Privacy Policy

AceCPAs ("Company," "we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at acecpas.com, use our client portal, or interact with our services, including communications via email, phone, and text message (SMS/MMS).

By using our Services or providing your information, you agree to the collection and use of your data as described in this Privacy Policy.

Information We Collect

We may collect the following types of information:

Personal Information You Provide

When you engage our services, fill out forms, schedule consultations, or communicate with us, you may provide us with personally identifiable information, including but not limited to your name, email address, phone number, mailing address, business name, tax identification numbers, and financial records necessary for accounting, tax, and advisory services.

Information Collected Automatically

When you access our website, we may automatically collect usage data such as your IP address, browser type and version, pages visited, time and date of visit, time spent on pages, device information (hardware model, operating system), and referring URLs.

Communication Data

When we communicate with you via email or text message (SMS/MMS) in connection with our professional services, we may retain records of those communications, including message content, timestamps, and delivery status, within our client management systems for the purpose of maintaining accurate records of client communications.

How We Use Your Information

We use the information we collect to deliver accounting, bookkeeping, tax, payroll, fractional CFO, and advisory services; to communicate with you regarding your engagement, including document requests, appointment reminders, status updates, and responses to your inquiries; to send service communications via email, phone, and text message with your consent; to process payments and manage billing; to comply with legal, regulatory, and professional obligations; and to improve our website, services, and client experience.

Text Message (SMS) Communications and Consent

By providing your mobile phone number to AceCPAs, whether during client onboarding, on a contact form, in an email, or verbally, you consent to receive text messages from us related to your account and services. Consent is not a condition of purchasing any goods or services.

Message Frequency

Message frequency varies based on the nature of your engagement and active service needs. Messages are sent individually by AceCPAs team members in connection with your services. We do not send automated bulk marketing messages.

Message and Data Rates

Standard message and data rates from your mobile carrier may apply. AceCPAs is not responsible for any messaging or data charges imposed by your wireless carrier.

Opting Out

You may opt out of text messages at any time by replying STOP to any message you receive from us. You will receive a single confirmation message, and no further text messages will be sent to your number. For support, reply HELP to any message or contact us at admin@acecpas.com.

No SMS Data Sharing

We will not sell, rent, or share your mobile phone number, your SMS consent, or any information collected through our text messaging program with third parties or affiliates for their marketing or promotional purposes.

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, use, alteration, or disclosure. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain your personal information for as long as necessary to provide our services, fulfill the purposes described in this Privacy Policy, and comply with legal, regulatory, and professional requirements. Communication records, including email and text message logs, are retained as part of our professional client records in accordance with applicable professional standards and regulations.

Third Party Services

We may use third party service providers to assist in delivering our services, including but not limited to cloud hosting providers, email platforms, communication platforms, and payment processors. These providers are contractually obligated to protect your information and may only use it for the purposes we specify.

We do not sell your personal information to third parties.

External Links

Our website may contain links to external websites that are not operated by us. We have no control over the content or privacy practices of these sites and are not responsible for their policies. We encourage you to review the privacy policy of any external website you visit.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately so we can delete it.

Your Rights

Depending on your location, you may have certain rights regarding your personal information, including the right to access, correct, delete, or restrict the processing of your data. To exercise any of these rights, please contact us using the information provided below.

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect and how it is used, the right to request deletion, and the right to opt out of the sale of personal information. We do not sell personal information.

Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time. Changes will be effective immediately upon posting to this page, and the "Last modified" date at the top will be updated accordingly. Your continued use of our services after any changes constitutes your acceptance of the revised Privacy Policy.

We encourage you to review this Privacy Policy periodically.

Contact Information

If you have any questions about these Terms and Conditions, please contact us:

Ace CPAs
265 Sunrise Hwy
Lynbrook, NY 11563

Email: admin@acecpas.com
Phone: +1 336-203-7399
Website: acecpas.com

For text messaging support, reply HELP to any message or email admin@acecpas.com. To opt out of text messages, reply STOP to any message.