Home – Privacy Policy
Your personal and financial information is something we don’t take lightly. At Automated Accounting Solutions, we’ve put this policy together so you know exactly what’s going on with your data behind the scenes. We follow the rules set out by laws like GLBA, but honestly, protecting your information is something we care about regardless.
When you work with us, whether it’s for taxes, bookkeeping, or general advisory stuff, we’re going to need some of your personal details along the way. Most of it comes straight from you through the paperwork and forms you hand over, or through emails and conversations we have. Every now and then we might also pull in information from other legitimate sources, but only when it makes sense and the law allows it.
We use your information to do our job for you. We’re not in the business of handing your private details off to third parties. The only time something might get shared is when the law makes us do it, or when it’s genuinely needed to complete the work we’re doing on your behalf. Even then, we keep it to the absolute minimum.
Not everyone on our team has access to your information, only the people who actually need it to do their part. Beyond that, we’ve got both digital and physical security measures in place to make sure your data stays where it belongs. If you’re sending anything through our website, that information lands on secure servers managed by providers who know what they’re doing when it comes to security compliance.
If we have your number, we’re only using it to talk to you about your account or something related to our services. We won’t be passing it to anyone else, and it’s definitely not going toward any kind of marketing.
We might tweak this from time to time. If we do, the updated version will be right here on this page. And if anything feels unclear or you just have questions, reach out to us directly, we’re happy to walk you through it.