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Privacy Policy

Effective Date: January 1, 2026

Contact: info@swiftlogiccpa.com

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.

How We Use Your Information

We use collected information to:

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

We do not use sensitive financial or tax information for marketing or profiling.

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:
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