Privacy Policy

Welcome to CountingWorks, Inc. We are committed to protecting your privacy and providing a secure environment for our users. This Privacy Policy explains how we collect, use, and protect your personal information when you use our websites, software, and services ("Services").

1. What & Why

1.1 Account Information

When you sign up for CountingWorks (CountingWorksPRO), we collect and associate with your account the information you provide, such as your name, email address, phone number, and physical address. This information is essential for creating and managing your account and providing personalized services.

1.2 Your Stuff

Our Services are designed to enable you to store files, collaborate, and work seamlessly across devices. We store, process, and transmit "Your Stuff" and related information, including profile details, file size, upload time, collaborators, and usage activity, to enhance collaboration and provide you with various sharing options.

1.3 Contacts

You may choose to grant us access to your contacts for streamlined collaboration and communication. If provided, we store these contacts securely on our servers.

1.4 Usage Information

We collect data on how you interact with our Services to enhance user experience, improve our offerings, and develop new features. This includes actions such as sharing, viewing, and moving files or folders.

1.5 Device Information and Cookies

We collect device information, including IP addresses and browser details, to optimize your experience. Cookies and similar technologies help us remember your preferences and improve our Services. You can manage your cookie preferences through your browser settings.

1.6 Marketing

If you use our free Services, we may occasionally send you information about our firm or tax and accounting tips. You can opt out of these communications by clicking the 'unsubscribe' link in any email.

2. Bases for Processing Your Data

We collect and use personal data to provide reliable and secure Services. Your consent is obtained for any processing beyond these purposes.

3. With Whom

3.1 Trusted Third Parties

We engage trusted third parties, such as customer support and IT service providers, to assist in providing, improving, and securing our Services. These parties access your information only for tasks outlined in this Privacy Policy.

3.2 Other Users

Certain information, such as your name, profile picture, and email address, may be visible to other users for collaboration purposes. You can control additional information shared with others.

3.3 Law & Order and the Public Interest

We may disclose information to comply with applicable laws, protect against fraud, and ensure the safety and well-being of our users.

4. How

4.1 Security

We employ a dedicated team and automated technologies to secure your information, including encryption, monitoring for abusive behavior, and alerts for unauthorized access.

4.2 User Controls

You have the ability to access, amend, download, and delete your personal information through your account settings.

4.3 Retention

We retain your information for as long as necessary to provide our Services. Deletion requests are honored promptly, with some latency due to server and backup processes.

5. Where

5.1 Global Operations

To provide our Services, we may store, process, and transmit information globally, including outside your country.

5.2 EU-U.S. and Swiss-U.S. Privacy Shield

For data transfers from the EU, EEA, and Switzerland, we adhere to legal mechanisms, including contracts and the Privacy Shield Frameworks, ensuring compliance with data protection standards.

6. Changes

We may update this Privacy Policy periodically. Material changes will be notified, and your continued use of our Services after such changes constitutes acceptance.

7. Your Right to Control and Access Your Information

You have the right to erase or delete Your Stuff, change or correct personal data, and access your data. These controls are accessible through your account settings.

8. Contact

Your personal information is controlled by CountingWorks. For inquiries or concerns about our Services and privacy, contact our Data Protection Officer at If unresolved, you have the right to contact your local data protection supervisory authority.

9. Third Party Vendors

Our trusted third-party vendors include:

- Box

- HelloSign

- Google Analytics

- Rackspace

- DialogTech


- Twillio/SendGrid


- CloudFlare

- TransUnion

- MailGun

- Plausible

For privacy policies of these vendors, please refer to the provided links.

Thank you for entrusting CountingWorks PRO with your information.

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CountingWorks, CountingWorks PRO, the CountingWorks PRO logo, TaxBuzz and CountingWorks Learning Center and TaxCPE are all trademarks of CountingWorks, Inc. All rights reserved. Privacy Policy.