Privacy Policy

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 Gaapsavvy Consulting Privacy Policy

1. Introduction

Gaapsavvy (“we,” “us,” or “our”) is committed to protecting the privacy of our consulting clients. This Privacy Policy explains how we collect, use, and safeguard information during consulting engagements. We prioritize confidentiality, data security, and compliance with industry best practices to ensure that client information remains protected.

2. Information We Collect

As part of our consulting services, we collect only the information necessary to fulfill our engagements, including:

• Business Contact Information (name, email, company, role).
• Engagement-Related Data (accounting fact patterns, financial scenarios, and analysis).
• Communications (emails, shared documents, and discussions related to consulting work).

We do not collect sensitive personal data such as health, biometric, or individual financial records unless required for regulatory compliance or contractual obligations.

3. How We Use Information

We use collected information strictly for:

• Providing technical accounting guidance and advisory services.
• Communicating with clients regarding ongoing engagements.
• Complying with professional obligations and legal requirements.

We do not share client information with third parties unless explicitly required by law or contractual obligations.

4. Data Security Measures

Gaapsavvy employs strict data security protocols, including:

• Access Controls: Only authorized personnel have access to consulting data.
• Secure Communication: We use encrypted email, password-protected files, and other security measures to protect client information.
• Data Retention & Disposal: Client data is retained only for the duration of the engagement and as required by law. Upon request, all client data can be permanently deleted or returned.

5. Confidentiality & Non-Disclosure

We uphold strict confidentiality in all consulting engagements:

• Information shared during engagements is never disclosed to third parties.
• We comply with Non-Disclosure Agreements (NDAs) as required by clients.
• Consulting insights are never reused or repurposed without client approval.

6. Third-Party Services

In limited cases, we may use secure third-party services for document storage and collaboration (e.g., Google Drive, Dropbox, or encrypted email services). These services are carefully vetted for compliance with data security best practices.

7. Client Rights & Data Control

Clients have the right to:

• Request access to their stored information.
• Request corrections or updates to engagement data.
• Request deletion of their data after the completion of the engagement.
• Restrict processing of data for specific purposes.

To exercise these rights, contact service@gaapsavvy.com.

8. Updates to This Policy

This policy may be updated periodically to reflect changes in business operations or security standards. Clients will be notified of any significant updates.

For any questions or concerns regarding this policy, please contact service@gaapsavvy.com.