Effective Date: May 14, 2026

Accounting Fresh CPA Inc. (“Accounting Fresh,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, share, and protect information when you visit accountingfresh.com (the “Site”), engage our accounting, bookkeeping, or CFO services, or otherwise interact with us.

Because we handle financial and tax information on behalf of our clients, we take data protection seriously and follow industry-standard safeguards to keep your information secure. By using our Site or services, you agree to the practices described in this Policy.

1. Information We Collect

We collect information in three main ways: directly from you, automatically as you use the Site, and from third-party services you authorize us to use.

Information You Provide Directly

• Contact details such as name, business name, email address, phone number, and mailing address when you fill out a form, schedule a call, or email us.
• Financial and accounting records you share with us in the course of engagement, including bank statements, tax documents, payroll information, invoices, receipts, and other materials needed to perform our services.
• Authentication and account information when you grant us access to your accounting software (such as QuickBooks) or other systems.
• Communications you send us, including emails, messages, voicemails, and comments submitted through the Site.

Information Collected Automatically

• Device and usage data such as IP address, browser type, operating system, referring URL, pages visited, time on page, and clickstream activity.
• Cookies and similar tracking technologies, including those used by Google Analytics and other analytics or advertising tools. See Section 5 for details and choices.

Information from Third Parties

• Data from accounting and bookkeeping platforms (such as QuickBooks Online) that you authorize us to access in order to provide our services.
• Information from email and scheduling tools (such as Calendly and Mailchimp) you use to book consultations or subscribe to communications.
• Publicly available information, such as business registration details, when used for client onboarding or due diligence.

2. How We Use Your Information

We use your information for the following purposes:

• To provide and manage our accounting, bookkeeping, tax, and CFO services.
• To communicate with you about engagements, schedule meetings, send proposals, and respond to inquiries.
• To send newsletters, educational content, and marketing materials — only where permitted, and with the ability to opt out at any time.
• To improve and secure our Site, analyze usage, and develop new services.
• To comply with our legal, regulatory, and professional obligations as a CPA firm, including recordkeeping required by state and federal law.
• To detect, prevent, and respond to fraud, security incidents, or misuse of our Site or services.

3. How We Share Your Information

We do not sell your personal information. We share information only in the limited circumstances described below:

• Service providers and software platforms we use to deliver our services, including QuickBooks (Intuit) and similar accounting software, secure document portals, payment processors, Google Workspace, Google Analytics, Calendly, and Mailchimp. These providers are contractually required to protect your information and use it only for the services we engage them to perform.
• Professional advisors such as our attorneys, auditors, and insurers, where reasonably necessary.
• Government authorities or regulators when required by law, subpoena, court order, or to comply with our professional obligations as licensed CPAs.
• In the event of a merger, acquisition, sale, or restructuring of our firm, subject to the protections described in this Policy.
• With your consent, or at your direction (for example, when you ask us to share financial reports with a lender or business partner).

4. Data Security

We use administrative, technical, and physical safeguards designed to protect the confidentiality, integrity, and availability of your information. These include encryption in transit, access controls, secure client portals for document exchange, and regular review of our security practices.

No system is completely secure. While we work hard to protect your information, we cannot guarantee absolute security. We encourage you to use strong passwords and to send sensitive financial documents only through the secure channels we provide.

5. Cookies and Tracking Technologies

Our Site uses cookies and similar technologies to operate properly, remember your preferences, analyze traffic, and improve your experience. We use:

• Essential cookies needed for core Site functionality.
• Analytics cookies, including Google Analytics, to understand how visitors use the Site.
• Marketing and email cookies through tools such as Mailchimp, where applicable.

Most browsers let you block or delete cookies through their settings. You can also opt out of Google Analytics by installing the Google Analytics Opt-Out Browser Add-on at tools.google.com/dlpage/gaoptout.

6. Data Retention

We retain your information for as long as needed to provide services, comply with our legal and professional obligations (including IRS and state CPA recordkeeping requirements), resolve disputes, and enforce our agreements. Client financial records are typically retained for a minimum of seven years, consistent with standard CPA practice and applicable law.

7. Your Privacy Rights

Depending on where you live, you may have certain rights regarding your personal information. These may include the right to:

• Know what personal information we collect, use, and share about you.
• Request a copy of the personal information we hold about you.
• Request that we correct inaccurate information.
• Request that we delete personal information, subject to our legal and professional retention obligations.
• Opt out of marketing communications at any time by clicking “unsubscribe” in any marketing email or contacting us directly.

California Residents (CCPA/CPRA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act, as amended by the California Privacy Rights Act, including the right to know, the right to delete, the right to correct, and the right to opt out of the “sale” or “sharing” of personal information. We do not sell personal information, and we do not share personal information for cross-context behavioral advertising as those terms are defined under California law.

To exercise any of these rights, contact us using the details in Section 11. We will not discriminate against you for exercising your rights.

8. Children’s Privacy

Our Site and services are intended for businesses and adults. We do not knowingly collect personal information from children under 13. If you believe a child has provided us with personal information, please contact us and we will delete it.

9. Third-Party Links and Embedded Content

Our Site may include links to third-party websites or embedded content (such as videos or articles). We are not responsible for the privacy practices of those third parties. We encourage you to review their privacy policies before sharing information with them.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Effective Date” at the top of this page. Material changes will be communicated through the Site or, where appropriate, by email.

11. Contact Us

If you have questions about this Privacy Policy or want to exercise your privacy rights, please contact us:

Accounting Fresh CPA Inc.

Website: https://www.accountingfresh.com

Contact form: https://www.accountingfresh.com/contact-us/

Note: This document is a template drafted for Accounting Fresh CPA Inc. and should be reviewed by qualified legal counsel before publication. Bracketed items must be filled in or removed.