Privacy Policy

At Accountipro, our aim is to empower entrepreneurs in managing their financial affairs through modern bookkeeping solutions. To achieve this goal, we gather information from:

a) Clients utilizing Accountipro for their business needs.

b) Accountants using Accountipro to streamline bookkeeping for their clientele.

c) Visitors to Accountipro’s websites or individuals reaching out to Accountipro support.

d) Potential team members interested in impactful careers at Accountipro.

We highly value your privacy. This privacy policy (referred to as the “Privacy Policy”) outlines how we, at Accountipro (Accountipro Inc. and its affiliated entities collectively referred to as “Accountipro”), collect, utilize, disclose, and protect your personal data. Additionally, we detail the rights you possess concerning your information.

Please review this Privacy Policy attentively. By utilizing our Services (as defined below), you acknowledge that you have read, comprehended, and consent to be legally bound by this Privacy Policy, along with other policies referenced herein.

This Privacy Policy was recently updated and became effective on March 31, 2024.

Accountipro retains the right to amend this Privacy Policy at its discretion. Notification of such changes may be provided through one of the following means: (i) via email to the address associated with your Service usage, (ii) by updating the ‘last updated’ date mentioned above, or (iii) by posting a notification within the Accountipro application. Unless stated otherwise, any alterations to the Privacy Policy will be immediately effective upon posting the revised Privacy Policy on our website. By continuing to utilize our Services, you confirm your agreement to the modified Privacy Policy. If you disagree with the revisions to this Privacy Policy, you must cease using our Services and close your account within 30 days of the modification.

Services and Application of this Privacy Policy

Accountipro provides cloud-based accounting services including but not limited to professional bookkeeping services, financial reporting services, tax filing and preparation services, and associated communication tools for entrepreneurs through its online platform accessible at accountipro.com, which includes our website and mobile applications. Our platform, websites, and mobile applications together constitute our “Services”.

This Privacy Policy pertains to our Services and any other interactions you may have with Accountipro, such as visiting our websites, contacting customer service, or attending events. By utilizing our Services or engaging with Accountipro in any way, you consent to the collection and usage of your personal information as outlined in this Privacy Policy. Personal information includes any data that can identify you directly or indirectly, or be used to contact you.

While using our Services, you may encounter links to other websites, products, or services not owned or operated by us. If you choose to share your data or any related personal information with a third-party service (such as your accountant), the processing of your information by these third parties is governed by their own privacy policies and terms. We advise you to review their privacy policies and terms carefully, as Accountipro is not accountable for such third-party services.

Certain aspects of our Services are provided by our affiliates. Any personal information you provide through our Services to our affiliates will be subject to this Privacy Policy.

Our Services are not intended for use by minors and should only be accessed by individuals who are at least 18 years old and utilizing our Services for business purposes. If we discover that we have unintentionally collected personal information from individuals under the age of 18, we will promptly take measures to delete such information. If you become aware that a minor has provided us with personal information in violation of this Privacy Policy, please notify us at info@accountipro.com.

Information that we collect

There are several types of information that we may collect from our website users that includes:

  • Personal information voluntarily provided by users, such as name, email address, phone number, and any additional details shared, is collected. However, we do not sell, rent, or disclose this information to third parties without user consent, except as necessary to provide requested services or as required by law.
  • User-submitted information on the website, including personal details like name, email address, and employer name (if applicable), is collected.
  • Information shared via accounting files when connecting Quickbooks, Xero, etc., to our website is collected.
  • Billing and financial information is collected.
  • Analytics-related information is collected.
  • Non-directly identifying information, such as IP address or visit timestamps, is collected.
  • Device-shared information, including contact details, is collected.
  • Usage details, such as communication patterns with other users, timestamps, sender details, and interactions (e.g., message opening times or screenshot captures), are collected.
  • Location information at the time of website access is collected.
  • Information provided during website registration, form submissions, application usage, or website subscriptions, including permission to access and use the website, is collected.
  • Issues reported with the website or related areas are documented, including user contact information.
  • Copies and reports of actions taken to resolve user-reported issues, including contact information, are retained.
  • Transactional information conducted on the website or through our services is collected.
  • Call recordings: We record calls and video conferences for training, service delivery, and process optimization. Recordings may include participant identifiers and are stored securely until requested for deletion or no longer needed for their intended purpose.

How do we collect this information?

  • Direct provision by users.
  • Accessing our website, navigating to different sections, and utilizing third-party websites (affiliated with our business partners and other third-party service providers), while agreeing to utilize our services.
  • Engaging in web transactions, including contacting us or consenting to receive calls from us. Note: In certain instances, calls may be recorded to enhance our customer service.

Third-Party Responsibilities and Services

At times, we collaborate with third-party companies or agents to fulfill various business and operational needs, including billing and payments, marketing, error tracking, business growth, and service performance analysis.

While providing such services, these third-party entities may access your information, and we may be required to share your information for their proper functioning. Each of these third-party websites operates under its own Privacy Policy beyond our control. We encourage you to review their Privacy Policies to ensure comfort with how they collect, use, and protect user information.

Additionally, it’s possible for service providers to transfer cookies to your device or computer when you interact with ads or access our website through a service. These cookies may continue tracking your online activities even after you’ve stopped using the services or website. To opt out of such tracking, you can enable the “Do Not Track” setting in your web browser’s cookie preferences.

How We Utilize Your Information?

We use the information collected on our website for the following purpose:

  • Providing requested services and content.
  • Tailoring website content to match your preferences.
  • Facilitating and completing transactions, including sharing relevant information and providing required services.
  • Offering Key Performance Indicators (KPIs) to you.
  • Providing technical support.
  • Sharing promotional offers, surveys, information, and event invitations.
  • Enabling service providers to perform tasks using your data.
  • Achieving objectives that serve your interests.
  • Providing information related to your account and fulfilling contractual obligations.
  • Notifying you about changes to our website and services.
  • Enhancing service security.
  • Verifying your identity and preventing fraud or unauthorized activity.
  • Sending promotional material for marketing, remarketing, and targeted advertising.
  • Conducting direct and indirect marketing and online behavioral advertising for third-party products and services.
  • Utilizing data from third-party service providers, such as audience size and usage patterns, to enhance website and service functionality.
  • Improving search efficiency and recognizing you upon return visits to our website.

Disclosure of Information

While we may share aggregated user information, individual user data remains confidential. We may disclose information to:

  • Subsidiaries, affiliates, and related enterprises.
  • Other entities involved in providing services.
  • Contractors and third-party service providers, including credit card payment processors and marketing support firms.
  • Prospective buyers or assignees in the event of a merger, restructuring, or dissolution, including the sale or transfer of assets.
  • With your consent, we may disclose personal information.
  • In response to a court order, legal requirement, or government/regulatory request.
  • For billing and collection purposes.
  • When necessary to protect our rights or those of our customers.
  • We may disclose your personal information if there’s a court order or legal requirement or in response to a government or regulatory requirement
  • We may disclose the information for billing and collection purposes
  • We may disclose information if it implies that we must protect our rights or that of our customers

Cookie Usage

The technologies that are used to collect automatic data collection includes the following:

  • Cookies or browser cookies: These track user activity by placing a file on your hard drive. You may choose to accept or refuse cookies, although refusal may impact certain website functionalities.
  • Web Beacons: Also known as clear gifs, pixel tags, and single-pixel gifs, these are embedded within websites and emails. They enable us to count users who have visited a page or opened an email, aiding in website analytics and ensuring server integrity.

‘Do Not Track’ Preference

  • Your web browser offers the ‘Do Not Track’ option, allowing you to signal to websites and online services that you prefer not to be tracked across different websites.
  • When you enable ‘Do Not Track’, it communicates your preference to websites and online services, including ours, indicating that you do not wish to have your online activities tracked for behavioral advertising purposes.
  • If you choose to enable ‘Do Not Track’, we respect your decision by refraining from collecting any information that personally identifies you or tracking your online activities for advertising purposes. This means we will not gather data about your browsing behavior across different websites.

Managing Marketing and SMS Communications

Marketing Communications:

We respect your preferences regarding receiving marketing communications from us. If you choose not to receive marketing communications, please note that you will still receive necessary Service or transactional communications.

SMS Communications:

If you wish to stop receiving SMS communications from us in the sales context, you can contact us or follow the opt-out instructions provided in the SMS text message (e.g., replying or texting “STOP”). However, please be aware that even if you opt out of receiving sales-related SMS messages, we may still use your phone number to provide our Services or for security purposes.

Information Preferences

  • Tracking mechanisms and advertising – There is an option to refuse all or a part of the cookies. There are several sources, which once you search will give you options to refuse cookies
  • E-mail communications – There are chances that, as part of the services, we send promotional mails, marketing material or newsletter to you. If you do not wish to receive such emails, you can unsubscribe to these emails.
  • Amendments – You can send us an email at info@accountipro.com to make changes to your personal information.

Storage and information transfer

  • We may collect and store your personal information in our databases or those held by our affiliates, service providers, or agents.
  • If you are located outside the United States, your information may be transferred to servers located in the United States, including data transfers outside the European Economic Area and other regions, unless explicitly prohibited.
  • By consenting to the collection of information, you agree to data transfer and processing. We may also store some information on your devices to enhance your online experience.
  • Accessing our website from anywhere globally implies that if you grant permission for us to use your information, it may override data protection laws applicable to your location.

Your Rights Regarding Your Information

Depending on your usage of our Services and your location, you may have various rights concerning your personal information, including the right to access, correct, amend, delete, or object to certain uses.

We endeavor to provide self-service options for exercising these rights through our Services, such as accessing and updating your information via account settings. If you encounter difficulty, you can contact our privacy team at info@accountipro.com. Please note that we may need to verify your identity before processing your request.

It’s important to distinguish between information collected for our purposes and information directed to us by our Customers or Accountant Clients. If you seek to exercise rights over information provided by our Customers or Accountant Clients, you must contact them directly, as we act as a service provider under their direction.

Your California Privacy Rights:

If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA) regarding your personal information:

  • Right to know and access personal information
  • Right to request deletion of personal information
  • Right to request correction of personal information
  • Right to opt-out of the sale or sharing of personal information
  • Right to equal service and price without discrimination
  • To exercise these rights or authorize an agent to act on your behalf, please contact us at info@accountipro.com

Please note that we do not respond to Do Not Track signals, and you can opt-out of the sale or sharing of your personal information for cross-context behavioral advertising purposes by turning on the Global Privacy Control (GPC) in participating browsers.

Using Google Services, Google Ads, and Google Analytics

  • We utilize various Google services, including Google Analytics and Google Ads, alongside other platforms.
  • Google employs cookies to track user information and deliver relevant ads based on your past website visits.
  • You can customize preferences through the Google Ad Preferences page to opt out of internet-based advertising using cookie settings and browser plugins.
  • We may implement Google remarketing codes on specific pages of our website, allowing for targeted advertising. You have the option to opt out of this feature.

We suggest that you additionally read New Relic Privacy Policy to get information on Google’s remarketing privacy guidelines.

Data Security Measures

  • We implement comprehensive technical, administrative, and physical safeguards to protect your data. However, while we strive to ensure the highest level of security, we cannot guarantee 100% protection of your data.
  • Any transmission of your data is done at your own risk. We disclaim responsibility for any breaches of privacy settings or security measures.
  • It is your responsibility to maintain the security and confidentiality of your information and to keep your password secure.

Changes to Privacy Policy

  • If we modify our Privacy Policy, we will update this page and provide notice.
  • We will make every effort to email you the changes made to the policy.
  • Please ensure your email address is up to date to receive the updated policy, or monitor changes via alerts on the homepage.
  • The policy remains in effect even after termination of engagement or service agreement, regardless of your use of our services.

The policy remains effective despite termination of engagement or service agreement even once you stop using our services.

Contact Information

You can share your feedback with us at:

Office

501 Silverside Road, Suite 105 #4875
Wilmington, Delaware 19809
United States

Email Address

info@accountipro.com