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Revised April 14, 2023
Our Site has areas that are open to all users, with no registration required to obtain access.
Some areas of our Site, including specific pages in the "for Members" section and the communities features, are password-protected for specific user groups, such as Members of CalCPA ("Members").
We will store and update the contact information, demographic information and other information collected from Members.
We also may use Website usage information and personal information for editorial and feedback purposes, for marketing and promotional purposes, including to customize our communications to you, for statistical analyses of user behavior, for product development, for content improvement, to inform advertisers how many visitors have seen or clicked on their advertisements, and to customize the content and layout of our Site. Personal information, including names, postal and e-mail addresses and phone numbers, may be added to our databases and used in the following ways:
We share website usage information, demographic data, automatically collected data, and feedback with partners, advertisers and other third parties only on an aggregate basis.
We employ other companies and individuals to perform functions on our behalf. Examples include fulfilling subscriptions and orders, delivering packages, sending postal mail and e-mail, removing repetitive information from customer lists, analyzing data, providing marketing and/or sales assistance, providing customer service for our Site, evaluating enrollment applications and carrying out duties in the operation of our programs. These third parties have access to Website usage information, contact information, demographic information, automatically collected information and feedback needed to perform their functions, but they may not use it for other purposes.
We share contact information with other, trusted companies to provide you information about exclusive products and services for our Members and Customers.
As CalCPA continues to grow, we might sell or buy sites, companies or assets. In such transactions, Website usage information and personal information generally is one of the transferred business assets.
We will, without specific or further notice to you, release your Website usage information, contact information, demographic information, automatically collected data and feedback when we believe such disclosure is appropriate to: (a) comply with any law or a court order or other legal process; (b) protect the rights, property or safety of CalCPA, our Site, our Members, our visitors, enrollees in our programs, our employees, contractors, agents or others; or (c) enforce our terms of service.
We work to include security measures in this Site to protect the loss, misuse and alteration of the information within our control that you provide to us. However, we cannot ensure or warrant the security of that information. It also is important for you to protect against unauthorized access to your password and to your computer. Be sure to sign off when finished using a shared computer or one that is otherwise accessible to third parties.
To ensure that all of your Personal Information is correct and up-to-date, you may visit your personal profile on CalCPA Website. Through your personal profile you may: (a) review and update your Personal Information that we have already collected; (b) choose whether or not you wish us to send you information about us, or promotional material from some of our partners; and (c) choose whether or not you wish us to share some of your Personal Information with third parties.
You must promptly notify us if your username or password is lost, stolen or used without permission. In such an event, we will cancel that username or password and update our records accordingly.
Our Site may make chat rooms, job listing areas, forum facilities, message boards, e-groups, photo sharing, news groups, community pages and services, member directories and listings, and similar features available to you. Please understand that any information that you disclose in these areas becomes public information and that we have no control over its use. You should exercise caution when deciding to disclose your personal information or any other information about yourself. For the Find a CPA function on the Site, your contact information will not be disclosed. Prospective clients’ communications are routed through CalCPA and you can choose to respond or not. In addition, the thoughts expressed in these areas reflect the views of the individual users or hosts and do not necessarily reflect the views of CalCPA or any of its affiliates.
We make every effort to contact you only if you have previously chosen to receive communications from us. At any time, you can "opt out" of receiving direct mail and marketing material from CalCPA, such as product and service updates, by e-mailing us at firstname.lastname@example.org or calling (800) 922-5272. If you do not want us to share your personal information with any third parties, please e-mail us at email@example.com or call (800) 922-5272.
If, at any time in the future, we decide to use your personal information for a purpose not currently stated in this Policy, we will modify the Policy to disclose such usage. In addition, we will provide you with the opportunity and ability to opt out of this new use.
Our Site contains links to other websites. We are not responsible for the privacy practices or the content of such websites. You are encouraged to become familiar with the privacy policies and practices of every Website that you visit prior to disclosing any personal information.
We store your personal information in a secure location that is accessible only by designated staff. We make reasonable efforts to protect your personal information from loss, misuse, unauthorized access or disclosure, alteration or destruction. In addition, we use a secure server to protect the safety and security of transactions over the Internet involving personal information.
Our postal address is as follows:
California Society of CPAs
Attn: Customer Services
1710 Gilbreth Rd., Ste. 100
Burlingame, California 94010
We can be reached via e-mail at firstname.lastname@example.org
Or you can reach us by telephone at (800) 922-5272