INTRODUCTION
At Rogue Solutions Accounting, we value your privacy and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, disclose, and protect your information. We hope that by taking a few moments to review this policy, you will have a better understanding of how we strive to protect the information you entrust to us.
We collect certain personal information about you, but only when it is provided by you or is obtained with your permission.
Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you, all bound under lawful contract of non-disclosure.
We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access or premature destruction.
By using our services, you agree to the terms of this Privacy Policy.
INFORMATION WE COLLECT
- Personal Information: Name, address, email, phone number, and other contact or personal details.
- Business Information: such as legal names of the business & chief officers, EINs, BINs, tax filing type, addresses, and other business info.
- Financial Information: account numbers, transaction details, and financial statements & documents.
- Other Information: Information about you or your business provided during consultations or communications with us.
HOW WE USE YOUR INFORMATION
- To provide high level accounting and bookkeeping services.
- To communicate with you about your account and our services.
- To improve our services and client experience.
- To comply with legal obligations.
INFORMATION SHARING & DISCLOSURE
We do not disclose nonpublic personal information about our clients or former clients to anyone without your written consent. We also do not sell or rent your personal information to third parties.
However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed to the following:
- Service Providers: Trusted third parties who assist us in providing our services without interruption (such as I.T. service), and only under legal contract for nondisclosure.
- Consultants, CPAs, & Vendors: If there’s a 3rd party consultant, CPA, or other vendor that you work with, we’ll only share information with them as explicitly authorized by you in writing (either through signed form or by email/letter). All such information is given on a need-to-know basis only.
- Authorities or legal entities: We’ll share information when required by law to comply with a validly issued and enforceable subpoena or summons.
DATA SECURITY
We implement robust security measures to protect your information, including:
- Encryption of all sensitive data.
- Use of secure, encrypted software systems & networks
- Routine monitoring & maintenance of our network & computer systems by trusted 3rd party I.T. companies to ensure system integrity.
- Secure storage & operational facilities with breach alert systems.
- Access controls to limit access to your information to authorized personnel only.
- Encrypted Password storage & protection software
YOUR RIGHTS
- Access: You have the right to access the personal information we hold about you.
- Correction: You have the right to request correction of inaccurate or incomplete information.
- Deletion: You have the right to request deletion of your personal information, subject to legal requirements.
CHANGES TO THIS POLICY
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on our website and sending via email if you’re subscribed to our client list (please ask about this if you don’t know what it is).
Thank you for allowing us to serve your accounting, bookkeeping, and financial planning needs. We value your business and are committed to protecting your privacy. We hope you view our firm as a trusted advisor, and we will work to continue earning your trust.
If you have any questions or concerns about this Privacy Policy, please contact us at:
Rogue Solutions Accounting
hello@rogueaccountant.com
541-203-0130