Privacy Policy

Last updated: December 2025

1. Introduction

MyCPACRM ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our CRM software and website.

2. Information We Collect

We may collect the following types of information:

  • Account Information: Name, email address, phone number, company name, and billing information when you register for our services.
  • Client Data: Information you input about your clients, including contact details, tax filing information, and business details.
  • Usage Data: Information about how you use our software, including features accessed, time spent, and actions taken.
  • Technical Data: IP address, browser type, device information, and cookies.

3. How We Use Your Information

We use the collected information to:

  • Provide, maintain, and improve our CRM services
  • Process transactions and send related information
  • Send technical notices, updates, and support messages
  • Respond to your comments, questions, and customer service requests
  • Monitor and analyze usage patterns to improve user experience
  • Detect, prevent, and address technical issues and security threats

4. Data Security

We implement industry-standard security measures to protect your data, including encryption in transit and at rest, secure servers, regular security audits, and access controls. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.

5. Data Retention

We retain your personal 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 legal obligations, resolve disputes, and enforce our agreements.

6. Your Rights

You have the right to:

  • Access, update, or delete your personal information
  • Export your data in a portable format
  • Opt out of marketing communications
  • Request information about how your data is processed

7. Third-Party Services

We may use third-party services for email delivery, payment processing, and analytics. These services have their own privacy policies, and we encourage you to review them.

8. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date.

9. Contact Us

If you have any questions about this Privacy Policy, please contact us at:
Email: info@mycpacrm.com