Brown Accounting Services, LLC logoBrown Accounting Services, LLCBuckeye, Arizona
Call

Privacy policy

REVIEW DRAFT — not an approved policy

This outline lists topics the final policy must cover. It has not been reviewed by the firm or counsel and does not describe final practices.
  1. What information the firm collects through the website and portal, including new-client requests, tax organizer answers, secure messages, signatures (with name, time, IP address, and browser), and uploaded files [to be completed].
  2. How documents and questions are used, and who at the firm can access them [to be completed].
  3. Service providers that process data (hosting, email notifications, virus scanning, document signing, payments, AI) and their roles [to be completed].
  4. When the firm needs a client's consent before using or sharing tax return information, including IRC §7216 [requires professional review].
  5. Retention periods and backups. The portal currently keeps delivered files available for 7 years after the tax year; new-client requests also need a retention period [to be decided].
  6. Client rights and how to make requests [to be completed].
  7. Applicable professional and legal obligations [requires professional review].