Effective date: August 17, 2026
CPAReady exists to organize highly sensitive financial records. This policy explains exactly what we collect, how we use it, who can see it, how we protect it, and how you can delete it. We do not sell your information and we do not use your documents to train artificial intelligence models.
This Privacy Policy describes how CPAReady ("CPAReady", "we", "us", or "our") collects, uses, shares, protects, and deletes information when you use the CPAReady website and application (the "Service").
It applies to people who create accounts, members and guests invited into a household, and visitors to our marketing pages.
Financial and tax documents are among the most sensitive records a person holds. We treat every document you upload, and every figure extracted from it, as confidential. Access is limited to the people you invite, within the scope you grant them, and to the small number of our personnel and processors who need access to operate, secure, or support the Service.
We do not sell personal information and we do not share it for cross-context behavioral advertising. We do not use your documents or the data extracted from them to train artificial intelligence models, and our AI processing providers are contractually prohibited from using your content to train their models.
Where a legal basis is required, we process your information to perform our contract with you, to pursue our legitimate interests in operating and securing the Service, to comply with legal obligations, and with your consent where consent is required. You can withdraw consent by contacting us, though some processing is necessary to provide the Service.
We do not disclose your documents to advertisers, data brokers, or any party for marketing purposes.
No system is perfectly secure. Use a strong unique password, enable two-factor authentication, and tell us promptly at hello@cpa-ready.com if you suspect a problem. If a breach affects your personal information we will notify you as required by law.
We keep your information while your account is active and for as long as needed to provide the Service. Tax records are typically useful for several years, so we do not automatically purge past years unless you ask us to.
You can delete an individual document, an account record, an entity, or your entire household from within the Service. Deleting a document removes it from your vault and queues the underlying file for removal from storage. Figures previously extracted from a deleted document are removed with it, and any package you already downloaded remains on your own device.
You can request deletion of your account by writing to hello@cpa-ready.com. We remove account data and documents from live systems within 30 days of a verified request. Encrypted backups may retain copies for up to 90 days before they expire on their normal schedule, and we may retain limited records where required for legal, accounting, or fraud prevention purposes.
Subject to applicable law, you may request access to the personal information we hold about you, correction of inaccurate information, deletion of your information, a portable copy of information you provided, and information about how we share it. Most of these actions can be performed directly in the Service, and we will respond to emailed requests within the time required by law.
We will not discriminate against you for exercising a privacy right. We may need to verify your identity before acting on a request.
If you are a California resident, the California Consumer Privacy Act as amended gives you the right to know the categories and specific pieces of personal information we collect, the sources, the purposes, and the categories of recipients, the right to delete, the right to correct, the right to limit the use of sensitive personal information, and the right to opt out of sale or sharing. We do not sell or share personal information as those terms are defined, and we use sensitive personal information, including your financial documents, only to provide the Service you requested.
Residents of Colorado, Connecticut, Virginia, Utah, Texas, Oregon, Montana, and other states with comprehensive privacy laws have similar rights, including access, correction, deletion, portability, and the right to appeal a denied request. To appeal, reply to our decision at hello@cpa-ready.com with the word appeal and we will respond in writing.
You may use an authorized agent to submit a request where the law allows, with proof of authorization.
The Service is not directed to anyone under 18 and we do not knowingly collect personal information from anyone under 18. If you believe a minor has provided information to us, contact hello@cpa-ready.com and we will delete it. Information about dependents that you enter as part of your household is treated as your household data, and you should provide only what your tax preparation requires.
The Service is operated in the United States and information is stored and processed there. If you access the Service from outside the United States, you understand that your information will be transferred to and processed in the United States, where privacy laws may differ from those in your country.
We may update this policy. If a change is material, we will notify you by email or by a notice in the Service before it takes effect and we will update the effective date above. Continued use after the change means you accept the updated policy.
Questions, requests, and privacy complaints can be sent to hello@cpa-ready.com and we will respond as quickly as we can.