Privacy Policy | Dedicated CPA

Privacy Policy for Dedicated CPA, LLC

Last Updated: June 11, 2025

At Dedicated CPA, LLC ("Dedicated CPA," "we," "us," or "our"), we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website ([dedicatedcpa.com](https://www.dedicatedcpa.com)), use our Quote Tool, access our client portal, or engage with our accounting services. This policy applies to all users, including website visitors, clients, and users of our services (collectively, “you” or “your”).

We comply with applicable laws, including the Gramm-Leach-Bliley Act (GLBA), the California Consumer Privacy Act (CCPA) as amended by the California Privacy Rights Act (CPRA), the General Data Protection Regulation (GDPR) for EU residents, and the Florida Digital Bill of Rights (FDBR) where applicable. For additional details on the Quote Tool, please see our Terms and Conditions at dedicatedcpa.com/quote.

1. Information We Collect

We collect personal information to provide our accounting services, generate quotes, manage client relationships, and improve our website’s functionality. The types of information we collect include:

1.1 Information You Provide

Quote Tool: Financial data collected via Plaid’s fintech software, including bank name, account type (e.g., Gold Card, Freedom Unlimited, Amex Platinum), full account number, date account opened, total transactions over the last 12 months, average monthly transactions, and account owners/beneficiaries (“User Data”).
Contact Forms and Inquiries: Name, email address, phone number, mailing address, company name, and any details you provide when submitting inquiries or contacting us through our website.
Accounting Services: Financial records, tax documents, payment information, and other sensitive data provided during client engagements for services like bookkeeping, tax preparation, or financial consulting.
Client Portal: Information provided when accessing our client portal, such as login credentials, account details, and transaction history.

1.2 Information Collected Automatically

Website Usage Data: Internet Protocol (IP) addresses, browser type, device information (e.g., operating system, screen resolution), page visit duration, and interactions (e.g., clicks, scrolls) collected via cookies or analytics tools like Google Analytics or Wix Analytics.
Log Data: Server logs may record access times, referring URLs, and error messages to monitor website performance and security.

1.3 Third-Party Sources

Plaid: The Quote Tool uses Plaid to collect User Data from your connected bank accounts. For more information, see Plaid’s Privacy Policy.
Wix: Our website is hosted on Wix, which collects data as outlined in Wix’s Privacy Policy.
Google Analytics: We may use Google Analytics to collect anonymized data on website usage. For more information, see Google’s Privacy Policy.

2. How We Use Your Information

We use your personal information for the following purposes:

To provide accounting services, including bookkeeping, tax preparation, and financial consulting.
To generate financial quotes via the Quote Tool using User Data.
To respond to inquiries and provide customer support through email, phone, or our client portal.
To improve our website and services by analyzing usage data for functionality, performance, and user experience.
To send service-related communications, such as appointment reminders, billing notices, or updates about our services.
To comply with legal obligations, such as tax reporting, GLBA requirements, or other regulatory mandates.
To protect against fraud, unauthorized access, or abuse of our website, Quote Tool, or client portal.
To manage client relationships and maintain accurate records for accounting purposes.

We do not sell your personal information or share it with non-affiliated third parties except as described in Section 3 or required by law.

3. How We Share Your Information

We may share your personal information in the following circumstances:

With Plaid: User Data is processed by Plaid to facilitate the Quote Tool’s functionality, subject to Plaid’s Privacy Policy .
With Service Providers: We engage trusted third-party vendors (e.g., Wix for website hosting, payment processors for billing, or cloud storage providers) to support our operations. These providers are contractually obligated to protect your data and comply with GLBA and other applicable laws.
For Legal Compliance: We may disclose information to comply with legal obligations, such as responding to subpoenas, tax authorities, or regulatory requirements under GLBA, CCPA, GDPR, or FDBR.
Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to a successor entity, subject to equivalent privacy protections.
With Your Consent: We may share information with third parties if you provide explicit consent, such as for referrals or partnerships.

4. Data Security

We implement industry-standard security measures to protect your personal information, including:

Encryption: Data is encrypted during transmission (e.g., via SSL/TLS) and storage to prevent unauthorized access.
Access Controls: Access to personal information, including User Data, is restricted to authorized personnel within a designated department, using secure internal systems.
Regular Audits: We conduct regular security audits and updates to our practices to maintain compliance with GLBA’s Safeguards Rule and other standards.
Vendor Oversight: We require third-party service providers (e.g., Plaid, Wix) to maintain robust security measures through contractual agreements.

Despite these measures, no system is completely secure. We cannot guarantee the absolute security of your data, particularly for data transmitted via the internet or managed by third parties.

5. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required by law:

Quote Tool Data: User Data is deleted upon completion of the quote process, except as required by Plaid’s protocols or applicable law (e.g., for audit purposes).
Client Data: Information provided for accounting services is retained for the duration of our client relationship and as required by tax laws or other regulations (e.g., IRS recordkeeping requirements, typically 7 years).
Website Data: Usage data (e.g., IP addresses, cookies) is retained for up to 12 months for analytics purposes, unless you request deletion.

6. Your Privacy Rights

Depending on your location, you may have the following rights regarding your personal information:

6.1 GLBA Rights

- You have the right to receive our Privacy Policy and be informed about how we handle your nonpublic personal information (NPI).

- You may opt out of certain data sharing with non-affiliated third parties (note: we do not share NPI except as described in Section 3).

6.2 CCPA Rights (California Residents)

Right to Know: Request details about the personal information we collect, use, or disclose.
Right to Delete: Request deletion of non-exempt personal information (GLBA-regulated User Data is exempt).
Right to Opt-Out: Opt out of the sale of personal information (we do not sell your data).
Right to Non-Discrimination: We will not discriminate against you for exercising CCPA rights.
To exercise these rights, submit a request to client@dedicatedcpa.com with “CCPA Request” in the subject line.

6.3 GDPR Rights (EU Residents)

Right to Access: Request a copy of your personal data.
Right to Rectification: Correct inaccurate data.
Right to Erasure: Request deletion of your data, subject to legal exceptions.
Right to Restrict Processing: Limit how we process your data.
Right to Data Portability: Receive your data in a structured, machine-readable format.
Right to Object: Object to processing for direct marketing or other purposes.
Right to Withdraw Consent: Withdraw consent at any time, without affecting prior processing.
To exercise these rights, submit a request to client@dedicatedcpa.com with “GDPR Request” in the subject line.

6.4 FDBR Rights (Florida Residents)

For non-GLBA-regulated data, you may request access, correction, or deletion of your personal information.
Contact us at client@dedicatedcpa.com.

6.5 Cookie Management

You can manage cookie preferences via your browser settings or our cookie consent banner (if enabled). See Section 8 for details.

We will respond to your request within the timeframes required by law.

7. Data Breach Notification

In the event of a data breach involving your personal information, we will notify you in accordance with GLBA, CCPA, and GDPR requirements, typically within 72 hours for GDPR or as required by other laws. Notifications will be sent via email or other reasonable means, detailing the breach and remedial actions.

8. Cookies and Tracking Technologies

Our website uses cookies and similar technologies (e.g., web beacons, pixels) to enhance user experience and analyze site performance. These include:

Essential Cookies: Necessary for website functionality (e.g., session management, navigation).
Analytics Cookies: Collect anonymized data on site usage (e.g., via Google Analytics, Wix Analytics) to improve our services.
Third-Party Cookies: Set by third parties like Wix or Plaid for their services.

You can manage cookies via your browser settings or our cookie consent banner. Disabling cookies may affect website functionality. For more details, see Wix’s Cookie Policy.

9. Children’s Privacy

Our website, Quote Tool, client portal, and services are not intended for children under 18 years of age. We do not knowingly collect personal information from children under 18. If we learn that we have collected such information, we will delete it promptly. Contact us at client@dedicatedcpa.com if you believe we have collected data from a child under 18.

10. International Data Transfers

If you are an EU resident, your data may be transferred to the United States, where Dedicated CPA and our service providers (e.g., Plaid, Wix) operate. We ensure GDPR-compliant safeguards, such as standard contractual clauses, to protect your data during transfers. Contact us for details on these safeguards.

11. Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes in our practices or legal requirements. Updates will be posted at dedicatedcpa.com/privacy, and we will notify you via email or a website notice if required by law. Your continued use of our website or services after updates constitutes acceptance of the revised policy.

12. Contact Us

For questions, concerns, or to exercise your privacy rights, contact us at:

Email: client@dedicatedcpa.com
Phone: (305) 423-9993
Address: 1411 Sawgrass Corporate Parkway, STE A, Sunrise, FL, 33317

For GDPR-related inquiries, contact our Data Protection Officer at management@dedicatedcpa.com.

By using our website, Quote Tool, client portal, or services, you acknowledge that you have read and understood this Privacy Policy.