Jedadiah Luke Chilton, CPA PLLC ("we," "us," or "our") is committed to safeguarding your privacy. This policy outlines how we collect, use, and protect your information in connection with services offered via jlchiltonCPA.com, including data accessed through Plaid, OpenAI, Google OCR, and Intuit Developer APIs.
1. Information We Collect
- Contact details (name, email, phone number)
- Financial data (bank accounts, tax returns, financial statements)
- Device and usage information (IP address, browser type)
2. Third-Party Services
Plaid
We use Plaid Inc. to securely link your financial accounts. You authorize Plaid to access and transmit your banking data to us. See Plaid’s Privacy Policy.
OpenAI
We may use OpenAI's API (e.g., ChatGPT) to process text-based inputs for document analysis. Sensitive data is either anonymized or redacted unless expressly approved by the user.
Google Cloud OCR
Used to extract text from image-based documents. Google processes this data securely and does not retain it beyond processing.
Intuit Developer APIs
We integrate with QuickBooks and ProConnect to support accounting and tax services. Data is transmitted via secure OAuth and TLS protocols.
3. How We Use Your Data
- To provide CPA, tax, and advisory services
- To fulfill legal and compliance obligations
- To improve our service delivery using secure analytics
4. Data Protection Measures
- Data encryption at rest and in transit
- Role-based access and internal audits
- Secure storage in SOC 2 compliant systems
5. Your Rights
You may request to access, correct, or delete your data, and revoke access to any third-party platform. Contact us at the information below.
6. Data Retention
We retain data for a minimum of 7 years to meet IRS, regulatory, and professional requirements.
7. Updates to This Policy
This policy may be updated periodically. Revisions will be posted with an updated effective date.
8. Contact Us
If you have any questions about this policy or your data, please contact:
Jedadiah Luke Chilton, CPA PLLC
126 N Salem Street, Suite #201
Apex, NC 27502
Email: luke.chilton@jlchiltonCPA.com
Phone: 919.888.5154