FirmWorks and its subsidiaries and affiliates, including CPA Practice Advisor, (“FirmWorks”, “CPAPA,” “we”, or “us”) is committed to developing long-lasting customer relationships based on value, trust, and goodwill.
This External Privacy Notice (“Privacy Policy”) explains how we collect, use, and share your personal information.
Personal information is any data that can be used to identify you, as an individual, or your household.
This Notice also explains our privacy-related business obligations to you, as well as your rights relative to the personal information that we hold.
If you’d rather not dive into the details, here is what we think you should know:
When we say ‘we’ or ‘us’ in this Privacy Notice, we are referring to FirmWorks and its subsidiaries and affiliates, including CPA Practice Advisor.
Our corporate office address is:
FirmWorks LLC
300 Innovation Way
Suite 2340 Nashua, NH 03063
Main: (888) 417-4448
FirmWorks markets products and services to individuals and organizations located in the United States. Accordingly, we are obligated to comply with various U.S. state privacy laws, including, among others, the California Consumer Protection Act (as amended, the “CCPA”).
We do not knowingly market products or services to individuals or organizations located outside of the United States and, in particular, to those located in the European Economic Area (“European Union”).
As such, FirmWorks, is not subject to the European Union’s General Data Protection Regulation (“GDPR”). Where it makes sense from a legal or practical standpoint, however, we may look to GDPR as high-level guidance with respect to complying with applicable U.S. state privacy laws or regulations (i.e., your rights as a data subject, and our privacy-related business obligations to you).
Please note that if you purchase or use FirmWorks products or services through another firm, your overall rights may be impacted by the specific privacy policies and/or processes of that firm.
FirmWorks may request or collect information from you through:
Some information that we collect is personal information. This is information that could be used to identify you as an individual, or as part of a specific household.
Some examples of personal information that we may collect include:
In our online forms, we clearly identify data that is required from you to fulfill a request for information or action on our part (normally marked with a red asterisk *). All other fields are typically optional.
Note: FirmWorks may also collect information about how users access our products and services using a tracking ID unique to each user through the use of cookies. You can review our detailed Cookie Policy here.
Although we are not subject to GDPR, when we process your personal information, we do consider the lawful bases set out in the GDPR as best practice. The lawful bases we consider include:
* Vital Interest of the Data Subject and Public Interest are unlikely scenarios, but are included for the sake of completeness.
The most common Lawful Bases for the processing of your personal data will generally be Consent, Contractual Obligation, and Legitimate Interest.
We may use your information in the following ways:
We use cookies to provide you with the best experience on our web sites, and to allow us and relevant third parties to tailor the ads that you see on other web sites. You can review our detailed Cookie Policy here.
We may share your personal information internally, across various departments of FirmWorks, so that we can provide you with high-quality, personalized, and tailored service (including relevant marketing).
There are also a number of third parties with whom we may share your personal information under the lawful basis of Legitimate Interest. This is information that is used to operate and improve our business, and to provide you with a quality product and service experience.
Such third parties may include:
Note: If you use services provided by another company to interact with us (such as a virtual assistant or a social media platform), please be aware that your data is also subject to the privacy policies of those companies.
To opt out of the selling or sharing of your personal information, contact the FirmWorks Privacy Office by phone, email, or postal mail as described at the bottom of this Notice.
We would like to tell you about the great offers, ideas, products, and services that we think you might be interested in. Where we have consent, or it is in our legitimate interest to do so, we may do this through the mail, by email, text message, phone, through online advertising, or other electronic means.
We won’t send you marketing messages if you tell us not to, but if we provide a product or service to you, we will still need to send you occasional service-related messages.
In the interest of continual improvement, we may also send you surveys about the products and services that we are providing to you, including customer support surveys.
Any email communication from FirmWorks that you can opt out of will contain a link to do so.
Please note that much of our marketing is performed as part of organized campaigns that are established well in advance. As such, it can take anywhere from several days to several weeks for your marketing preferences to catch up with our systems. We appreciate your patience as we allow things to get caught up.
You have a number of rights, which, under certain circumstances, you may be able to exercise in relation to the personal information that we process about you.
These rights include:
Some important details about these rights:
If you wish to exercise any of these rights, please contact the FirmWorks Privacy Office via one of the methods detailed in the “Contact Us” section below.
We use automated decision making, including profiling, in certain circumstances, such as when it is in our legitimate interests to do so, or where we have a right to do so because it is necessary for us to enter into, and perform, a contract with you.
We use profiling to enable us to give you the best service, including specific marketing which we believe you will be interested in.
You have the right not to be subject to any decision based solely upon automated processing, including profiling, which has legal effects upon you, or affects you in any other material way.
If you believe that you have been unfairly impacted by automated decision making on the part of FirmWorks, you may request clarification and/or a review of that decision by contacting the FirmWorks Privacy Office using the details in the “Contact Us” section below.
We will keep your personal information for the purposes set out in this Privacy Notice, and in accordance with the law and relevant regulations. We will only retain your personal information for as long as necessary for the stated purpose(s).
For information on how long we retain your business data (data that we host on your behalf), please see the FirmWorks General Terms and Conditions.
We take protecting your personal information seriously, and we continuously assess and monitor our security systems and practices.
Some of the controls that we have in place are:
Our web sites feature links to outside information, products, and services that are not under the control of FirmWorks. Please be sure to read and understand the terms, conditions, limitations, intellectual property rights, and/or any related privacy policies that may apply to this external content, or to the organizations that provide it.
We also use third-party web components, such as forms, buttons and widgets, that are provided by (or hosted by) other entities. Some of these components may collect personal information, such as your IP address, or your web site navigation details. This Privacy Notice does not otherwise apply to these components, and we encourage you to review the privacy policies of the respective technology providers.
If you would like to exercise your rights as set out in the “Your Rights” or “Automated Decision Making and Profiling” sections above, or have questions or concerns about this Privacy Notice, or the ways in which we process your personal information, please contact us by one of the following methods:
By email:
By postal mail:
FirmWorks LLC
1508 S. Walnut St.
Bloomington, IN 47401
Attention: Privacy Office
By phone:
888.915.6492
This published version of our Privacy Notice was last updated on May 1, 2024, and supersedes all previously published versions.
This Privacy Notice may be modified or amended from time to time as relevant privacy laws change and/or as the FirmWorks’ privacy-related processes and practices evolve and expand.