Privacy Policy

1. Information We Collect

1.1 Information You Provide

We collect information that you voluntarily provide when using our services:

• Account Information: Name, email address, phone number, company name, and billing information
• Professional Information: CPA license number, firm details, professional credentials
• Client Data: Information about your clients that you upload or input into our system
• Financial Documents: Tax returns, financial statements, and related documents you process through our platform
• Communications: Messages, support tickets, and feedback you send to us

1.2 Automatically Collected Information

When you access our platform, we automatically collect certain information:

• Usage Data: Features used, pages viewed, time spent, workflow interactions
• Device Information: IP address, browser type, operating system, device identifiers
• Log Data: Access times, error logs, system activity
• Cookies and Tracking: We use cookies and similar technologies (see our Cookie Policy)

2. How We Use Your Information

We use the collected information for the following purposes:

• Service Delivery: Provide, maintain, and improve our automation platform
• Workflow Automation: Execute automated workflows on your behalf
• Account Management: Create and manage your account, process payments
• Communications: Send service updates, security alerts, and support messages
• Analytics: Understand usage patterns and improve our platform
• Security: Detect fraud, abuse, and security incidents
• Legal Compliance: Comply with legal obligations and enforce our terms
• Marketing: Send promotional communications (with your consent)

3. Data Security

We implement industry-standard security measures to protect your information:

• Encryption: All data is encrypted in transit (TLS 1.3) and at rest (AES-256)
• Access Controls: Role-based access control (RBAC) and multi-factor authentication
• Infrastructure: SOC 2 Type II certified infrastructure with regular security audits
• Monitoring: 24/7 security monitoring and incident response
• Employee Access: Strict access controls and background checks for employees
• Data Backups: Regular encrypted backups with disaster recovery procedures

4. Data Sharing and Disclosure

4.1 We Do Not Sell Your Data

We do not sell, rent, or trade your personal information to third parties for their marketing purposes.

4.2 Limited Sharing

We may share your information in the following limited circumstances:

• Service Providers: Third-party vendors who assist in providing our services (e.g., cloud hosting, payment processing)
• Integrations: Third-party tools you choose to connect (e.g., QuickBooks, Xero) based on your explicit authorization
• Legal Requirements: When required by law, subpoena, or legal process
• Business Transfers: In connection with a merger, acquisition, or sale of assets
• Your Consent: When you explicitly authorize us to share specific information

5. Data Retention

We retain your information for as long as necessary to:

• Provide our services to you
• Comply with legal, accounting, and regulatory requirements
• Resolve disputes and enforce our agreements
• Maintain business records for legitimate business purposes

When you delete your account, we will delete or anonymize your personal information within 90 days, except where we are required to retain it by law or for legitimate business purposes.

6. Your Privacy Rights

Depending on your location, you may have the following rights:

• Access: Request a copy of the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information
• Portability: Request your data in a structured, machine-readable format
• Objection: Object to processing of your information for certain purposes
• Restriction: Request restriction of processing in certain circumstances
• Opt-Out: Unsubscribe from marketing communications at any time

To exercise these rights, contact us at tuskcpa@gmail.com

7. International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. We ensure appropriate safeguards are in place, including Standard Contractual Clauses approved by the European Commission and other applicable transfer mechanisms.

8. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

9. Third-Party Links

Our platform may contain links to third-party websites or services. We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by email or through a notice on our platform. Your continued use of our services after such notification constitutes acceptance of the updated policy.

11. Contact Us

If you have questions or concerns about this Privacy Policy or our privacy practices: