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Privacy Policy

Last Modified: June 16, 2026

Introduction

This is the website of Pivotal Accounting Group.

 

This privacy policy and the other documents referenced herein outline how we use the data we collect when we interact with you via this website, via Pivotal Accounting Group applications, and other sites we operate, and in connection with the services we provide. Certain services or subsidiaries may require additional agreements or consent regarding how your data is collected, used, or disclosed. If you are a client of Pivotal Accounting Group, please refer to your engagement letter, master service agreement, or statement of work for additional information.

General Terms

By accessing this website, you willingly accept and consent to this privacy policy. In addition, by submitting information to us, you consent to our use of such information in accordance with this privacy policy.

 

If any dispute arises over the privacy of your information, the dispute is subject to this privacy policy and our Terms of Use, including limitation of liability, user disputes and release, and application of Arizona law.

 

Pivotal Accounting Group reserves the right to make changes or update this privacy policy when necessary to reflect changes to our service offerings or in response to legal or regulatory changes. Changes will be reflected by updating the effective date at the top of this policy.

Personal Information Collection, Processing, and Sharing

Personal information is information that relates to you or allows us to identify you. We collect and process personal information based on the type of relationship with us, with lawful basis, and as outlined below.

Accessing Our Website

Personal information collected on our website using cookies or other web technologies includes, but is not limited to:

  • IP address

  • Device identifiers

  • Browser name and type

  • Subscription preferences

  • Page interactions and clicks

  • Operating system

  • Websites visited just before or after visiting our site

  • Survey response data

 

This information is used to:

  • Aggregate data on pages users access to improve and/or personalize the content and design of our website.

  • Display advertisements.

 

Personal information collected while navigating our website may be shared with third-party Service Providers identified in the 'Cookies and Other Tracking Technologies' section of this policy.

Submission of Forms and Marketing Interactions

Personal information submitted through contact or registration forms, or through marketing interactions, may include, but is not limited to:

  • Name, phone number, email address, home or business address

  • Job title

  • Services of interest

  • Event registration details (e.g., dietary restrictions)

  • Engagement data with marketing communications and advertisements

 

This information may be used to:

  • Inform you about products, services, events, and promotional offers.

  • Invite you to webinars, conferences, and industry events.

  • Send educational content such as newsletters.

  • Build and maintain a relationship with you.

  • Provide personalized content and communications.

 

This information may be shared with third-party marketing and advertising service providers. Contact us at info@pivotalaccountinggroup.com for a list of engaged third-party providers.

Information Collected During Your Client Relationship

Personal information collected when you become a client or access our applications may include, but is not limited to:

  • Username, password, and login activity

  • Contact information (phone, email, address)

  • Financial and tax information

  • Social security or national ID numbers

  • Device and browser identifiers

  • Survey response data

 

This information may be used to:

  • Onboard you as a client, including conflict of interest and background checks.

  • Provide agreed-upon services.

  • Provide technical and administrative support.

  • Verify your identity and prevent fraud.

  • Send administrative communications and surveys.

 

Personal information is always minimized to what is required. It may be shared with third-party service providers or subprocessors. Contact info@pivotalaccountinggroup.com for a list of third parties.

Recruitment or Hiring Activities

Personal information collected during recruitment may include, but is not limited to:

  • Name, birth date, marital status, gender

  • Social security or national ID number

  • Contact information

  • Career and educational experience, licenses and certifications

  • Data related to race or ethnic origin, criminal record, disability or veteran status

 

This information is used to:

  • Process and evaluate employment applications.

  • Contribute to employment records upon hiring.

  • Provide HR and payroll services.

  • Comply with federal and state reporting obligations.

Information We Collect from Third Parties

We may obtain personal information from other websites, social media, joint marketing organizations, referral sources, data providers, and other third parties. This may include your name, contact information, title, company, and related business information. We may combine this with information collected through other means.

Cookies and Other Tracking Technologies

To make this site work properly, we place small data files called cookies, pixels, and other tracking technologies on your device or browser.

What Are Cookies?

A cookie is a small text file that a website saves on your computer or mobile device when you visit the site. First-party cookies are set by Pivotal Accounting Group to remember your actions and preferences. Third-party cookies are placed by external partners for advertising and marketing purposes.

Types of Cookies We Use

  • Essential/Strictly Necessary – Required for the website to function.

  • Performance – Help us measure and improve site performance.

  • Functional – Enable enhanced functionality and personalization.

  • Social Media – Allow sharing of content on social platforms.

  • Targeting/Advertising – Used to deliver relevant ads on other sites.

Third-Party Cookie Partners

We use the following third-party services to analyze website traffic and improve your experience. Each service may collect data through cookies or similar tracking technologies in accordance with its own privacy policies.

You may also manage or disable cookies directly through your browser settings. Note that disabling cookies may affect the functionality of certain features on our site.

Sale or Sharing of Personal Information

We may share your information as follows:

  • With Pivotal Accounting Group subsidiaries, to provide services or inform you about our services.

  • With third-party service providers.

  • To comply with court orders, subpoenas, government investigations, or law enforcement.

  • In connection with any reorganization, including mergers, acquisitions, or asset sales.

 

We do not sell personal information collected through this site, our applications, or as part of services provided. We have not done so for the past 12 months.

Legal Basis of Processing

We rely on the following legal bases for processing your personal information:

 

  • Contract – To conclude or perform a contract with you (e.g., providing services, managing accounts).

  • Legitimate Interests – To respond to inquiries, improve our website and services, conduct marketing, and detect fraud.

  • Legal Compliance – To maintain records and comply with applicable law.

  • Consent – Where you have given permission. You may withdraw consent at any time.

Data Security

At Pivotal Accounting Group, we prioritize maintaining the confidentiality and privacy of your information, adhering to applicable professional standards. However, data submitted via the internet is never completely secure. By accessing this website, you accept all risks associated with such use.

 

If we learn of a breach of personal information, we may attempt to notify you electronically. Depending on your location, you may have the legal right to receive written notice of a security breach.

Data Retention

We will retain your personal information only for as long as is necessary for the purposes it was collected or as legally obligated. Criteria we use include:

  • The nature and length of our relationship with you.

  • The business purposes for which the information was collected.

  • Legal or contractual obligations.

  • As necessary to defend against potential legal claims or prevent illegal activity.

  • Internal records retention policies.

Automated Decision Making

We do not engage in automated decision-making that produces legal effects or similarly significant impacts on individuals. All decisions involving personal data are reviewed and made by qualified personnel.

Cross-Border Transfer of Personal Information

Pivotal Accounting Group operates in multiple jurisdictions and your personal information may be transferred across national boundaries. Where we transfer personal information internationally, we ensure compliance with all relevant data protection laws, including use of standard contractual clauses where required.

 

For further details, contact us at info@pivotalaccountinggroup.com.

Children's Privacy Protection

Our website is not intended for children under 16 years of age. We do not knowingly collect personal information from children under 16. If you believe we have collected information from a child, please contact us at 

info@pivotalaccountinggroup.com

Your Rights and Choices

Applicable laws and regulations provide consumers with specific rights regarding their personal information. These include:

 

  • Right to Opt-Out of Sharing or Targeted Advertising

  • Right to Revoke Consent

  • Right to Object to Processing Based on Legitimate Interests

  • Right to Know

  • Right to Access and Portability

  • Right to Correct or Delete

Denial or Limitation of Rights

We may deny or limit your rights where necessary to: complete a transaction, detect security incidents, comply with legal obligations, or make other lawful internal uses of your information.

Exercising Your Rights

To exercise your rights, submit a verifiable consumer request by:

 

We endeavor to respond within 45 days. If more time is needed (up to 90 days), we will inform you in writing. We do not charge a fee unless the request is excessive or manifestly unfounded.

Right to File a Complaint or Appeal

If you are not satisfied with our use of your personal information or our response to your request, you have the right to file a complaint with the relevant data protection authority in your jurisdiction. Please refer to your state's privacy law to file a complaint or submit an appeal.

Non-Discrimination

We will not discriminate against you for exercising any of your rights. We will not deny you goods or services, charge you different prices, or provide a different level of quality based on the exercise of your privacy rights.

How We Respond to "Do Not Track" Signals

The site does not respond to "Do Not Track" requests or similar features.

Opt-Out Preference Signals

Some browsers and extensions support opt-out preference signals like the Global Privacy Control (GPC). We will make efforts to detect such signals and respect your choices as required by applicable law.

Links to Third-Party Sites

Links to information on sites other than those operated by, or on behalf of, Pivotal Accounting Group are for your convenience only and are not an endorsement or recommendation of those sites.

How to Contact Us

If you have any questions about this privacy policy or our data practices, please contact us:

 

Email: info@pivotalaccountinggroup.com

 

Postal Address:

Pivotal Accounting Group

Attn: Privacy

4646 E. Greenway Rd., Suite 112

Phoenix, AZ 85032

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