Privacy Policy

1. Information We Collect

We collect information necessary to provide our services:

• Personal Information: Name, email, phone number, mailing address, tax identification numbers, and other identifiers required for service delivery.
• Financial Information: Bank statements, invoices, receipts, tax documents, and other financial records you provide.
• Business Information: Company details, employee information, operational data, and other business records.
• Communication Data: Emails, messages, call records, and other communications related to our services.
• Technical Data: IP addresses, browser type, device information, and usage data from our websites and portals.

2. How We Use Your Information

• To provide, maintain, and improve our services (tax preparation, bookkeeping, HR consulting, IT services, etc.)
• To communicate with you about your account, services, and updates
• To process payments and manage billing
• To comply with legal obligations and regulatory requirements
• To protect our rights, property, and safety, and that of our clients
• To analyze usage patterns and improve our service delivery

3. How We Store and Protect Your Information

• Encryption: We use industry-standard encryption (SSL/TLS) for data in transit and at rest.
• Secure Storage: Data is stored on secure, encrypted servers with access controls and regular security audits.
• Access Controls: Only authorized personnel with a legitimate business need have access to your information.
• Retention: We retain your information for as long as necessary to provide services and comply with legal obligations (typically 7 years for tax-related documents).
• Third-Party Services: We use trusted third-party services (Zoho, cloud storage providers, communication platforms) that maintain their own security standards and privacy policies.

4. Information Sharing and Disclosure

We do not sell your personal information. We may share information only in these circumstances:

• Service Providers: With trusted third-party service providers who assist in delivering our services (e.g., cloud storage, email services, payment processors).
• Legal Requirements: When required by law, court order, or government regulation (e.g., tax authorities, legal proceedings).
• Business Transfers: In connection with a merger, acquisition, or sale of assets (with notice to affected clients).
• With Your Consent: When you explicitly authorize us to share information with specific parties.

5. Your Rights and Choices

You have the right to:

• Access: Request copies of your personal information we hold.
• Correction: Request correction of inaccurate or incomplete information.
• Deletion: Request deletion of your information, subject to legal retention requirements.
• Opt-Out: Unsubscribe from marketing communications (service-related communications may still be sent).
• Data Portability: Request your data in a portable format where applicable.

To exercise these rights, contact us at cody@qially.com.

6. Third-Party Tools and Services

We use the following third-party services that have their own privacy policies:

• Zoho: CRM, email, and business management tools
• Cloud Storage: Secure file storage and document management
• Communication Platforms: Email, phone systems, and messaging services
• Payment Processors: Secure payment processing services

We encourage you to review the privacy policies of these third-party services.

7. Contact Us

For questions about this Privacy Policy or to exercise your rights, contact us:

• Email: cody@qially.com
• Phone: +1 (317) 643-3489
• Mailing Address: QiAlly LLC, Indianapolis, IN

We reserve the right to update this Privacy Policy. Material changes will be communicated to active clients via email or through our service portals.