Privacy Policy | The CPA Suite

This Privacy Policy explains how The CPA Suite (The CPA Suite, "we", "us") collects, uses, and protects information when you visit our website [www.thecpasuite.com] or engage us for accounting, bookkeeping, payroll, or advisory Services.

1. Information We Collect

From visitors to our website:

Contact details you submit via our Contact page or when you book a Discovery Call — name, email, phone number, company name, and any message you provide.
Basic usage data (pages visited, browser type, general location) collected automatically through standard website analytics.

2. How We Use Information

To respond to inquiries and schedule discovery calls.
To deliver the Services you've engaged us for — bookkeeping, reconciliation, payroll, reporting, tax-ready financials, audit support, and advisory work.
To communicate with you about your engagement, invoices, and any updates.
To improve our website and service offerings.

We do not sell your personal information or your clients' financial data to any third party.

3. Sharing of Information

We share information only where necessary:

With payroll and accounting software platforms (e.g., Gusto, ADP, QuickBooks, Xero) used to deliver the Services, under their respective data protection terms.
With your external auditors or CPA, where you've asked us to liaise with them as part of audit support or tax handoff.
Where required by law, regulation, or valid legal process.

We do not share your data with third parties for their own marketing purposes.

4. Data Security & Retention

We use reasonable administrative and technical safeguards to protect the confidentiality of client financial and payroll data.

We retain client records only as long as needed to deliver the Services and to meet applicable statutory retention requirements, after which records are securely deleted or returned.

Website inquiry data (from contact forms/discovery call bookings) is retained only as long as needed to respond to and follow up on your inquiry.

5. Cookies & Analytics

Our website may use cookies or similar technologies for basic analytics and to improve site performance. You can control cookies through your browser settings.

6. Your Rights

You may request access to, correction of, or deletion of the personal information we hold about you, subject to our record-keeping obligations. To make a request, contact us using the details below.

7. Contact Us

For privacy-related questions or requests, contact us at hello@thecpasuite.com.