At Clareon Accounting, your privacy is paramount. We comply with applicable laws including the Gramm-Leach-Bliley Act and IRS confidentiality rules. This Privacy Policy describes how we collect, use, and protect information when you visit our Site or use our services.
Information We Collect
Personal Data: Name, email, phone, address, financial details (e.g., SSN, income data) provided via our secure client portal.
Usage Data: IP address, browser type, Site interaction logs (no personal identifiers tied).
Tax/CFO Data: Sensitive financial documents uploaded only to the portal.
We do not collect sensitive data via the public Site; all tax work occurs exclusively in the portal.
How We Use Information
To provide tax preparation and fractional CFO services.
Process payments and communicate updates.
Improve Site/services and comply with legal obligations (e.g., IRS reporting).
No sale or sharing of data for marketing.
Sharing Information
We share only as necessary:
With your authorization (e.g., to third-party accountants).
Service providers (e.g., portal hosts) under strict agreements.
Legal requirements (e.g., IRS audits).
No sharing with unrelated third parties.
Portal Security
Tax services use a secure, encrypted portal with multi-factor authentication. We implement firewalls, SSL encryption, and regular audits. You must safeguard your credentials.
Data Retention
Client data retained as needed for services/tax laws (typically 7 years post-engagement), then securely deleted.
Your Rights
Access, correct, or delete your data (subject to legal holds).
Opt-out of non-essential communications.
Arizona residents: Additional rights under state law.
Children's Privacy
Site/services not for users under 18.
Cookies and Tracking
Site uses essential cookies for functionality. No advertising cookies. Manage via browser settings.
Changes to Policy
We may update this policy; continued use implies acceptance.
Contact Us
Privacy concerns? Email privacy@clareonaccounting.com
