PRIVACY NOTICE
UPDATED: November 2021
Pathway CPA Group, LLC recognizes the importance of protecting private information. We strive to maintain policies that protect your nonpublic personal information. The following Privacy Notice is designed to help you understand what information we collect from you via this website and how we use that information to provide confidential and secure service to you. Please note, by visiting www.pathwaycpagroup.com (the “Site” or “website”), you are consenting to our privacy policy.
Terms Used
The terms “we”, “us” and “our” refers to Pathway CPA Group, LLC.
The terms “user”, “you”, and “your” refer to site visitors, customers, clients, and users of this site.
The term “personal information” is defined as information that you voluntarily provide to us that personally identifies you and/or your contact information, such as your name, phone number, and email address.
Our Site
This Site only collects the information you provide to us. Providing information to us is completely voluntary. The personal information our site collects may include:
First and last name
Business name
Phone number
eMail address
The information you provide to us via this website may be used to process service transactions, send periodic emails or newsletters, and improve the services we provide. We may share your information with trusted third parties who assist us in operating our website or within the scope of conducting our business and servicing clients. These trusted third parties also agree to keep this information confidential (see more about our trusted third parties below). Your personal information will never be shared with parties not related to offered accounting services that our firm provides.
We absolutely do not sell, rent, nor share your personal information to anyone for marketing purposes.
Categories of Information We May Collect
Normal business practices of bookkeeping, accounting, and tax services require that we collect the following types of information from our clients and/or prospective clients:
Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial‐related information to you)
Data about your transactions with us (such as the types of investments you have made and your account status)
We do not collect sensitive information through our website. We only collect sensitive financial information through systems that meet or exceed AICPA SOC 2 and FINRA cybersecurity requirements.
Security
We strive to keep your personal information secure. If you voluntarily email, FAX, text, or otherwise transmit personal information to us, we will always maintain our privacy policy. However, if your information is intercepted or tampered with by an unauthorized party, you agree that we are not responsible for any intercepted information shared through our Site or other device or software without our knowledge or permission. Additionally, you release us from any and all claims arising out of or related to the use of such intercepted information in any unauthorized manner. We encourage the use of our secure options, such as our Client Portal, for transmission of any sensitive personal and financial information.
Our Site Activity
We may record information relating to your use of the Site, such as the searches you undertake within our site, the pages you view, your browser type, IP address, requested URL, referring URL, and timestamp information. We use this type of information to administer the Site and provide the highest possible level of service to you. We also use this information in the aggregate to perform statistical analyses of user behavior and characteristics in order to measure interest in and use of the various areas of the Site.
Cookies
We may send cookies to your computer in order to uniquely identify your browser and improve the quality of our service. The term “cookies” refers to small pieces of information that a website sends to your computer’s hard drive while you are viewing the Site. We may use both session cookies (which expire once you close your browser) and persistent cookies (which stay on your computer until you delete them). You have the ability to accept or decline cookies using your web browser settings. If you choose to disable cookies, some areas of the Site may not work properly or at all. The Site does not respond to Do Not Track signals sent by your browser.
Third Party Links
This Site may contain links to third party websites. Except as otherwise discussed in this Privacy Notice, this document only addresses the use and disclosure of information we collect from you on our Site. Other sites accessible through our site via links (or otherwise) have their own policies in regard to privacy. Although we strive to connect only with reputable businesses and services providers, we are not responsible for the privacy policies or practices of third parties. Please visit the privacy policy pages of other sites to learn about their privacy policies and practices. This site is created thru and hosted by SQUARESPACE, who has their own privacy policy.
Confidentiality and Security
We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.
Disclosure Required by Law
Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.
Children
To access or use the Site, you must be 18 years old or older and have the requisite power and authority to enter into this Privacy Policy. Children under the age of 18 are prohibited from using the Site. We do not make it a practice at any point to conduct financial or legal transactions with individuals under the age of 18 without the knowledge of a legal parent or guardian.
Tax and Financial Advice/Guidance versus Education
The information you read on any page of our website, including our blog posts, is meant for educational purposes only, not tax, bookkeeping, nor financial advice specific to you or your business. If you would like advice or guidance specific to you or your business, we must first speak to you and know your unique financial situation. You will know when you receive advice or guidance specific to you or your business from Pathway CPA Group, LLC, because you will be conversing in some format with us directly, you will provide your unique details for your situation, we will provide advice directly to you regarding your unique situation, and we are compensated for our services. We recommend that you always directly consult your CPA or other tax professional for advice and/or guidance specific to your unique situation before making any final tax, bookkeeping, or financial decisions.
Contact
If you have any questions about out Privacy Notice or policy, please email us at info@pathwaycpagroup.com.