Jasper Accountancy: Privacy Policy

Jasper Accountancy, (“we,” “us,” or “our”) is a Certified Public Accounting firm that provides tax, bookkeeping, advisory, and related financial services primarily to Managed Service Providers (MSPs) and other business clients. We take your privacy seriously and are committed to protecting the confidentiality of your personal and business information.

This Privacy Policy explains what information we collect, how we use it, how we protect it, and your rights regarding your information.

1. Information We Collect

We collect information necessary to provide tax, accounting, and advisory services, including:

A. Personal Information

Name, email address, phone number, and mailing address
Social Security numbers or tax ID numbers
Date of birth
Financial account information
Identification documents (if necessary for verification)

B. Business Information

Business name, structure, and ownership information
Financial statements, accounting records, and bookkeeping files
Tax filings, payroll data, invoices, and vendor/client lists
MSP-specific operational or financial metrics (if applicable)

C. Technical Information

Website usage data (IP address, browser type, pages visited)
Information collected through cookies or similar technologies

We only collect information directly from you or from third parties you authorize.

2. How We Use Your

Information

We use your information to:

Prepare and file tax returns
Provide bookkeeping, accounting, and CFO-level advisory services
Maintain accurate financial records
Comply with legal and regulatory requirements
Communicate with you about your account, deadlines, or relevant updates
Improve our website, services, and client experience
Prevent fraud, unauthorized access, or misuse of your information

We do not sell or rent your information to third parties.

3. How We Share Your Information

We share your information only when necessary and only with trusted parties, including:

Tax authorities (IRS, state agencies) when filing required documents
Third-party service providers (e.g., software platforms like QuickBooks, Gusto, or other accounting tools)
Banks, financial institutions, or legal advisors when you request it
Subcontractors or team members who assist with your work, bound by confidentiality agreements
As required by law, subpoena, or regulatory authorities

We never disclose more information than necessary.

4. Data Security

We take industry-standard and professionally required measures to safeguard your data, including:

Encryption of sensitive information
Secure document exchange portals
Multi-factor authentication on all systems
Strict internal access controls
Regular security reviews of software and vendors

While no system is fully immune from risk, we are committed to maintaining the highest level of security.

5. Data Retention

We retain client records as required by:

IRS regulations
State board of accountancy rules
Professional standards of the AICPA

Typically, records are retained for a minimum of 7 years unless otherwise required or requested.

6. Your Rights

Depending on your jurisdiction, you may have rights to:

Access the information we hold about you
Request corrections to inaccurate information
Request deletion of information (where permitted by law)
Limit certain uses or disclosures

To make a request, contact us at the information below.

7. Cookies and Tracking Technologies

Our website may use cookies to:

Understand traffic and usage patterns
Improve website functionality
Offer a smoother browsing experience

You can adjust your browser settings to refuse cookies if preferred.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the content, security, or privacy practices of those sites.

9. Children’s Privacy

Our services are not directed to individuals under 18, and we do not knowingly collect information from minors.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date.

11. Contact Us

If you have questions regarding this Privacy Policy or your information, please contact:

Jordan Jasper

JordanJasperCPA@gmail.com

480-240-0194