Last Updated: May 15, 2025

Introduction

Welcome to Caplin Accounting ("we," "our," or "us"). We are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at

https://caplinaccounting.com

or use our accounting services.

By accessing or using our services, you consent to the practices described in this Privacy Policy. If you do not agree with our policies and practices, please do not use our services.

Information We Collect:

Personal Information

We may collect the following types of personal information:

Contact Information: Name, email address, phone number, mailing addressFinancial Information: Bank account numbers, credit card information, income details, tax identification numbers, financial statementsBusiness Information: Business name, entity type, industry, number of employeesEmployment Information: Income details, employer information, payroll dataCommunication Records: Email correspondence, phone calls, messages

Non-Personal Information

We may also collect non-personal information when you interact with our website:

Usage Data: Browser type, IP address, device information, pages visitedCookies and Similar Technologies: Information collected through cookies, web beacons, and similar tracking technologiesAnalytical Data: Website analytics, user preferences, and behavior patterns

How We Collect Information

We collect information through:

Direct interactions when you contact usForms you complete on our websiteProvision of accounting, bookkeeping, tax, or payroll servicesAutomated technologies or interactions with our websiteThird parties or publicly available sources

How We Use Your Information

We use your information for the following purposes:

Providing accounting, bookkeeping, tax preparation, and payroll servicesCreating and managing your accountProcessing transactions and paymentsCommunicating with you about our servicesSending tax and financial deadline remindersComplying with legal obligationsImproving our website and servicesMarketing and promotional activities (with your consent)Protecting against fraud and unauthorized transactions

Legal Basis for Processing

We process your personal information based on:

Your consentThe necessity to perform our contractual obligationsCompliance with our legal obligationsOur legitimate business interests

Information Sharing and Disclosure

We may share your information with:

Service Providers: Third-party vendors who assist us in providing services (e.g., tax software providers, cloud storage providers)Tax Authorities: IRS and state tax agencies as required for tax filingsLegal Requirements: When required by law, court order, or government regulationBusiness Transfers: In connection with a merger, acquisition, or sale of assetsWith Your Consent: Other third parties with your explicit consent

We do not sell your personal information to third parties.

Data Security

We implement appropriate technical and organizational security measures to protect your personal information from unauthorized access, disclosure, alteration, and destruction. However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee absolute security.

Data Retention

We will retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Tax-related information is typically retained for a minimum of seven years to comply with IRS requirements.

Your Rights

Depending on your location, you may have the following rights regarding your personal information:

Access and receive a copy of your personal informationCorrect inaccurate or incomplete informationRequest deletion of your personal informationObject to or restrict the processing of your informationData portabilityWithdraw consent at any time (where processing is based on consent)

To exercise these rights, please contact us using the details provided in the "Contact Us" section.

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your experience. You can set your browser to refuse all or some browser cookies or to alert you when websites set or access cookies. If you disable or refuse cookies, please note that some parts of our website may become inaccessible or not function properly.

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 are a parent or guardian and believe your child has provided us with personal information, please contact us.

Third-Party Links

Our website may contain links to third-party websites or services that are not owned or controlled by us. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party websites or services.

Changes to This Privacy Policy

We may update our Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date. We encourage you to review this Privacy Policy periodically for any changes. Your continued use of our services after any modifications indicates your acceptance of those changes.

Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us at:

Caplin Accounting

Enoch, UT 84721

Email:

[email protected]

California Privacy Rights

California residents may have additional rights regarding their personal information under the California Consumer Privacy Act (CCPA). For more information about your California privacy rights, please contact us using the information provided above.

International Data Transfers

If you are located outside the United States and choose to provide information to us, please note that we transfer the data to the United States and process it there. Your submission of information represents your agreement to this transfer.