websites for cpa, websites for accountants


Privacy Policy


Service2Client LLC respects your privacy, and we are committed to protecting it. We recognize your need for appropriate management of the personal information we learn when you visit our website (the “Site”). This Privacy Policy describes how we use and protect the information we collect. By using the Site, you agree to the collection and use of your information by us in accordance with this Privacy Policy. If you do not agree with this Privacy Policy, then please do not use the Site.

This Privacy Policy does not apply to the websites of any subsidiary or affiliate of Service2Client LLC. Those websites may have their own privacy policies, and Service2Client LLC encourages you to review the privacy policies of all of the sites that you visit.
What Information Does Service2Client LLC Collect?

Service2Client LLC collects three types of information:

  • Non-personally identifiable information is information that cannot be used to uniquely identify you. Examples of non-personally identifiable information include your IP address, the type of browser software you use when visiting the Site, the date and time you visit our site, and what pages you viewed when visiting the Site.
  • Personally identifiable information is information that can be used to uniquely identify you. Examples of personally identifiable information include your name, mailing address, telephone number, and e-mail address.
  • Personal CPA client information is information that can be used to uniquely identify your clients. Examples of personal CPA client information include a client’s name, mailing address, telephone number, and e-mail address.

Collection and Use of Non-Personally Identifiable Information

You can visit the Site without telling us who you are or revealing any personally identifiable information to us. During your visit, we may collect certain non-personally identifiable information. For example, we may track the number of visitors to the Site by logging Internet Protocol (IP) addresses. We may keep track of what pages are visited on the Site so we can monitor the usage of the Site. Also, we may pay attention to what visitors use in order to assess the effectiveness of the Site and modify our design appropriately. Non-personally identifiable information may be used individually or aggregated with other non-personally identifiable information. We may use non-personally identifiable information for our own benefit, and we may share it with other companies.

Personally Identifiable and Personal CPA Client Information

We collect personally identifiable information only when you elect to provide such information to us, such as when you contact us through the Site, or during client database uploads. The information collected might include your name, company name, e-mail address, mailing address, phone numbers, etc. Any personally identifiable information collected will be used solely for the purpose(s) for which it was collected unless you indicate otherwise. The personally identifiable information you provide that is not encrypted, depending on the products you subscribe to may be viewed by server administrators at IBM Cloud, or, the hosting companies that maintain servers on behalf of Service2client LLC. The non encrypted information may also be shared with employees and/or contractors of Service2Client LLC in order to respond to your request. We may enlist a third party to collect, store, process and manage on our behalf the personal information you elect to provide. When we use other companies to perform services on our behalf, we will require that such companies protect your personally identifiable information consistent with this Privacy Policy. We do not share encrypted data in a non encrypted format with anyone other than the clients you choose to share documents with. We do not combine personally identifiable information with any of the non-personally identifiable information gathered on the Site.

We may process or store your personally identifiable information in our databases located in the United States or any other country in which we do business. We may disclose personally identifiable information when we have reason to believe that disclosing this information is necessary to identify, contact or bring legal action against someone who may be violating the terms and conditions of the Site or may be causing injury to or interference with (either intentionally or unintentionally) our rights or property or anyone else that is being harmed by such activities. We also may disclose personally identifiable information when we believe in good faith that the law requires it, and for other governmental, administrative, regulatory or law enforcement purposes.

How Do I Change or Remove My Information?

To change or remove any personally identifiable information, please contact us at Once we receive your request, we will use commercially reasonable efforts to change or remove your personally identifiable information accordingly. Please be aware, however, even if we update your personally identifiable information, or we remove such information, it may still be stored in other databases (including those kept for archival purposes) and may be used to compile aggregated or demographic information for third parties in accordance with this Privacy Policy.


Cookies are small files that a website places on your hard drive so that the website can identify you. The use of cookies is a common practice. For example, if you allow a website to remember your login name or password, the website places a cookie on your computer.

We may place cookies on your computer to allow us to identify you during future visits to the Site. We may use cookies to measure website traffic, to offer you certain services and to customize your visit. However, if you do not wish to receive cookies, or want to be notified when they are placed, your browser may permit you to do so. In many browsers, you can change the settings to warn you before accepting cookies or to block cookies. If you block cookies, you may not be able to use certain Site features or functions, or the Site may not operate in an optimal mode.

Privacy Protections for Children

Protecting the privacy of children is especially important. Our website is not designed to attract or interact with children 13 years and under. We do not collect information from those we actually know are under 13.


Protecting your information is important to us. We use industry standard technology to protect the security of your information. Unfortunately, no data transmission over the Internet can be guaranteed to be 100 percent secure. As a result, we cannot ensure or warrant the security of any information you transmit to us.

Linked Sites

The Site may link to other websites not controlled by Service2Client LLC. Although we try to be careful in the selection of our partners, we are not responsible for the privacy or security practices of any other websites, and you acknowledge and agree that any use of such other websites is entirely at your own risk. You should carefully review the privacy and security practices of the other websites before you provide such websites with any of your personally identifiable information.

Changes to This Privacy Policy

This Privacy Policy may be updated from time to time, and we encourage you to check this page periodically for any updates. Your continued use of the Site following any changes to this Privacy Policy will constitute your acceptance of such changes.


If you have a question or comment about this Privacy Policy, the use of your data or suspected misuse, please e-mail us at or write to us at Service2Client LLC 6333 E Mockingbird Lane, Suite 147-544 Dallas, TX 75214.


Copyright © 2023 Service2Client, LLC All Rights Reserved  ♦  Terms & Conditions  ♦  Privacy