We welcome you to our website. At Robert E Grant Association, we are on a mission to create a web-based experience that makes it easier for us to work with our customers. In our Privacy Policy, we collect, use, and handle your personal information when you use our websites, software, and services (“Services”).
We use and collect all this information to improve, provide, and protect our Services:
Account information: We collect your personal information associated with your account, the personal information that you provide to us through any form at our site to sign up for an account, opt-in to our client request an appointment or newsletter (like your name, email, phone number, and physical address). Some of our Services let us access your account and your information via other service providers.
Your Stuff: We have designed our services to keep it easy and simple for our customers/visitors to store your documents, files, comments, messages, and so on, collaborate with others, and work across multiple devices. To run everything smoothly, we store, process, and transmit your information related to it. All this personal information includes your profile information that makes it easier to collaborate and share your stuff with others and things like the size of the file, the time it was uploaded, collaborators, and usage activity. Our Services provide you with different options for sharing Your Stuff.
Contact Information: We give you the freedom to choose; if you choose to give us your contact information, we can make it easier for you to share and collaborate, send messages, and invite others to our site. If you do, we’ll store those contacts on our servers for you to use.
Utilizing information: We collect information related to how you use the Services, including actions you take into 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.
Device information: We might also collect information about your device to access our site. This includes the IP addresses, the type of browser and device you are using, the web page you visited before coming to our sites, and identifiers associated with your devices. Your devices (depending on their settings) may also transmit location information to the Services.
Cookies: We use cookies to improve, provide, protect, and promote our Services. For example, collecting cookies help we remember your username and times you visit and how you interact with our site. We use all these cookies to make the experience better for you. However, you can set your browser not to accept cookies, which may limit your ability to use the Services.
Marketing: We give all our users an option to use some of our Services. All the services that we offer for free are made possible because some users upgrade to one of our paid Services. Suppose you register with us for a free Service. In that case, 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. If you do not want to receive marketing materials from us, simply click the ‘unsubscribe’ link in any email.
We might sometimes contact people who don’t own an account with us. A third party or we will obtain consent for recipients in the USA before contacting you. If you receive an email from our side and no longer wish to receive that, you can unsubscribe and remove yourself from our contact list via the message itself.
We collect your personal data described above in order to provide you with the Services in a secure and reliable manner. We may also collect and use your personal data for our legitimate business needs. To the extent we process your personal data for other purposes, we ask for your consent in advance or require that our partners obtain such consent.
Robert E Grant shares the collected information as discussed below, but we won’t sell it to advertisers or other third parties.
We work with certain trusted 3rd parties only (for example, providers of customer support, eSign, and IT services) that help us to improve, provide, protect, and promote our Services. These 3rd parties may access your information to perform tasks on our behalf in compliance with this Privacy Policy. We will make sure to work with complete responsibility and handle your information. For a list of trusted 3rd parties that we use to process your personal information, please see our third party vendors below.
Our Services display information like your name, profile, device, and email address to other users in places like your user profile and sharing notifications. When you register for an account with an email address on a domain owned by your employer or organization, we may help collaborators and administrators find you and your team by making some of your basic information—like your name, team name, profile picture, and email address—visible to other users on the same domain. This helps you sync up with teams you can join and helps other users share files and folders with you. Certain features let you make additional information available to others.
We might sometimes contact people who don’t own an account with us. A third party or we will obtain consent for recipients in the USA before contacting you. If you receive an email from our side and no longer wish to receive that, you can unsubscribe and remove yourself from our contact list via the message itself.
We collect your personal data described above in order to provide you with the Services in a secure and reliable manner. We may also collect and use your personal data for our legitimate business needs. To the extent we process your personal data for other purposes, we ask for your consent in advance or require that our partners obtain such consent.
Team Accounts: If you are a user of a team, your team administrator has the ability to access and control your team account. Please refer to your organization’s internal policies if you have questions about this. If you are not a team user but interact with a team user (by, for example, joining a shared folder or accessing stuff shared by that user), members of that organization may be able to view the name, email address, profile picture, and IP address that was associated with your account at the time of that interaction.
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, regulation, legal process, or appropriate governmental request; (b) protect any person from death or serious bodily injury; (c) prevent fraud or abuse of our platform or our users; (d) protect our rights, property, safety, or interest; or (e) perform a task carried out in the public interest.
We believe that your data should receive the same legal protections regardless of whether it’s stored on our Services or on your home computer’s hard drive. We’ll abide by Government Request Policies when receiving, scrutinizing, and responding to government requests (including national security requests) for your data:
Security: At Robert E Grant Associations have a dedicated team to keep your personal information secure and testing for vulnerabilities. We work on features to keep your information safer, in addition to things like blocking repeated login attempts, encryption of files at rest, and alerts when new devices and apps are linked to your account. We deploy automated technologies to detect abusive behavior and content that may harm our Services, you, or other users.
User Controls: We give you the freedom to access, download, amend, and delete your personal information by logging into your account.
Retention: When you sign up for an account with us, we’ll retain the 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 the deletion of this information after 30 days. But please note: (1) there might be some latency in deleting this information from our servers and backup storage; and (2) we may retain this information if necessary to comply with our legal obligations, resolve disputes, or enforce our agreements.
Changes We Make: 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 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 control your personal information and how it is collected, used, and shared. For example, you have a right to:
Robert E Grant Associations control your personal information. Do you have any queries or concerns about Robert E Grant Associations, our Services, and privacy? Feel free to contact us.
Robert E. Grant & Associates, LLC. has been providing top quality accounting services for businesses and Individuals since 1994 to the present.
