Effective Date: June 12, 2024
Introduction:
Kharel CPA & Co. LLC ("Company," "we," "us," or "our") is committed to safeguarding your privacy. This Privacy Policy outlines how we collect, use, share, and protect your personal information when you visit our website https://kharelcpa.com and use our services. By accessing or using our site, you agree to the terms of this policy.
1. Information We Collect
1.1 Personal Information
We collect personal information when you interact with us, including:
- Name
- Contact information (email, phone, mailing address)
- Taxpayer Identification Number (TIN), Social Security Number (SSN), when applicable
- Financial data (banking, income, tax documents)
- Identification documents (e.g., driver’s license, passport)
1.2 Non-Personal Information
We may also collect non-personal data including:
- Device type, browser type, IP address, operating system
- Referring URLs, usage data, cookies, and analytics data
1.3 Sensitive Data
We may collect sensitive financial or tax-related data, but only with your explicit consent as required by law.
2. How We Use Your Information
We use the information we collect for various purposes, including:
- Service Delivery: To provide accounting, tax, and advisory services.
- Communication: To respond to your inquiries, provide updates, and offer client support.
- Compliance: To meet legal and regulatory requirements.
- Site Improvement: To analyze website usage and enhance functionality.
3. SMS Terms & Conditions
Consent for SMS Communication
By providing your phone number, you consent to receive text messages related to appointments, account updates, and client services. Your phone number will not be shared with third parties for marketing purposes.
Types of SMS Communications
If you have consented to receive SMS messages from Kharel CPA & Co. LLC, you may receive messages such as:
- Appointment reminders
- Meeting notifications
- Case follow-ups
For example:
"Hello, thank you for contacting Kharel CPA & Co. LLC. How can we assist you? Reply STOP to opt out at any time. Message and data rates may apply. For assistance, text HELP or visit our [Privacy Policy URL] and [Terms of Service URL]."
Message Frequency
Our SMS message frequency will range from 1 to 5 messages daily across all users. Frequency may vary based on service needs.
Potential Fees for SMS Messaging
Carriers may charge fees for sending or receiving text messages, depending on the carrier and whether the message is sent domestically or internationally.
Opt-In Method
You can opt in to receive SMS messages from Kharel CPA & Co. LLC through intake forms on our website www.kharelcpa.com. By opting in, you agree to receive SMS messages, which will not be shared with third parties for marketing purposes.
Opt-Out
You can opt out of SMS messaging at any time by replying "STOP" to any received SMS message. Once opted-out, you will receive no further SMS communication. You may opt back in at any time by replying "START".
Standard Messaging Disclosures
- Message and data rates may apply.
- Message frequency may vary.
- You can opt-out at any time by texting STOP.
- For assistance, text HELP or visit our [Privacy Policy URL] and [Terms of Service URL].
4. Sharing Your Information
We may share your information under the following circumstances:
- With Service Providers: Trusted third parties assisting in service delivery (e.g., payment processors, IT support).
- For Legal Compliance: If required by law, such as complying with subpoenas, court orders, or other legal processes.
- With Your Consent: If you provide explicit consent for us to share your information.
Mobile Opt-in, SMS consent, and Phone Numbers collected for SMS communication purposes will not be shared with third parties and affiliates for marketing purposes
5. Data Security
We implement industry-standard security measures to protect your information, including:
- Encryption: To protect your data in transit and at rest.
- Access Control: Role-based access for sensitive information.
- Regular Vulnerability Scans: To identify and address security risks.
- Secure Data Destruction: When data is no longer required.
While we strive to protect your data, no system can guarantee 100% security.
6. Cookies and Tracking
Our website uses cookies to improve user experience. You can disable cookies through your browser settings; however, some features of the site may not function properly.
7. Your Rights
If you are a resident of Ohio or other applicable jurisdictions, you have the following rights:
- Access: Request a copy of the personal data we hold.
- Correction: Request updates or corrections to inaccurate information.
- Deletion: Request deletion of personal data, subject to legal requirements.
- Objection: Object to certain types of data processing.
- Portability: Request to transfer your data to another service provider.
To exercise your rights, please contact us at:
📧 khagen2021@kharelcpa.com
📞 +1-281-758-9181
8. Third-Party Links
Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of these third-party sites.
9. Children’s Privacy
Our services are not intended for children under 13, and we do not knowingly collect personal information from anyone under 13 years old.
10. Updates to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be effective immediately upon posting on this page, with a revised “Effective Date.” Please review the policy periodically.
11. Contact Us
If you have any questions about this Privacy Policy or our data practices, please contact us:
Kharel CPA & Co. LLC
800 Cross Point Dr Unit U, Gahanna, OHIO 43230, USA
📧 khagen2021@kharelcpa.com
📞 +1-281-758-9181
This policy aligns with federal regulations and Ohio’s privacy laws, providing transparency about how we handle your personal information. Our Website Privacy Policy Link is accessible at: https://kharelcpa.com/privacy-policy