MacNeal LLC » Privacy Policy

Privacy Policy

Effective Date: September 1, 2025

Last Updated: September 1, 2025

Mac Neal LLC (“we,” “our,” or “us”) values your trust and is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal information when you visit our website, engage our services, or interact with us through our secure platforms, including SecureFilePro® by Drake Software and QuickBooks Online.

By using our website or services, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect the following categories of information:

A. Personal Information You Provide

• Name, address, phone number, and email address
• Date of birth, Social Security number, and other government-issued identification
• Financial and tax information, including income, expenses, and account numbers
• Business information, including EIN, formation documents, and financial statement.

B. Automatically Collected Information

• IP address, browser type, and device information
• Pages visited and time spent on our website
• Cookies and similar tracking technologies (used only to improve site functionality)

2. How We Collect Information

We collect information through:

• Direct submission via our website forms, email, or phone
• Secure document uploads through SecureFilePro® (Drake Software’s secure file exchange platform)
• QuickBooks Online integrations for bookkeeping, accounting, and tax purposes
• In-person meetings or mailed documents

 

3. How We Use Your Information

We use your information to:

• Provide accounting, bookkeeping, payroll, tax preparation, and consulting services
• Prepare and file tax returns
• Maintain accurate business and financial records
• Respond to inquiries and provide customer support
• Comply with legal, regulatory, and professional obligations

We will never sell your personal information to third parties.

4. Secure Platforms We Use

We use trusted, industry-standard platforms to protect your data:

1. SecureFilePro® by Drake Software

• Encrypted file uploads and downloads (SSL/TLS encryption in transit)
• Secure, password-protected accounts
• Data stored on encrypted servers maintained by Drake Software in compliance with IRS Publication 1075

1. QuickBooks Online

• Bank-level encryption (128-bit or higher)
• Multi-factor authentication (MFA) for user access
• Secure data storage in compliance with industry best practices

While we rely on these secure platforms, we also maintain additional internal safeguards to protect your information.

5. Data Security Measures

We maintain administrative, technical, and physical safeguards to protect your personal information, including:

• Strong password requirements and multi-factor authentication
• Limited staff access to client data
• Secure document destruction policies for paper and digital files
• Compliance with IRS Publication 4557 (Safeguarding Taxpayer Data)

 

6. Sharing Your Information

 

We may share your information only in the following circumstances:

• With your explicit consent
• With third-party service providers who assist in delivering our services (bound by confidentiality agreements)
• When required by law, court order, or IRS/state tax agency request
• To protect against fraud or unauthorized transactions\

7. Retention of Your Information

 

We retain records for as long as required by:

• IRS and state record retention laws (typically 3–7 years, depending on document type)
• Professional standards for accounting and tax services
• After the retention period, we securely destroy both paper and electronic records.

8. Your Rights

You have the right to:

• Request a copy of your personal information we hold
• Request corrections to inaccurate or incomplete information
• Request secure transmission of your files
• Withdraw consent for certain data uses (where applicable)

9. Cookies and Tracking

Our website uses minimal cookies to enhance user experience and measure traffic. You may disable cookies in your browser settings without affecting access to our services.

10. Third-Party Links

Our website may contain links to third-party sites (including Drake Software and QuickBooks). We are not responsible for the privacy practices or content of these sites. Please review their privacy policies:

SecureFilePro® Privacy Policy

QuickBooks Online Privacy Statement

 

 

 

11. Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be posted on our website with the effective date.

 

12. Contact Us

If you have questions about this Privacy Policy or our data protection practices, contact us at:

Mac Neal LLC

308 S Jefferson St. #369

Chicago, IL 60661

Phone: 619-410-7978

Email: support@www.macnealllc.com