Shamim CPA ("Shamim CPA," "we," "our," or "us") respects your privacy. This policy explains our practices when you visit this website, create or use a client portal account, contact us, book a consultation, or engage our professional services.
This policy applies to information handled through this website and our services. A signed engagement letter may include additional terms for a particular engagement.
1. Information we collect
We collect information you provide and limited information generated when you use our website or portal. Depending on your interaction with us, this may include:
- Identity and contact information: name, email address, mailing address, phone number when requested, and account details.
- Professional and financial information: tax forms, identification documents, income and expense records, business records, payroll information, and other material you submit for accounting, tax, or advisory work.
- Consultation and communication records: information in forms, emails, appointment requests, support inquiries, and engagement communications.
- Technical information: IP address, browser and device details, pages requested, timestamps, referral information, authentication events, and security logs.
- Information from authorized sources: information supplied by a spouse, business representative, payroll provider, financial institution, or other party you authorize.
Please submit sensitive documents only through the designated authenticated portal or another method we approve.
2. How we use information
We use information to operate and secure the website and portal; verify accounts; respond to inquiries; schedule consultations; evaluate, begin, and perform professional engagements; organize and review client documents; communicate service updates; maintain required records; prevent fraud or misuse; comply with legal and professional obligations; and improve our services.
Where applicable, processing is based on your request or contract with us, our legitimate interest in operating and protecting the practice, compliance with law, or consent where consent is required.
4. Confidentiality and security
We use administrative, technical, and organizational safeguards intended to protect information against unauthorized access, alteration, disclosure, or loss. Measures may include authenticated access, authorization controls, encrypted transport, monitoring, restricted staff access, backups, and service-provider review.
No internet transmission or storage system can be guaranteed completely secure. Protect your password, sign out of shared devices, and contact us promptly if you suspect unauthorized account activity. Never send a password, verification code, or full sensitive identifier by ordinary email.
5. Retention and international access
We retain information for as long as reasonably needed to provide services, maintain business and professional records, resolve disputes, enforce agreements, and meet legal, tax, accounting, insurance, or security requirements. Retention periods vary by record type and engagement; some professional records may typically be retained for seven years or longer when required.
Our personnel and service providers may process information from locations outside your state or country. When information crosses borders, it may be subject to the laws of those locations. We use appropriate contractual and operational safeguards where required.
6. Cookies and communication choices
The website may use essential cookies or similar storage for sign-in, security, preferences, and core functionality. We may also use limited analytics to understand website performance. Browser controls can restrict cookies, but disabling essential storage may prevent account or portal features from working.
You may opt out of nonessential promotional email using the method provided in the message or by contacting us. Service, security, verification, and engagement communications may still be sent when necessary. If text messaging is offered, any consent, frequency, carrier charges, and opt-out instructions will be stated at collection.
7. Privacy rights and children
Depending on your location, you may have rights to request access to, correction of, deletion of, or a copy of certain personal information, or to object to or restrict certain processing. Rights may be limited by professional recordkeeping duties, tax law, legal claims, security needs, or other lawful exceptions. We may verify your identity before completing a request.
This website is not directed to children under 13, and we do not knowingly collect their information through general website use. Information about a dependent should be supplied only by a parent, guardian, or authorized client when relevant to a professional engagement.
8. External sites and policy updates
Links to third-party websites or services are provided for convenience. Their privacy practices are governed by their own policies. We may revise this policy as our services, technology, or obligations change. The date above identifies the current version; material changes may also be communicated through the website, portal, or email.
9. Contact us
For privacy questions or requests, contact Shamim CPA at support@shamimcpa.com. Please do not include Social Security numbers, passwords, verification codes, or complete financial account numbers in an ordinary email.