Privacy Policy

Last Updated: November 29, 2025

Thank you for visiting the website and using the services (the “Site Services”) of Bridge Forensic CPAs LLP (“Bridge Forensic,” “we,” “our,” or “us”). Your privacy is important to us, and we are committed to protecting your personal information. This Privacy Policy (the “Policy”) outlines and describes the types of information we may collect from you or that you may provide to us when you visit our website and our practices regarding how we may collect, use, protect, and disclose your personal information when you visit our website or use the Site Services. This Policy applies only to information collected online through the Site Services and does not apply to any other data collection or processing.

Please read this Policy carefully to understand our policies and practices regarding your personal information and data, and how we will treat it. By using and accessing any of the Site Services, you agree to the collection, use, and disclosure of your information as described in this Policy. If you do not agree to this Policy, please do not use or access any of the Site Services.

CHANGES TO THIS POLICY

We reserve the right to update or modify this Policy at any time, and from time to time, without prior notice to you, including to reflect changes to our practices or for other operational, legal, or regulatory reasons. Such changes, modifications, additions, or deletions will be posted on this page, and shall be effective immediately upon notice thereof, which may be given by means including, but not limited to, issuing an e-mail to any e-mail address provided by you or posting the revised policy on this page. The “Last Updated” date at the top of this Policy will be revised accordingly. You acknowledge and agree that it is your responsibility to review the site and this Policy and be aware of any modifications. We recommend reviewing this Policy periodically to stay informed about our practices.

Your continued use of the site after any modification, change, or update to our Policy will constitute your: (a) acknowledgment of the modified policy; and (b) agreement to abide and be bound by the modified Policy.

HOW WE COLLECT AND USE YOUR PERSONAL INFORMATION

To provide the Site Services, when you visit or use our Site Services, we may collect Personal Information about you that you voluntarily provide to us. “Personal Information” means information that identifies, relates to, or could reasonably be linked directly or indirectly with a particular individual, such as your name, email address, phone number, and any other information you voluntarily choose to provide. We may collect Personal Information about you from a variety of sources, as set out below. The information that we collect and use varies depending on how you interact with the Site Services.

Generally, in addition to the specific uses set out below, we may use information we collect about you to 1) communicate with you, 2) provide the Site Services to you, 3) to manage your account, 4) comply with any applicable legal obligations, 5) enforce any applicable terms of service, and 6) to protect or defend the Site Services, our rights, and the rights of our users or others.

Personal Information is not sold, rented, or otherwise disclosed to any third-parties except to service providers as necessary for business operations or as required by law. All third-parties who Personal Information is disclosed to perform functions on our behalf, agree to use Personal Information only for authorized purposes, and protect the confidentiality of all Personal Information disclosed.

WHAT PERSONAL INFORMATION WE COLLECT

The types of Personal Information we obtain about you depends on how you interact with our Site Services. The following sections describe the categories and specific types of Personal Information we collect.

Information We Collect Directly from You Through the Site Services

Information that you directly submit to us through our Site Services may include:

  • Basic contact details including your name, address (including street number and name, the city, state, zip code, and country), phone number, and email. We typically only request that you provide your name and an e-mail address on the contact form, although more information may be requested if chat is available through the Site Services for you to participate in any online chat.

  • Client support information including the information you choose to include in communications with us, for example, when sending a message through the Site Services.

  • Any information or documents that you send to us for review.

Some features of the Site Services may require you to directly provide us with certain information about yourself. You may elect not to provide this information, but doing so may prevent you from using or accessing these features.

Please do not submit any Sensitive Information through the site. “Sensitive Information” is defined as any confidential, proprietary or sensitive personally identifiable information, such as, but not limited to, (a) Social Security Numbers, (b) dates of birth, (c) driver’s license number, or (d) credit card, bank account, or other financial information. If you submit any Sensitive Information through the Site Services, you do so at your own risk and we will not be liable to you or responsible for consequences of your submission.

Information We Collect Through Cookies

We also may automatically collect certain information about your interaction with the Site Services to help us to increase the performance of and to better manage content on our website, software, and services by informing us what content is effective and how you interact with it (“Usage Data”). To collect the Site Services and Usage Data, we may employ various tracking technologies, such as cookies, pixels, and similar technologies (collectively, “Cookies”). Usage Data may include information about how you access and use our Site Services and your account, including device information, browser information, information about your network connection, your IP address, and other information regarding your interaction with the Site Services. For more information on our use of cookies and similar technologies, including instructions on how to opt-out, please refer to our Cookies section below. While you may be able to opt out on certain tracking features, others may be necessary for the operation of our website, software, and services.

Information We Obtain from Third-Parties

Finally, we may obtain information about you from third-parties, including from service providers who may collect information on our behalf, such as:

  • Companies who support our Site Services.

  • When you visit our Site Services, open or click on emails we send you, or interact with our Site Services or advertisements, we, or third-parties we work with, may automatically collect certain information using online tracking technologies such as pixels, web beacons, software developer kits, third-party libraries, and cookies. These help us better manage content on our website, software, and services by informing us what content is effective.

Any information we obtain from third-parties will be treated in accordance with this Policy. We are not responsible or liable for the accuracy of the information provided to us by third-parties and are not responsible for any third-party’s policies or practices. For more information, see the section below, Third-Party Websites and Links.

HOW WE USE YOUR PERSONAL INFORMATION

  • Providing Products and Services. We use your Personal Information to provide you with the Site Services in order to perform our contract with you.

  • Managing Your Account. We use your Personal Information to manage your account that you may create to access parts of the Site Services. The Personal Information that you provide gives you access to different functionalities of the Site Services that are available to you as a registered user. We use this Personal Information to manage your account, confirm your identity, and personalize certain aspects of the Site Services to you.

  • Marketing and Advertising. We use your Personal Information for marketing and promotional purposes, such as 1) to send marketing, advertising, and promotional communications by email, text message, or postal mail, and 2) to show you advertisements for products or services. This may include using your Personal Information to better tailor the Site Services and advertising on our Site Services and other websites, or to communicate with you about our products, services, promotions, and events. You may opt-out of receiving any, or all, of these communications from us by following the unsubscribe link or instructions provided in any email that we send or by contacting us; while we make no guarantees, we will take commercially reasonable efforts to comply with all unsubscribe notifications that we receive.

  • Security and Fraud Prevention. We use your Personal Information to detect, investigate, or take action regarding possible fraudulent, illegal, or malicious activity. If you choose to use the Site Services, it is your responsibility for keeping any account credentials safe. We highly recommend that you do not share any usernames, passwords, or other access details with anyone else. If you believe any account has been compromised, please contact us immediately.

  • Communicating with You. We use your Personal Information to provide you with client support and improve our Site Services. This is in our legitimate interests in order to be responsive to you, to provide effective services to you, and to maintain our business relationship with you.

    • Text Message Opt-In Data: If you opt in, we may collect and store your phone number for SMS communications. By providing your mobile number and opting in to receive messages, you consent to receive text messages from us, including any service-related communication. Message and data rates may apply. You can opt out at any time by replying “STOP” to any message.

  • For Other Purposes. We may use your Personal Information for other purposes, such as data analysis, identifying user trends, determining the effectiveness of our promotional campaigns or the Site Services, and to evaluate and improve the Site Services, products, marketing, or your experience.

RETENTION OF PERSONAL DATA

We take efforts to only retain Personal Information for as long as is necessary for the purposes set out in this Privacy Policy, although there may be legal, regulatory, compliance, or other reasons why we may retain such information for a longer time. We will retain and use Personal Information to the extent necessary to comply with our legal obligations (for example, if we are required to retain data to comply with applicable laws), resolve disputes, and enforce our legal agreements and policies. We retain certain data, such as the information collected through Cookies, for internal analysis purposes.

COOKIES

To collect website data, we may employ various tracking technologies, such as cookies, web beacons, and analytics software, that help us better manage content on our website, software, and services by informing us what content is effective. We use Cookies to power and improve our Site Services (including to remember your actions and preferences), to run analytics, and to better understand user interaction with the Site Services (in our legitimate interests to administer, improve, and optimize the Site Services). We may also permit third-parties and services providers to use Cookies on our Site Services to better tailor the services, products, and advertising on our Site Services and other websites.

Most browsers automatically accept Cookies by default, but you can choose to set your browser to remove or reject Cookies through your browser controls. Please keep in mind that removing or blocking Cookies can negatively impact your user experience and may cause some of the Site Services, including certain features and general functionality, to work incorrectly or no longer be available. While you may be able to opt out on certain tracking features, others may be necessary for the operation of our website, software, and services. Additionally, blocking Cookies may not completely prevent how we share information with third-parties such as our advertising partners.

When you visit our Site Services, we may track information about your visit and store that information in web server logs, which are records of the activities on our sites. The servers automatically capture and save the information electronically. The information we collect in web server logs helps us administer the site, analyze its usage, protect the website and its content from inappropriate use, and improve your experience as the user. Examples of the information we may collect include:

  • your unique Internet protocol address;

  • the name of your unique Internet service provider;

  • the town/city, county/state, and country from which you access our website;

  • the kind of browser or computer you use;

  • the number of links you click within the site;

  • the date and time of your visit;

  • the web page from which you arrived to our site;

  • the pages you viewed on the site; and

  • certain searches/queries that you conducted via our website(s).

CALIFORNIA PRIVACY RIGHTS ACT (“CPRA”) EXEMPTION

As of the effective date of this Policy, the CPRA does not apply to Bridge Forensic CPAs LLP. Should our data practices change in the future, this Policy will be updated to reflect any relevant changes in compliance.

We will try to accommodate your concerns regarding any of your Personal Information or this Policy, but we can make no guarantees that we can resolve all accommodation requests in every manner requested.

THIRD-PARTY WEBSITES AND LINKS

Our Site Services may provide links to websites or other online platforms operated by third-parties. Except as otherwise discussed in this Policy, this document only addresses the use and disclosure of information that we collect from you. Other websites accessible through our website or the Site Services have their own privacy policies and data collection, use, and disclosure practices. If you follow links to sites not affiliated or controlled by us, Information you provide on public or semi-public venues, including information you share on third-party social networking platforms may also be viewable by other users of the Site Services and/or users of those third-party platforms without limitation as to its use by us or by a third-party. Our inclusion of such links does not, by itself, imply any endorsement of the content on such platforms or of their owners or operators, except as disclosed on the Site Services.

Payments through 8am CPACharge

While we may provide paid products and/or services within the Site Services, in these cases, we use third-party services for payment processing (e.g. payment processors). We do not collect, process, or store your payment details or any of your Sensitive Information through the Site Services. Any and all payment information, including your Sensitive Information, provided by you is provided directly to our third-party payment processors whose use of your Sensitive Information is governed by their privacy policy. These payment processors adhere to the standards set by PCI-DSS as managed by the PCI Security Standards Council, which is a joint effort of brands like Visa, Mastercard, American Express and Discover. PCI-DSS requirements help ensure the secure handling of payment information.

Currently, we use 8am CPACharge (“8am”) to handle payment processing. 8am has their own privacy policy and data collection, use, and disclosure practices, which can be found on their website or through the following link: https://www.cpacharge.com/terms/privacy/. Additionally, 8am’s terms of service can be found through the following link: https://www.cpacharge.com/terms/terms-of-service/. We are not responsible for the policies or practices of 8am; you should review 8am’s privacy and security policies and other terms and conditions to see how 8am collects, stores, secures, and processes your Personal Information, data, and any Sensitive Information. We do not guarantee and are not responsible for the privacy or security of 8am, including the accuracy, completeness, or reliability of information found on 8am’s site.

Email Marketing through Mailchimp

We may use “Mailchimp” (an email marketing sending service provided by The Rocket Science Group LLC) to manage and send emails to you. Mailchimp has their own privacy policy and data collection, use, and disclosure practices, which can be found on their website or through the following link: https://www.intuit.com/privacy/statement/. Additionally, Mailchimp’s terms of service can be found through the following link: https://mailchimp.com/legal/terms/. We are not responsible for the policies or practices of Mailchimp; you should review Mailchimp’s privacy and security policies and other terms and conditions to see how Mailchimp collects, stores, secures, and processes your Personal Information, data, and any Sensitive Information. We do not guarantee and are not responsible for the privacy or security of Mailchimp, including the accuracy, completeness, or reliability of information found on Mailchimp’s site.

CHILDREN’S DATA AND INFORMATION

Our Site Services are not intended for children under thirteen (13) years of age. The use of our Site Services by minors is strongly regulated. No one under the age of thirteen (13) may provide any Personal Information or data to or on our site or services. We do not knowingly collect Personal Information from children under the age of thirteen (13), unless provided by the minor’s parent or legal guardian. If you are under thirteen (13), do not use or provide any information on this site, our services, through any of their features, use any interactive or public comment features of the site, or provide any information about yourself to us, including your name, address, telephone number, email address, or any user name you may use. If we learn we have collected or received Personal Information from a child under thirteen (13) without verification of parental consent, we will delete that information. If you believe we might have any information from or about a child under thirteen (13), please contact us immediately.

We comply with the requirements of the Children’s Online Privacy Protection Act. You must be at least eighteen (18) years old to have our permission to use the Site Services. If you are between the ages of thirteen (13) and seventeen (17), or under the age of majority where you live, you represent that your legal guardian has reviewed and agreed to this Policy.

SECURITY AND RETENTION OF YOUR INFORMATION

We take reasonable organizational, technical, and physical security measures to protect Personal Information within our organization. Our site follows reasonable best practices in cybersecurity to protect the integrity and accessibility of our content. Unfortunately, no data transmission or storage system can be guaranteed to be 100% secure. Please be aware that no security measures are perfect or impenetrable, and we cannot guarantee “perfect security.” In addition, any information you send to us may not be secure while in transit. We recommend that you do not use unsecure channels to communicate sensitive or confidential information to us. If you have reason to believe Personal Information has been compromised, please promptly contact us.

Communications sent through any third-party sites or services will be governed by those third-parties’ privacy policies and will be subject to the security requirements and protocols used by those third-parties.

How long we retain your Personal Information depends on different factors, such as whether we need the information to maintain any account on your behalf, to provide the Site Services, comply with legal obligations, resolve disputes, or enforce other applicable contracts and policies. Additionally, we may also retain certain information for internal analysis purposes. This information is generally retained for a shorter period of time, except when this data is used to strengthen the security or to improve the functionality of our services or we are legally obligated to retain this data for longer time periods.

COMPLAINTS

If you have complaints about how we process your Personal Information, please contact us using the contact details provided below. If you are not satisfied with our response to your complaint, depending on where you live you may have the right to appeal our decision by contacting us using the contact details set out below. We take your privacy seriously and wish to do what we can reasonably do to protect your Personal Information, but we cannot and do not make any guarantees that we can resolve every privacy issue in every manner requested. If you have any recommendations on what we can do better regarding privacy and privacy protections, including any revisions or updates to this Policy, please feel free to reach out to us and we may take your comments under consideration.

CONTACT US

If you have any questions about this Policy, please contact us at privacy@bridgeforensic.com and we will try to address or resolve your concerns. Response times may vary, but we promise we will take all commercially reasonable steps to ensure that we respond in an efficient, thoughtful, and timely manner.