Privacy Policy
A Legal Disclaimer
Effective Date: September 1, 2025
At PLUS Accounting Services (“PLUS,” “we,” “our,” or “us”), your trust is our priority. We are committed to protecting the personal and organizational information you share with us. This Privacy Policy explains how we collect, use, share, and protect your information when you visit our website, engage with our team, or use our services.
1. Information We Collect
We may collect different types of information depending on how you interact with us:
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Personal Contact Information: Name, email, phone number, mailing address, and job title.
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Organizational Information: Nonprofit name, EIN, accounting data, grant and contract records, and other financial documents you provide as part of our services.
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Payment Information: Limited billing details required for invoicing, securely processed through our payment partners.
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Website Data: IP address, browser type, device information, and website usage through cookies and analytics tools.
2. How We Use Your Information
We use your information only for legitimate business purposes, including:
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Delivering accounting, grant management, and advisory services.
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Communicating with you regarding proposals, appointments, and service updates.
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Preparing financial statements, reconciliations, reports, and compliance materials.
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Managing billing and payments.
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Improving our website, services, and client experience.
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Complying with legal, regulatory, and professional obligations.
3. Sharing of Information
We do not sell or rent your information. We may share information only when necessary:
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With Your Consent: For example, when you request we share data with auditors, funders, or third parties.
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With Service Providers: Vendors who provide IT hosting, secure file transfer, or payment processing — all under confidentiality agreements.
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For Legal Purposes: To comply with laws, regulations, or court orders, or to protect the rights, property, and safety of PLUS, our clients, or others.
4. Data Security
We take data protection seriously. PLUS uses administrative, technical, and physical safeguards such as secure file transfer systems, encrypted communications, and controlled access. While we take every reasonable measure, no method of transmission or storage is 100% secure, and we cannot guarantee absolute protection.
5. Data Retention
We keep your information only as long as necessary to provide services, fulfill legal and compliance obligations, and resolve disputes. When data is no longer needed, it is securely deleted or destroyed.
6. Your Rights
Depending on your location, you may have the right to:
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Access the information we hold about you.
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Request corrections or updates to your data.
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Request deletion of your information, where legally allowed.
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Opt out of marketing communications at any time.
To exercise your rights, please contact us at info@plusaccountingservices.com
7. Cookies and Website Tracking
Our website may use cookies and analytics tools to improve performance and understand visitor behavior. You may disable cookies in your browser settings, but this may limit some functionality.
8. Third-Party Links
Our website may include links to external websites. We are not responsible for the privacy practices of those third parties, and we encourage you to review their privacy policies.
9. Children’s Privacy
Our services are directed toward nonprofit organizations and their staff. We do not knowingly collect information from children under the age of 13. If we become aware of such information, we will delete it.
10. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in law, technology, or our business practices. Updates will be posted here with a new “Effective Date.”
11. Contact Us
If you have any questions about this Privacy Policy or how your information is handled, please contact us:
PLUS Accounting Services
442 5th Avenue, Suite 2020
New York, NY 10018
E: info@plusaccountingservices.com
P: (848) 222–3240