Privacy policy

Effective Date: September 1, 2025

Evolve ProSuite (“we,” “our,” “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard the information you provide when using our website, services, and platform.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email address, phone number, firm details, and billing information you provide when creating an account or contacting us.

  • Account Information: Usernames, login credentials, and account activity.

  • Client Data: Files, documents, and information uploaded by you and your clients.

  • Usage Information: Device type, browser, IP address, and activity on our platform, collected through cookies and analytics tools.

2. How We Use Your Information

We use the information we collect to:

  • Provide, manage, and improve our services.

  • Process payments and billing.

  • Respond to inquiries and provide customer support.

  • Communicate updates, service notices, or promotional offers (you may opt out at any time).

  • Ensure security, compliance, and proper platform functionality.

3. Data Security

We use administrative, technical, and physical safeguards to protect your information. This includes encryption, secure servers, and access controls. While no system can be guaranteed 100% secure, we work to ensure your data is protected to the highest reasonable standard.

4. Sharing of Information

We do not sell, rent, or trade your personal information. We may share limited information with trusted service providers who help us operate our business (such as payment processors or hosting providers). These providers are contractually obligated to protect your data and only use it for the services we request.

We may also disclose information if required by law, regulation, or legal process.

5. Client Data

Evolve ProSuite is designed for accountants and firms. Data uploaded by you or your clients remains your property. We do not access, use, or share client files except as necessary to provide support or comply with legal obligations.

6. Cookies and Tracking

We use cookies and similar technologies to improve functionality, analyze usage, and personalize your experience. You can adjust your browser settings to refuse cookies, but some features may not work properly without them.

7. Your Rights

You may request to:

  • Access the personal data we hold about you.

  • Correct or update inaccurate information.

  • Delete your account and associated personal information (subject to legal or contractual obligations).

To exercise these rights, please contact us at [Insert Contact Email].

8. Data Retention

We retain personal and client data only as long as necessary to provide our services or as required by law. When data is no longer needed, it is securely deleted.

9. Children’s Privacy

Our services are not directed toward individuals under 18. We do not knowingly collect information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time. If significant changes are made, we will notify you by email or through the platform.

11. Contact Us

If you have any questions about this Privacy Policy or how your information is handled, please contact us at:

Evolve ProSuite
Email: support@evolveprosuite.com
Address: 2504 Bentridge Drive W, Mobile, Alabama 36695