CPAs and personal financial service providers are required to disclose their privacy policies to clients in a written notice as required by the Gramm -Leach-Bliley Act. These policies pertain to non-public personal information about current and former clients.
Of course, Juravel & Company, LLC has always protected your right to privacy with professional standards that are even more stringent than those required by law.
In order to assist you with your professional needs and, in some cases, to comply with professional guidelines, we retain records relating to the professional services we provide you. We have rigorous physical, electronic, and procedural safeguards in place to protect these records, and they are accessed internally only on an 'as-needed' basis.
Non-public personal information is never collected without your authorization, and we do not disclose such information except as required or permitted by law. Permitted disclosures include third parties who assist us in providing services to you, such as CCH Incorporated, the vendor providing us with our tax compliance software, ProSystem fx Tax.
CCH has released their own Privacy Statement, reproduced here with their permission, in full and without modification.
ProSystem fx Privacy Statement
At CCH, we are committed to keeping your information private and recognize the importance all customers place on the privacy and confidentiality of their information. While new technologies allow us to more efficiently serve our customers, we are committed to maintaining the rigorous privacy standards that are synonymous with our established and trusted name.
When collecting, storing, and retrieving your firm's data - such as Tax Notebook information, electronically filed returns, returns submitted to us for customer support, and returns submitted to us for service center processing - extensive internal controls are maintained throughout the process to ensure security and confidentiality.
Data sent from your firm to CCH's secure servers is encrypted to ensure safety and privacy during transmission. Data encryption is the process of transforming information into a complex arrangement of illegible data.
In addition, CCH's Internet-based systems are protected behind firewalls and all mission critical servers are deployed in a cluster environment to provide an even greater level of security and protection against system failure. All data is maintained and backed-up on a regular schedule to provide adequate redundancy and ensure that the integrity of information is never jeopardized.
CCH employees are subject to a strict employment policy regarding confidentiality, and internal access to customer data is restricted to highly trained personnel on an 'as-needed' basis. Information provided by your firm is used strictly for lawful business purposes and is never shared with third parties without your consent, except as required by law.
Your privacy is just as important to us as our ability to provide you with quality financial services. Please call if you have any questions about this statement. This policy is effective May 1, 2009.