At Softech Services, we value your privacy and are committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, store, and safeguard your data when you use our website, services, or communicate with us.
1. Information We Collect
We may collect the following types of information:
a) Personal Information
Full name
Email address
Phone number
Business details
Billing information
Documents shared for accounting, bookkeeping, tax filing, or other services
b) Financial & Business Data
As an accounting service provider, we may collect documents such as:
Bank statements
Invoices & receipts
Ledgers
Tax records
Payroll information
GST/IRS-related documents
This information is collected strictly for service-related purposes.
c) Automatically Collected Information
When you visit our website, we may automatically collect:
IP address
Browser/device details
Pages visited
Session duration
Cookies & analytics data
2. How We Use Your Information
We use your information to:
Provide accounting, taxation, payroll, and related services
Create and manage your client account
Communicate regarding reports, filings, updates, or support
Process payments
Improve our website and services
Ensure compliance with legal, tax, and regulatory obligations
Prevent fraud and maintain security
We never use your financial data for marketing or non-service purposes.
3. Sharing of Information
We do not sell your personal or financial data.
We may share your information only with:
Government authorities (IRS, GST, Tax Departments) when legally required
Trusted service providers (hosting, payment gateway, email providers)
Auditors or legal teams for compliance purposes
All partners are required to maintain confidentiality and follow strict data protection standards.
4. Data Security
We implement industry-standard security measures to protect your data, including:
Encrypted data storage
Secure file-transfer methods
Restricted access to financial documents
Regular security audits
Despite these measures, no online system is completely risk-free, but we work continuously to maintain high security.
5. Your Rights
You have the right to:
Access the information we hold about you
Request corrections or updates
Request deletion (unless restricted by law)
Withdraw consent
Opt-out of marketing communication
Request data portability
You may contact us anytime to exercise these rights.
6. Use of Cookies
Our website may use cookies to enhance user experience, analyze traffic, and improve functionality. You may disable cookies through your browser settings, but some features may not function properly.
7. Third-Party Links
Our website may contain links to third-party websites.
We are not responsible for their privacy practices or content.
8. Data Retention
We retain your data only for as long as necessary:
Financial & accounting records: As required by tax laws
Client documents: Until services are completed or the client requests deletion
Website analytics data: For a limited period
9. Children’s Privacy
Our services are not intended for individuals under 18.
We do not knowingly collect information from minors.
10. Changes to This Policy
We may update this Privacy Policy as needed.
Updates will be posted on this page with the revised “Last Updated” date.