DONEY ALLIANCE LLC ("we," "our," or "us") is committed to protecting the privacy and confidentiality of our clients' personal and financial information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you engage our accounting, tax, bookkeeping, and CFO services. By using our services, you agree to the terms of this Privacy Policy.

 

1. Information We Collect

We collect personal and financial information necessary to provide our services. This may include, but is not limited to:

• Personal Information: Name, address, phone number, email address, and other identifying details.

• Financial Information: Bank account details, credit card information, tax returns, payroll records, financial statements, and other financial data.

• Business Information: Employer Identification Number (EIN), business financial records, employee information, and other business-related data.

• Other Information: Any additional information you provide to us voluntarily during consultations or through our website, email, or other communication channels.

 

2. How We Use Your Information

We use the information we collect to:

• Provide accounting, tax, bookkeeping, and CFO services.

• Prepare and file tax returns and other financial documents.

• Communicate with you regarding your account, services, or inquiries.

• Comply with legal and regulatory requirements.

• Improve our services and customer experience.

We will not use your information for purposes unrelated to the services we provide without your explicit consent.

 

3. How We Protect Your Information

We implement appropriate technical, administrative, and physical safeguards to protect your personal and financial information from unauthorized access, disclosure, alteration, or destruction. These measures include:

• Secure data storage and encryption.

• Restricted access to sensitive information.

• Regular monitoring and updates to our security protocols.

• Employee training on data privacy and security.

Despite our efforts, no method of transmission over the internet or electronic storage is 100% secure. Therefore, we cannot guarantee absolute security.

 

4. Information Sharing and Disclosure

We do not sell, rent, or trade your personal or financial information to third parties. However, we may share your information in the following circumstances:

• With Your Consent: When you explicitly authorize us to share your information.

• Service Providers: With trusted third-party service providers who assist us in delivering our services (e.g., software providers, tax filing platforms). These providers are bound by confidentiality agreements.

• Legal Obligations: When required by law, regulation, or legal process, such as in response to a subpoena or government request.

• Business Transfers: In the event of a merger, acquisition, or sale of our business, your information may be transferred as part of the transaction.

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5. Your Rights

As a California resident, you may have certain rights under the California Consumer Privacy Act (CCPA) or other applicable laws, including:

• Access: Request access to the personal information we hold about you.

• Correction: Request corrections to inaccurate or incomplete information.

• Deletion: Request the deletion of your personal information, subject to legal and contractual obligations.

• Opt-Out: Opt-out of the sale of your personal information (note: we do not sell personal information).

To exercise your rights, please contact us using the information provided below.

 

6. Retention of Information

We retain your personal and financial information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements. When no longer needed, we securely delete or anonymize your information.

 

7. Cookies and Website Usage

If you use our website, we may collect certain information automatically through cookies and similar technologies. This may include your IP address, browser type, and browsing behavior. You can manage your cookie preferences through your browser settings.

 

8. Third-Party Links

Our website or communications may contain links to third-party websites. We are not responsible for the privacy practices or content of these websites. We encourage you to review their privacy policies before providing any personal information.
 

9. Updates to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or other circumstances. The updated policy will be posted on our website. We encourage you to review this policy periodically.

 

10. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:

DONEY ALLIANCE LLC
San Jose, CA 95159
(415) 707-0448
info@doneyalliance.com 

 

By engaging our services, you acknowledge that you have read and understood this Privacy Policy and agree to its terms. Thank you for trusting DONEY ALLIANCE LLC with your accounting, tax, bookkeeping, and CFO needs.