Privacy Policy

Information We Collect

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.

How We Use Your Information

We use the information you share with us to deliver tax, accounting, and advisory services. This CPA website only collects information directly through our contact form. Submitted details are securely transmitted to our internal automation platform (n8n) and stored in a private Notion database that is accessible only to authorized members of our team for servicing your requests.

Our Commitment to Confidentiality

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 to those members of our firm who need to know the information to provide services to you.

We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information. Online information is stored on secure servers with access controls, encryption, and continuous monitoring.

Security of Data Stored in Notion

Client records maintained in Notion benefit from the platform's security-first design:

• Layered infrastructure protections including encryption in transit and at rest, least-privilege access, and a public bug bounty program.
• Operational security teams that monitor for malicious activity and continually implement new security controls.
• Enterprise-grade admin tools, permission controls, and audit logging for visibility into access and activity.
• Compliance with leading standards such as SOC 2 Type 2, ISO 27001 series certifications, HIPAA (with required agreements), and BSI C5.
• Comprehensive privacy governance aligned with GDPR, CCPA, and other global regulations, including strict data processing agreements with subprocessors.
• AI-related safeguards that prohibit AI subprocessors from using customer data to train their models.
• Reliability commitments backed by redundant infrastructure, ongoing backups, and a 99.9% uptime target supported by AWS and Cloudflare.

Notion requires every employee and contractor to follow confidentiality agreements, and vendors with access to data must adhere to equivalent security, privacy, and data governance standards.

Website Analytics

We use self-hosted Umami Analytics to understand how visitors use our website. This helps us improve our services and content. Umami is privacy-friendly and does not:

• Use cookies
• Track you across websites
• Collect personal information
• Share data with third parties

We only collect anonymous usage statistics like page views, button clicks, and navigation patterns. You can opt out by enabling "Do Not Track" in your browser settings.

Your Questions

If you have any questions about this policy, please do not hesitate to contact us at info@taxcise.com or by calling (603) 377-6210.