Privacy

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Panorama Accounting & Bookkeeping (“we,” “our,” “us”) values your trust. We handle all personal, financial, and sensitive information with the highest standards of confidentiality and data protection.

Depending on your relationship with us, we may collect:

• Identifying information: Name, address, contact details, government-issued IDs, Social Security Number.
   
• Financial information: Bank account and payment details, payroll data, tax filings, investment and retirement account records, business financial statements.
   
• Sensitive information: Limited health-related financial data when required for our services.
   
• Website data: Device/browser type, IP address, and usage statistics via cookies or analytics.
   

We do not request or accept government IDs, SSNs, bank details, or health-related information through public website forms. Such data should only be shared through our secure channels.

• Deliver accounting, tax, payroll, and advisory services.
   
• Respond to inquiries and manage client relationships.
   
• Meet professional, ethical, and regulatory obligations.
   
• Improve website performance and client communications.
   

We never sell or rent your information.

We maintain administrative, technical, and physical safeguards appropriate to the sensitivity of the information we handle, including:

• Encrypted communication and secure client portals.
   
• Access controls and authentication.
   
• Confidentiality agreements and staff training.
   
• Ongoing monitoring and protection of stored and transmitted data.
   

Sensitive data such as SSNs, government IDs, financial account details, or health-related information is only collected with your consent, for legitimate business purposes, and handled through secure, approved methods.

You may request access, correction, or deletion of your personal information in accordance with professional standards. We will honor applicable rights regarding sensitive or health-related information consistent with professional and legal standards.

We may update this Privacy Policy periodically.