Privacy Policy

PRIVACY POLICY

Overview

This Privacy Policy describes the ways in which your personal data is collected and used by Grobstein Teeple LLP (“GT”). By providing your personal data to GT, you acknowledge and agree that your data may be processed by GT and may be shared to approved third parties. “Processed” or “processing” means any operation or set of operations which is performed on personal data or on sets of personal data, whether or not by automated means, such as collection, recording, organisation, structuring, storage, adaptation or alteration, retrieval, consultation, use, disclosure by transmission, dissemination or otherwise making available, alignment or combination, restriction, erasure or destruction. See https://gdpr-info.eu/art-4-gdpr/ for further details.

It is your responsibility to review and understand this Privacy Policy prior to providing your personal data to us. If you do not accept and agree to the Privacy Policy, please refrain from providing your personal data to us, accessing our websites, and/or utilizing our products and services.

With our websites and services constantly evolving, our Privacy Policy may also change from time to time. Whenever there are changes, the modified policies will be posted on our websites and will be effective at that time. Each time they change, the version number displayed at the top of the page also will change. Consequently, each time you access or use our websites or otherwise engage with us, you accept and agree to the most current Privacy Policy. It is your responsibility to be aware of any such changes.


Collection of Personal Data

In order to provide our products, services and websites and for the other purposes set out in Use of Information below, we collect and process personal data from our clients. We may collect information from you such as, but not limited to, your name, email address, mailing address, phone/fax numbers, ("Personal Data"). You are not required to provide us with all of the Personal Data listed above, but if you do not do so, we may not be able to effectively provide you with our products, services and information. In certain circumstances, you will need to provide us with specific categories of Personal Data (including name, email address and payment information) in order to enter into a contract with us and for us to perform that contract.

See “Use of Information” section below for details regarding the ways that we use and process your personal data.


Use of Information

Your Personal Data may be used in the following ways:

  • To provide our products and services to you
  • To enhance and improve our products and services, for example, by performing internal research, analyzing user trends and measuring demographics and interests
  • To process payments from you (including, but not limited to, payments for any products or services that you choose to purchase from us)
  • To process payments to you (including, but not limited to, refunds or reimbursements)
  • Internal purposes, such as website and system administration or internal audits and reviews
  • To provide access to restricted parts of our websites
  • To communicate with you regarding products/services that may be of interest to you
  • To respond to your requests and inquiries
  • To request your participation in surveys, focus groups, or other initiatives which help us to gather information used to develop and enhance our products and services
  • To comply with applicable law(s) (for example, to comply with a search warrant, subpoena or court order) or to carry out professional ethics/conduct investigations
  • From time to time we may provide statistics about the usage levels of the Site and other related information to , but these statistics will not include information which will allow you to be identified

We will process your Personal Data for the purposes identified above on the following bases:

  • Our legitimate interests, which include processing such Personal Data for the purposes of providing and enhancing the provision of our products, services and information, as well as advertising further products, services and information to you;
  • Where such processing is necessary to perform our contract with you or to take steps before entering into our contract with you; and
  • As necessary to comply with our legal obligations, resolve disputes and enforce our contractual agreements.

Unless a longer retention period is required by applicable law, we will retain your information for as long as your account is active, as well as for a short additional period afterwards to cover any outstanding issues or queries that may arise in relation to your account (for example, outstanding payments). This period of retention is subject to our review and alteration.


Sharing and Disclosure to Third Parties

We may disclose your Personal Data to third parties from time to time under the following circumstances:

  • You request or authorize the disclosure of your personal details to a third party.
  • The information is disclosed as permitted by applicable law(s) and/or in order to comply with applicable law(s) (for example, to comply with a search warrant, subpoena or court order).
  • The information is provided to our agents, who perform functions on our behalf. See below for additional details.

It is likely that the identity and categories of such third parties will change during the life of your account but, depending on your use of the Site, it is anticipated that your Personal Data will be disclosed to the following categories of third-party service providers who perform functions on our behalf. We require that our third-party service providers only use your Personal Data as necessary to provide the requested services to us and each service provider is subject to a set of terms consistent with this Privacy Policy.

  • Hosting providers for the secure storage and transmission of your data
  • Identity management providers for authentication purposes
  • Database software providers for the management and tracking of your data
  • Legal and compliance consultants, such as external counsel, external auditors, or tax consultants
  • Payment solution providers for the secure processing of payments you provide to us
  • Technology providers who assist in the development and management of our web properties
  • Fulfillment and postal vendors for the fulfillment of our products and services
  • Our volunteers or committee members who perform various functions on our behalf

Collection of Information Through Cookie Use

We may obtain information about your general internet usage by using a “cookie” file. A cookie is an element of data that a website can send to your browser, which may then be stored on your hard drive. If you do not agree, you can choose to not receive a cookie file by enabling your web browser to refuse cookies or to prompt you before you accept a cookie.

The following types of cookies may be used on our websites:

  • Essential Cookies:These cookies are necessary for our websites to work properly. They are usually only set in response to actions you take such as logging in or completing online forms. You can set your browser to block or alert you about these cookies, but some parts of our sites will not function if these cookies are blocked.
  • Functionality Cookies:These cookies enhance the functionality of our websites by storing your preferences (such as your preferred language or the region that you are in) and allow us to provide enhanced features on our sites such as videos. These cookies may be set by us or by third-party content that we have placed within our pages. If you do not allow these cookies, some of the features on our websites may not function properly and you may not receive a personalized experience when visiting our sites.
  • Performance Cookies:These cookies allow us to count page visits and traffic sources so we can measure and improve the performance of our sites. They help us to understand which pages are visited most frequently and how visitors interact with our sites. Any information collected by performance cookies is aggregated and therefore not identifiable. If you do not allow these cookies we will not receive data related to your visits to our sites.
  • Third-Party Cookies:These cookies may be set through our site by our advertising partners, such as Google or Adobe. They may be used by these companies to enable them to build a profile of your interests and show relevant advertisements on other sites. These cookies are based on identifying your browser and internet device. If you do not allow these cookies, you will experience a decrease in the targeted advertisements that you see online.

If you opt in to use the “Remember me” feature on our websites, we will place a persistent cookie on your hard drive and you will not be required to log in for every session. By disabling cookies on your machine or clearing your browsing history you may deactivate the persistent cookie.

All major browsers allow you to block or delete cookies from your system. To learn more about your ability to manage your preferences related to cookies, please consult the privacy features within your browser.

Further information about cookies:

  • How to control cookies in your browser on aboutcookies.org
  • How to manage your preferences related to targeted advertising

Communication Preferences

We strive to provide you with relevant and useful information related to our products, services and industry news. You can update your communication preferences at any time by visiting the preference center within your online account on our website(s). Additionally, you can contact us using the information listed at the bottom of this policy to make changes to your communication preferences. Any promotional emails that we send will include a link at the bottom of the email to unsubscribe.

If you have opted in to receive text messages from us, you can opt out at any time by responding with the word STOP. You will receive a confirmation text of your choice to opt out.


Security and Other

We use reasonable measures to strive to safeguard and secure the personal data we collect. Any transmission of personal information is at your own risk. Technology, such as, but not limited to, Transport Layer Security (TLS) and Secured Socket Layer (SSL), is used to enhance security and reduce risk of loss. Our security practices, processes or technology do not guarantee absolute security of your information and you should take all normal personal precautions such as, but not limited to, not sharing passwords, closing browsers, and not using public networks (e.g., internet cafes, etc.).


Parents and Children

We do not knowingly collect personal information from children under the age of 13. Parents have the right to terminate the registration of a child under the age of 13 by contacting us using the information listed at the bottom of this policy.


Subject Access/User Rights

As a user, you are subject to the following rights:

  • The right to be informed of the use of your Personal Data
  • The right to access and/or to require the correction or erasure of your Personal Data
  • The right to block and/or object to the processing of your Personal Data
  • The right to not be subject to any decision based solely on automated processing of your Personal Data
  • In limited circumstances, you may have the right to receive Personal Data in a format which may be transmitted to another entity.
  • If you have a complaint in relation to the processing of your data carried out under this Privacy Policy, you have the right to lodge a complaint with your local supervisory authority. If you are located in the European Union, you can find the details of your local supervisory authority here.

You may seek to exercise any of these rights by updating your information online (where possible) or by sending a written request to our Head of Cybersecurity and Risk Management Solutions using the contact details listed below:

Erik Rasmussen, Principal
Head of Cyber Security and Risk Management Solutions
Grobstein Teeple LLP
6300 Canoga Avenue, Suite 1500W
Woodland Hills, CA 91367
Email: erasmussen@gtllp.com