When you fill out a contact form, book a call, or engage our services, you may provide your name, business name, email, phone, mailing address, and message content.When you use our tax credit questionnaire, you also give us details about your business, such as its state, industry, entity type, number of employees, revenue range, year founded, business activities, a description of what it does, and, if you choose, its street address. If you arrived from one of our ads, we also record which campaign the link came from.Engaged clients also provide financial records, tax documents, payroll information, and identifiers such as EIN or SSN.We collect these because they are necessary to respond to your inquiry or perform the services you have requested.
What We Collect Automatically
When you visit the website, we and our analytics vendors collect standard technical information such as IP address, browser type, pages viewed, and timestamps.We use Google Tag Manager (container GTM-NQFCCN6T) to load analytics and marketing tags including Google Analytics 4 and Google Ads.We use first-party and third-party cookies to run the site, remember preferences, measure traffic, and attribute marketing campaigns. Control cookies through your browser or our cookie banner.
How We Use It
We use information to respond to inquiries, schedule consultations, provide and invoice for services, and send administrative communications.We use your questionnaire answers to prepare your tax credit and incentive report, send it to you, and follow up with you about claiming those credits.We also use it to operate and secure the website, measure marketing performance, and, with your consent where required, send marketing messages.We comply with legal obligations including IRS record retention rules, and may use information to establish, exercise, or defend legal claims.
Service Providers and Client Platforms
We do not sell personal information for money. We share information only with vendors who help us run the business, such as Google Workspace, hosting, analytics, payment processors, and file-exchange tools.When engaged, we exchange information with tax authorities and platforms such as QuickBooks, Xero, Gusto, ADP, and banking data providers strictly to perform the work in your engagement letter.Vendors may only use information to provide services to us. We do not disclose taxpayer records for marketing without the signed consent required under IRC Section 7216.
Service Providers and Client Platforms (continued)
We use an AI provider, Anthropic, to help prepare questionnaire reports. If you describe what your business does, we send that description to Anthropic to identify your industry, so please don't include personal details in it.To find additional state and local programs and to write your report's summary, we send Anthropic only general facts about your business, such as state, industry, size, revenue range, and activities. We never send Anthropic your name, email address, phone number, or business name. Every dollar estimate in your report is calculated by us, not by AI.
Legal and Business Sharing
We may disclose information when required by law, subpoena, or court order, to enforce our agreements, or to protect the rights, property, or safety of Easier Accounting, our clients, or others.If Easier Accounting is involved in a merger, acquisition, financing, or sale of assets, information may be transferred subject to confidentiality obligations.For any other purpose, we share only with your consent disclosed at the point of collection.
Advertising, Retention, and Security
We use Google Analytics 4 and Google Ads to understand site use and measure campaigns. Opt out of Google Analytics with the browser add-on, or personalized Ads at adssettings.google.com.We retain information as long as reasonably necessary. Client engagement records are typically retained for at least seven years after the close of the engagement, in line with IRS guidance.We use encryption in transit, access controls, vendor due diligence, and secure file-exchange tools. No method of transmission or storage is completely secure.
Advertising, Retention, and Security (continued)
With your permission, our questionnaire pages also use the Meta Pixel, which tells Meta (Facebook and Instagram) when you view those pages, reach the contact step, and submit the questionnaire, so we can measure our ads. If you accepted it and later book a consultation, our server also tells Meta that a booking happened, sending your IP address, browser type, and Meta's cookie identifiers, but never your name, email, phone number, business details, or report.The Pixel loads only after you click Accept on our cookie banner, and you can withdraw at any time with the "Cookie preferences" link at the bottom of the page. We do not load the Meta Pixel or report bookings to Meta for browsers that send a Global Privacy Control signal. Meta's use of this information is governed by Meta's privacy policy.
Retention and Security (continued)
Contact details and any business address you give in our questionnaire are encrypted when stored. Your full report is available only through the private link we send you, so please don't share it.Questionnaire submissions and their reports are deleted from our assessment tool 365 days after they are submitted. Contact details passed to our client management system are kept as described in this policy.
Text Messages
If you opt in, we will send automated marketing and informational text messages to the mobile number you provide. Consent is not a condition of our services. Message and data rates may apply and message frequency varies. Reply STOP to opt out or HELP for help.We do not share or sell your mobile number or text-messaging consent with third parties or affiliates for their marketing purposes.
Your Privacy Rights
California residents (CCPA/CPRA) may request access, deletion, correction, and opt-out of sale or sharing. We do not sell personal information for money.Utah residents (UCPA) may request confirmation of processing, a copy of personal data, deletion of data they provided, and opt-out of targeted advertising and certain sales.Colorado, Connecticut, Virginia, Texas, and other state residents may have similar rights of access, deletion, correction, portability, or opt-out. Contact us at hello@easieraccounting.com.
