*: Our Services are designed to allow you to store, process, and transmit your files, documents, comments, messages, and other materials ("Your Stuff") and related information, such as your profile details that facilitate collaboration and sharing of Your Stuff with others. This information includes the size of a file, upload time, collaborators, and usage activity.

*Contacts*: You may decide to grant us access to your contacts (e.g., spouse or other company staff) to easily share and collaborate on Your Stuff, send messages, and invite others to use our Services. If you do, we store your contacts on our servers for your convenience.

*Usage Information*: We gather data related to how you use our Services, including actions taken in your account (e.g., sharing, viewing, and moving files or folders). We use this information to enhance our Services, develop new offerings and features, and safeguard our users.

*Device Information*: We collect details from and about the devices you use to access our Services, including IP addresses, browser types, device types, the web page you visited before coming to our sites, and identifiers associated with your devices. Your devices may transmit location information to our Services.

*Cookies and Other Technologies*: We use technologies like cookies to provide, improve, secure, and promote our Services. They help us with tasks like remembering your username for subsequent visits, understanding your interactions with our Services, and making improvements based on the gathered information. You can configure your browser to reject cookies; however, this may limit your ability to use our Services.

Marketing

We offer free Services supported by users who upgrade to our paid Services. If you register for our free Services, you might receive information about our firm or tax and accounting tips when permissible. You can opt-out of receiving these marketing materials at any time by clicking the 'unsubscribe' link in any email. If you don't wish to receive marketing materials from us, simply unsubscribe and remove yourself from our contact list via the message itself. We occasionally contact individuals who don't have an account. For recipients in the EU, we or a third party will obtain consent before contacting you. If you receive an email and no longer wish to be contacted by us, you can unsubscribe and remove yourself from our contact list via the message itself.

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 also collect and use personal data for our legitimate business needs. When we process your personal data for other purposes, we obtain your consent in advance or require our partners to do so.

With Whom We Share Information

We may share your information as described below; however, we do not sell it to advertisers or other third parties.

*Others working for and with Us*: We enlist the help of certain trusted third parties (e.g., providers of customer support, eSign, and IT services) to assist us in providing, improving, securing, and promoting our Services. These third parties access your information only to perform tasks on our behalf in compliance with this Privacy Policy, and we remain responsible for their handling of your information according to our instructions. For a list of trusted third parties that we use to process your personal information, please see our Third-Party Vendors below.

*Other Users*: Our Services disclose your information, such as 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.

*Your Employer*: If you register your account with an email address on a domain owned by your employer, we may share your information with your employer.

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