PRIVACY POLICY
Your privacy is crucial to us. This Privacy Policy outlines how Liang CPA, PLLC. and its affiliates ("ProfitYo") collect, use, disclose, and safeguard your personal and confidential information. Please read this Privacy Policy carefully. By using our Services, you acknowledge that you have read, understand, and agree to be bound by this Privacy Policy and other incorporated policies.
1. Application of this Privacy Policy
This Privacy Policy applies to applies to all interactions with ProfitYo, including:
-
a) Use of Services: This policy covers your use of ProfitYo's online platform, accessible via our websites and mobile applications ("Services"). By accessing or using our Services, you agree to the collection, processing, and storage of your personal information as described in this Privacy Policy.
b) Website Visits: When you visit ProfitYo's websites or contact our support team, this policy applies to the information collected about you during these interactions. This includes data collected through cookies and similar technologies, as outlined in our Cookies and Tracking Technologies section.
c) Events and Other Interactions: This policy extends to interactions with ProfitYo at events, webinars, or other engagements where personal information is collected or processed.
d) Third-Party Services: If you use third-party services integrated with ProfitYo's platform, their own privacy policies and terms will govern the processing of your data by those services. ProfitYo is not responsible for the practices of third-party services.
Our Services are intended for use by individuals aged 18 and older, primarily for business purposes. If we inadvertently collect personal information from individuals under 18 years old, we will take steps to delete this information as soon as possible.
3. Information We Collect and Why
Customers
If you are a ProfitYo customer, we collect and use your personal information to provide our Services, including:
| What | Why |
| Information you provide us about you and your business, like your name, company name, email address, and phone number. | - To set up your account and provide you with the use of our Services (e.g., to confirm your identity, to contact you about issues with our platform, to invoice you)
- To market products or features to you - To comply with legal requirements |
| Payment and billing information that you provide us, such as your credit or debit card number. | - To charge for our services. |
| Information about how you access our Services and your account, including information about the device and browser you use, your network connection, your IP address, and details about how you browse our websites and platform. | - To provide you use of, and to improve, our platform and other related services (e.g., identifying ways to make our platform easier to use or navigate) - To debug, identify and repair errors that may impact intended functionality. - To detect security incidents and protect against malicious, fraudulent, or illegal activity. - To personalize the platform for you. - To advertise and market products or features to you. |
| Customer support information (such as questions and issues) and general feedback you choose to provide (for example, app reviews). | - To provide you with customer support when using our Services - To debug, identify and repair errors that may impact intended functionality - To share with existing or prospective Customers or Accountant Clients your experience and feedback in using our Services |
| If you use our ProfitYo tax services, we may collect more specific information you provide us about you and your business, including: | - Personal characteristics (such as age, date of birth, gender, marital status, nationality) - Government-issued identification (such as your social security number, driver's license number, taxpayer identification number) - Professional and employment information (such as your occupation, employer identification number, corporate-held credit and debit card numbers, employment records, and compensation information) |
| Copies of government-issued identification about you or your business that you provide to us | - If we need to verify your identity (e.g., to protect you against identity theft or fraud) - To verify that we are speaking with you, if you contact us - To comply with legal requirements |
Visitors
For visitors to our websites or those contacting ProfitYo support, we collect:
| What | Why |
| You provide us with information about yourself, like your name, address, email address, and phone number. | - To communicate with you via email - To advertise and market products or features to you - To comply with any legal requirements |
| Information about how you access our Services includes the device and browser you use, your network connection, your IP address, and details about how you browse through our apps and sites, including search terms you may enter. |
- To provide you use of, and to improve, our websites and related services (e.g., identifying ways to make our websites easier to use or navigate) - To personalize your experience using our websites (e.g., by changing the layout of our webpages) - To advertise and market products or features to you |
| Information you provide us for surveys, contests, and events (such as webinars or in-person events), including your contact information, your business name and address, and general information about your organization that you choose to provide, such as annual company revenue, number of employees, and industry. |
- To register you for the survey, contest, or event and provide you with the results or contents of the event. - To advertise and market products or features to you. |
Prospective ProfitYo Team Members
When you apply for a position with ProfitYo, we collect:
| What | Why |
| Contact information about you that you provide us about yourself, like your name, address, email address, and phone number. |
- To communicate with you during the recruitment process - To book interviews with you and members of our team - To verify your identity - To comply with legal requirements |
| The additional personal information you provide us, such as your professional and employment history (such as your resume or CV, past employment experience, occupations and titles, your LinkedIn profile or other social media handles), your nationality, and your education (such as your degrees and schooling, licenses and professional memberships). |
- To review your suitability for a position and qualify you for a role - To verify your legal ability to work in the United States |
4. How We Use Your Information
We use the personal information we collect from you to provide you with our Services, to fulfill a contractual obligation (for example, to process your subscription payments), to improve our Services, or where we need your personal information for a legitimate business interest. These legitimate interests include:
- verifying your or your business' identity
- preventing risk and fraud (for example, to detect and protect ProfitYo and other third parties against error, negligence, breach of contract, fraud, theft, and other illegal activity, and to audit compliance with ProfitYo's policies and contractual obligations)
- answering questions or providing different types of support
- providing, securing, debugging, and improving our Services and website
- providing reporting and analytics
- testing out features or additional services
- assisting with marketing, advertising, or other communications
- understanding your needs and eligibility for products and services
- complying with legal and regulatory requirements
- enforcing our Terms of Use and compliance with this Privacy Policy
We only collect the personal information we consider necessary for achieving these purposes.
We may use aggregated or de-identified information so that it is no longer reasonably associated with an identified or identifiable natural person for any business purpose.
5. Your Use of Other's Personal Information
In using ProfitYo's Services, you may provide us with personal information belonging to others, such as your clients' or employees' names and contact details. When doing so, ProfitYo acts solely as a "service provider" of this information.
As your service provider, ProfitYo processes (collects, uses, discloses, etc.) such information strictly as directed by you for the purpose of providing our Services. For example, we do not independently use your customers' or employees' data for marketing or advertising purposes unless they are also direct users of our Services.
You are responsible for ensuring that your disclosure of others' personal information to ProfitYo complies with applicable data protection laws. You must also ensure that your instructions regarding the processing of such information align with legal requirements.
6. Your Rights
Depending on your use of ProfitYo's Services and your jurisdiction, you may have certain rights regarding your personal information. These rights may include the right to request access to, correct, amend, delete, or object to specific uses of your personal information, such as unsubscribing from direct marketing emails.
ProfitYo strives to provide you with mechanisms to exercise these rights directly through our Services. For instance, you can typically access, update, and correct most of your information through your account settings. If you encounter difficulty in exercising these rights through our platform, you may contact our privacy team at [email protected] for assistance.
Please note that in some cases, we may need to verify your identity before processing your request. This verification may require you to provide additional information to confirm your identity.
It's important to distinguish between the personal information collected for ProfitYo's operational purposes (e.g., account sign-up information) and information processed by our Customers or Accountant Clients through our Services (e.g., names of employees or clients). If you seek to exercise rights over information processed by our Customers or Accountant Clients, you should contact them directly as we act as their service provider in such instances.
7. Data Security
ProfitYo maintains industry-standard security safeguards to protect your personal information and ensure its confidentiality, integrity, and availability. While we implement robust measures to safeguard your information, it's important to note that no method of transmission over the internet or electronic storage is completely secure.
Our security measures include:
-
a) Encryption: We use encryption technologies to transmit sensitive information securely.
b) Access Control: Access to your personal information is restricted to authorized employees and contractors who need it to perform their job responsibilities.
c) Data Minimization: We only collect and retain personal information that is necessary for providing our Services and fulfilling our contractual obligations.
d) Regular Security Assessments: We regularly assess our systems for vulnerabilities and apply patches and updates to ensure they remain secure.
e) Internal Policies and Training: We have internal policies and procedures in place to ensure that our employees and contractors understand their responsibilities regarding data protection and security.
8. Data Retention
ProfitYo, as a company based in the United States serving US persons and businesses, adheres to various legal and regulatory requirements that may necessitate the retention of your personal information beyond the duration of your use of our Services.
We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. The specific retention periods for different categories of personal information may vary depending on the nature of the information and legal requirements applicable to our operations.
Once your personal information is no longer necessary for the purposes for which it was collected and there is no legal requirement for us to retain it, we will securely delete, anonymize, or aggregate it in accordance with our data retention policies and applicable laws.
9. Cookies and Tracking Technologies
ProfitYo uses cookies and similar tracking technologies on our website and when providing our Services. These technologies are essential for enabling certain functions, analyzing usage patterns, improving user experiences, and facilitating our marketing efforts.
Types of Cookies and Tracking Technologies We Use:
-
a) Essential Cookies: These cookies are necessary for the operation of our website and Services. They enable you to navigate our site and use its features, such as accessing secure areas.
b) Performance and Analytics Cookies: These cookies collect information about how visitors use our website and Services, such as which pages are visited most often, and if users encounter error messages. This helps us improve the performance of our website and Services.
c) Functionality Cookies: These cookies allow our website to remember choices you make (such as your username, language, or region) and provide enhanced, more personalized features.
d) Advertising and Marketing Cookies: We and our advertising partners use these cookies to deliver advertisements and marketing messages that are relevant to your interests. These cookies may also be used to track the effectiveness of our marketing campaigns.
You can manage your cookie preferences directly within your browser settings. Most browsers allow you to block or delete cookies, including cookies associated with our website. However, please note that blocking cookies may impact your experience on our website, as certain features may no longer function properly.
Third-Party Cookies:
Some cookies on our website are placed by third-party service providers that assist us in various aspects of our website operations and Services. These third parties may also use cookies to collect information about your online activities over time and across different websites.
Opting Out:
You can opt out of personalized advertising by visiting your Google Ads Settings page or by installing the Google Analytics Opt-out Browser Add-on. Additionally, the Network Advertising Initiative provides a tool that allows you to opt out of interest-based advertising from participating companies.
10. State Specific Privacy Disclosure
This additional state-specific privacy disclosure page ("Disclosure") supplements the ProfitYo Privacy Policy. The ProfitYo Privacy Policy describes the personal information that we collect, the sources from which we collect it, the purposes for which we use it, the limited circumstances under which we share personal information, and with whom we share it. These additional disclosures are required by applicable state privacy laws, including the California Privacy Rights Act, Colorado Privacy Act, Connecticut Data Privacy Act, Utah Consumer Privacy Act, and Virginia Consumer Data Protection Act, and serve as a Notice at Collection under the California Privacy Rights Act:
Categories of Personal Information Collected:
The personal information that ProfitYo collects, or has collected from consumers in the twelve months prior to the effective date of this Disclosure, fall into the following categories established by applicable state privacy laws, depending on which ProfitYo Service is used:
| Category | Examples |
| A. Identifiers | Name, alias, address, phone numbers, IP address, account log-in information. |
| B. Personal information | Payment information. |
| C. Commercial information | Purchase and transaction history. |
| D. Internet or other electronic network activity | Browsing history, interactions with our platform. |
| E. Geolocation data | Location of your device. |
| F. Audio or visual information | |
| G. Education information | Skills or educational details linked to your account. |
| H. Inference data | Purchase preferences or user behavior analytics. |
Categories of Personal Information Disclosed for a Business Purpose:
The personal information that ProfitYo disclosed to third parties identified in the "Sharing Your Information" section of the ProfitYo Privacy Policy about consumers for a business purpose in the twelve months prior to the effective date of this Disclosure falls into the categories listed above, depending on which ProfitYo Service is used.
Advertising:
As explained in our Privacy Policy, ProfitYo may share limited information to ensure you receive relevant ads and to measure their effectiveness.
Your Data Rights:
You may have certain data rights under state privacy laws, including the right to request information about the collection of your personal information by ProfitYo, to access your personal information in a portable format, and to correct or delete your personal information.
No Sale of Personal Information:
In the twelve months prior to the effective date of this Disclosure, ProfitYo has not sold any personal information of consumers, as those terms are defined under applicable state privacy laws.
Sensitive Personal Information Disclosure:
ProfitYo does not use or disclose sensitive personal information for any purpose not expressly permitted by applicable state privacy laws.
Retention Disclosure:
We retain your personal information to enable your continued use of ProfitYo Services, for as long as it is required to fulfill the relevant purposes described in the ProfitYo Privacy Policy, as permitted or required by law, or as communicated to you.
Non-discrimination Statement:
ProfitYo will not discriminate against any consumer for exercising their rights under applicable state privacy laws.
De-identified Data Disclosure:
ProfitYo may use de-identified data in some instances, maintaining such data without attempting to re-identify it or treating such data as personal data subject to applicable law.
Profiling Disclosure:
ProfitYo does not engage in profiling of consumers in furtherance of automated decisions that produce legal or similarly significant effects, as those terms are defined under the Colorado Privacy Act.
11. Data Sharing
- Customer data is not shared with 3rd parties for promotional or marketing purposes.
- Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data.
Messaging Terms and Conditions
- By providing your phone number and agreeing to receive texts, you consent to receive text messages from Profityo, from 917-818-0693 regarding customer care. Consent is not a condition of purchase. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time or HELP for assistance. You can also contact us at 917-818-0693 or [email protected]. Mobile opt-in information is never shared with third parties. After unsubscribe, we will REMOVE your number within 24 hours. Then, you will receive one final text message to confirm you have unsubscribed.
- We do not transfer consumer data to any external organizations under any circumstances, even with consent.
12. Changes to this Privacy Policy
We may update this Privacy Policy to reflect changes in our Services or legal requirements. We will notify you of any material changes. Please review this policy periodically for updates.
13. Contact Us
If you have questions, requests, or complaints regarding your personal information, please contact us at [email protected] or write to us at:
Liang CPA, PLLC.,
112 W. 34th St, Suite #18057,
New York, NY 10120
United States
Attn: ProfitYo Privacy Team
Security | Privacy | Terms