Privacy Policy

Last updated: April 4. 2025

Your privacy is important to us. We are committed to ensuring that your data will not be transferred to external organizations under any circumstances.

To safeguard your information, we have implemented the following measures:

  • All user data is encrypted both in transit and at rest to prevent unauthorized access.
  • Strict access controls are in place to ensure that only authorized personnel can access your data.
  • We conduct regular audits and security assessments to identify and mitigate potential vulnerabilities.
  • Our staff undergoes regular training to stay informed about data protection best practices and protocols.

We are dedicated to maintaining the confidentiality and security of your information at all times.

This Privacy Policy describes our policies and procedures on the collection, use, and disclosure of your information when you use our services, including through SharePoint. It also informs you of your privacy rights and how the law protects you.

We use your personal data to provide and improve our services. By using our services, you consent to the collection and use of information in accordance with this policy.

Interpretation and Definitions

Interpretation

The words with capitalized initial letters have meanings defined under the following conditions. These definitions shall have the same meaning regardless of whether they appear in singular or in plural.

Definitions

For the purposes of this Privacy Policy:

  • Account means a unique account created for you to access our services or parts of our services.
  • Affiliate means an entity that controls, is controlled by, or is under common control with a party, where "control" means ownership of 50% or more of the shares, equity interest, or other securities entitled to vote for election of directors or other managing authority.
  • Company (referred to as "the Company", "We", "Us", or "Our" in this Agreement) refers to Patel & Patel Accounting, 4223 SW 33RD ST, FL 34474.
  • Cookies are small files placed on your device by a website, containing the details of your browsing history on that website among its many uses.
  • Country refers to Florida, United States.
  • Device means any device that can access the Service such as a computer, a cellphone, or a digital tablet.
  • Personal Data is any information that relates to an identified or identifiable individual.
  • Service refers to the Website.
  • Service Provider means any natural or legal person who processes the data on behalf of the Company. It refers to third-party companies or individuals employed by the Company to facilitate the Service, provide the Service on behalf of the Company, perform services related to the Service, or assist the Company in analyzing how the Service is used.
  • Usage Data refers to data collected automatically, either generated by the use of the Service or from the Service infrastructure itself (for example, the duration of a page visit).
  • Website refers to Patel & Patel Accounting, accessible from patelandpatelaccounting.com
  • You means the individual accessing or using the Service, or the company, or other legal entity on behalf of which such individual is accessing or using the Service, as applicable.

Collecting and Using Your Personal Data

Types of Data Collected

Personal Data

While using our Service, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you. Personally identifiable information may include, but is not limited to:

  • Email address
  • First name and last name
  • Phone number
  • Usage Data

Usage Data

Usage Data is collected automatically when using the Service. Usage Data may include information such as your Device's Internet Protocol address (e.g. IP address), browser type, browser version, the pages of our Service that you visit, the time and date of your visit, the time spent on those pages, unique device identifiers, and other diagnostic data.

SMS Communication and The Campaign Registry (TCR) Compliance

We comply with The Campaign Registry (TCR) regulations for SMS communications to ensure transparency and compliance with carrier guidelines. As an accounting firm, we use SMS to send notifications related to account reminders, billing alerts, tax deadlines, appointment confirmations, and service updates. By providing your mobile number and opting in to receive SMS communications, you agree to the following:

  • Consent and Opt-In: You provide express consent to receive SMS messages from us regarding service updates, account notifications, and other relevant communications.
  • Message Frequency: You may receive messages based on your account activity, due dates, or service reminders.
  • Opt-Out Mechanism: You may opt out of SMS communications at any time by replying STOP to any message received. Upon opting out, you will no longer receive SMS messages unless you opt back in.
  • Carrier Fees: Standard messaging and data rates may apply as per your carrier’s policies.
  • Data Privacy: We do not share or sell your mobile number to third parties for marketing purposes. SMS communications are used strictly for business-related purposes in accordance with this Privacy Policy.

For any concerns or to update your SMS preferences, please contact us at DHRUV@PATELANDPATELACCOUNTING.COM or via our website.

Use of Your Personal Data

The Company may use Personal Data for the following purposes:

  • To provide and maintain our Service, including through SharePoint, and to monitor their use.
  • To manage your account and provide account-related notifications.
  • To contact you via SMS, email, or other electronic means regarding tax deadlines, account reminders, or service-related updates.
  • To manage and fulfill contractual obligations.
  • To comply with legal obligations.
  • For internal business analysis and service improvements.

Retention of Your Personal Data

The Company will retain your Personal Data only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use your Personal Data to comply with legal obligations, resolve disputes, and enforce our agreements.

Security of Your Personal Data

We prioritize the security of your personal data and use commercially acceptable means to protect it. However, no method of transmission over the Internet or electronic storage is 100% secure.

Children's Privacy

Our Service does not address anyone under the age of 13. If we become aware of personal data collected from a child without verified parental consent, we take steps to remove that information.

Links to Other Websites

Our Service may contain links to third-party websites. We strongly advise you to review the Privacy Policy of every site you visit. We have no control over and assume no responsibility for the content or privacy practices of any third-party sites or services.

Changes to this Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date at the top.

Contact Us

If you have any questions about this Privacy Policy, you can contact us: