Privacy Policy

Privacy Policy Last updated: January 7, 2025 **Introduction** Assist ERP ("we," "our," or "us") is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, share, and protect information when you use our accounting practice management services.

**Information We Collect** Account Information When you create an account, we collect: Name, email address, phone number Company information and billing details Professional credentials and license information Account preferences and settings **Client Data** As part of our service, you may upload client information including: Client contact information and business details Financial documents and records Tax forms and supporting documentation Communication logs and notes **Usage Information** We automatically collect information about how you use our platform: Login times and session duration…

We may share information in these limited circumstances: **Service Providers** We work with third-party providers for: Cloud hosting and infrastructure (AWS, Microsoft Azure) Payment processing and billing Customer support and communication Security monitoring and backup services **Legal Requirements** We may disclose information when required by law or to: Comply with legal process or government requests Protect our rights and property Ensure user safety and platform security Investigate potential violations of our terms **Data Retention** We retain your information only as long as necessary…

We ensure appropriate safeguards are in place, including: Standard Contractual Clauses for EU data transfers Adequacy decisions where applicable Binding Corporate Rules for internal transfers Children's Privacy Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children under 18. **Updates to This Policy** We may update this Privacy Policy periodically. We will notify you of significant changes by email or through our platform. Your continued use of our services constitutes acceptance of the updated policy.

**Contact Us** If you have questions about this Privacy Policy or our data practices, please contact us: Email: [email protected] Phone: (555) 123-4567 Mail: Assist ERP Privacy Team 123 Business Street Suite 100 Business City, BC 12345