Date: 08/21/2025
PASAN (“we,” “our,” “us”) values your trust and is committed to protecting your privacy. This Privacy Policy explains how we collect, use, share, and safeguard your personal information when you visit our website, interact with us, or use our services.
By using our website or services, you agree to the practices described in this Privacy Policy.
1. Information We Collect
We may collect the following categories of information:
- Personal Information: Name, email address, phone number, mailing address, and details you provide when completing forms, signing up for newsletters, or communicating with us.
- Business Information: Employer Identification Number (EIN), business records, or other financial data shared in the course of accounting and tax services.
- Sensitive Information: Certain financial or tax-related data that may be necessary to comply with IRS and state reporting requirements.
- Usage Data: Information about how you interact with our website, including IP address, browser type, pages visited, and time spent on site.
- Cookies & Tracking Data: Information collected via cookies, pixels, and analytics tools (e.g., Google Analytics, Meta Pixel) to improve website functionality and marketing.
- SMS Information: Mobile numbers provided for text reminders, updates, and alerts.
2. How We Use Your Information
We use your information to:
- Provide accounting, tax, payroll, and advisory services.
- Process inquiries and client onboarding.
- Send service-related communications, including SMS reminders and email updates.
- Improve website functionality, security, and client experience.
- Conduct marketing, advertising, and remarketing campaigns.
- Comply with legal, regulatory, and tax recordkeeping obligations.
3. SMS Communications
We may use your mobile phone number to send important updates, reminders, and alerts related to our services.
- Collection & Use: Your mobile number will only be used for PASAN service-related text communications.
- Consent: By opting in, you consent to receive SMS messages.
- Opt-Out: You may reply “STOP” to unsubscribe at any time.
- Frequency: You may receive 1–6 messages per month.
- Data Sharing: We do not sell or rent phone numbers. Numbers are only shared with trusted service providers necessary to deliver messaging.
- Disclaimer: Message and data rates may apply.
4. Sharing of Information
We do not sell or rent personal information. We may share your data only in the following situations:
- Service Providers: With trusted vendors such as CRM systems, scheduling tools, QuickBooks, and cloud hosting providers that enable us to deliver services. These providers are contractually required to safeguard your data and use it solely for service delivery.
- Legal Compliance: When required by law, regulation, subpoena, or government request.
- Business Transfers: In the event of a merger, acquisition, or sale of assets, your data may be transferred as part of the transaction.
5. Data Retention
- Accounting & Tax Records: We retain financial and tax-related records for the period required by law (generally 7 years or longer, depending on IRS/state regulations).
- Client Communications: Contact and service-related information may be retained as long as necessary to maintain your client relationship.
- Marketing Data: Retained until you unsubscribe or request deletion.
- Website Data: Cookies and analytics data are typically retained for up to 26 months.
6. Data Security
We implement industry-standard technical, administrative, and organizational measures to protect your information from unauthorized access, use, disclosure, or loss.
- Data access is restricted to authorized personnel.
- Secure encryption is used for sensitive transmissions.
- Firewalls, monitoring, and password protections are in place.
While we take strong precautions, no system is 100% secure. We cannot guarantee the absolute security of your data.
7. Data Breach Policy
In the unlikely event of a data breach:
- We will promptly investigate and contain the incident.
- Affected individuals will be notified as required by law.
- Regulatory authorities will be informed where applicable.
8. Cookies & Tracking Technologies
We use cookies and similar technologies to:
- Enable essential site functionality.
- Analyze website traffic and user behavior.
- Deliver targeted advertising and remarketing campaigns.
You may control cookie settings through your browser or opt out of Google Analytics via Google’s opt-out tools.
9. International Clients
If you are located outside the United States, please note that your data will be processed and stored in the U.S. By using our services, you consent to this transfer.
10. Your Privacy Rights
If you are a U.S. resident, you may:
- Request access to your personal information.
- Request correction or deletion of your data (subject to retention requirements for tax/accounting compliance).
- Opt out of marketing communications or certain tracking.
California Residents (CCPA/CPRA):
California residents have additional rights, including:
- The right to know what categories of personal information we collect and how it is used.
- The right to request deletion of personal information (with certain legal exceptions).
- The right to opt out of the sale or sharing of personal information (we do not sell personal data).
- The right to non-discrimination for exercising your privacy rights.
To exercise these rights, please contact us at the details below.
11. Children’s Privacy
Our services are not directed to children under 13, and we do not knowingly collect data from them. If we learn we have collected information from a child under 13, we will delete it immediately.
12. Do Not Track
Our website does not currently respond to “Do Not Track” browser signals.
13. Accessibility
If you have difficulty accessing this Privacy Policy, please contact us, and we will provide it in an alternative accessible format.
14. Links to Other Websites
Our site may contain links to third-party websites. We are not responsible for the privacy practices or content of those external sites.
15. Changes to This Policy
We may update this Privacy Policy from time to time. Updates will be posted here with a revised “Last Updated” date.
16. Contact Us
If you have any questions about this Privacy Policy, or to exercise your rights, please contact us:
PASAN
2310 W Waters Ave, Suite D
Tampa, FL 33604
Phone: (813) 849-2878
Email: info@pasan-services.com