Web and Privacy Policies

CSI Accounting & Payroll values your privacy. We are committed to protecting the personal information of our clients and website visitors. This Privacy Policy explains what information we collect, why we collect it, and how we keep it secure. This policy applies only to users accessing our website from the United States.

Policy created: October 2004. Last updated: January 2026.

Our policies may be updated occasionally, and changes take effect immediately upon updates.

Data We 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.

Why We 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 or revealing any personal information. Data collected from website visitors revolves around activity tracking on our domain and emails.

You may choose to disable or limit cookies in your browser. You may opt out of emails by clicking the "Manage Email Preferences" link in an email you receive.

Data Sharing

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.

Data Protection & Security

CSI Accounting & Payroll takes data protection seriously. We use secure servers and client portals, encrypt communication, and limit authorized access to sensitive data.

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.

Contact Us

If you have any questions about our Privacy Policy, please contact us at info@csiaccounting.com