Last updated: July 10, 2023
- What Types of Personal Information Do We Collect?
- How Do We Use Personal Information?
- How Do We Share Personal Information?
- How Do We Respond to ‘Do Not Track’ Signals?
- Privacy Rights & Additional Disclosures for California Residents
- Privacy Rights & Additional Disclosures for EEA & UK Individuals
- Children’s Privacy
- Change of Control
- How Do We Protect & Retain Personal Information?
- Policy Changes
- Contact Information
1. What Types of Personal Information Do We Collect?
Information You Give Us. You may give us information by entering information through our online forms or surveys, submitting invoice payments and client documents online, or contacting us by phone or email for information or a client consultation.
The categories of information include:
- Identifiers, such as name, address, email, or other similar identifiers.
- Personal information under California Civil Code section 1798.80, such as name, signature, address, telephone number, credit or debit card information, and medical transaction information.
- Commercial information, such as payroll records, financial account numbers, and commercial and personal transactions.
- Internet or other electronic network activity information, such as IP address, cookies, and session logs.
- Audio, electronic, visual, or similar information, such as documents or files transmitted to us through our client portals.
- Professional, employment, or education information, such as copies of your Resume or CV and any other information required to verify your qualifications, for recruitment purposes.
The categories of sensitive information include:
- National or state identification numbers.
- Information concerning a consumer’s health.
Information We Automatically Collect. Like many website operators, we collect information that your browser sends whenever you visit our website.
This includes Log Data, such as your computer’s Internet Protocol (“IP”) address, browser type, browser version, the pages of our Sites that you visit, the time and date of your visit, the time spent on those pages and other statistics, and whether you reached our page via a social media or email campaign. This information may be collected via several technologies, including cookies, web beacons, clear GIFs, canvas fingerprinting and other means.
Information We Collect From Third Parties. If you access our Sites through third parties (e.g., Facebook, Twitter, Instagram, or Google), or if you share content from our Sites to a third party social media service, the third party service will send us certain information about you if the third party service and your account settings allow such sharing. The information we receive will depend on the policies and your account settings with the third-party service.
2. How Do We Use Personal Information?
We use your personal information as follows:
- To provide you with accounting and advisory services
- To communicate with you, such as providing customer service and marketing
- To bill and collect money owed to us by you
- To share with third-party marketing partners to provide tailored advertising on our Sites and other websites that you may visit
- To market our products and/or services to you
- To analyze site usage and improve the services offered
- For market research, project planning, troubleshooting problems
- For detecting and protecting against error, fraud or other criminal activity
- For recruiting purposes and to provide you with employment opportunities
3. How Do We Share Personal Information?
Affiliates and Service Providers. We share your information with our third-party service providers and any subcontractors as required to offer you our products and services. For example, we use CPA Charge to process our online billing payments and CCH Client Axcess to electronically transmit your documents and files to our offices.
Third Party Marketing and Advertising Organizations. We share your information with third party marketing and advertising partners to provide tailored advertising on our Sites and other websites that you may visit.
Third Party Links and Websites. Our Sites may contain links to and from the websites of third parties. If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any data to these websites.
Disclosures Required by Law. We may be required to disclose your data in response to lawful requests by public authorities, including to meet law enforcement requirements. We may be under a duty to disclose or share your personal information in order to comply with any legal obligation, to enforce or apply our terms and conditions and other agreements, to protect our rights, property, or safety, or the protect the rights, property, or safety of others. This includes exchanging information with other companies and organizations for the purposes of fraud protection.
4. How Do We Respond to ‘Do Not Track’ Signals?
Do Not Track (“DNT”) is a privacy preference that users can set in certain web browsers. DNT is a way for users to inform websites and services that they do not want certain information about their webpage visits collected over time and across websites or online services. We do not recognize or respond to browser-initiated DNT signals, as the Internet industry is currently still working toward defining exactly what DNT means, what it means to comply with DNT, and a common approach to responding to DNT.
- Cookie settings in Chrome
- Cookie settings in Firefox
- Cookie settings in Microsoft Edge
- Cookie settings in Safari web and iOS
Personalized Advertising. We may also use targeted advertising cookies, such as Google Ads, to deliver tailored advertising on our Sites and other websites that you may visit. You can learn more about how to control advertising cookies by visiting the Network Advertising Initiative’s Consumer Opt-Out link, the DAA’s Consumer Opt-Out link for browsers, or the DAA’s opt-out link for mobile devices. Please note that electing to opt-out will not stop advertising from appearing in your browser or applications and may make the ads you see less relevant to your interests.
6. Privacy Rights & Additional Disclosures for California Residents
We have listed the privacy rights for several jurisdictions below, but we understand you may have additional rights in your jurisdiction. You may contact us directly at any time about exercising your data protection rights. We will consider your request in accordance with applicable laws.
Marketing Opt-Out: We may use your personal information to contact you with newsletters, marketing or promotional materials and other information that may be of interest to you. You may opt out of receiving any, or all, of these communications from us by following the unsubscribe instructions provided in any email we send, or you can contact us using the contact details provided in the “Contact Information” section below. You will still continue to receive service-related messages concerning products and services you have purchased (unless we have indicated otherwise).
Request for Information or Deletion. Residents of California have the right to know whether we are processing your personal information, and in some instances, you have the right to request that we disclose to you the categories listed below for the preceding 12 months. We have the right to request verification of your identity for all requests for information. In responding to this right, we shall provide to you:
- The categories of personal information we collect about you.
- The categories of sources from which your personal information is collected.
- The business or commercial purpose(s) for collecting, selling, sharing, or disclosing your personal information, and the categories of personal information disclosed for such purpose(s).
- The categories of third parties with whom we share your personal information.
- The categories of personal information we have sold, if any, about you and the categories of third parties to whom your personal information was sold, by category or categories of personal information for each third party to whom the personal information was sold.
- The specific pieces of personal information we have collected about you.
In addition, you may have the right to request we delete your personal information.
Request for Correction. Residents of California have the right to request the correction or rectification of inaccurate information in the resident’s Personal Data.
Do Not Sell or Share My Personal Information. Residents of California have the right to opt out of the sale or sharing of the consumer’s personal information. We do not sell personal information, but we recognize that some state privacy laws define “personal information” in such a way that some sharing of personal information necessary to provide you with personalized ads may be considered a “sale,” even if no money is exchanged. If you wish to actualize this right, please visit this webpage: