Privacy Policy & Data Security

1. Introduction & Overview

CPA Cloud Keeper, Inc. ("Company", "we", "us", or "our") is committed to protecting the privacy, confidentiality, and security of all personal and financial data entrusted to us by small businesses, CPA practices, Enrolled Agents, and visitors to our website (www.cpacloudkeeper.com). This Privacy Policy outlines how we collect, use, safeguard, and disclose information when you interact with our bookkeeping, accounting, and advisory services.

2. Information We Collect

We collect information provided directly by you during consultations, plan registrations, or service agreements, including:

Personal Contact Information: Full name, business email address, phone number, and physical office address.
Financial & Business Ledgers: Read-only access credentials to accounting platforms (QuickBooks, Xero, Sage, FreshBooks, NetSuite), bank statements, payroll registers, and tax documents provided under Non-Disclosure Agreements (NDAs).
Technical Analytics: IP address, browser type, operating system, and interaction timestamps collected automatically via standard cookies.

3. How We Use Your Data

Your information is strictly utilized for corporate accounting, bookkeeping, and advisory purposes, specifically to:

Perform full-charge bookkeeping, general ledger reconciliations, and payroll processing as per your selected plan.
Prepare accurate monthly Profit & Loss statements, Balance Sheets, and Cash Flow reports.
Communicate regarding account status, compliance updates, or scheduled consultation requests.
Export lead submissions to secure internal spreadsheets for admin follow-ups.

4. Bank-Grade Security & Confidentiality

We implement industry-standard 256-bit SSL encryption, multi-factor authentication, restricted IP access, and secure cloud storage. All employees and CPA contractors sign strict Non-Disclosure Agreements (NDAs). We never sell, rent, or trade your personal or financial data to third-party advertisers.

5. Data Retention & Your Rights

Client financial data is retained only for the duration of the service contract and as required by US Federal and State tax regulations. You have the right to request access, correction, or deletion of your personal contact records by emailing info@cpacloudkeeper.com.

6. Copyright & Intellectual Property