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                                                                                Privacy Policy

Effective Date: Feb. 12, 2025.

This Privacy Policy describes how Acctuals Inc. DBA Accounting Actuals (“we,” “us,” or “our”) collects, uses, shares, and protects the personal information of individuals (“you” or “your”) who interact with us, including through our website https://accountingactuals.com and in the course of providing bookkeeping, accounting, accounting consulting, assistance with tax preparation and filing, and related financial services to individuals and businesses located throughout the United States. We are committed to maintaining the confidentiality and integrity of the information you share with us. This Privacy Policy complies with applicable U.S. data privacy laws, including the California Consumer Privacy Act (CCPA) and its amendment, the California Privacy Rights Act (CPRA), where applicable.

 

1. Information We Collect

We may collect the following categories of personal information:

A. Information You Voluntarily Provide

  • Full name, email address, phone number, mailing address

  • Employer or business name, tax ID number, or EIN

  • Financial data, bank account details (if relevant to services)

  • Documents and records you submit for accounting or tax purposes

  • Communication history, including inquiries, scheduling requests, or consultation notes

B. Information Collected Automatically (via Website)

  • IP address, browser type, operating system

  • Device and usage data through cookies and analytics tools

  • Date and time of visits, page views, and website interactions

 

2. Purpose of Data Collection

We collect and use personal information to:

  • Provide accounting, bookkeeping, tax, and advisory services

  • Respond to inquiries and manage client relationships

  • Process payments and administer service agreements

  • Comply with legal, regulatory, and professional obligations

  • Improve our website, communications, and service offerings

  • Send service-related communications or updates (with opt-out options)

 

3. Legal Basis for Processing (for Clients in the U.S.)

We process personal information based on:

  • Your consent (where required)

  • The performance of a contract between you and us

  • Our legal obligations (e.g., under tax or financial regulations)

  • Our legitimate interests, such as improving services and maintaining records

 

4. Disclosure of Personal Information

We do not sell or rent your personal information. We may disclose your information only as necessary to:

  • Authorized service providers (e.g., secure cloud storage, payment processors, CRM platforms)

  • Regulatory or tax authorities when legally required (e.g., IRS, state tax agencies)

  • Our legal, tax, or professional advisors under confidentiality agreements

  • A successor entity in the event of a merger, acquisition, or business transfer

All disclosures are made in accordance with applicable laws and professional confidentiality standards.

 

5. Data Retention

We retain personal information only as long as necessary to:

  • Fulfill the purposes outlined in this policy

  • Meet professional, contractual, or legal obligations

  • Maintain records in accordance with accounting and regulatory standards

Upon expiration of the retention period, data is securely deleted or anonymized.

 

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information, including:

  • Encrypted data transmission (e.g., SSL)

  • Secure data storage and access controls

  • Employee training on client confidentiality and data privacy

Despite these measures, no method of transmission or storage is 100% secure. You acknowledge and accept this risk when using our services.

 

7. Your Rights and Choices

You may:

  • Request access to or correction of your personal information

  • Request deletion of your information, subject to legal and contractual obligations

  • Opt out of promotional communications

  • Limit use and disclosure of sensitive personal data (for California residents)

To exercise your rights, contact us at admin@accountingactuals.com. We may request verification of your identity before responding.

 

8. California Privacy Rights (CCPA/CPRA)

If you are a California resident, you may have additional rights, including:

  • The right to know what personal information we collect, use, and disclose

  • The right to request deletion or correction of your personal data

  • The right to opt out of the sharing of personal information

  • The right to limit the use of sensitive personal information

We do not sell your personal data as defined under the CCPA/CPRA. You may designate an authorized agent to make requests on your behalf.

To submit a request, email admin@accountingactuals.com with “California Privacy Request” in the subject line.

 

9. Cookies and Tracking

Our website uses cookies and similar technologies to:

  • Analyze site traffic and user behavior

  • Improve performance and content delivery

  • Enable functionality such as online scheduling or client portals

You can manage cookies through your browser settings.

 

10. External Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of such external sites.

 

12. Changes to This Policy

We reserve the right to update this Privacy Policy at any time. When we make material changes, we will update the “Effective Date” and notify you where appropriate.

 

13. Contact Us

For any questions, requests, or complaints regarding this Privacy Policy or our data practices, contact:

Acctuals Inc. DBA Accounting Actuals
Email: admin@accountingactuals.com

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