Privacy and Data Security Policy
Introduction
At Ketty Robles Accounting (“we,” “us,” or “our”), we are committed to safeguarding the privacy and security of our clients’ personal and financial information. This Privacy and Data Security Policy outlines how we collect, use, disclose, and protect your data in compliance with applicable laws and industry standards. By engaging our services or using our website, you consent to the practices described herein.
- Information We Collect 🪪
We collect various types of information to provide and enhance our services:
- Personal Identification Information: Name, address, email address, phone number, Social Security Number, and other identifiers.
- Financial Information: Tax returns, income details, investment information, bank account numbers, and other financial data necessary for accounting and tax preparation services.
- Transactional Information: Records of services provided, fees charged, and payments received.
- Technical Information: IP addresses, browser types, access times, and pages viewed on our website.
- How We Collect Information 🔐
We obtain information through:
- Direct Interactions: Information you provide when engaging our services, filling out forms, or communicating with us.
- Third-Party Sources: With your consent, we may collect information from financial institutions, previous accountants, or other entities relevant to your financial affairs.
- Automated Technologies: Data collected via cookies and similar technologies when you interact with our website.
- Use of Information 🛡️
We utilize the collected information to:
- Provide accounting, tax preparation, and related financial services.
- Communicate with you regarding appointments, service updates, and relevant information.
- Process transactions and manage billing.
- Comply with legal obligations and regulatory requirements.
- Improve our services and website functionality.
- Disclosure of Information 🔒
We do not disclose your personal information to third parties except in the following circumstances:
- Service Providers: We may share information with trusted third-party service providers who assist us in delivering services, subject to confidentiality agreements.
- Legal Obligations: When required by law, regulation, or legal process.
- Consent: With your explicit consent for specific purposes.
- Data Security 🔐
We implement robust security measures to protect your information, including:
- Administrative Safeguards: Staff training on data privacy and security protocols.
- Technical Safeguards: Use of encryption, secure servers, and firewalls.
- Physical Safeguards: Secure storage of physical records and restricted access to facilities.
- Data Retention 🛡️
We retain your personal information only as long as necessary to fulfill the purposes for which it was collected and to comply with legal and regulatory requirements.
- Your Rights 👮🏻
You have the right to:
- Access and obtain a copy of your personal information.
- Request corrections to inaccurate or incomplete data.
- Withdraw consent where processing is based on consent.
- Request deletion of your data, subject to legal constraints.
- SMS Communication 💬
By providing your phone number, you consent to receive SMS messages from Ketty Robles Accounting. Message and data rates may apply. Messaging frequency may vary.
- ⚠️Opt-Out: Reply “STOP” to any message to unsubscribe. You will receive no further SMS communication.
- ⚠️Help: Reply “HELP” or contact us at (631) 954-5090 or info@kettyrobles.com.
- Cookies and Tracking Technologies 📍
Our website uses cookies to enhance user experience and analyze website traffic. You can control cookie settings through your browser preferences.
- Changes to This Policy ⚠️
We may update this policy periodically. Changes will be posted on our website with the effective date.
- Contact Us 📲
For questions or concerns regarding this policy or your personal information, please contact us at:
- Email: info@kettyrobles.com
- Phone: (631) 954-5090
- Address: 609A E Main St, Bay Shore, NY 11706, United States
Accounting Policies and Procedures
- Client Engagement 🧍🏻
Engagement Letters: We provide detailed engagement letters outlining the scope of services, fees, and responsibilities.
Client Acceptance: We assess potential clients to ensure alignment with our expertise and capacity.
- Confidentiality 🔒
Non-Disclosure Agreements: We require NDAs with clients and third-party service providers.
Staff Confidentiality: All staff members sign confidentiality agreements and receive training on data privacy.
- Record Keeping 📝
Documentation Standards: We maintain comprehensive records of all client interactions and services provided.
Retention Policy: Records are retained in accordance with legal requirements and industry best practices.
- Quality Control 🔟
Review Process: All work undergoes a thorough review by senior staff to ensure accuracy and compliance.
Continuing Education: Staff members participate in ongoing training to stay current with accounting standards and regulations.
- Billing and Fees 💵
Transparent Pricing: We provide clear information about our fees and billing practices.
Invoicing: Clients receive detailed invoices outlining services rendered and associated costs.
- Compliance🛡️
Regulatory Adherence: We comply with all applicable laws, regulations, and professional standards.
Ethical Standards: Our practice adheres to the ethical guidelines set forth by relevant accounting bodies.
By engaging with Ketty Robles Accounting, you acknowledge and agree to the terms outlined in this Privacy and Data Security Policy and our Accounting Policies and Procedures.
