Privacy Policy

Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

We collect nonpublic personal information about you from the following sources:
  • Information we receive from you on applications, tax organizers, worksheets and other documents;
  • Information about your transactions with us, our affiliates, or others;
  • Information we receive from a consumer-reporting agency.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

The datacenter for our Client Portal is maintained by Rackspace Hosting which have completed an examination in conformity with Statement on Auditing Standards No. 70 (SAS 70 Type II).

Completion of the SAS 70 Type II examination indicates that selected Rackspace's processes, procedures and controls have been formally evaluated and tested by an independent accounting and auditing firm. The examination included the company's controls related to security monitoring, change management, service delivery, support services, backup and environmental controls, logical and physical access.

SAS 70 is designated by the U.S. Securities and Exchange Commission (SEC) as an acceptable method for a user organization's management to obtain assurance about service organization's internal controls without conducting separate assessments.

A service auditor's examination performed in accordance with SAS No. 70 (SAS 70 Audit) is widely recognized, because it represents that a service organization has been through an in- depth audit of their control objectives and control activities, which often include controls over information technology and related processes. A Type II report not only includes the service organization's description of controls, but also includes detailed testing of the design and operating effectiveness of the service organization's controls.

If you have any questions about this policy, please do not hesitate to contact us.