Elite Asset Management

Welcome to our website! We are dedicated to providing a user-friendly, web-based experience that enhances our ability to collaborate effectively. This page outlines how we collect, use, and manage your personal information when you utilize our websites, software, and services ("Services").

What & Why

To deliver, enhance, and secure our Services, we collect and utilize the following information:

*Account Information:* When you sign up for an account, subscribe to our newsletter, or schedule an appointment, we collect and link to your account details, such as your name, email address, phone number, and physical address. Some of our Services enable you to access your accounts and information through other service providers. We keep this information secure and confidential.

*Your Stuff:* Our Services allow you to effortlessly store, share, and collaborate on files, documents, comments, messages, and similar content ("Your Stuff"). We store, process, and transmit Your Stuff and related information, including your profile information, file size, upload time, collaborators, and activity logs. Our Services provide various sharing options for Your Stuff, tailored to enhance collaboration and communication.

*Contacts:* You can choose to grant us access to your contacts (e.g. spouse or other company staff) for easy sharing, collaboration, messaging, and inviting users to our Services. If you do so, we securely store your contacts to facilitate these actions.

*Usage Information:* We gather data related to how you use our Services, including account activities (like sharing, viewing, and moving files or folders). We use this data to improve our Services, create new features, and safeguard our users.

*Device Information:* We collect information from and about the devices you use to access our Services. This includes details like IP addresses, browser type, device type, the web page you visited before reaching our sites, and device identifiers. Depending on your device settings, location data may also be transmitted.

*Cookies and Other Technologies:* We use technologies, such as cookies, to facilitate, enhance, and secure our Services. For instance, cookies help us remember your username for your next visit, monitor user interactions, and improve our Services based on the gathered data. While you can set your browser to decline cookies, this may restrict your ability to use our Services.

Marketing

We offer free Services supported by users upgrading to our paid Services. If you register for our free Services, you may receive occasional information about our firm or tax and accounting tips. You can opt-out of these communications at any time. We never sell your data to advertisers or other third parties. Users who do not have an account may occasionally receive emails from us, and they can unsubscribe at any time.

Bases for Processing Your Data

We collect and use your personal data to provide reliable and secure Services. We also collect and use data for legitimate business purposes. If we process your personal data for other reasons, we obtain your consent in advance, or our partners do so on our behalf.

With Whom We Share Information

While we don't sell your data to third parties, we share information as follows:

*Trusted Third Parties:* We engage select trusted third parties (e.g. customer support, eSign, and IT service providers) to help us deliver, improve, protect, and promote our Services. These third parties access your information only to perform tasks on our behalf in accordance with this Privacy Policy, and we remain responsible for handling your information as per our instructions. For a list of trusted third parties, please see our third-party vendors.

*Other Users:* Our Services display your name, profile picture, device, and email address to other users in places like your user profile and sharing notifications. You can choose to share Your Stuff with other users.

*Employer-Owned Domains:* If you register with an email address on a domain owned by your employer, we may share your information with your employer.