Privacy Policy
How we collect, use, and protect your information.
We collect what we need to do your accounting and tax work — contact details, financial records, tax data — and we protect it with the same standards major financial institutions use. We never sell your data. You can ask us to access, correct, or delete it at any time.
Introduction
Unify CPA ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at unifycpa.com or use our accounting services.
Information we collect
We may collect the following types of information:
- Contact information — name, email address, phone number, and company name submitted through our website forms.
- Financial and tax data — tax returns, financial statements, Social Security numbers, income records, and other data necessary to provide accounting and tax services.
- Usage data — information about how you interact with our website, including pages visited, time spent, and referring URLs.
- Cookies and tracking technologies — we use cookies to improve your browsing experience and analyze website traffic.
How we use your information
- To provide and maintain our accounting and tax services
- To prepare tax returns, financial statements, and compliance filings
- To respond to inquiries and provide customer support
- To send service-related communications
- To improve our website and services
- To comply with legal obligations
How we protect your information
We implement industry-standard security measures to protect your personal and financial data. We use encrypted file sharing, secure client portals, and strict access controls to safeguard sensitive information. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.
Your rights
You may request access to, correction of, or deletion of your personal information at any time by contacting us. Colorado residents may have additional rights under the Colorado Privacy Act (CPA).
Contact us
If you have questions about this Privacy Policy, please contact us at accounting@unifycpa.com or call 970.484.9655.
Unify CPA
185 North College Avenue
Fort Collins, CO 80524