Tax Preparers like all other providers of personal financial services are now required by law to inform their clients of their policies regarding privacy of client information. Tax preparers have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.

Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

What Information Do We Collect?

We will collect information that you provide to us when you register on the Service (such information shall include, but may not be limited
to, your name, age, debit/credit card information, telephone number, postal address and email address);

About your usage of the Service; that you provide to us in e-mails or letters that you send to us; And about transactions you carry out
through the Service, orders you place and the fulfillment of your orders; data that you submit in order to use the Service, including data relating to your customers, clients or others using your services which the Heather White Accounting apps have access to. It is possible to view Heather White Accounting website without providing any personal details. However, without registering your details you will not be able to use the Services. We may receive some information that you submit to any third-party website or application that you access through the Service. Both Heather White Accounting and the owner or operator of that third party website will be the data controller in respect of any such information and you should check the privacy policy of that website to find out how they will use your personal information. We will only use any information
that we collect from you in accordance with this Privacy Policy.

COOKIES

The Service uses cookies to ensure that you get the most out of the Service. Cookies are small amounts of information in the form of text
files which we store on your computer. Cookies allow us to monitor usage of the service, improve the Service’s usability and to personalize the content for you. If you do not wish us to install cookies on your computer for these purposes, you may change the settings on your internet browser to reject cookies. For more information about how to do this please consult the “Help” section of your browser. Please note that if you do set your browser to reject cookies, you may not be able to use all of the features of the Service. If you prevent us from placing cookies, you may not be able to use the Service to place an order. This is because we use cookies to enable you to log in to your account. We may use an analytics service provider for service usage analysis and reporting. Analytics service providers generate statistical and other information about usage by means of cookies, which are stored on users’ computers. The information generated relating to the Service may be used to create reports about the use of the Service and the analytics service provider will store this information. In addition, advertisers whose advertisements
appear on the Service may use and place cookies on your computer and we have no control over this. Please consult the terms and conditions and privacy policy of such third-party advertisers to find out how they collect and use your personal data and to establish whether they use cookies and what they may use them for.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and
consent; this information will not be shared with any third parties.

How Do We Use The Information That You Provide To Us?

We may use your information in the following ways: to ensure that our Service is delivered in the most effective manner for you and your
computer; to provide you with information, products or services that you request from us or which we feel may interest you, where you have consented to be contacted for such purposes; to carry out our obligations arising from any contracts entered into between you and us; to provide customer service to you in relation to your use of the Service, to deal with enquiries and complaints relating to the use of the Service and to notify you about any changes to our service; to administer, support, improve, optimize and develop our Service; to produce reports which may be used, sold or published by us at our sole discretion provided that any data or reports will be anonymized and not refer to any individual user of the Services; for internal marketing and demographic studies to improve the products and services that we provide; and for security purposes. We may also use your information to provide you with our email notifications, newsletters and other marketing communications that either you request from us or which you consent to by opting in when completing a registration form on the Service. You may opt out from receiving such marketing communications from us at any time by notifying us in writing, contacting us at [email protected] or, alternatively, by following the one-step procedure to ‘unsubscribe’ that is specified in the email that you receive.

Parties to Whom We Disclose Information

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as
required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

Protecting the Confidentiality and Security of Current and Former Clients’ Information

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs
and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial
services are very important to us.

IRS Section 7216 Regulations

On January 1, 2009, IRS regulations under Internal Revenue Code section 7216 became effective. Treas. Reg. section 301.7216 represents a
modification of previous regulations that had remained largely unchanged for 30 years. The newly revised regulations attempt to address modern return preparation practices, including electronic filing and the cross marketing of financial and commercial products and services by tax return preparers.

Absent a specific, exception, Treas. Reg. section 301.7216 generally prohibits the disclosure or use of tax return information without the
client’s explicit, written consent. In general, a “disclosure” of tax return information involves a disclosure by the preparer of a client’s return
information to a third party. A “use” of tax return information generally involves the use of the return information by the preparer potentially for the
purposes of offering non-tax services to the taxpayer.

Under section 7216, a tax return preparer is subject to a criminal penalty for “knowingly or recklessly” disclosing or using tax return information. Each violation of section 7216 could result in a fine of up to $1,000 or one year imprisonment, or both. Internal Revenue Code section 6713,
the companion civil penalty, imposes a $250 penalty on a preparer for each prohibited disclosure or use of the return information.

Because of these rules we are no longer able to provide copies of tax returns to bankers and other third parties who may need a copy of your return if we have not received a proper disclosure form prior to completing your tax return.   We appreciate your cooperation.

Changes to Our Privacy Policy

Company has the discretion to update this privacy policy at any time. When we do, we will revise the updated date at the bottom of this page. We encourage Users to frequently check this page for any changes to stay informed about how we are helping to protect the personal information we
collect. You acknowledge and agree that it is your responsibility to review this privacy policy periodically and become aware of modifications.