Empowering Your Financial Future, One Service at a Time
Welcome to our platform! We are dedicated to providing you with a streamlined, web-based experience that enhances our collaborative efforts. This page outlines how we collect, use, and manage your personal information when you utilize our websites, software, and services ("Services").
Information Collection and Usage
To deliver, enhance, and secure our Services, we gather and associate the following information with your account:
- Account Information: When you sign up for an account, opt-in to our client newsletter, or schedule an appointment, we collect details such as your 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 Stuff: Our Services aim to facilitate the storage, processing, and transmission of your files, documents, comments, messages, and other materials ("Your Stuff") across various devices. In order to do so, we handle Your Stuff and associated information, including your profile details that simplify collaboration and sharing.
- Contacts: You may grant us access to your contacts (e.g., spouse or other company staff) to enable easy sharing, collaboration, messaging, and inviting others to use the Services. If you do, we'll securely store your contacts for your convenience.
- Usage Information: We track how you interact with our Services, including actions performed in your account (e.g., sharing, viewing, and moving files or folders). We use this information to enhance our Services, build new features, and safeguard our users.
- Device Information: We gather data from and about the devices you use to access our Services, such as IP addresses, the type of browser and device you use, the web page you visited prior to arriving at our sites, and identifiers associated with your devices. Your devices may also transmit location information to our Services.
- Cookies and Other Technologies: We utilize technologies like cookies to deliver, improve, secure, and promote our Services. These tools help us with tasks like remembering your username for your next visit, understanding how you engage with our Services, and optimizing them accordingly. While you can configure your browser to reject cookies, this may limit your ability to use the Services.
Marketing Communications
Some of our Services are available free of charge, supported by users who upgrade to our paid Services. If you register for our free Services, we may, from time to time, send you information about our firm or tax and accounting tips when permissible. Users who receive 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 reach out to individuals who do not have an account, and 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.
Data Processing Bases
We collect and utilize the personal data described above to supply you with the Services in a reliable and secure manner. We also collect and use personal data for our legitimate business needs. To process your personal data for other purposes, we either ask for your consent in advance or require our partners to do so.
Information Sharing
We may share information as detailed below, but we will not sell it to advertisers or other third parties:
- Trusted Third Parties: We engage certain trusted third parties (e.g., customer support, eSign, and IT services providers) to help us deliver, enhance, secure, and promote our Services. These third parties will access your information only to perform tasks on our behalf in compliance with this Privacy Policy, and we'll remain responsible for their handling of your information per 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 display information like your name, profile picture, device, and email address to other users in places like your user profile and sharing notifications. You can also share Your Stuff with other users if you choose.
Exceptional Service and Expertise
The reviews for Integrity Bookkeeping and Tax are overwhelmingly positive, with all reviewers giving the company a 5-star rating. The majority of the reviewers praise the company's professionalism, expertise, and excellent customer service. Tim, the founder, is specifically highlighted for his knowledge, communication skills, and ability to make the tax preparation process smooth and easy.
Wide Range of Services
The company offers a comprehensive range of services, including bookkeeping, tax preparation, and tax planning. Reviewers praise the company's ability to handle complex tax situations, including business taxes and LLC setup. The company's professionals are also commended for their ability to explain complex tax concepts in a clear and concise manner.
Excellent Communication and Customer Service
The reviewers consistently praise the company's excellent communication and customer service. They note that the company is responsive to questions and concerns, and that the team is always available to provide guidance and support.
Consistent Delivery of High-Quality Services
The company's consistent delivery of high-quality services is a common theme throughout the reviews. Reviewers note that the company consistently exceeds their expectations, providing thorough and accurate services every year.
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