Privacy Policy

1. Who We Are

This Privacy Policy describes how TechBrot Inc. (“TechBrot,” “we,” “us,” or “our”), a Delaware C-Corporation, collects, uses, shares, and protects information when you visit our website, contact us, or engage our services.

For the purposes of this policy, TechBrot is the data controller for personal information collected through this website and in the course of providing its services, except where TechBrot processes a client’s financial data on the client’s behalf, in which case the client is the controller and TechBrot is the processor, as described in our Data Processing Terms.

2. Information We Collect

We collect information in three ways:

Information you give us. When you submit a contact or discovery form, request a quote, email us, or book a call, we collect details such as your name, business name, email address, phone number, your QuickBooks version, and any information you choose to share about your business or accounting situation.

Information from engagements. If you become a client, we collect the information needed to deliver services — which may include access to your accounting records, payroll information, financial statements, and related business data, as defined in your engagement scope and governed by our Data Processing Terms.

Information collected automatically. When you visit our website, we may automatically collect limited technical information such as IP address, browser type, device information, pages visited, and referring URLs, through cookies and similar technologies (see Section 9).

3. How We Use Information

We use the information we collect to:

• Respond to your inquiries and schedule discovery calls;
• Prepare engagement scopes and provide the services you request;
• Communicate with you about your engagement and our services;
• Operate, maintain, and improve our website and services;
• Comply with legal, accounting, and regulatory obligations;
• Detect, prevent, and address security or technical issues.

We do not sell your personal information, and we do not use your financial data for any purpose other than delivering the services you engage us for. We do not add inquiry contacts to marketing lists without consent, and we do not send unsolicited marketing sequences.

4. Client Financial Data

Client financial data warrants specific treatment. During an engagement, TechBrot works as an authorized accountant-user inside the client’s own accounting system (such as the client’s QuickBooks file). The data remains the client’s; TechBrot accesses it under permissions the client grants and can revoke at any time.

We do not require clients to export their financial data into a separate TechBrot-owned system. Where we process client financial data, we do so as a processor on the client’s documented instructions, as set out in our Data Processing Terms, which form part of the engagement agreement.

5. How We Share Information

We share information only in the following circumstances:

Service providers. We use trusted third-party providers to operate our business — for example, email, scheduling, document storage, and payment processing. These providers may access information only as needed to perform services for us and are bound by confidentiality obligations.

Network operators. Where your engagement is delivered through a TechBrot network operator, we share with that operator the information needed to deliver the engagement, under the operator’s confidentiality and data-handling obligations.

Your professionals. With your direction, we coordinate with your CPA, EA, or other advisors and may share relevant information to do so.

Legal requirements. We may disclose information where required by law, regulation, legal process, or governmental request, or to protect the rights, property, or safety of TechBrot, our clients, or others.

Business transfers. If TechBrot is involved in a merger, acquisition, or sale of assets, information may be transferred as part of that transaction, subject to this policy.

We do not sell personal information to third parties.

6. Data Security

We maintain administrative, technical, and physical safeguards designed to protect information against unauthorized access, use, alteration, and disclosure. These include encrypted connections for working sessions and file transfers, access controls, and the principle of working within the client’s own systems rather than duplicating data unnecessarily.

No method of transmission or storage is completely secure, and we cannot guarantee absolute security. We encourage you to use care when sharing sensitive information and to use the secure channels we provide.

7. Data Retention

We retain personal information for as long as needed to fulfill the purposes described in this policy, including to provide services, comply with legal, tax, and accounting obligations, resolve disputes, and enforce agreements. Retention periods for client engagement records reflect applicable professional and regulatory requirements. When information is no longer needed, we take reasonable steps to delete or de-identify it.

8. Your Rights

Depending on your location, you may have rights regarding your personal information, including the right to:

• Access the personal information we hold about you;
• Request correction of inaccurate or incomplete information;
• Request deletion of your personal information, subject to legal retention obligations;
• Object to or restrict certain processing;
• Withdraw consent where processing is based on consent;
• Opt out of any marketing communications.

To exercise any of these rights, contact us at [email protected]. We will respond within the timeframes required by applicable law. We may need to verify your identity before fulfilling certain requests.

9. Cookies & Analytics

Our website uses cookies and similar technologies to operate the site, remember preferences, and understand how the site is used. We may use analytics services to collect aggregated, non-identifying information about site usage to improve our content and performance.

You can control cookies through your browser settings. Disabling certain cookies may affect site functionality. Where required by law, we obtain consent before placing non-essential cookies.

10. Children’s Privacy

Our website and services are intended for businesses and are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected such information, please contact us and we will delete it.

11. International Users

TechBrot is based in the United States and serves U.S. businesses. If you access our website or communicate with us from outside the United States, you understand that your information may be processed in the United States, where data-protection laws may differ from those of your jurisdiction. By using our website or services, you consent to this processing.

12. Changes & Contact

We may update this Privacy Policy from time to time. The “Last updated” date at the top reflects the most recent revision. Material changes will be indicated by updating that date, and where appropriate we may provide additional notice.

Questions about this policy or your information may be directed to TechBrot Inc. at [email protected].

This Privacy Policy should be read together with our Disclaimer, Terms of Service, and Data Processing Terms.