Effective Date July 2022 (last updated July 19, 2022)
The generic use and disclosure of personal information that is collected from the individuals online, through websites.
Last Updated: 07/01/2022
Rosenfield & Co is a full-service Certified Public Accounting offering Tax, Attest and Consulting services. For more information about our services, please refer to our website: https://staging.rosenfieldandco.com
This Privacy Policy is applicable to Rosenfield & Co (“we,” “our,” or “us”) as related to our services, which collectively include:
This Privacy Policy sets out the essential details relating to your personal data relationships with Rosenfield & Co as:
We may ask you to provide personal information when:
If you choose to provide us with a third-party’s personal information (the person’s name, email and company) when taking part in our referral program, you represent that you have the third-party’s permission to do so.
We collect personal information that may include first and last name, business email address, phone number and/or company name.
In addition, we may collect data uploaded by you, your employer or other users of our services. We expect all users to follow their organization’s privacy policy and any applicable regulatory requirements when providing us with personal information. The information provided may include personal information like:
We collect information about your visits to the website when you land on any of our web pages through cookies and similar tracking technology. For further information about the types of cookies collected please visit our Cookie Policy at https://staging.rosenfieldandco.com/privacy/cookies/.
The information collected includes:
We may also collect information when you open email messages from us or click on links within those email messages.
We may combine the information we collect from your direct interactions with us with information obtained through other third-party sources, such as Benchmark One Marketing By Numbers and FullContact. We also obtain and/or purchase lists from third parties about individuals and companies interested in our products.
The personal information collected includes your name, email address, business address, job title, company name, and telephone number.
We use your personal information to:
Please note that sometimes we may record the video conferencing call in which you participate to analyze and improve our staff’s communication skills. If we do so, we will be announcing it at the beginning of the conference call and in the meeting invite, and we will be providing a link to our Privacy Policy in the meeting invites and on the registration page.
We do not sell your personal information to any third party.
If you are an end user of our services, your personal information may be viewed by other users with authorized access.
We use third parties to help us provide our services. They will have access to your information as collected by the website as reasonably necessary to perform the contracted tasks on our behalf. We sign contractual agreements to obligate them to protect the personal information, only use it to deliver the contracted services to us, prohibit them from selling it and not disclose it without our knowledge and permission.
Marketing By Numbers
CRM
First Name, Last Name, Company Name, Physical and Mailing Addresses, Email Addresses and Phone Numbers.
QuickFee
Online Payments
First Name, Last Name, Company Name, Billing Address, Email Addresses and Phone Numbers.
SmartVault
Client Portal for Secure Document Sharing
First Name, Last Name, Company Name, Email Addresses and Phone Numbers.
It is possible that we may need to disclose personal information when required by law, subpoena or other legal processes as identified in the applicable legislation.
We attempt to notify our clients about legal demands for their personal data when appropriate in our judgment unless prohibited by law or court order or when the request is an emergency.
We can also share your personal data as part of a sale, merger, change in control or in preparation for any of these events.
Any other entity which buys us or part of our business will have the right to continue to use your data, but only in the manner set out in this Privacy Policy unless you agree otherwise.
We are committed to protecting the security of all of the personal information we collect and use.
We use a variety of physical, administrative and technical safeguards designed to help protect it from unauthorized access, use and disclosure. We have implemented best-practice standards and controls in compliance with internationally recognized security frameworks. We use encryption technologies to protect data at rest and in transit.
We provide the same suite of services to all of our clients worldwide.
We offer the following rights to all individuals regardless of their location or applicable privacy regulations.
For personal information we have about you, you can:
You have the right to obtain information about what personal information we process about you or to obtain a copy of your personal information.
If you have provided personal information to us, you may contact us to obtain an outline of what information we have about you or a copy of the information.
This Privacy Policy describes what personal information we collect and our privacy practices. We may also have additional privacy notices and statements available to you at the point of providing information to us directly.
You have the right to update/correct your personal information or ask us to do it on your behalf.
You have the right to request the deletion of your personal information at any time. We will communicate back to you within reasonable timelines the result of your request. We may not be able to delete or erase your personal information, but we will inform you of these reasons and any further actions available to you.
You have the right to object to our processing of your personal information for direct marketing purposes. This means that we will stop using your personal information for these purposes.
You may have the right to ask us to limit the way that we use your personal information.
You have the right to request that we export to you in a machine-readable format all of the personal information we have about you.
We do not process personal information through the use of automated means.
If you would like to exercise any of the rights described above, please contact us at info@rosenfieldandco.com.
You also have the right to lodge a complaint with the local organizations in charge of enforcing the privacy legislation applicable in your territory.
We retain information as long as it is necessary to provide the services to you and our clients, subject to any legal obligations to further retain such information.
We may also retain information to comply with the law, prevent fraud, collect fees, resolve disputes, troubleshoot problems, assist with investigations, enforce our Terms of Service and take other actions permitted by law.
The information we retain will be handled following this Privacy Policy.
Information connected to you that is no longer necessary and relevant to provide our services may be de-identified or aggregated with other non-personal data. This information may provide insights that are commercially valuable to Rosenfield & Co, such as statistics of the use of the services.
We will only collect and process your personal data where we have a lawful reason for its collection.
When you visit our website and provide us with your personal information, we collect and use it with your consent.
Where we rely on your consent to process personal data, you have the right to withdraw or decline your consent at any time. If you have any questions about the lawful bases upon which we collect and use your personal data, please contact us at info@rosenfieldandco.com.
You may choose to receive or not receive marketing communications from us. Please click the “Unsubscribe” link in the emails we send you to stop receiving marketing communications.
You may choose which information we collect automatically from your device by controlling cookie settings on your browser or by selecting your preferences through our Cookie Policy.
Even if you opt-out of receiving marketing communications, we may still communicate with you regarding security and privacy issues, servicing your account, fulfilling your requests, or administering any promotion or any program in which you may have elected to participate.
You may contact us to exercise any of your rights or ask for more information about your personal information and our privacy practices by contacting us at info@rosenfieldandco.com.
This section provides additional specific information for consumers based in California as required by the California Consumer Privacy Act of 2018 (“CCPA”).
In the last 12 months, we have collected the following categories of personal information:
We collect personal information directly from you, from your browser or device when you visit our websites, from third parties that you permit to share your information or from third parties that share public information about you, as stated above.
See the section above, “How We Use Personal Information,” to understand how we use the personal information collected from California consumers.
We share personal information with third parties for business purposes. The categories of third parties to whom we disclose your personal information may include: (i) our service providers and advisors, (ii) marketing and strategic partners; (iii) ad networks and advertising partners; (iv) analytics providers; and (v) social networks.
Please see the “How We Share Information” section of the Privacy Policy above for more information.
To exercise your right to know and/or your right to deletion, please submit a request by contacting us at info@rosenfieldandco.com.
We will need to verify your identity before processing your request.
In order to verify your identity, we will generally require sufficient information from you so that we can match it to the information we maintain about you in our systems. Sometimes we may need additional personal information from you to be able to identify you. We will notify you.
We may decline a request to exercise the right to know and/or right to deletion, particularly where we cannot verify your identity or locate your information in our systems or as permitted by law.
You may choose to designate an authorized agent to make a request under the CCPA on your behalf. No information will be disclosed until the authorized agent’s authority has been reviewed and verified. Once an authorized agent has submitted a request, we may require additional information (i.e., written authorization from you) to confirm the authorized agent’s authority.
If you are an employee/former employee of a Rosenfield & Co client that uses our services, please direct your requests and/or questions directly to your employer/former employer.
Our services are intended for business use, and we do not expect them to be of any interest to minors. We do not intentionally collect any personal information of consumers below the age of 16. We do not sell the personal information of California consumers.
4
Published
Changed "Policy" to "Privacy Policy" in the service provider table.
2022‑07‑19
4:43:00PM
Greg Weber
Greg Weber
