Privacy Policy

Effective Date: January 1, 2026

SwiftLogic CPA Services (“SwiftLogic,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit swiftlogiccpa.com or use our services.

This policy is designed to comply with applicable United States privacy laws and industry best practices.

Information We Collect

We may collect the following types of information:

Personal Information

We collect information you voluntarily submit, including:

Full name
Email address
Phone number
Business or company details
Information submitted through contact forms
Documents and data uploaded through our secure client portal

Client Portal Information

When you use our client portal, we may receive:

Tax documents
Financial statements
Identification numbers
Other sensitive information required to provide accounting, tax, and advisory services

We use this information only to deliver services and meet legal or regulatory obligations.

Technical and Usage Information

Automatically collected data such as:

IP address
Browser and device type
Operating system
Pages viewed and time spent
Referral and exit pages

Cookies and Tracking Technologies

Cookies are used to support site functionality, analyze traffic, and improve user experience.

How We Use Your Information

We use information collected to:

Provide accounting, tax, and advisory services
Communicate with clients and respond to inquiries
Process billing and payments
Improve website performance and security
Meet legal, regulatory, and professional obligations
Prevent fraud and unauthorized activity

Legal Basis for Processing

We process information based on:

Your consent
Performance of a service or contract
Legal and regulatory requirements
Legitimate business interests such as security and service improvement

Information Sharing

We do not sell or rent personal information. We may share information only with:

Trusted service providers supporting our operations
Government or regulatory authorities when legally required
Professional advisors involved in service delivery
Parties involved in a business transfer or restructuring

Data Security

We use reasonable administrative, technical, and physical safeguards, including:

Encrypted connections
Secure servers and firewalls
Restricted internal access
Secure client portal authentication
Regular monitoring and updates

Data Retention

We retain personal information only as long as needed to provide services, comply with legal obligations, or resolve disputes.

Cookies

You may disable cookies in your browser settings. Some features of the site may not function properly without cookies.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their content or privacy practices.

Your Rights

You may request access, correction, or deletion of your personal information by contacting us. Some information may be retained as required by law.

Children’s Privacy

This website is not intended for individuals under the age of 16. We do not knowingly collect information from minors.

Accessibility

We are committed to making our website and policies accessible.

If you need this Privacy Policy in an alternative format, contact info@swiftlogiccpa.com.

Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted with a revised effective date.

Contact

For questions or requests regarding this Privacy Policy, please contact:

info@swiftlogiccpa.com