Privacy Policy

Last updated: June 30, 2026

KG Tax & Accounting Solutions ("KG", "we") operates MyCPAPracticeHub (the "Service"). This Privacy Policy explains what information we collect, how we use it, and the choices you have. It applies to firm staff and invited clients using the Service.

1. Information we collect

• Account data: name, email, role, and authentication metadata.
• Client and engagement data: organization profiles, tax / audit / bookkeeping engagement details, documents you upload, journal entries, bank transactions, receipts, invoices, and related notes.
• Communications: messages between staff and clients within the Service, e-signature events, and meeting requests.
• Operational telemetry: signups, key actions (e.g., journal entry posted, receipt uploaded), and error events. Used to improve the Service.
• Login events: timestamp, IP-derived metadata, and user agent — used for security auditing.

2. How we use information

• Provide and maintain the Service and the engagements you've agreed to with KG.
• Authenticate users and enforce access controls.
• Process documents and transactions with AI assistance (parsing, categorization, draft narratives).
• Communicate about your account, engagements, and the Service.
• Diagnose issues, improve reliability, and protect against abuse.

3. AI processing

Some features send document or ledger content to AI models (currently Google Gemini via the Lovable AI Gateway) to extract, classify, or summarize information. AI providers are contractually restricted from training general-purpose models on your content. You are responsible for reviewing AI output before relying on it.

4. Subprocessors

We use these subprocessors to operate the Service:

• Lovable Cloud — hosting, database, authentication, file storage.
• Lovable AI Gateway — model routing to Google Gemini for AI features.
• Lovable Email — transactional and authentication email delivery.

5. Sharing

We do not sell personal information. We share data only as needed to provide the Service (with the subprocessors above), to comply with law, or with your explicit instruction (e.g., when you send a document to a client through the portal).

6. Retention

We retain Customer Data for as long as your account is active and for the period required by applicable professional and tax-record retention rules (generally seven years for engagement work product). You may request earlier deletion of specific records; some records may be retained where required by law.

7. Security

• Encryption in transit (TLS) and at rest.
• Row-level access controls on every database table.
• Audit logging for sensitive admin actions and login events.
• Optional leaked-password protection at signup and password change.

8. Your rights

You may request access to, correction of, or deletion of your personal information. Firm clients should make requests through their firm administrator. KG staff should contact the firm owner.

9. Cookies

The Service uses essential cookies and local storage to keep you signed in and to remember your in-app preferences. We do not use third-party advertising trackers.

10. Changes

We may update this Policy. Material changes will be communicated by email or in-product notice.

11. Contact

Privacy questions: contact KG Tax & Accounting Solutions through your firm administrator or via the in-app feedback button.

This Policy is provided for trial use and does not constitute legal advice.