Privacy Policy

At Colstice, we take your privacy seriously. This Privacy Policy explains how we collect, use, protect, and handle your personal information when you visit our website or use our accounting services. We believe in transparency and want you to understand how your data is managed.

Last updated: February 1, 2026

Information We Collect

Information You Provide Directly

When you contact us through our website or engage our services, you may provide us with personal information including:

  • Contact information such as your name, email address, and phone number
  • Financial information necessary for tax preparation and accounting services
  • Messages and inquiries you submit through our contact forms
  • Any additional information you choose to share with us during our professional relationship

Information Collected Automatically

When you visit our website, certain information is collected automatically through cookies and similar technologies:

  • Browser type, device information, and operating system
  • Pages you visit on our website and the time spent on each page
  • IP address and general location information
  • Referral source and search terms used to find our website

For more details about cookies and how to manage them, please see our Cookie Policy.

How We Use Your Information

We use the personal information we collect for legitimate business purposes, including:

Providing Our Services

We use your information to deliver the accounting services you've requested, including tax preparation, financial planning support, and organizational assistance. This is essential to our professional relationship with you.

Communication

We use your contact information to respond to your inquiries, provide updates about our services, and communicate important information related to your account or our engagement.

Website Improvement

Analytics data helps us understand how visitors use our website, allowing us to improve user experience, fix technical issues, and enhance the quality of our online presence.

Legal Compliance

We may use your information to comply with legal obligations, respond to lawful requests from authorities, and protect our legal rights and the rights of our clients.

Legal Basis for Data Processing

We process your personal data based on the following legal grounds:

  • Contractual necessity: Processing is necessary to fulfill our professional services agreement with you
  • Legitimate interests: We have a legitimate business interest in improving our services and website functionality
  • Legal obligations: We may be required to process data to comply with tax laws and professional regulations
  • Your consent: Where required, we obtain your explicit consent before processing certain types of data

How We Share Your Information

We respect your privacy and do not sell your personal information. We may share your information only in the following circumstances:

Service Providers

We work with trusted third-party service providers who assist us in operating our website and delivering our services. These providers have access to personal information only as necessary to perform their functions and are obligated to maintain confidentiality.

Professional Advisors

In certain situations, we may share information with legal, financial, or other professional advisors who help us conduct our business and serve you better.

Legal Requirements

We may disclose your information if required by law, legal process, or in response to valid requests from public authorities. We will notify you of such disclosures unless prohibited by law.

Data Security and Protection

We take the security of your personal information seriously and implement appropriate measures to protect it:

Encryption

We use industry-standard encryption to protect data during transmission and storage, ensuring your information remains confidential.

Access Controls

We limit access to personal information to authorized personnel who need it to perform their job responsibilities.

Regular Monitoring

We continuously monitor our systems for potential vulnerabilities and security threats.

Breach Notification

In the unlikely event of a data breach, we will notify affected individuals and relevant authorities as required by law.

While we strive to protect your personal information, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security but are committed to using commercially reasonable efforts to safeguard your data.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Factors that determine retention periods include:

  • The duration of our professional relationship with you
  • Legal and regulatory requirements for record retention
  • The need to defend or bring legal claims
  • Your requests for deletion, subject to legal obligations

When personal information is no longer needed, we securely delete or anonymize it in accordance with our data retention policies and applicable laws.

Your Privacy Rights

You have important rights regarding your personal information. Depending on your location, these rights may include:

Right to Access

You can request access to the personal information we hold about you and receive a copy of that information.

Right to Rectification

If your personal information is inaccurate or incomplete, you have the right to request that we correct or complete it.

Right to Erasure

You can request that we delete your personal information, subject to certain legal exceptions and record-keeping requirements.

Right to Data Portability

You have the right to receive your personal data in a structured, commonly used format and to transmit that data to another controller.

Right to Object

You can object to certain types of processing of your personal information, particularly for direct marketing purposes.

Right to Restrict Processing

In certain circumstances, you can request that we limit how we use your personal information.

To exercise any of these rights, please contact us using the information provided at the end of this policy. We will respond to your request within a reasonable timeframe and in accordance with applicable law.

Your Rights and Opt-Out Instructions

You are not required to provide any personal information when using this website. If you prefer not to share your data, you may:

  • Avoid filling out contact forms, account registrations, or any data-submitting features
  • Disable cookies through your browser settings (see our Cookie Policy for more details)
  • Contact us directly to request the deletion of any previously shared personal data

We respect your privacy choices. If you would like us to delete your data, please reach out to us through our Contact page. We will process your request promptly and in accordance with applicable law.

Children's Privacy

Our services 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 information from a child, please contact us immediately so we can take appropriate action to remove that information.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or for other operational reasons. When we make significant changes, we will update the "Last updated" date at the top of this policy. We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information. Your continued use of our website after changes are posted constitutes your acceptance of the updated policy.

Contact Us About Privacy

If you have questions about this Privacy Policy, want to exercise your privacy rights, or have concerns about how your personal information is handled, please don't hesitate to contact us. We're committed to addressing your privacy concerns promptly and thoroughly.

Contact Us