Who we are

Suggested text: Our website address is: https://accountancy.tech-soul.com.

Our site is a professional accountancy firm dedicated to providing core services, e.g., tax preparation, bookkeeping, auditing, financial advisory services to individuals and businesses.

Information We Collect

We collect information to provide and improve our services, communicate with you, and operate our website efficiently. This may include:

Contact & Inquiry Information: Name, email address, phone number, mailing address, and any messages or details you provide when you fill out contact forms, subscribe to newsletters, request a consultation, or otherwise communicate with us.

User Account Information: If you create an account on our website (e.g., for a client portal), we collect your chosen username, password, and any profile information you provide.

How We Use Your Information

Provide and Manage Services: To deliver the specific accountancy, tax, and advisory services you engage us for, including preparing financial statements, filing taxes, managing payroll, and offering financial advice.

Improve Our Website and Services: To understand how our website is used, analyze trends, troubleshoot technical issues, and enhance user experience and the quality of our service offerings

Marketing and Promotion: To inform you about other services we offer that may be of interest to you, based on your preferences. You will always have the option to opt-out of marketing communications.

Client Relationship Management: To manage and administer our relationship with you, including billing, support, and professional engagements.

How We Share Your Data

We treat your data with the utmost confidentiality. We will not sell, rent, or lease your personal or financial information to third parties for their independent marketing purposes. We may share your data in limited, necessary circumstances:

With Your Explicit Consent: We will always seek your clear and informed consent before sharing your personal or financial data with third parties for purposes other than the direct provision of services you have requested.

Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your personal information may be transferred as part of the business assets. We will notify you before your personal information becomes subject to a different Privacy Policy.

Service Providers & Partners: We may engage trusted third-party service providers to perform functions on our behalf, such as website hosting, email delivery, secure data storage, client portal services, or analytics. These providers are strictly bound by confidentiality agreements and are only permitted to use your data as necessary to provide their services to us, not for their own purposes

For Specific Accountancy Service Delivery: In the course of providing tax, audit, or other regulatory-driven services, it may be necessary to share certain information directly with relevant government bodies (e.g., HMRC, IRS, SEC) or regulatory entities, as legally required or authorized by your engagement with us.

Comments

When visitors leave comments on the site, we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After approval of your comment, your profile picture is visible to the public in the context of your comment.

Media

If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.

Cookies

If you leave a comment on our site you may opt-in to saving your name, email address, and website in cookies for your convenience. These cookies will last for one year.

If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.

If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.

You have the option to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. Please note that declining cookies may prevent you from taking full advantage of all website features.

Changes to This Privacy Policy

We may update our Privacy Policy from time to time to reflect changes in our practices, legal requirements, or for other operational, legal, or regulatory reasons. We will notify you of any significant changes by posting the new Privacy Policy on this page and updating the “Last Updated” date at the top. We encourage you to review this Privacy Policy periodically for any changes.

Contact Us

If you have any questions or concerns about this Privacy Policy, our data practices, or if you wish to exercise your rights, please do not hesitate to contact us:

By Mail: [Your Accountancy Firm Name] [Your Firm’s Full Street Address] [Your City, State/Province, Zip/Postal Code] [Your Country]

By Email: [Your Firm’s Privacy Specific Email Address, e.g., privacy@[yourdomain.com]]

By Phone: [Your Firm’s Phone Number]