Privacy Policy

Effective Date: 01/01/2025

Controller Works (“we,” “our,” or “us”) values your privacy and is committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, and safeguard your data when you engage with our services, visit our website, or communicate with us.

1. Information We Collect

We collect information necessary to provide our accounting and financial services, including but not limited to:

Personal Information: Name, email address, phone number, and business details.
Financial Information: Accounting records, financial statements, tax documents, and other business-related financial data.
Technical Information: When you visit our website, we may collect non-personal data such as IP address, browser type, and usage patterns for security and analytical purposes.

2. How We Use Your Information

We use your information strictly to:

Provide accounting and financial management services.
Communicate with you regarding your services and inquiries.
Ensure compliance with legal, regulatory, and contractual obligations.
Improve our services and internal operations.

3. Data Protection & Security

We implement industry-standard security measures to protect your data, including:

Secure Portals: All financial documents are shared exclusively through our secure client portal (Financial Cents).
Restricted Access: Only authorized personnel have access to sensitive data.
Encryption & Security Protocols: We use encryption, firewalls, and secure cloud storage to prevent unauthorized access.
“No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties”.

4. Sharing of Information

We do not sell or share your personal or financial information with third parties except in the following cases:

With trusted service providers who assist in delivering our services (e.g., QuickBooks Online, Gusto, Financial Cents).
When required by law or regulatory authorities.
With your explicit consent for specific business purposes.