Privacy Policy
Last updated: 7/15/2026
Overview
This Privacy Policy describes how CPA Retain ('we', 'us') collects, uses, and shares information when you use our website and software.
Information we collect
Account information you provide (name, email, firm), client and engagement data you upload, and technical information such as IP address, device, and product usage.
How we use information
To provide and improve the service, authenticate users, communicate with customers, ensure security, and comply with legal obligations.
Sharing
We do not sell personal information. We share information with service providers under contract, with your firm's authorized users, and when required by law.
Security
We use encryption in transit and at rest, role-based access controls, and audit logging. No system is perfectly secure; we work to protect information consistent with industry standards.
Retention
We retain information for as long as your account is active or as needed to provide the service. You may request deletion by contacting us.
Your choices
You can access, update, or delete your account information at any time. For questions or requests, contact privacy@cparetain.com.
Contact
CPA Retain — privacy@cparetain.com
This document is provided as a starting template and should be reviewed by qualified legal counsel before publication.