What Data Does CSI Collect?
We may collect the following types of information:
- Personal Information: Name, email address, phone number, mailing address, and SSN.
- Business Information: Company name, EIN, bank account numbers and login information, and other financial data relevant to providing our services.
- Employment or Payroll Information: Employee names, wages, tax information, and other data required for payroll and compliance purposes.
- Website and Marketing Data: Form submissions, cookies, IP addresses, browser type, and analytics data. These are tracked by HubSpot, Google Analytics, and Lucky Orange.
If you are not a client, you may withhold personal information by not submitting forms.
You may disable or limit cookies in your browser. You may opt out of emails by clicking the "Manage Email Preferences" link at the bottom of any email you receive.
Why Does CSI Collect Your Data?
All data collected from clients is required to provide our financial services. Government-issed source documents used for tax filing may include additional sensitive data and financial information.
If you are not a client, you can visit most of our web pages without telling us who you are, since we will only know details that are submitted when you fill out a form. We collect data from website visitors to track activity on our domain and emails. This helps us improve user experience and see which prospective clients are showing the most interest.
Does CSI Share Your Data?
We do not sell or trade any data for marketing purposes. We do not share any information with third parties (such as financial institutions or our vendor partners) without client consent.
How Do We Handle Data Protection & Security?
Since we handle sensitive financial information for clients, CSI Accounting & Payroll takes website security and data protection seriously.
Our website is secure with HTTPS. We also use secure servers and client portals, encrypt communication, and limit authorized access to sensitive data. We use HubSpot forms with secure submissions, and the data is stored in our HubSpot CRM. CAPTCHA is used to prevent spam. We do not process payments through our website; Rather, we directly pull our fee from client bank accounts after we have secure third-party access.
Our website may contain links to websites operated and maintained by third parties, over which we have no control. You access such linked sites at your own risk. You should always read the privacy policy of a linked site before disclosing any personal information on such a site.
What if You Have Questions?
If you have any questions about our Web & Privacy Policies, please fill out our Contact Us form, call our marketing team at (952) 444-1120, or email info@csiaccounting.com with specific details so we can answer thoroughly.
SMS Terms & Conditions
SMS consent is not shared with third parties or affiliates.
1- SMS Consent Communication:
The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.
2- Types of SMS Communications:
If you have consented to receive text messages from CSI Accounting Services, you may receive messages related to the following
Conversations (external)
Conversations (between employees)
3- Message Frequency:
Message frequency may vary depending on the type of communication.
4- Potential Fees for SMS Messaging:
Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.
5- Opt-In Method:
You may opt in to receive SMS messages from CSI Accounting Services by:
Submitting an online form
6- Opt-Out Method:
You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.
7- Help:
If you are experiencing any issues, you can reply with the keyword HELP.
8- Standard Messaging Disclosures:
Message and data rates may apply.
You can opt out at any time by texting "STOP."
For assistance, text "HELP" or visit our website at www.csiaccounting.com
Message frequency may vary
