Privacy Policy

Our Privacy Policy was developed as an extension of our commitment to combine the highest quality products and services with the absolute highest level of integrity in dealing with our clients, prospects and referral sources (to be referred as “Members” or “Users”).  This Privacy Policy is designed to assist you in understanding how we collect, use and safeguard the information you provide to us with respect to the e-newsletter distributed to you. Because we want to demonstrate our commitment to our Members’ privacy, we have agreed to disclose our information practices.
This Policy will be continually assessed against new technologies, business practices and our Members’ needs. We reserve the right to change this Privacy Policy. If we do change or revise our Privacy Policy, we will provide notification of the change at least thirty business days before the change takes effect and will include directions for how you can respond to the revisions and or change. If the change is less restrictive, you will have the option to not agree with said change and we will be bound by the Privacy Policy exclusive of the change.

COLLECTED INFORMATION

Our firm is the owner of Member information collected on our Web site, through internal records, or by other means.
Should a Member originate from the marketing efforts of certain other Web sites, Member information is shared with such other entity.
When using our e-newsletter system, a Member organization has the ability to update their profile by adding personal and business information to our database.  All of this information is optional for the User.
We do not distribute, sell or share Member provided email addresses or other data.

PROFILE

We store information we collect through cookies, log files, and/or Member reports, to create a database of our Users. A profile is stored information that we keep on individual Members that details their viewing preferences. This profile is used to assist our organization in communicating and marketing to a User. We do not share your profile with other third parties.

COOKIES

As part of our desire to offer and provide customizable and personalized services, we use “cookies” to secure your transaction activities and enhance the performance of the site and the service. A cookie is a small identifier data that is sent to your browser from our Web server and stored on your computer’s hard drive. We use session ID cookies. For this type of cookie, once Users close the browser, the cookie simply terminates.
Generally, we use cookies to: (a) remind us who you are and to access your account information in order to deliver a better and more personalized service and (b) estimate our audience size. By determining the nature and extent of repeat usage, we will be able to (c) target information to you based upon your interests and behaviors and (d) measure certain traffic patterns to understand how Users' habits are similar or different from one another, all so that we may improve our level of service. 

SECURITY

We take every precaution to protect our User’s information. When Members submit sensitive information, their information is protected on-line and off-line.
Your account information and profile are unique to you and password protected so that, other than our employees who need to know and your Member organization, only you have access to this information.
We strive to do everything in our power to ensure and protect User information off-line. Only employees who need the information to perform a specific task are granted access to personally identifiable information. Finally, the servers that store personally identifiable information are in a secure environment.All these safeguards help prevent unauthorized access, maintain data accuracy and ensure the appropriate use of data.

CORRECTING AND UPDATING YOUR INFORMATION

If a Member’s personally identifiable information changes (such as telephone number, email address, postal address or zip code), or if a User no longer desires our service, we provide a way to correct, update or delete/deactivate that Member’s personally identifiable information.

 ADDITIONAL INFORMATION

Questions regarding this Privacy Policy should be directed to Contact Us or call us at 800-910-CPAs (2727).  

Updated 3/27/08