Privacy Policy

Our Commitment to Your Privacy

At Summafield, we recognize the trust you place in us when sharing personal information. This Privacy Policy outlines how we collect, use, protect, and handle your data when you interact with our website and services.

We are committed to maintaining the confidentiality and security of your personal information in accordance with applicable data protection laws and industry best practices.

Information We Collect

Personal Information You Provide

When you use our services or contact us, we may collect the following information:

• Name and contact information (email address, phone number, mailing address)
• Financial information necessary for tax preparation and advisory services
• Business information and employment details
• Tax identification numbers and related documentation
• Communication preferences and inquiry details

Information Collected Automatically

When you visit our website, we automatically collect certain information:

• Browser type and version
• Operating system and device information
• IP address and geographic location
• Pages visited and time spent on our site
• Referring website and navigation patterns
• Cookie data and similar tracking technologies

Legal Basis for Processing

We process your personal data based on: contractual necessity for providing our services, your explicit consent where required, compliance with legal obligations, and our legitimate interest in improving our services and maintaining security.

How We Use Your Information

We use the collected information for the following purposes:

Service Delivery

• Preparing and filing tax returns
• Providing tax planning and advisory services
• Managing multi-jurisdiction compliance requirements
• Communicating with you about your account and services
• Responding to inquiries and providing customer support

Website Improvement

• Analyzing website usage and performance
• Enhancing user experience and functionality
• Identifying and fixing technical issues
• Developing new features and services

Marketing Communications

• Sending newsletters and updates about our services (with your consent)
• Providing information about relevant tax changes and opportunities
• Sharing educational content and resources

Compliance and Security

• Complying with legal and regulatory requirements
• Preventing fraud and unauthorized access
• Maintaining accurate records as required by law
• Protecting the rights and safety of our clients and business

Information Sharing and Third Parties

We do not sell your personal information. We may share your data with third parties only in the following circumstances:

Service Providers

We work with trusted service providers who assist us in operating our website and delivering our services, including:

• Cloud storage and data hosting providers
• Email and communication platforms
• Analytics and website performance tools
• Payment processing services

These providers are contractually obligated to maintain confidentiality and use your information only for specified purposes.

Legal Requirements

We may disclose your information when required by law, regulation, legal process, or governmental request, or when necessary to protect our rights, property, or safety.

Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new entity, subject to the same privacy protections outlined in this policy.

Data Protection and Security

We implement comprehensive security measures to protect your personal information:

Technical Safeguards

• Industry-standard encryption for data transmission and storage
• Secure server infrastructure with regular security updates
• Firewalls and intrusion detection systems
• Regular security audits and vulnerability assessments

Organizational Measures

• Access controls limiting data access to authorized personnel only
• Employee training on data protection and privacy practices
• Confidentiality agreements with all staff and contractors
• Regular review and updates of security policies

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Tax records are maintained according to applicable regulatory requirements, typically for a minimum of seven years. When data is no longer needed, it is securely deleted or anonymized.

Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your browsing experience and analyze website usage. For detailed information about the cookies we use and how to manage your preferences, please review our Cookie Policy.

You can control cookie settings through your browser preferences or by using the cookie management tools available on our website.

Children's Privacy

Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children. If we become aware that we have collected information from a child without parental consent, we will take steps to delete that information promptly.

International Data Transfers

As we serve clients across multiple jurisdictions, your personal information may be transferred to and processed in countries outside your region of residence. When we transfer data internationally, we ensure appropriate safeguards are in place, including:

• Standard contractual clauses approved by regulatory authorities
• Adequacy decisions confirming equivalent data protection standards
• Certification schemes recognized by applicable privacy frameworks

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of any material changes by posting the updated policy on this page with a new effective date. We encourage you to review this policy regularly to stay informed about how we protect your information.