Privacy Policy

Effective Date: 01/19/2025

Last Updated: 01/19/2025

Introduction

Accounttrix ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website accounttrix.com or use our services.

Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access the site or use our services.

Information We Collect

Personal Information You Provide

We may collect personal information that you voluntarily provide to us when you:

• Contact us through our website

• Request information about our services

• Engage us for bookkeeping or accounting services

• Subscribe to our newsletter or communications

• Fill out forms on our website

This information may include:

• Name

• Email address

• Phone number

• Business name and information

• Mailing address

• Financial information (when providing services)

• Any other information you choose to provide

Automatically Collected Information

When you visit our website, we may automatically collect certain information about your device, including:

• IP address

• Browser type and version

• Operating system

• Pages visited and time spent on pages

• Referring website

• Access times and dates

We may use cookies and similar tracking technologies to collect this information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent.

How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our bookkeeping and accounting services

• Respond to your inquiries and requests

• Send you information about our services

• Process transactions and send related information

• Monitor and analyze usage and trends

• Detect, prevent, and address technical issues

• Comply with legal obligations

• Communicate with you about your account or services

• Send you newsletters and marketing communications (with your consent)

How We Share Your Information

We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following circumstances:

Service Providers: We may share your information with third-party service providers who perform services on our behalf, such as:

• Website hosting providers

• Email service providers

• Payment processors

• Cloud storage providers

These service providers are contractually obligated to protect your information and use it only for the purposes we specify.

Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., court orders, subpoenas, or government regulations).

Business Transfers: If we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

With Your Consent: We may share your information with third parties when you have given us explicit consent to do so.

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

• Encryption of data in transit and at rest

• Secure servers and databases

• Regular security assessments

• Limited access to personal information

• Employee training on data protection

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your personal information, we cannot guarantee absolute security.

Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. When we no longer need your information, we will securely delete or anonymize it.

For clients receiving bookkeeping or accounting services, we retain financial records in accordance with applicable tax laws and professional standards, typically for a minimum of seven years after the conclusion of services.

Your Privacy Rights

California Residents (CCPA/CPRA)

If you are a California resident, you have the following rights:

Right to Know: You have the right to request information about the personal information we have collected about you in the past 12 months, including:

• Categories of personal information collected

• Categories of sources from which we collected it

• Our business or commercial purpose for collecting it

• Categories of third parties with whom we share it

• Specific pieces of personal information we collected about you

Right to Delete: You have the right to request deletion of your personal information, subject to certain legal exceptions.

Right to Correct: You have the right to request correction of inaccurate personal information we maintain about you.

Right to Opt-Out of Sale: We do not sell your personal information. If our practices change in the future, we will update this policy and provide you with an opt-out mechanism.

Right to Limit Use of Sensitive Personal Information: We do not use or disclose sensitive personal information for purposes other than those permitted under CCPA/CPRA.

Right to Non-Discrimination: We will not discriminate against you for exercising any of your CCPA/CPRA rights.

How to Exercise Your Rights: To exercise any of these rights, please contact us at:

• Email: colleenshirley@accounttrix.com

• Phone: 541-224-7662

We will respond to your request within 45 days. We may require verification of your identity before processing your request.

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All Users

Regardless of your location, you have the right to:

• Access the personal information we hold about you

• Request correction of inaccurate information

• Request deletion of your information (subject to legal obligations)

• Opt-out of marketing communications

• Object to certain processing of your information

California Online Privacy Protection Act (CalOPPA) Compliance

In accordance with CalOPPA, we agree to the following:

Conspicuous Posting: This privacy policy is accessible via a link in the footer of our website.

Policy Updates: If we make material changes to this privacy policy, we will notify you by:

• Posting a notice on our website homepage for 30 days

• Updating the "Last Updated" date at the top of this policy

• Sending an email notification to registered users

Do Not Track Signals: Our website does not currently respond to "Do Not Track" (DNT) browser signals. We do not track users across third-party websites to provide targeted advertising.

Third-Party Behavioral Tracking: We do not allow third-party behavioral tracking on our website.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If you are a parent or guardian and believe your child has provided us with personal information, please contact us, and we will delete such information from our systems.

Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to read the privacy policies of any third-party websites you visit.

Cookies and Tracking Technologies

What Are Cookies?

Cookies are small text files placed on your device by websites you visit. They are widely used to make websites work more efficiently and provide information to website owners.

How We Use Cookies

We may use the following types of cookies:

Essential Cookies: Necessary for the website to function properly. These cannot be disabled.

Analytics Cookies: Help us understand how visitors interact with our website by collecting and reporting information anonymously.

Functionality Cookies: Enable enhanced functionality and personalization.

Marketing Cookies: Used to track visitors across websites to display relevant advertisements (only with your consent).

Managing Cookies

You can control and manage cookies through your browser settings. Most browsers allow you to:

• View what cookies are stored

• Delete cookies

• Block cookies from specific sites

• Block all cookies

• Delete all cookies when you close your browser

Please note that disabling cookies may affect the functionality of our website.

Email Communications

If you provide us with your email address, we may send you:

• Service-related communications

• Responses to your inquiries

• Updates about our services

• Marketing communications (with your consent)

You can opt-out of marketing emails at any time by:

• Clicking the "unsubscribe" link in any marketing email

• Contacting us at colleenshirley@accounttrix.com

• Calling us at 541-224-7662

Please note that even if you opt-out of marketing communications, we may still send you service-related emails that are necessary for your account or services.

Changes to This Privacy Policy

We reserve the right to update or change this Privacy Policy at any time. We will notify you of any material changes by:

• Posting the new Privacy Policy on this page

• Updating the "Last Updated" date at the top of this policy

• Providing prominent notice on our website

• Sending an email notification (for material changes)

Your continued use of our website or services after any modifications indicates your acceptance of the updated Privacy Policy.

Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us:

Accounttrix
Colleen Shirley, Principal
Email: colleenshirley@accounttrix.com
Phone: 541-224-7662
Website: accounttrix.com

We will respond to your inquiry within a reasonable timeframe, typically within 30 days.

Summary of Your Rights

For All Users:

• Access your personal information

• Correct inaccurate information

• Request deletion of your information

• Opt-out of marketing communications

For California Residents (CCPA/CPRA):

• Right to know what information we collect

• Right to delete your information

• Right to correct inaccurate information

• Right to opt-out of sale (we don't sell data)

• Right to non-discrimination

For EU Residents (GDPR):

• Right to access your data

• Right to rectification

• Right to erasure ("right to be forgotten")

• Right to restriction of processing

• Right to data portability

• Right to object to processing

• Right to withdraw consent

• Right to lodge a complaint with your supervisory authority

To exercise any of these rights, contact us at colleenshirley@accounttrix.com or 541-224-7662

This privacy policy is effective as of 01/19/2025 and was last updated on 01/19/2025.