Ask For CPA

Facebook-f
Facebook-f

Privacy Policy

Introduction

Ask For CPA  is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information when you use our website and our Xero bookkeeping services.

As a CPA-led firm, we treat your financial and personal data with the highest level of confidentiality and adhere to professional and legal standards.

Information We Collect

We may collect the following types of personal and business information:

  • Name, email address, phone number, and mailing address

  • Business information such as company name and tax identification number

  • Financial data and accounting records related to Xero bookkeeping services

  • Login credentials or integration access to Xero (only with your permission)

  • Any additional information you provide via contact forms or client onboarding

How We Use Your Information

We use your information to:

  • Deliver accurate and efficient Xero bookkeeping and accounting services

  • Communicate with you regarding your account or inquiries

  • Improve the quality of our services and website functionality

  • Fulfill legal, tax, and compliance obligations

  • Maintain secure and seamless integration with your Xero account

Sharing of Information

We do not sell or rent your personal information.

We may share information with:

  • Trusted third-party service providers (e.g., Xero)

  • Legal or government authorities if required by law

  • Certified accountants or team members, all bound by confidentiality agreements

Data Security

Ask For CPA uses industry-standard encryption and secure data storage practices. Access to sensitive data is limited to authorized personnel only, and we continually monitor for vulnerabilities and threats.

Cookies & Tracking

Our website may use cookies and similar technologies (e.g., Google Analytics) to:

  • Understand website traffic and usage

  • Improve user experience

  • Track marketing performance

You may adjust your browser settings to disable cookies at any time.

Your Rights

Depending on your location, you may have the right to:

  • Request access to or correction of your personal data

  • Request deletion of your data

  • Object to or restrict certain data processing activities

  • File a complaint with a relevant data protection authority

Please email us at [Insert Email] to exercise any of these rights.

External Links

Our website may link to external websites or services. We are not responsible for the privacy practices of those third parties.

Changes to This Policy

Ask For CPA may update this Privacy Policy from time to time. 

Contact Us

If you have questions or concerns about this Privacy Policy or your information, please contact us through https://askforcpa.com/