Privacy Policy
This privacy policy describes how DesktopCPA handles information collected through our website and software.
Draft for legal review. This document is a draft layout provided for review and approval by DesktopCPA's legal representative. It is not approved legal advice and should be reviewed before publication.
1. Information We Collect
We collect information you provide directly through our website forms, including contact details (name, email, phone), business information, and any details you share in inquiries or demo requests. We do not collect Social Security numbers, taxpayer documents, banking credentials, or detailed personal tax records on our public sales forms.
2. Purpose of Collection
We use the information you provide to respond to inquiries, schedule and conduct software demonstrations, prepare quotations, onboard new clients, and communicate about our software and services.
3. Inquiry Form Submissions
When you submit an inquiry, intake, or contact form, the information you provide is used to evaluate your request and contact you regarding next steps. Submission of a form does not constitute a binding agreement or guarantee of service.
4. Website Analytics and Cookies
Our website may use analytics tools and cookies to understand how visitors use the site and to improve the user experience. You can control cookies through your browser settings.
5. Third-Party Service Providers
We may use third-party service providers to operate our website, manage inquiries, host demonstrations, and deliver communications. These providers process information on our behalf in accordance with their own privacy practices, subject to our instructions.
6. Information Security
We take reasonable measures to protect the information we collect. However, no method of transmission or electronic storage is completely secure. Specific security certifications and data handling practices should be confirmed during onboarding.
7. Data Retention
We retain information you provide for as long as necessary to fulfill the purposes for which it was collected and to comply with applicable legal requirements. Final retention practices are confirmed in a formal agreement where applicable.
8. Individual Privacy Requests
Depending on your jurisdiction, you may have rights to access, correct, or request deletion of your personal information. To exercise these rights, contact us using the information provided upon onboarding.
9. Contact Information
For privacy questions or requests, contact us using the administrator-provided contact information. Contact details are confirmed and provided once available.