Privacy Policy

AccuAi refers to AccuAi LLC, a company registered in Oregon. At AccuAi, we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, store, and protect your data when you interact with our website or engage our accounting services. By using our website or services, you agree to the practices outlined in this policy.

Information We Collect

We collect the following types of information:

• Contact Information: When you submit an inquiry through our website’s contact form or schedule a meeting via Calendly, we collect your first and last name, email address, and phone number.
• Financial Information: If you engage AccuAi for accounting services, we may collect additional financial information necessary to provide those services, such as business financial records.
• Website Usage Data: Our website’s contact form uses cookies and tracking technologies to capture user browser data (e.g., IP address, browser type) and track form views for analytics purposes.

How We Use Your Information

We use the information we collect for the following purposes:

• To respond to your inquiries and determine if AccuAi can serve your needs.
• To schedule meetings via Calendly and communicate with you about our services.
• To provide accounting services, such as managing your financial records, if you engage us as a client.
• To improve our website’s functionality and user experience through analytics (e.g., tracking form views).

Data Sharing

AccuAi does not share your personal information with third parties, except in the following limited circumstances:

• If you engage our services and do not have a QuickBooks account or the necessary accounts necessary for providing our services, we may create a new account on your behalf, which involves sharing necessary data with the external service providers.
• We may disclose information if required by law or to protect the rights, safety, or property of AccuAi or others.

Data Storage and Security

All client data is securely stored in Microsoft OneDrive, which uses industry-standard encryption to protect your information. We take reasonable measures to safeguard your data against unauthorized access, loss, or misuse.

Data Retention

We retain personal information for as long as necessary to provide our services, fulfill legal obligations, resolve disputes, and enforce our agreements. For example:

• Contact information from inquiries is retained for up to 2 years unless a client relationship is established.
• Financial data collected for accounting services is retained for 7 years to comply with IRS recordkeeping requirements.
• Website usage data (e.g., IP addresses) is retained for 1 year for analytics purposes. After these periods, we securely delete or anonymize the data unless otherwise required by law.

Data Breach Notification

In the event of a data breach that compromises your personal information, we will notify affected individuals as required by applicable laws, such as California’s data breach notification law (Cal. Civ. Code § 1798.82). Notification will be provided in the most expedient time possible, typically within 30 days of discovering the breach, via email or other contact methods you’ve provided.

Children’s Privacy

AccuAi does not knowingly collect personal information from children under 13 years of age. Our services and website are intended for small and medium-sized businesses, not children. If we learn that we have collected personal information from a child under 13 without parental consent, we will delete that information promptly. If you believe we may have collected such information, please contact us at contact@accuaiaccounting.com.

Your Data Rights

As a client, you have the following rights regarding your data:

• Access: You can access your data by being invited to Microsoft OneDrive or SharePoint, where your information is stored.
• Updates and Deletion: You may request to update or delete your data by contacting us at contact@accuaiaccounting.com. We will respond to your request in accordance with applicable laws.
• Limitations: Rough drafts, notes, or curated data created by AccuAi before providing final outputs are not shared with clients, as they are part of our internal processes.

Cookies and Tracking

Our website uses cookies through the Meta form/contact form to capture user browser data (e.g., IP address, browser type) and track form views for analytics. These cookies help us understand how users interact with our site and improve our services. You can manage cookie preferences through your browser settings.

User Submissions

Any information you submit through our website, such as via contact forms or Calendly bookings, is governed by this Privacy Policy. We may monitor website usage to ensure compliance with our Terms of Service, but we will do so in accordance with applicable laws.

External Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these third-party sites. We encourage you to review the privacy policies of any linked websites you visit.

Compliance with Data Privacy Laws

AccuAi operates in the United States and complies with applicable U.S. state and federal data privacy laws. We do not sell your personal information to third parties.

Notice to California Residents (CCPA)

Under the California Consumer Privacy Act (CCPA), California residents have specific rights regarding their personal information. These rights include:

• Right to Know: You may request, up to twice in a 12-month period, that we disclose the categories and specific pieces of personal information we have collected about you in the past 12 months, as well as the sources of that information and the purposes for its collection.
• Right to Delete: You may request that we delete personal information we have collected from you, subject to certain exceptions.
• Right to Opt-Out of Sale: We do not sell your personal information, so this right does not apply.
• Non-Discrimination: We will not discriminate against you for exercising your CCPA rights.

To exercise your rights, please contact us at contact@accuaiaccounting.com. We may need to verify your identity before processing your request, which may involve asking for additional information. We will respond within 45 days, or notify you if we need more time. If you have questions about your rights under the CCPA, please reach out to us using the contact information below.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of significant updates by posting the revised policy on our website with an updated effective date.

Contact Us

If you have any questions about this Privacy Policy or how we handle your data, please reach out to us at:

• Email: contact@accuaiaccounting.com

Effective Date: April 23, 2025