Effective Date: November 11, 2025
1. Introduction
Welcome to Topmatrix Accountancy Corporation (“we”, “us”, “our”, “the Firm”). We are a public accounting firm providing tax, audit, advisory, and bookkeeping services. This Privacy Policy describes how we collect, use, disclose, and protect personal information of our clients, prospective clients, vendors, and other contacts (“you”, “your”). It also explains your rights with respect to your personal data and how we comply with SMS messaging rules when using SMS or other text‑message services.
2. Information We Collect
We may collect the following types of information:
a. Personal Information You Provide.
- Contact information: name, postal address, e‑mail address, telephone number (including mobile number)
- Identifiers: Social Security Number, Tax ID, driver’s license or other government ID
- Financial information: bank account/routing, credit card details, investment/asset holdings, income, expenses, tax‑return data
- Business information: entity structure, ownership, trade names, tax filings
- SMS/MMS consent information: mobile number, opt‑in/opt‑out status
b. Information from Other Sources.
- Third‑party data about your credit, assets or tax records
- Mobile‑carrier/SMS registration compliance information
c. Automatically Collected Information.
- Website usage data
- SMS messaging logs metadata
3. How We Use Your Information
We use the information for:
- Professional services delivery
- Regulatory and legal obligations
- Communications, including SMS
- Fraud prevention and security
- Internal operations and analytics
4. SMS/MMS/Text Messaging Specifics
When we send SMS/MMS via Zoom Phone SMS or another provider:
- We text only with your express opt‑in.
- You may opt out anytime by replying “STOP.”
- We comply with U.S. 10‑DLC carrier rules.
No mobile information will be shared with third parties/affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt‑in data and consent; this information will not be shared with any third parties.
5. Information Sharing & Disclosure
We do not sell, rent, or lease your information.
For clarity regarding SMS data:
We do not share mobile numbers, SMS opt‑in data, SMS consent records, or text-message originator information with any third parties.
We may disclose information only to:
- Service providers under confidentiality
- Legal or regulatory authorities
- With your authorization
- In a business transfer with protections
6. Data Retention
We retain client and tax records as required by law and professional standards. SMS metadata is retained for [insert period].
7. Data Security
We use administrative, technical, and physical safeguards including encryption, secure access controls, and confidentiality training.
8. Your Rights
Depending on jurisdiction, rights may include access, correction, deletion, restriction, objection, and withdrawal of consent.
9. International Data Transfers
Data may be transferred to servers outside your region with appropriate safeguards.
10. Children’s Information
Our services are not directed to children under 16/18. We do not knowingly collect children’s data.
11. Changes to This Privacy Policy
We may update this Policy periodically.
12. Contact Information
Topmatrix Accountancy Corporation
949-954-8779
Copyright © 2025 TOPMATRIX - All Rights Reserved.