Net Profits Consulting - Privacy Policy

The privacy policy you've provided outlines important aspects regarding the collection, use, and protection of personal information by Net Profits & Cleanslate Financials. 

Let's break down some key points:

Electronic Data Communication and Storage: The firm may use various electronic methods to transmit and store data, including cloud-based solutions. While efforts are made to maintain security, there's acknowledgment of the risks of unauthorized interception or breach.

Client Portals: ShareFile is used as a secure platform for collaboration and data sharing. Users are responsible for maintaining their data, and the firm disclaims liability for any misuse or loss of data.

Third Party Service Providers: The firm may engage third-party service providers, ensuring they maintain confidentiality and data security standards. However, the firm retains responsibility for the services provided.

Independent Contractor: The relationship between the firm and clients is that of independent contractor, with no fiduciary duty implied.

Record Retention & Ownership: Original records are returned to clients, but workpapers and documents created by the firm remain its property.

Summons or Subpoenas: Clients are informed of any legal requests for information related to the engagement. The firm may disclose information if required by law, with clients having the opportunity to contest such requests.

Confidentiality: The firm treats client information, including Personally Identifiable Information (PII), as confidential and complies with professional standards and regulations.

Disclaimer of Legal and Investment Advice: The firm's services do not constitute legal or investment advice unless explicitly stated in the engagement agreement.

Referrals: Clients are responsible for evaluating and selecting professionals or products referred by the firm.

Electronic Signatures and Counterparts: Electronic signatures are considered valid and have the same legal effect as manual signatures.

Conflicts of Interest: The firm may suspend or terminate services if a conflict of interest arises.

Proprietary Information: Any new intellectual property developed during the engagement belongs to the firm, with clients having limited rights to use them.

CPA Website Solutions Privacy Policy: The firm's privacy policy complies with the Gramm-Leach-Bliley Act, with measures in place to protect clients' nonpublic personal information.

Overall, the policy emphasizes the firm's commitment to protecting client confidentiality, maintaining professional standards, and ensuring compliance with applicable laws and regulations.

Contact Us:

If you have any questions, concerns, or requests regarding this privacy policy or your personal information, please contact us at info@netprofitsconsulting.com

Effective Date: [08/01/2023]