Privacy Policy

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This Privacy Policy applies to all current and former clients of VistaPeak Accounting, as well as prospective clients who inquire about our services. It also applies to personal information collected through our website, email, phone communications, and in-person interactions.

We collect only the information necessary to provide our services effectively and meet legal and regulatory obligations. This may include:

Personal Identifiers
• Name, mailing address, email address, and phone number
• Social Security Number, Tax Identification Number, or other government-issued identification when required for compliance

Financial Information
• Bank account and transaction details
• Financial statements, reports, and tax information
• Income and expense records
• Payroll and employee data (for clients with payroll processing needs)

Business Information
• Business name, address, structure, and industry details

Communication Information
• Information shared through consultations, forms, secure portals, or authorized third parties

Service Provision
We use your information to provide accurate and comprehensive accounting and bookkeeping services, including financial statement preparation, tax filing, and payroll processing.

Legitimate Business Interests
We may use your information to operate efficiently, manage client relationships, and improve our internal processes and service quality.

Communication
Your contact details may be used to send updates, reminders, or relevant information related to your services.

Compliance and Legal Obligations
We use your information to meet tax, audit, and other legal requirements, such as filings with the IRS, state revenue departments, or other governing bodies.

Improving Services
Aggregate, anonymized data may be used for internal analysis to enhance our services. This data does not identify you personally.

We do not sell or rent your personal information to any third parties.

Third-Party Service Providers
We may share limited information with trusted third parties that help us deliver our services, such as:
• Accounting and tax preparation software providers (e.g., QuickBooks, Xero)
• Payroll processing partners
• Secure data storage or IT support services

All third-party providers are required to maintain strict confidentiality and use your information only for the intended service.

Legal Compliance
We may disclose information when required by law, court order, or government request to comply with legal obligations.

Business Transfers
If VistaPeak Accounting undergoes a merger, acquisition, or business reorganization, your data may be transferred to the successor entity under the same confidentiality standards. 

Protection Measures
We implement multiple safeguards to protect your data, including:
• Encryption of sensitive data in transit and at rest
• Secure servers and firewalls to prevent unauthorized access
• Restricted access to information for authorized personnel only
• Employee training on confidentiality and data protection practices

Email and File Security
We use secure document exchange systems and encrypted email when transmitting sensitive files. Clients are encouraged to use only our approved secure channels for sharing financial or personal information.

Breach Procedures
In the unlikely event of a data breach, we will promptly investigate, contain, and notify affected individuals and appropriate authorities as required by law. 

Your information is securely stored on our on-premise server and within our Financial Cents database, both of which comply with industry security standards.

We retain client records only as long as necessary to provide services, meet legal requirements, and maintain accurate business documentation. Typically, financial and tax records are retained for seven (7) years in accordance with IRS and other regulatory standards.
After this period, records are securely deleted or destroyed.

Access to Information
You may request access to the personal information we hold about you.

Correction and Deletion
You may request corrections to inaccurate information or request deletion of your information where legally permitted. Some records may be retained to comply with legal or professional obligations.

Withdrawal of Consent
You may withdraw consent for the use of your information; however, doing so may limit our ability to provide certain services.

How to Exercise Your Rights
To exercise your rights, please contact us using the information below. We may need to verify your identity before processing your request.

To help us protect your information, please avoid sending sensitive data through unsecured email and notify us immediately if you suspect unauthorized use of your personal or financial information related to our services.

Our website may use cookies and limited analytics tools to improve website functionality and understand how visitors use our site.
We do not use cookies for advertising or to track users across other websites. You may adjust your browser settings to manage or disable cookies, though doing so may affect site performance.

Our services are intended for adults and business entities. We do not knowingly collect personal information from individuals under 18 years of age. 

We may periodically update this Privacy Policy to reflect changes in our practices, legal requirements, or industry standards. The effective date above indicates when this policy was last revised.
We encourage you to review this policy periodically to stay informed about how we protect your information.