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Your financial success is our priority

Our Mission and Services

At our company, our mission is to create a web-based experience that makes it easier for us to work together. We offer a range of services designed to help individuals and businesses manage their information, collaborate with others, and work efficiently across multiple devices. Our services include account management, file storage and sharing, communication tools, and more. We collect and use various types of information to provide, improve, and protect these services.

Account Information and Usage

We collect account information such as your name, email address, phone number, and physical address when you sign up for an account or request an appointment. We also collect usage information, such as actions you take in your account, to improve our services and develop new features. Additionally, we collect device information, including IP addresses, browser type, and device identifiers, to understand how you interact with our services.

Sharing and Collaboration

Our services provide options for sharing your files, documents, and messages with others. You can choose to share your information with contacts, including spouse or other company staff, to collaborate and share content. When you share, we store the related information, such as file sizes, upload times, collaborators, and usage activity, to enhance your collaboration experience.

Marketing and Preferences

We offer some services free of charge and may send you marketing materials, including tax and accounting tips, when permissible. You can opt out of these materials at any time by clicking the 'unsubscribe' link in any email. We also respect your preferences regarding marketing communications and will not sell your information to advertisers or other third parties.

Data Protection and Security

We take the security and protection of your personal data seriously. We use technologies like cookies to provide, improve, protect, and promote our services. We also work with trusted third parties to help us provide and improve our services, ensuring that your information is handled securely and in compliance with this privacy policy.

Your Choices and Rights

You have the right to access, update, and delete your personal information. You can also request that we stop using your information for marketing purposes or unsubscribe from our newsletters. If you have any questions or concerns about our privacy policy or how we handle your information, feel free to reach out to us.

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