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Privacy Policy for New Level Accounting
 

Effective Date: [January 10th, 2025]
 

New Level Accounting is committed to protecting the privacy and security of our users ("you," "your"). This Privacy Policy outlines how we collect, use, store, and protect your personal and financial information when you use our platform.
 

1. Information We Collect

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1.1 Personal Information:
 

We collect personal information that you provide to us directly, including but not limited to:
 

  • Full name

  • Contact details (email address, phone number, physical address)

  • Social Security Number (SSN)

  • Bank account details for direct deposits or payments
     

1.2 Financial Information:
 

To provide our tax filing services, we may collect:
 

  • Tax forms such as W-2, 1099, SSA-1099, and other relevant documents

  • Income details

  • Deductions, credits, and other financial records
     

1.3 Automatically Collected Information:
 

When you use our platform, we may collect technical data such as:
 

  • IP address

  • Browser type and version

  • Device identifiers

  • Usage data, including time spent on pages and interactions with features
     

1.4 Cookies and Tracking Technologies:
 

We use cookies and similar technologies to enhance your experience. You can control your cookie preferences in your browser settings.
 

1.5 Communication Preferences:
 

By providing your phone number, you consent to receive communications from us via SMS, including but not limited to:
 

  • Updates regarding your account or filings

  • Marketing messages about our services and offers

  • Important reminders or alerts related to deadlines and tax updates
     

You can opt out of marketing SMS messages at any time by following the instructions provided in the message or contacting us directly.
 

2. How We Use Your Information
 

We use your information to:
 

  • Provide accurate and compliant tax filing services.

  • Process payments securely and issue refunds.

  • Communicate with you about your account, filings, or updates.

  • Send SMS correspondence, including updates, marketing offers, and reminders (with your consent).

  • Improve and personalize your user experience.

  • Comply with legal obligations and protect against fraud or unauthorized activity.
     

3. How We Protect Your Information
 

3.1 Encryption:
 

All sensitive data is encrypted in transit and at rest using industry-standard encryption protocols.
 

3.2 Access Controls:
 

Access to your information is strictly limited to authorized personnel who require it to provide our services.

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3.3 Regular Audits:
 

We conduct regular security audits and employ advanced monitoring tools to detect and mitigate threats.

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3.4 Third-Party Security:
 

Any third-party service providers we use are contractually obligated to adhere to strict data protection standards.

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4. Sharing Your Information
 

We do not sell, rent, or trade your personal information. However, we may share your information in the following cases:
 

  • With Your Consent: When you explicitly authorize us to share information with third parties.

  • Legal Compliance: To comply with legal obligations, such as subpoenas or investigations.

  • Service Providers: With trusted third-party providers who assist us in delivering our services (e.g., payment processors, cloud storage providers). These providers are bound by confidentiality agreements.

  • Fraud Prevention: To detect, prevent, or address fraud, security breaches, or other unauthorized activities.
     

5. Your Rights
 

You have the following rights regarding your personal information:

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  • Access: Request a copy of the information we hold about you.

  • Correction: Correct inaccuracies in your personal information.

  • Deletion: Request the deletion of your data, subject to legal and regulatory requirements.

  • Data Portability: Request a copy of your information in a structured, machine-readable format.

  • Opt-Out: Opt-out of non-essential data processing activities, such as marketing.
     

To exercise these rights, contact us at [Insert Contact Information].

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6. Data Retention
 

We retain your information only as long as necessary to fulfill the purposes outlined in this policy, comply with legal requirements, resolve disputes, and enforce our agreements. Financial records related to tax filings may be retained for a minimum of [5 years] or as required by law.

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7. International Users
 

If you are accessing our platform from outside the United States, please note that your data may be transferred to and processed in the United States. By using our services, you consent to such transfers.

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8. Children’s Privacy
 

Our platform is not intended for use by individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware of such data, we will delete it promptly.

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9. Changes to This Policy
 

We may update this Privacy Policy from time to time. Changes will be posted on this page with the updated effective date. We encourage you to review this policy regularly.

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10. Contact Us
 

If you have any questions or concerns about this Privacy Policy or how your data is handled, please contact us:
 

Your trust is our priority, and we are committed to protecting your privacy.

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