Privacy Policy

1. Information We May Collect

The information we collect depends on how you interact with Kimber Group, Inc., doing business as Kimber Accounting (“Kimber Accounting,” “we,” “us,” or “our”).

Information you provide

You may provide information when you:

• Complete a contact form.
• Submit a business-fit or client questionnaire.
• Request a consultation or appointment.
• Communicate with us by email, phone, text message, chatbot, or other methods.
• Create or use a client portal account.
• Provide documents as part of an existing client relationship.

This information may include:

• Name, email address, and phone number.
• Business name, business type, or industry.
• Business and financial information.
• Information about your accounting, bookkeeping, tax, or advisory needs.
• Information provided through questionnaires or intake forms.
• Communication preferences and consent records.
• Documents or information you voluntarily submit.

Existing clients may provide additional financial, accounting, tax, payroll, banking, business, ownership, property, or identification information when necessary for services Kimber Accounting has agreed to provide.

We encourage clients to use designated secure document-transfer methods when submitting sensitive financial or identifying information.

2. Information Collected Automatically

When you visit our website, certain technical information may be collected automatically by the website, hosting providers, analytics services, or other technology providers.

This may include:

• IP address.
• Browser and device type.
• Operating system.
• Pages visited and website interactions.
• Referring website.
• Approximate location based on IP address.
• Date and time of visits.
• Cookie or similar technology identifiers.

This information may be used to operate the website, understand how visitors use it, improve website performance, maintain security, and identify technical issues.

3. Cookies and Similar Technologies

Our website may use cookies and similar technologies to support website functionality and understand how visitors interact with the site.

Cookies may be used for purposes such as:

• Maintaining website functionality.
• Remembering preferences.
• Improving website performance.
• Understanding website traffic and usage.
• Protecting website security.
• Supporting third-party website features.

Some cookies may be placed by third-party service providers. Your browser may allow you to block, restrict, or delete cookies. Disabling certain cookies may affect how some website features function.

Where required by applicable law, additional notice or consent may be provided before non-essential cookies or similar technologies are used.

4. How We Use Your Information

Kimber Accounting may use personal information for legitimate business and professional purposes, including to:

• Respond to inquiries.
• Determine whether our services may be appropriate for you or your business.
• Schedule consultations and appointments.
• Prepare service proposals or engagement documents.
• Provide bookkeeping, accounting, tax-related, financial reporting, fractional CFO, or other agreed services.
• Communicate with clients and prospective clients.
• Process and organize documents.
• Manage client relationships and operate client portals.
• Provide customer support and service-related notifications.
• Maintain and improve our website.
• Protect our website, systems, clients, and business from fraud or unauthorized activity.
• Maintain business and professional records.
• Comply with applicable legal, tax, regulatory, professional, or contractual obligations.

We may also use information for other purposes that are reasonably related to why it was provided.

5. Financial and Sensitive Information

Because Kimber Accounting provides accounting and related professional services, clients may provide sensitive financial or business information.

Depending on the services being provided, this may include:

• Accounting records.
• Bank or financial records.
• Tax documents.
• Payroll information.
• Revenue and expense information.
• Business ownership information.
• Property-related information.
• Financial statements.
• Identification information.
• Other documents necessary to perform agreed services.

We use this information for purposes reasonably necessary to perform the applicable professional engagement, maintain required records, communicate with the client, and comply with applicable requirements.

The precise information required will depend on the services provided to each client.

6. How We May Share Information

Kimber Accounting may share personal information when reasonably necessary to operate our business, provide services, or comply with legal requirements.

Service providers

We may use third-party providers that assist with functions such as:

• Website hosting and analytics.
• Client portals and document storage.
• Accounting, tax, and financial software.
• Cloud services and cybersecurity.
• Email, scheduling, phone, and text-message communications.
• Payment processing.
• Business administration.

These providers may process information as necessary to provide services to Kimber Accounting.

Professional and business purposes

Information may also be disclosed to professional advisers, contractors, or other parties when reasonably necessary to provide an agreed service or operate our business.

Legal requirements

We may disclose information when we reasonably believe disclosure is necessary to:

• Comply with applicable law.
• Respond to a lawful court order, subpoena, or government request.
• Protect our legal rights.
• Investigate fraud or misuse.
• Protect the security of our systems.
• Protect Kimber Accounting, our clients, or others from harm.

We do not disclose client information merely because someone requests it. Disclosures are handled according to applicable legal, contractual, and professional obligations.

7. Client Portal and Third-Party Services

Kimber Accounting may use third-party client portals, cloud applications, financial software, scheduling platforms, communication systems, or document-sharing services.

When you interact with a third-party platform, that provider may collect and process information according to its own privacy policy and terms.

Users are responsible for maintaining the security of their usernames, passwords, and other login credentials. If you believe your client portal or related account has been accessed without authorization, please notify Kimber Accounting promptly.

Although we take reasonable measures when selecting and using service providers, no third-party platform or electronic communication system can be guaranteed to be completely secure or continuously available.

8. Data Security

Kimber Accounting uses reasonable administrative, technical, and organizational measures designed to protect personal information from unauthorized access, loss, misuse, alteration, or disclosure.

However, no internet transmission, email system, cloud platform, or electronic storage system can be guaranteed to be 100% secure.

Clients should avoid sending highly sensitive information through ordinary unsecured email when a secure client portal or other designated method is available.

If you become aware of suspected unauthorized access involving information you have provided to Kimber Accounting, please contact us promptly.

9. Data Retention

We may retain personal information for as long as reasonably necessary to:

• Provide requested or contracted services.
• Maintain client and business records.
• Meet accounting, tax, legal, regulatory, or professional obligations.
• Resolve disputes and enforce agreements.
• Protect our legal rights.

The specific retention period may vary depending on the type of information, the services provided, applicable legal requirements, and our legitimate business needs.

When information is no longer reasonably required, it may be deleted, destroyed, anonymized, or otherwise handled according to our applicable retention practices.

10. Your Privacy Choices and Rights

Depending on where you live and the laws that apply, you may have certain rights concerning your personal information.

These may include the right to request:

• Access to certain personal information.
• Correction of inaccurate information.
• Deletion of certain information.
• Information about how your personal information is used or disclosed.
• Withdrawal of certain consent where processing is based on consent.
• Other rights provided by applicable privacy law.

These rights are not absolute and may be subject to legal, professional, tax, accounting, record-retention, or other permitted exceptions.

To make a privacy-related request, contact us using the information below. We may need to verify your identity before fulfilling certain requests.

11. Email, SMS and Communications

If you contact Kimber Accounting, we may use the information you provide to respond to your inquiry and communicate with you regarding our services.

Existing clients may receive communications related to their engagement, requested documents, accounting or tax matters, appointments, client portal activity, service updates, or administrative matters.

Text-message communications

When you provide a mobile number and expressly opt in, Kimber Group, Inc. may send non-marketing text messages regarding appointment confirmations, appointment reminders, scheduling updates, and customer service. Message frequency varies. Message and data rates may apply.

If you separately opt in to marketing and promotional text messages, we may send service updates, special offers, promotions, and other marketing communications. Consent to receive marketing text messages is not required as a condition of purchasing services.

You may reply STOP to opt out of text messages and HELP for assistance. After an opt-out request, you may receive a final confirmation message. We may retain consent, delivery, and opt-out records as reasonably necessary to administer our messaging program and comply with applicable requirements.

Where required by law, email marketing communications will include an appropriate method for opting out. Service-related or legally required communications may still be sent when necessary even if you choose not to receive promotional messages.

12. Third-Party Links

Our website may contain links to websites or services that Kimber Accounting does not own or control.

These third-party websites may have their own privacy policies, terms, cookies, and data-collection practices. Kimber Accounting is not responsible for the privacy practices of third-party websites.

We encourage you to review the privacy policy of any third-party service before providing personal information.

13. Children's Privacy

Kimber Accounting's website and professional services are intended primarily for businesses and adults seeking accounting or related services.

We do not knowingly use the website to solicit personal information directly from children under 13.

If we become aware that personal information from a child has been collected through the website in circumstances where parental consent is required, we will take reasonable steps to address the information in accordance with applicable law.

14. Nationwide Clients and State Privacy Rights

Kimber Accounting may work with clients located in different states. Certain state privacy laws may provide residents with additional rights concerning their personal information.

Where an applicable privacy law grants you rights beyond those described in this Privacy Policy, Kimber Accounting will handle applicable requests in accordance with that law.

Nothing in this Privacy Policy is intended to limit privacy rights that cannot legally be limited.

15. Changes to This Privacy Policy

Kimber Accounting may update this Privacy Policy periodically to reflect changes in our business practices, website functionality, technology, service providers, professional services, or legal and regulatory requirements.

When this Privacy Policy is updated, the revised version will display an updated Last updated date. We encourage visitors to review this page periodically.

16. Contact Us

If you have questions about this Privacy Policy, how your information is handled, or a privacy-related request, please contact Kimber Accounting using the information below.