Integrity Bookkeeping & Tax

Welcome to our website! Our mission is to create a seamless online experience that simplifies the way we work together. Here, we outline how we collect, use, and handle your personal information when you utilize our websites, software, and services ("Services").

Information Collection and Use

To provide, enhance, and secure our Services, we gather and associate the following information with your account:

• Account Information: When you sign up for an account, opt-in to our client newsletter, or request an appointment, we collect personal data such as your name, email address, phone number, and physical address. Some of our Services allow you to access your accounts and information through other service providers.
• Your Stuff: Our Services enable you to store, process, and transmit files, documents, messages, and related information ("Your Stuff"). We use this data to improve our Services, build new features, and protect our users.
• Contacts: You may choose to grant us access to your contacts to facilitate sharing, collaborating, and communicating with others. If you do, we store your contacts on our servers for your convenience.
• Usage Information: We collect data related to how you use our Services, including actions taken in your account, such as sharing, viewing, and moving files or folders. We use this information to enhance our Services, create new features, and safeguard our users.
• Device Information: We gather information from and about the devices you use to access our Services, including IP addresses, the type of browser and device you use, the web page you visited before coming to our sites, and identifiers associated with your devices. Your devices may also transmit location information to our Services.
• Cookies and Other Technologies: We use technologies like cookies to provide, improve, secure, and promote our Services. For example, cookies help us remember your username for future visits, understand how you interact with our Services, and improve them based on that information. You can set your browser to not accept cookies, but this may limit your ability to use the Services.

Marketing and Communications

We offer users some of our Services free of charge, which are made possible by users upgrading to one of our paid Services. If you register for our free Services, we may, from time to time, send you information about our firm or tax and accounting tips. Users who receive these marketing materials can opt-out at any time. If you do not want to receive marketing materials from us, simply click the 'unsubscribe' link in any email. We sometimes contact people who do not have an account for various reasons, and for recipients in the EU, we or a third party will obtain consent before contacting you. If you receive an email and no longer wish to be contacted by us, you can unsubscribe and remove yourself from our contact list via the message itself.

Information Sharing and Disclosure

We do not sell your information to advertisers or other third parties. However, we may share information as described below:

• Others Working for and with Us: We collaborate with trusted third parties to help provide, improve, protect, and promote our Services. These third parties will only access and use your information to perform tasks on our behalf in compliance with this Privacy Policy.
• Other Users: Our Services display information like your name, profile picture, device, and email address to other users in places like your user profile and sharing notifications. You can also share Your Stuff with other users if you choose.
• Team Administrators: If you are a user of a team, your administrator may have the ability to access and control your team account. Please refer to your organization's internal policies if you have questions about this.
• Law & Order and the Public Interest: We may disclose your information to third parties if we determine that such disclosure is reasonably necessary to comply with the law, protect any person from death or serious bodily injury, prevent fraud or abuse of our platform or our users, protect our rights, property, safety, or interest, or perform a task carried out in the public interest.

Data Security

We are committed to safeguarding your data and consider it our responsibility to protect your information. We have a dedicated team that works on maintaining the security of your data and tests for vulnerabilities. We also implement features to keep your information safe, such as blocking repeated login attempts, encryption of files at rest, and alerts when new devices and apps are linked to your account. Additionally, we deploy automated technologies to detect abusive behavior and content that may harm our Services, you, or other users.