Privacy Policy
01.General information
We respect the privacy of anyone who chooses to provide us with their individually identifying or identifiable information (“Personal Information”), and we are committed to protecting it. This policy describes the types of information we may collect, how it may be used, and with whom it may be shared, whenever you use or interact with our website and services.
02.What information we collect
Contact information such as your name, address, telephone number, and email address when you submit it through our forms. You may browse anonymously; providing contact information is voluntary, though some activities may not be available without it. We also collect contact information of client, partner, service-provider, and vendor personnel in the course of managing and executing engagements.
03.How we use it
For legitimate business purposes only — conducting our business and reaching out to prospective clients, setting up client accounts and providing our services, and performing research, technical diagnostics, and analytics for our website and portal.
04.Legal bases for processing
We process Personal Information where necessary for the performance of our contract with you, to comply with a legal obligation, or in our (or a third party’s) legitimate interests — provided such processing does not prejudice your interests, rights, and freedoms. On certain occasions we may ask for your consent, which you can withdraw in writing at any time.
05.Cookies & tracking
We may use cookies and other tracking technologies to collect and store your information. Specific detail about how we use these technologies, and how you can refuse certain cookies, is set out in our cookie policy.
06.International data transfer
Because we operate globally, it may be necessary to transfer, store, and process Personal Information in other countries where we, our affiliates, subsidiaries, or service providers maintain facilities. The data-protection laws of those countries may differ from those in your jurisdiction of residence.
07.How long we retain information
We retain Personal Information for as long as needed to manage our business and provide our services, and to comply with legal obligations, resolve disputes, and enforce our agreements. Our default retention policy is 8 years, as required by applicable law.
08.How we safeguard your information
We make reasonable efforts, in line with market best practice and legal requirements, to ensure the security, confidentiality, and integrity of Personal Information. Access is granted on a least-to-know basis with role-based access controls, so only authorized personnel can reach it.
09.Your rights
Depending on your jurisdiction and the applicable data-protection laws, you have rights to know and access, delete, and correct your Personal Information, to data portability, and — for California residents under the CCPA — to opt out of the sale or sharing of Personal Information and to non-discrimination for exercising these rights.
Questions about this policy? Reach us through the contact form. Last updated: adapted 01/03/2024 · pending BFAG CPA LLC legal sign-off.