Collab CPAs operates websites, including www.collab.cpa. It is Collab CPAs’ policy to protect your privacy and ensure your personal data is secure concerning any information we may collect while operating our websites or providing services.

 

It is your responsibility to review and understand this Privacy Policy prior to providing your personal data to us. If you do not accept and agree to the Privacy Policy, please refrain from providing your personal data to us, accessing our websites, and/or utilizing our products and services.

Gathering of Personally Identifying Information

Certain visitors to Collab CPAs’ websites choose to interact with Collab CPAs in ways that require Collab CPAs to gather personally identifying information. Those who engage in transactions with Collab CPAs – for example, by purchasing access to the Collab CPAs US income tax preparation services – are asked to provide additional information, including, as necessary, the personal and financial information required to process those transactions. In each case, Collab CPAs collects such information only insofar as is necessary or appropriate to fulfill the purpose of the visitor’s interaction with Collab CPAs. Collab CPAs do not disclose personally identifying information other than as described below. Visitors can always refuse to supply personally identifying information, with the caveat that it may prevent them from engaging in certain website-related activities.

Collab CPAs may collect personal information from visitors when they do any of the following on our website:

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• Use a mobile device or web browser to access our content.

• Contact us via email, social media, or any similar technologies.

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Security of Personally Identifying Information

Collab CPAs discloses potentially personally identifying information only to those of its employees, contractors, and affiliated organizations that (i) need to know that information in order to process it on Collab CPAs’ behalf or to provide services available at Collab CPAs’ websites, and (ii) have agreed not to disclose it to others. Collab CPAs takes all measures reasonably necessary to protect against the unauthorized access, use, alteration, or destruction of potentially personally identifying information.
Collab CPAs does not store any credit card information it may receive in regard to a specific transaction and/or billing arrangement except as necessary to complete and satisfy its rights and obligations with regard to such transaction, billing arrangement, and/or as otherwise authorized by a user.

Collab CPAs may disclose user information in special cases when we have reason to believe that disclosing this information is necessary to identify, contact, or bring legal action against someone who may be causing injury to or interference (either intentionally or unintentionally) with the company’s rights or property, other users of the website, or anyone else that could be harmed by such activities.

Collab CPAs may also be required to disclose personal information in response to lawful requests by public authorities, including to meet national security or law enforcement requirements.

As part of its data security strategy, Collab CPAs has identified and assessed the risks to information security in each relevant area of the company’s operation and established commensurate safeguards to mitigate these risks.

Retention

Collab CPAs will keep your personal information for as long as it remains necessary for the identified purpose or as required by law, which may extend beyond the termination of our relationship with you. Collab CPAs may retain certain data as necessary to prevent fraud or future abuse or for legitimate business purposes, such as the analysis of aggregated, de-identified data or account recovery. All retained personal information will remain subject to the terms of this Privacy Policy. Please note that if you request that your personal information be removed from our databases, it may not be possible to completely delete all of your personal information due to technological, legal, or contractual constraints.

Collab CPAs will retain copies of the records you have supplied to us, along with work papers for your engagement, for a minimum period of seven years from the original due date of the applicable return. Please notify us within this period if you need copies of any of these materials. After seven years, work papers and engagement files will be destroyed. Your original records will be returned to you at the end of this engagement. Working papers and files that we maintain are not a substitute for your original records, and you should arrange for secure storage of the originals.

Cookies

A cookie is a string of information that a website stores on a visitor’s computer and that the visitor’s browser provides to the website each time the visitor returns. Collab CPAs uses cookies to help Collab CPAs identify and track visitors, their usage of Collab CPAs website, and their website access preferences. Collab CPAs visitors who do not wish to have cookies placed on their computers should set their browsers to refuse cookies before using Collab CPAs’ websites, with the drawback that certain features of Collab CPAs’ websites may not function properly without the aid of cookies.

Privacy Policy Changes

Although most changes are likely to be minor, Collab CPAs may change their Privacy Policy from time to time, and in Collab CPAs’ sole discretion. Collab CPAs encourages visitors to frequently check this page for any changes to its Privacy Policy. Your continued use of this site after any change in this Privacy Policy will constitute your acceptance of such change.