PRIVACY POLICY

Version v2 – Public Release

Last Updated: October 8, 2025

© Evo Accounting AI LLC 2025. All rights reserved.


Executive Summary

This Privacy Policy explains how Evo Accounting AI LLC, operator of Accountant PDF, collects, uses, stores, and protects your personal data.

Our priority is transparency, security, and compliance with international data protection standards, including the General Data Protection Regulation (GDPR – EU), California Consumer Privacy Act (CCPA – U.S.), and California Online Privacy Protection Act (CalOPPA – U.S.).

By using our website https://accountantpdf.com (the "Site") or any of our services (the "Service"), you agree to the terms described in this Policy.

1. Relationship to Other Legal Documents

This Privacy Policy forms part of and must be read in conjunction with our Terms & Conditions and Disclaimer.

In case of any conflict between these documents, this Policy governs the collection and handling of personal data.

2. Data Controller and Contact Information

The Data Controller responsible for processing your data is:

Evo Accounting AI LLC ("Company", "we", "our", "us")
Address: 3400 NE 192nd St Apt 1511, Aventura, FL 33180 USA
email: support@accountantpdf.com

If you have questions, requests, or wish to exercise your data rights, you may contact us via the email above.

3. Information We Collect

We may collect and process the following types of data:

  • Personal Data: Name, email address, billing details, login credentials, and other information you voluntarily provide.
  • Usage Data: IP address, browser type, device identifiers, pages visited, access dates and times, diagnostic data, and error logs.
  • Cookies and Tracking Technologies: Session cookies, analytics, preference cookies, and security cookies used to enhance your experience and improve functionality.
  • Uploaded Financial Documents: Files uploaded for automated processing by the Service.

Uploaded financial documents are securely stored for a maximum of 24 hours from upload time and permanently deleted thereafter through automated scripts with deletion confirmation logs.

4. How We Use Your Data

We use your data for the following purposes:

  1. Service Delivery: To provide, maintain, and improve the Service.
  2. Account Management: To manage registration, authentication, billing, and user preferences.
  3. Customer Support: To respond to inquiries and provide technical assistance.
  4. Analytics & Improvements: To analyze usage patterns and enhance product performance.
  5. Legal Compliance: To detect, prevent, and address technical, security, or fraudulent issues.
  6. Communications: To send updates, feature announcements, and marketing content (if opted-in).
  7. Backup and Recovery: To ensure data availability in case of system failures.

Certain features use AI-powered automation to process or classify documents.
All such processing is performed automatically, without human intervention, and solely to provide the Service in compliance with privacy laws.

5. Legal Basis for Processing (GDPR)

If you are in the EEA, our legal bases include:

  • Consent when you voluntarily provide personal data.
  • Contractual necessity, to perform our obligations under a service agreement.
  • Legal compliance, where required by law.
  • Legitimate interest, for internal analytics, fraud prevention, and product improvement.

6. Retention of Data

We retain Personal Data only as long as necessary for legitimate business or legal purposes:

  • Financial documents: retained for 24 hours and then deleted.
  • Account data: retained for up to 5 years after closure to comply with tax or legal obligations.
  • System backups: encrypted and retained for 90 days for disaster recovery only.
  • Usage analytics: retained in anonymized or aggregated form.

7. Data Transfers

Your data may be transferred to and stored on servers located outside your country of residence. By using our Service, you consent to such transfers, which will always follow appropriate safeguards (e.g., Standard Contractual Clauses, encrypted connections).

8. Data Security Standards

We apply industry-leading security practices to safeguard your data, including:

  • Data encryption in transit and at rest.
  • Access controls and authentication protocols.
  • Routine penetration tests and vulnerability scans.
  • Secure server hosting with SOC 2 and ISO/IEC 27001 certified providers.

We adhere to Privacy by Design and Privacy by Default principles in all our systems.

9. Data Breach Notification

In the unlikely event of a data breach involving personal data, we will:

  • Notify affected users by email within 72 hours of detection.
  • Describe the nature and scope of the incident.
  • Outline actions taken to mitigate impact.

This process complies with GDPR Article 33 and applicable U.S. data protection laws.

10. Disclosure of Data

We may share data only when necessary and under strict safeguards:

  • With Service Providers (e.g., Stripe, AWS) to operate essential functionalities.
  • With legal authorities when required by law.
  • In corporate transactions, such as mergers or acquisitions.

We do not sell or rent personal information under any circumstances.

11. Data Processing on Behalf of Clients

When users upload documents containing third-party financial information, Evo Accounting AI LLC acts as a Data Processor, following the lawful instructions of the user, who remains the Data Controller.

We do not access or use client financial data for any purpose other than document processing.

12. Third-Party Subprocessors

We engage trusted third-party vendors ("Subprocessors") for hosting, analytics, payments, and communication services.

Each subprocessor is bound by data protection agreements ensuring equivalent safeguards.

13. Your Data Rights

You have the right to:

  • Access your personal data.
  • Rectify incorrect or incomplete data.
  • Request deletion of your data.
  • Restrict or object to certain processing activities.
  • Request portability of your data in machine-readable format (CSV or JSON).

Submit your request to support@accountantpdf.com.
After verifying your identity, we will process requests within 30 days, unless otherwise required by law.

14. Children's Privacy

Our Service is not intended for users under 18 years old.
If we discover that a minor has submitted personal information, it will be promptly deleted.
We may request proof of age or parental authorization where applicable.

15. Cookies and Tracking

We use cookies and similar tracking technologies to enhance your browsing experience.
You can configure your browser to refuse cookies or alert you when one is sent.

16. Do Not Track (CalOPPA)

Our systems honor "Do Not Track" (DNT) signals set in your browser.
When enabled, we stop collecting behavioral analytics and marketing-related cookies.

17. Updates to This Privacy Policy

We may update this Policy from time to time.
For material changes, we will:

  1. Publish the updated Policy on our website, and
  2. Notify users by email at least 7 days before changes take effect.

Your continued use of the Service after updates indicates acceptance.

18. Governing Law and Jurisdiction

This Privacy Policy is governed by the laws of the State of Florida, United States.
Any disputes will follow the arbitration and resolution procedures described in our Terms & Conditions.

19. Language Clause

This Policy is provided in English.
If translated into other languages, the English version prevails in case of discrepancies.

20. Contact Information

For any questions, privacy concerns, or data requests:

support@accountantpdf.com
Evo Accounting AI LLC (Operator of Accountant PDF)
3400 NE 192nd St Apt 1511, Aventura, FL 33180 USA