Privacy Policy

What & Why

We collect and use the following information to provide, improve, and protect our Services:

Account information. We collect, and associate with your account, the information you provide to us when you do things such as sign up for your account, opt-in to our client newsletter or request an appointment (like your name, email address, phone number, and physical address). Some of our Services let you access your accounts and your information via other service providers.

Your Stuff. Our Services are designed to make it simple for you to store your files, documents, comments, messages, and so on ("Your Stuff"), collaborate with others, and work across multiple devices. To make that possible, we store, process, and transmit Your Stuff as well as information related to it.

Contacts. You may choose to give us access to your contacts to make it easy for you to do things like share and collaborate on Your Stuff, send messages, and invite others to use the Services. If you do, we'll store those contacts on our servers for you to use.

Usage information. We collect information related to how you use the Services, including actions you take in your account (like sharing, viewing, and moving files or folders). We use this information to improve our Services, develop new services and features, and protect our users.

Cookies and other technologies. We use technologies like cookies to provide, improve, protect, and promote our Services. You can set your browser to not accept cookies, but this may limit your ability to use the Services.

Marketing. If you register for our free Services, we will, from time to time, send you information about the firm or tax and accounting tips when permissible. Users who receive these marketing materials can opt out at any time by clicking the 'unsubscribe' link in any email.

Bases for processing your data. We collect and use the personal data described above in order to provide you with the Services in a reliable and secure manner. We also collect and use personal data for our legitimate business needs.

With Whom

We may share information as discussed below, but we won't sell it to advertisers or other third parties.

Others working for and with us. We use certain trusted third parties (for example, providers of customer support, eSign and IT services) to help us provide, improve, protect, and promote our Services. These third parties will access your information only to perform tasks on our behalf in compliance with this Privacy Policy.

Other users. Our Services display information like your name, profile picture, device, and email address to other users in places like your user profile and sharing notifications.

Workspace Admins. If you are a user of a workspace, your administrator may have the ability to access and control your workspace account. Please refer to your organization's internal policies if you have questions about this.

Law & Order and the Public Interest. We may disclose your information to third parties if we determine that such disclosure is reasonably necessary to: (a) comply with any applicable law or regulation; (b) protect any person from death or serious bodily injury; (c) prevent fraud or abuse; (d) protect our rights, property, or safety; or (e) perform a task carried out in the public interest.

We'll abide by the following principles when receiving and responding to government requests for your data:

• Be transparent
• Fight blanket requests
• Protect all users
• Provide trusted services

How

Security. We have a team dedicated to keeping your information secure and testing for vulnerabilities. We deploy automated technologies to detect abusive behavior and content that may harm our Services, you, or other users.

User Controls. You can access, amend, download, and delete your personal information by logging into your account.

Retention. When you sign up for an account with us, we'll retain information you store on our Services for as long as your account is in existence or as long as we need it to provide you the Services. If you delete your account, we will initiate deletion of this information after 30 days.

Where

Around the world. To provide you with the Services, we may store, process, and transmit information in the United States and locations around the world. Information may also be stored locally on the devices you use to access the Services.

EU-U.S. Privacy Shield. When transferring data from the European Union, the European Economic Area, and Switzerland, we rely upon a variety of legal mechanisms, including contracts with our customers and affiliates. We comply with the EU-U.S. and Swiss–U.S. Privacy Shield Frameworks as set forth by the U.S. Department of Commerce.

We are subject to oversight by the U.S. Federal Trade Commission. JAMS is the US-based independent organization responsible for reviewing and resolving complaints about our Privacy Shield compliance—free of charge to you. Contact us first at info@axiomiqsolutions.com; if unsatisfied, contact JAMS at jamsadr.com.

Changes

If we are involved in a reorganization, merger, acquisition, or sale of our assets, your information may be transferred as part of that deal.

We may revise this Privacy Policy from time to time, and will post the most current version on our website. If a revision meaningfully reduces your rights, we will notify you.

Your Right to Control and Access Your Information

You have control over your personal information and how it is collected, used, and shared. For example, you have a right to:

• Erase or delete all or some of Your Stuff in your portal account.
• Change or correct personal data through your portal account settings.
• Access and download a copy of Your Stuff in a machine-readable format by visiting the portal.

Contact

Your personal information is controlled by AxiomIQ LLC. Have questions or concerns about AxiomIQ, our Services, and privacy? Contact us at info@axiomiqsolutions.com. If we can't answer your question, you have the right to contact your local data protection supervisory authority.

SMS Messaging

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Opt-out Policy

You can opt-out of receiving SMS messages from us at any time by following the instructions provided in the messages or by contacting us at info@axiomiqsolutions.com. Please note that opting out may affect your ability to use certain services or receive important updates.

Third Party Vendors

• Box.com
• Google
• Rackspace
• DialogTech
• Wufoo.com
• Sendgrid
• Twilio
• Plausible
• Amazon Web Services
• Yext
• MailGun
• Bright Local
• TransUnion