My CPA Privacy Policy

CPA Organizer, LLC

March 16, 2017

This is the Privacy Policy of CPA Organizer, LLC website: (the “Site”), (together with our affiliates, “we,” “us,” “our,” and terms of similar meaning) and our related products and services. It describes the information that we collect from you as part of the normal operation of our Site, and how we use and disclose this information.

By accepting the Privacy Policy in registration or by visiting and/or using the Site, you expressly and impliedly consent to our collection, use and disclosure of your personal information in accordance with this Privacy Policy. This Privacy Policy is incorporated into and subject to our Terms of Service.

In this Privacy Policy, we use the following terms to describe different types of visitors to our Site. Our customers are called “Subscribers” and our Subscribers’ customers are called “Customers.” We use the word “staff” to describe persons to whom Subscribers give “staff” access on the Site. Together with registered users of our forum or other interactive areas of the Site, these people are collectively described in this Privacy Policy as “Users” of our Site.

How We Use Your Information

We may use personal information we maintain in our files about you, and other information we obtain from your current and past activities on the Site, to provide to you the services offered by the Site; resolve service and billing disputes; troubleshoot problems; bill any amounts due; measure consumer interest in our products and services, inform you about online and offline offers, products, services, events and updates; deliver information to you that, in some cases, is relevant to your interests; customize your experience; detect and protect us against error, fraud and other criminal activity; enforce our Terms of Service; provide you with system or administrative messages; and as otherwise described to you at the time of collection.

Disclosure of Your Information

We will share your personal information with third parties only in the ways that are described in this privacy policy, including as follows:

Service Providers. We may share information with third parties that help us facilitate client services. These third parties are authorized to use your personal information only as necessary to provide their services to us. However, personal information, provided directly to third parties, is not stored on our servers, therefore, such information is subject to the privacy policies of third parties. The following third party service providers’ privacy policy are incorporated herein by reference and should be reviewed by our users.

Payment Information. We use credit card and other personally identifiable information you submit to us on the Site, and other information that we collect, as required, to process payments you make through the Site, through our payment processor intermediaries. We do not store credit card or other payment method information unless the Subscriber or their Customers choose to enter credit card information for use in the CPA Organizer, LLC recurring billing plan; in all other cases our payment processors have the sole and complete responsibility for the storage of credit card and payment information. We may also share personally identifiable information with our payment processor intermediaries for risk management and fraud prevention purposes.

Legal Requests and Business Transitions; Emergencies. CPA Organizer, LLC may disclose your personal information (a) to any government authority as part of an investigation to determine our compliance with any applicable law, rule, or regulation (including privacy laws and regulations), (b) in response to a court order, subpoena, discovery request, or other lawful judicial or administrative proceeding, (c) as otherwise required under any applicable law, rule, or regulation, (d) in good faith, to protect or defend the rights or property of CPA Organizer, LLC and other users, and (e) if CPA Organizer, LLC is involved in a merger, acquisition, or sale of all or a portion of its assets, you will be notified via email and/or a prominent notice on our Web site of any change in ownership or uses of your personal information, as well as any choices you may have regarding your personal information.

Your Use of Other Persons’ Information

In order to facilitate the services provided by the Site, the Site allows you in certain circumstances to give other Users limited access to the personal information of other persons. For example, if you are a Subscriber, you may use the Site to give access to a staff member to the personal information of your Customers. By entering into our Terms of Service, you agree that, with respect to the personal information of other persons that you collect, use, and disclose on the Site, you have all necessary consents and rights to collect, use, and disclose that information as described in this Privacy Policy from time to time, and you agree that the indemnity you give to us in the Terms of Service applies to any non-compliance by you with the foregoing.


CPA Organizer, LLC strives to protect your personal information. For security of transactions, we use the Secure Sockets Layer (SSL) protocol, which encrypts any information, such as credit card number and billing information, you send to us electronically. The encryption process protects your information, by scrambling it before it is sent to us from your computer. Once CPA Organizer, LLC receives your transmission, we make commercially reasonable efforts to ensure its security on our system. Unfortunately, no data transmission over the Internet can be guaranteed to be 100% secure. As a result, while we strive to protect your personal information, we cannot warrant the security of any information you transmit to us. More information about security is available in our Terms of Service.

Other Information Collectors

Except as otherwise expressly included in this Privacy Policy, this document only addresses the use and disclosure of information we collect from you. To the extent that you disclose your information to other parties through the Site, whether they are Subscribers or Customers or otherwise, different rules may apply to their use, collection and disclosure of the personal information you disclose to them. Since we do not control the information use, collection or disclosure policies of third parties, you are subject to their privacy policies. We encourage you to ask questions before you disclose your personal information to others.

Your use of automated bank account feeds enabled by’s (“Finicity”) data aggregation service from within CPA Organizer, LLC is subject to the Finicity terms. By using the Finicity Service from within CPA Organizer, LLC you consent to our and Funicity’s use, collection, and disclosure of your information as described in those Finicity terms.

Correcting and Updating Your Personal Information

To review, delete, and update your personal information to ensure it is accurate, you may log into your account to make changes.

Account Deletion

When a customer chooses to close an account, we will remove your information from our systems. CPA Organizer, LLC cannot guarantee the deletion of all your information. As we continue to refine CPA Organizer, LLC we will establish a method for the removal of all user information from the system without breaking accepted accounting principles for other connected CPA Organizer, LLC accounts. This Privacy Policy will evolve as these new methods are defined and tested for permanent account deletion.

Data Retention

We will retain your information for as long as your account is active or as needed to provide you services. We will retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.


We are not yet fully compliant with GDPR and CCPA but we are working on it and are very close to be fully compliant.

Notification of Privacy Statement Changes

We may update this privacy statement to reflect changes to our information practices. If we make any material changes, we will notify you by email (sent to the email address specified in your account) or by means of a notice on this Site prior to the change becoming effective. We encourage you to periodically review this page for the latest information on our privacy practices.


It is our goal to make our privacy practices easy to understand. If you have questions, concerns or if you would like more detailed information, please reach out to us via our contact page at