Effective Date: September 23, 2026

Welcome to AccuPro. We are committed to protecting the privacy, confidentiality, and security of the personal and financial information you entrust to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our professional accounting, bookkeeping, and tax services.

1. Information We Collect

We collect information necessary to provide you with high-quality financial and accounting services. This includes:

• Personal Identifiers: Name, email address, phone number, physical address, and government-issued identification numbers (e.g., SSN, EIN, or national tax ID).
• Financial Information: Bank account numbers, credit card details, tax documents, income statements, payroll records, and financial transaction histories.
• Business Information: Corporate structure details, employee records, and business financial statements.
• Technical Data: IP addresses, browser types, and usage cookies collected automatically when you browse our website.

2. How We Use Your Information

We use the collected data strictly for professional and legitimate business purposes, including:

• Preparing, filing, and managing your corporate or individual tax returns.
• Conducting bookkeeping, financial auditing, and consulting services.
• Communicating with tax authorities (e.g., IRS or local revenue services) on your authorized behalf.
• Verifying your identity and complying with Anti-Money Laundering (AML) and Know Your Customer (KYC) legal regulations.
• Sending invoices, processing payments, and managing your client account.

3. Sharing and Disclosure of Information

We do not sell, rent, or trade your personal or financial information to third parties. We only share your data under the following strict conditions:

• With Your Explicit Consent: When you authorize us to share information with banks, lenders, or legal counsels.
• Service Providers: Trusted third-party software applications (such as secure cloud accounting platforms and tax preparation software) that adhere to strict confidentiality agreements.
• Legal Requirements: When required by law, subpoena, or government regulatory bodies to comply with legal obligations.

4. Data Security and Retention

We implement robust administrative, technical, and physical security measures designed to protect your sensitive financial records. This includes end-to-end data encryption, secure client portals, firewalls, and restricted employee access.

We retain your financial documentation only for as long as necessary to fulfill our service agreements and to meet statutory legal retention requirements imposed by tax laws and accounting regulatory boards.

5. Your Data Protection Rights

Depending on your jurisdiction, you may hold specific rights regarding your personal data, including:

• The right to access, update, or correct inaccuracies in your information.
• The right to request the deletion of your personal data, subject to legal and regulatory retention obligations.
• The right to withdraw consent for electronic communication or marketing at any time.

6. Updates to This Policy

We may modify this Privacy Policy periodically to reflect changes in our practices or compliance regulations. Any updates will be posted directly to this page with a revised “Effective Date.”

7. Contact Us

If you have any questions or concerns regarding this Privacy Policy or how your financial data is handled, please contact our privacy officer at:

Email: privacy@accupro.com