Privacy Policy

1. Introduction

Welcome to SyncAudit ("we," "our," or "us"). We respect your privacy and are committed to protecting your personal data. This privacy policy explains how we collect, use, disclose, and safeguard your information when you use our cloud-based practice management software for CPA firms.

2. Information We Collect

2.1 Information You Provide

• Account Information: Name, email address, phone number, company name, and professional credentials
• Client Data: Information about your clients including HOAs, management companies, and related financial data
• Engagement Data: Details about audits, tax returns, and other professional services
• Payment Information: Billing details processed through our secure payment processors
• Communications: Messages, support tickets, and feedback you send us

2.2 Information Collected Automatically

• Usage Data: Features used, pages visited, time spent on platform
• Device Information: IP address, browser type, operating system
• Cookies: Session management and preference settings
• Log Data: Access times, errors, and system performance metrics

3. How We Use Your Information

We use collected information to:

• Provide and maintain our services
• Process transactions and manage subscriptions
• Send service-related communications
• Provide customer support
• Improve and develop new features
• Ensure platform security and prevent fraud
• Comply with legal obligations
• Send marketing communications (with your consent)

4. Data Sharing and Disclosure

We do not sell, trade, or rent your personal information. We may share information:

4.1 Service Providers

With trusted third parties who assist in operating our platform:

• Cloud hosting providers
• Payment processors
• Email service providers
• Analytics services

4.2 Legal Requirements

When required by law or to:

• Comply with legal processes
• Protect our rights and property
• Prevent fraud or security issues
• Protect the safety of users or the public

4.3 Business Transfers

In connection with mergers, acquisitions, or asset sales, with appropriate confidentiality measures

5. Data Security

We implement appropriate technical and organizational measures to protect your data:

• Encryption in transit and at rest
• Access controls and authentication
• Regular security assessments
• Employee training and confidentiality agreements
• Secure data centers with physical security controls

6. Data Retention

We retain your data for as long as:

• Your account is active
• Necessary to provide services
• Required for legal or business purposes
• Required by professional standards for CPA firms

Upon account termination, we will delete or anonymize your data within 90 days, unless longer retention is required by law.

7. Your Rights and Choices

You have the right to:

• Access: Request copies of your personal data
• Correction: Update or correct inaccurate data
• Deletion: Request removal of your data (subject to legal requirements)
• Portability: Receive your data in a structured format
• Opt-out: Unsubscribe from marketing communications
• Restriction: Limit how we process your data

To exercise these rights, contact us at privacy@[yourdomain].com

8. Multi-Tenant Architecture

Each CPA firm's data is logically separated and isolated from other firms' data. Access controls ensure users can only view data from their own firm.

9. Children's Privacy

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

10. International Data Transfers

If you access our services from outside the United States, your data may be transferred to and processed in the United States. We ensure appropriate safeguards are in place for international transfers.

11. California Privacy Rights

California residents have additional rights under the California Consumer Privacy Act (CCPA):

• Right to know what personal information is collected
• Right to know if personal information is sold or disclosed
• Right to opt-out of the sale of personal information
• Right to non-discrimination for exercising privacy rights

12. Changes to This Policy

We may update this privacy policy periodically. We will notify you of material changes by:

• Posting the new policy on this page
• Updating the "Last Updated" date
• Sending email notification for significant changes