Privacy Policy

Last Updated: 1/29/2024

Accountant Simple Inc (“Accountant Simple Inc”) is dedicated to protecting the privacy and handling the personal information of our clients and website visitors with care and respect. This Privacy Policy outlines our practices regarding the collection, use, and sharing of your personal information.

Collection and Use of Personal Information

We collect personal information from you when you use our website, applications, or services. This information may include:

  • IP Address
  • Contact Information: Such as your name, email address, mailing address, and phone number.
  • Business Information: Information about your business-like company name, size, industry.
  • Demographic Information: Such as your region, job title, interests, and zip code.
  • Financial Information: (Only when necessary) Bank or brokerage account numbers, types of investments, income, revenue, assets, credits, deductions, expenses, and bank account information.
  • Preferences: Your preferences for email subscriptions and communications.

We use this information to:

  • Understand and assess the needs of your business to determine suitable products and services.
  • Send you requested product or service information.
  • Provide customer support and respond to inquiries.
  • Send marketing communications and updates.
  • Improve our website and marketing efforts.
  • Conduct research and analysis.

For Accountant Simple Inc Clients Only

If you are an Accountant Simple Inc client, we may collect additional information to fulfill our contractual obligations, including:

  • Billing information like credit card number and billing address.
  • Tax Identification Number (TIN) or Social Security Number (SSN) and Date of Birth for tax purposes.
  • Financial details specific to providing accounting and tax services.


You may opt-out of receiving marketing or promotional emails from us by following the unsubscribe instructions included in those emails, or you can contact us at [Your Opt-out Email].

Information Obtained from Third Parties

We may receive information about you from other sources, including third parties that help us update, expand, and analyze our records and identify new customers. If you provide us personal information about others, we will only use that information for the specific reason for which it was provided to us.

Information Sharing

Accountant Simple Inc will not transfer your personal data to third parties unless we have your permission as a general rule. Nonetheless, we may share your information with:

  • Service providers and business partners we work with to deliver services you’ve requested.
  • When required by law, such as to comply with a subpoena or similar legal process.
  • If Accountant Simple Inc is involved in a merger, acquisition, or sale of all or a portion of its assets.

Cookies and Tracking Technologies

We use cookies and similar technologies to analyze trends, administer the website, and track users’ movements around the site. You can control the use of cookies at the individual browser level. Furthermore, by agreeing to use the full functionality of the Site, we allow third-party service providers in an Application Programming Interface (API) interoperability to use and store cookies. Accountant Simple Inc has the right to refuse.


The security of your personal information is important to us. We follow accepted standards to protect the personal information submitted to us, both during transmission and once we receive it.

Data Retention

We will retain your information for as long as your account is active, as needed to provide you services, or as necessary to comply with our legal obligations.

Changes to This Privacy Policy

We may update this privacy policy to reflect changes to our information practices. We encourage you to periodically review this page for the latest information on our privacy practices.

Contact Information

You can contact us regarding this privacy policy via email at:

Accountant Simple Inc

Email: [email protected]