Privacy Policy

Last Revised: 3.6.2026

Your privacy is important to us. This Privacy Policy explains how  PT&C Group, LLC dba Platform Accounting Group, and its respective affiliates, subsidiaries, agents, and assigns (collectively “PAG”, “we”, “us”, or “our”), collect, use, and disclose and safeguard your information when you use our websites and applications (the “Site”) or otherwise interact with us. 

 

Please read this Privacy Policy carefully. We may update this Privacy Policy periodically to reflect changes in our practices, legal requirements, or services. If we make material changes, we will provide notice by posting the updated Privacy Policy on our website and updating the “Last Revised” date.  Where required by applicable law, we will provide additional notice or obtain consent. Your continued use of the Site following the effective date constitutes your acknowledgement of the updated terms.  

Table of Contents
  1. What Information Do We Collect?
  2. How Do We Collect User Information?
  3. Automatic Collection, Cookies, and other Internet Technologies 
  4. How Do We Use Your Information?
  5. GLBA Privacy Notice and How We Share Your Information?
  6. General Artificial Intelligence
  7. How Do We Protect Information?
  8. Transfer of Your Personal Information to Other Countries
  9. What Are Your Options Regarding Your Information?
  10. How Can You Contact Us?
  11. Will This Privacy Policy Change?
  12. State Privacy Rights
  13. State Specific Disclosures
  14. Children’s Online Privacy Policy
1. What Information Do We Collect?

This Policy covers the Personal Information you may provide in any format—online or offline—when exploring, applying for, or engaging in our services or employment offerings. The types of Personal Information we collect may include:

  • Identifiers such as your name, address, telephone number, email address, Social Security number;
  • Government-issued identification (e.g. driver’s license or passport) and documents verifying your identity and address;
  • Demographic information and marital status
  • Biometric Information (where applicable);
  • Financial information, including account number, payment information and transaction history;
  • Commercial information, such as records, histories, or tendencies of products and services purchased or considered;
  • Occupation and other employment-related information;
  • Other information you may submit to us through communications, customer support, surveys, or otherwise; and
  • “Usage Information,” such as device details, browser type, IP address, pages visited, referring URLs, and interaction with our Site.

Personal Information, Usage Information, and Device Information are collectively “Information”.

2. How Do We Collect User Information?

We collect Information you provide directly—online and offline—when you inquire about, apply for, or engage our services. This may include information from applications, tax organizers, worksheets, documents you upload, payments you make through our Site, and other interactions with us. The information we collect depends on the services you request.  

 

We may obtain Information from affiliates and third parties (e.g., credit reporting agencies, identity verification and fraud prevention providers).

3. Automatic Collection, Cookies, and other Internet Technologies

We use cookies, web beacons, pixel tags, and similar technologies to automatically collect certain information when you interact with the Site. These technologies help us: (i) recognize you when you return; (ii) improve the quality and functionality of our services, (iii) administer and manage the Site, and (iv) support communication with you. 

 

You can control cookies. Please note that disabling cookies may limit your ability to use certain features or affect the functionality of the Site. For instructions on modifying cookie settings, consult the Help or Support section of your specific browser.

 

Where required by law, we will obtain your consent before placing non-essential cookies. We honor applicable browser-based opt-out signals (see “Global Privacy Control” below where required).

4. How Do We Use Your Information?

We use your Personal Information to provide our services and manage our relationship with you in the following ways:

  • Administer our relationship and maintain contractual relations;
  • For accounting and tax purposes;
  • For investment purposes;
  • For business development;
  • To comply with legal and regulatory requirements;
  • To manage your customer relationship, respond to questions, and provide customer service;
  • Facilitate and complete transactions that you request;
  • Communicate with you via email, telephone, postal mail, and/or your mobile device about the services, or the products and services of our affiliates;
  • Enforce contractual obligations, verify your identity, and to help prevent identity fraud, unauthorized or criminal activity or claims, and other liabilities;
  • Perform functions as described to you at the time of collection;
  • Operate, evaluate and improve our business and services, including new products and services, to perform research;
  • For audit purposes;
  • To establish exercise or defend legal rights; and/or
  • For historical and statistical purposes.
Job Applicants

If your Information is submitted when applying for a position with us, the Information will be used solely in connection with considering and acting upon your application. We may retain your Information for a period, but only for the purpose of considering your application for current or future available positions or as required by law.

5. Gramm-Leach-Bliley Act (GLBA) Notice and how we share your information

We do not sell your Personal Information.

 

As a provider of financial and tax-related services, we collect and maintain certain information that may qualify as “non-public personal information” under the Gramm-Leach-Bliley Act (GLBA). This information includes details you provide on applications, tax documents, onboarding forms, and related materials; as well as information about your transactions and interactions with us or with others in connection with the services we provide. We also collect information received from consumer reporting agencies, identity verification tools, or other verification services.

 

We may share non-public personal information with our affiliates and trusted service providers as permitted by federal law and only as needed to deliver our services. These parties must protect your information and may use it only for the services we request.  

 

We may also share Personal Information when you provide written permission in connection with corporate transactions (e.g., mergers, acquisition, reorganization, hiring needs); to comply with law or legal processes; to protect against fraud or harmful activity; to satisfy regulatory obligations (e.g., anti-money laundering reporting). We may aggregate or de-identify Personal Information; transfer information as part of business transactions; engage vendors for hosting, customer support or payment processing, cloud services, communications support or analytics. Our Site may link to third-party integrations; we do not control their privacy practices, and you should review their policies. We comply with applicable breach notification laws and provide GLBA-compliant privacy notices and opt-out rights where applicable.

6. Generative Artificial Intelligence

We may utilize third-party generative artificial intelligence (AI) services to enhance the efficiency and accuracy of our tax preparation processes. When these services are used, we share only the data that is essential for the relevant task. AI providers are contractually prohibited from using, retaining, or disclosing your information for any purpose other than delivering the requested services. They may not train models using your data or retain it longer than necessary to complete the task. 

 

All such providers are carefully evaluated for their expertise and are bound by contractual obligations requiring them to protect your information, maintain strict confidentiality, and comply with all applicable data protection laws and security standards. Any output generated by AI tools is reviewed and validated by a qualified PAG professional before it is incorporated into any deliverable, analysis, or client service. PAG does not use AI for automated decision-making that produces legal, financial, or similarly significant effects. PAG remains committed to safeguarding your privacy and is dedicated to transparent data practices throughout the use of AI technologies. As a client, you may opt out of AI-assisted processing by contacting us (see “How Can You Contact Us?”). Opting out will not affect other aspects of our services.

7. How Do We Protect Your Information?

PAG takes reasonable precautions to safeguard Personal Information against loss, misuse, unauthorized access, disclosure, alteration, and destruction. We maintain administrative, technical, and physical safeguards; limit internal access to job-related needs; and share externally only as allowed, permitted, or required by law. As a user, you play a vital role in protecting your data, devices, and passwords.

 

We use encryption on our websites and our internal storage systems for client files.  

 

We store Personal Information for as long as necessary to fulfill the intended purposes of collection described in this Privacy Policy, including to satisfy legal, regulatory, accounting, tax, audit, and reporting requirements. When no longer required, we securely delete, destroy, or de-identify it in accordance with applicable law.

 

Despite our efforts, no online system is completely secure.  By using our services, you acknowledge and accept this risk.

Data Security Incident Notification

In the event of a data security incident involving your Personal Information, we will notify affected individuals and applicable regulatory authorities as required by federal and state law. We maintain incident response procedures designed to promptly investigate, contain, and remediate security incidents.

8. Transfer of Your Personal Information to Other Countries

In certain circumstances, and pursuant to your written consent, we may transfer your Personal Information to recipients located in other countries or permit access to Personal Information from such countries. These countries may have privacy, data protection, and information-security laws, regulations or standards that differ from those in your home jurisdiction and may, in some cases, provide a lower level of protection.

 

We implement appropriate safeguards designed to protect your Personal Information during such cross-border transfers. These safeguards may include, without limitation:

  • Contractual protections such as standard contractual clauses and other approved data-transfer mechanisms; VPN to provide secure access to internal networks for remote employees;
  • Technical and organizational measures designed to ensure the confidentiality, integrity, and availability of your Personal Information; and
  • Limiting transfers to jurisdictions or vendors that maintain appropriate privacy and security certifications or contractual commitments.

We take steps to ensure that any third party receiving Personal Information maintains appropriate safeguards and handles Personal Information in a manner consistent with this Privacy Policy and applicable legal requirements.

9. What Are Your Options Regarding Your Information?

You may request access to, or corrections of, the Personal Information that we maintain about you by contacting us. Please include your current contact information, the information you want to access or correct, and your requested changes. After we verify your identity, we will respond consistently with applicable law and our policies.

 

Do Not Track (DNT): Please note that our Site is not currently set up to detect Do Not Track signals from users’ computers. As a result, we are currently unable to respond to Do Not Track requests.

Global Privacy Control

Certain states recognize browser-based opt-out preference signals, including the Global Privacy Control (GPC). Where required by applicable law, we honor valid Global Privacy Control signals as a request to opt out of the sale or sharing of Personal Information for cross-context behavioral advertising. We do not sell or share Personal Information for such purposes; recognition of a GPC signal will not materially change how we process your Personal Information.

10. How Can You Contact Us?

Email: privacy@platformag.com

Write: Platform Accounting Group,
Attention: Privacy Officer,
6510 S Millrock Dr. Suite 275,
Holladay, UT 84121

11. Will This Privacy Policy Change?

We may update this Privacy Policy periodically to reflect relevant changes in our information practices. We will notify you of material changes by posting the changed or modified Privacy Policy via the Site. Unless stated otherwise, changes take effect when posted; your continued use of the Site or our services after the effective date constitutes consent to the changes.

12. State Privacy Rights

Depending on your state of residence and to the extent applicable law covers your Personal Information (and is not otherwise exempt, for example under the Gramm-Leach-Bliley Act (GLBA) or other legal, regulatory, or professional obligations) you may have the rights summarized below. These rights apply only where we are subject to the relevant state law and only for Personal Information regulated by that law.

  • Right to Know / Access – You may request that we disclose the categories or specific pieces of Personal Information we have collected, used, or disclosed.
  • Right to Delete – You may request that we delete Personal Information we collected from you, subject to applicable exceptions, including legal retention requirements.
  • Right to Correct – You may request that we correct inaccuracies in the Personal Information we maintain about you.
  • Right to Data Portability – You may request a copy of your Personal Information in a portable and, where technically feasible, usable format.
  • Right to Opt-Out – Depending on your state, you may have the right to opt out of:
    • The sale of Personal Information
    • The sharing of Personal Information for targeted advertising
    • Profiling that produces legal or similarly significant effects
  • Right to Limit Use of Sensitive Personal Information – In some states, you can request that we limit our use and disclosure of Sensitive Personal Information to permitted business purposes.
  • Right to Appeal – If we deny your request, you have the right to appeal our decision. Details on how to submit an appeal will be included in our response.

We do not sell your data.

 

The Personal Information we collect is used solely within the context of the services we provide. We may not be able to fulfill requests to the extent it restricts our ability to comply with applicable laws or regulations, or to comply with legal processes, including the need to maintain and preserve records and information related to the management of our relationship with you.

13. State Specific Disclosures
Legend for Rights
  • A = Access / Know
  • D = Delete
  • C = Correct
  • P = Portability
  • OO Sale = OptOut of Sale
  • OOTA = OptOut of Targeted Advertising
  • OO Prof = OptOut of Profiling (legal/significant effects)
  • LSPI = Limit Use/Disclosure of Sensitive Personal Information
  • App = Right to Appeal
  • GPC = Recognizes Global Privacy Control / OptOut Signals
  • Notes = Key differences or limitations
States Rights Summary Signals/Special Rules Notes/Exemptions
California A, D, C, P, OO Sale, OOTA, LSPI, App Must honor GPC as sale/sharing optout Limited private right of action for certain breaches; GLBA/PHI/HIPAA/employee/B2B exemptions apply. We do not use Sensitive Information beyond CPRA permitted purposes.
Colorado, Connecticut, Virginia, Oregon A, D, C, P, OO Sale, OOTA, OOProf, App Recognize optout preference signals (with varying implementation timelines) GLBA and PHI/HIPAA exemptions apply.
Texas, Tennessee, Florida, Montana, Indiana, New Jersey, Delaware, Kentucky, Rhode Island, Maryland, Minnesota, Nebraska, New Hampshire, Iowa Generally, A, D, C (where applicable), P, OOTA, OO Sale, OO Prof, App Signals recognized in some states. Rights vary slightly (e.g.; Iowa does not provide a right to correct; Florida applies only to large businesses).
Nevada OO Sale (limited to “covered information” No profiling or targeted advertising optouts Limited scope. We do not sell covered information as defined by Nevada statute.
Utah A, D (consumer provided data only), P (consumer provided), OOTA, OO Sale No correction right; no profiling optout Utah’s law is intentionally narrower; GLBA/PHI exemptions apply
14. Children’s Online Privacy Policy

We do not knowingly collect personal information from children under 13. Our online services are not intended for or targeted at children. If we become aware that we have inadvertently collected Personal Information from a child under the age of 13, we will promptly delete such information from our records unless retention is required by law.

 

You may submit a privacy rights request using any of the contact methods listed in the “How Can You Contact Us?” section of this Privacy Policy. To protect your information, we will verify your identity before processing your request and may deny requests that are unverifiable, conflict with legal obligations, or fall within exemptions under applicable law.