CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
- Types of Nonpublic Personal Information We Collect
- Parties to Whom We Disclose Information
- Protecting the Confidentiality and Security of Current and Former Clients Information
- Website Privacy Notice
- Information Collection, Use, and Sharing
- Your Access to and Control Over Information
- Portal End User License Agreement
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
This privacy notice discloses the privacy practices for (www.blueandco.com). This privacy notice applies solely to information collected by this website. It will notify you of the following:
- What personally identifiable information is collected from you through the website, how it is used and with whom it may be shared.
- What choices are available to you regarding the use of your data.
- The security procedures in place to protect the misuse of your information.
- How you can correct any inaccuracies in the information.
We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email or other direct contact from you. We will not sell or rent this information to anyone.
We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization.
You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the phone number given on our website:
- See what data we have about you, if any.
- Change/correct any data we have about you.
- Have us delete any data we have about you.
- Express any concern you have about our use of your data.
We use “cookies” on this site. A cookie is a piece of data stored on a site visitor’s hard drive to help us improve your access to our site and identify repeat visitors to our site. Cookies can also enable us to track and target the interests of our users to enhance the experience on our site. Usage of a cookie is in no way linked to any personally identifiable information on our site.
If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.
If you have an account and you log in to this site, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.
When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.
If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.
From time to time, our organization compiles industry-centric surveys, and our site requests information via surveys. Participation in these surveys is completely voluntary and you may choose whether or not to participate and therefore disclose this information. Information requested may include personal contact information (such as name and email address), and organizational financial information. Contact information will be used solely to distribute the aggregate survey results, and survey information will be used for purposes of creating aggregate industry reports. Individual responses will be kept strictly confidential.
We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline.
Wherever we collect sensitive information or files, that information is encrypted and transmitted to us in a secure way. You can verify this by looking for a lock icon in the address bar and looking for “https” at the beginning of the address of the web page.
While we use encryption to protect sensitive information transmitted online, we also protect your information offline. Only employees who need the information to perform a specific job (for example, billing or customer service) are granted access to personally identifiable information. The computers/servers in which we store personally identifiable information are kept in a secure environment.
IMPORTANT-READ CAREFULLY: Welcome to the Blue & Co., LLC (“Blue”) Portal (the “Blue Portal” or the “Portal”). By clicking the “Yes” button, the user (“You”) agree(s) to be bound by the terms and conditions contained in this agreement (the “Agreement”) and the terms and conditions of Blue’s privacy notice, which are published at https://www.blueandco.com/privacy-notice and which are incorporated herein by reference. The privacy notice explains how Blue treats your personal information, and protects your privacy, when you use the Blue portal. Blue may change the terms of this Agreement and/or the privacy notice from time to time without notice to you, and you are responsible for the then current version of the policies in effect at all times. If you do not agree to be bound by these terms and conditions or privacy notice policies, you may not use the Blue Portal.
You agree that we may modify this Agreement, or any policy or other terms referenced in this Agreement at any time and at our sole discretion. By using the Blue Portal, you agree to be bound by any such modifications and should therefore periodically visit this page and the Blue Portal to determine the then current terms and conditions of use to which you are bound. You will note that at the bottom of this Agreement, the date of last modification is indicated. You are encouraged to check the revision date with each use to ensure you are comfortable with the latest revisions. If you are dissatisfied with the Blue Portal site, it’s content or this Agreement as it may be revised, you agree that your sole and exclusive remedy is to discontinue using the Portal.
You agree that Blue may terminate this Agreement, for any reason at our sole discretion, at any time, by providing you seven (7) days advance notice, and that Blue reserves the right to change, suspend or discontinue all or any aspects of the Blue Portal, for any reason at our sole discretion, at any time, by providing you seven (7) days advance notice. You are personally liable for any charges that you incur prior to any termination, change, suspension or discontinuation of this Agreement or the Blue Portal. You further agree that Blue may terminate this Agreement for cause at our sole discretion at any time, immediately upon notice to you, if you breach the terms and conditions of this Agreement.
You agree that:
- You will not tamper with or otherwise interfere or attempt to interfere in any manner with the functionality or proper working of the Portal.
- You will not make illegal use of the Portal or use it for purposes which are illegal.
- You will not interfere with anyone else who is a user of the Portal in their use of the Portal.
- You will follow U.S. and international laws regarding transmitting data and you will not attempt to gain access to our computer system or any other computer systems.
- You will not remove, obscure, or alter any notice of any logo, trademark, legend or other intellectual property or proprietary right designation appearing on or contained within the portal.
- You will not access (or attempt to access) any product or services offered via the Blue Portal by any means other than the interface that is provided by Blue.
You agree and understand that you are responsible for maintaining the confidentiality of passwords associated with any account you use to access the Blue Portal. Accordingly, you agree that you are solely responsible to Blue for all activities that occur under your account. If you become aware of any unauthorized use of your password on the Blue Portal or your account, you agree to notify Blue immediately at email@example.com.
CCH Axcess Master Agreement
You are hereby notified that in connection with providing you access to the Blue Portal and services related thereto, Blue has entered into a Master Agreement with CCH Incorporated, a Wolters Kluwer business (“CCH”), a copy of which is located here:
https://support.cch.com/kb/solution.aspx/sw29709?language=en_US (click the “CCH Axcess Master Agreement”)
You hereby agree that you shall thoroughly and completely review the terms of the CCH Axcess Master Agreement, and that you shall use commercially reasonable efforts to ensure that your use of the Blue Portal will not cause or result in any violation of you as “Client” or Blue as “Customer” under the terms of the CCH Axcess Master Agreement.
We reserve the right to log, review, and otherwise examine any information stored on or passing through our networks, servers or systems.
Downtime and Service Suspensions
Your access to and use of the Blue Portal and related services may be suspended for the duration of any anticipated, unanticipated, scheduled or unscheduled downtime, maintenance, system updates, malfunction, or other unavailability of the Blue Portal or any portion or all of such related services for any reason, including as a result of power outages, system failures or other interruptions.
We shall also be entitled, without any liability to you, to suspend access to the Portal or any related services at any time, on a system-wide basis: (a) for scheduled downtime to permit us to conduct maintenance or make modifications to the Portal; (b) in the event of a denial of service attack or other attack on the Portal or other event that we determine, in our sole discretion, may create a risk to the Portal, to you or to any of our other clients if the Portal service were not suspended; or (c) in the event that we determine that the Portal or any related service is prohibited by law or we otherwise determine that it is necessary or prudent to do so for legal or regulatory reasons.
Rights to Use of Blue Portal
Blue grants you a personal, worldwide, royalty-free, non-assignable and non-exclusive license to us the Blue Portal as part of the services being provided to you by Blue. This license is for the sole purpose of enabling you to use and enjoy the benefit of the Blue Portal and services, in the manner permitted by these terms and conditions. You may not, and you may not permit anyone else to copy, modify, create a derivative work of, reverse engineer, decompile or otherwise attempt to copy or extract the source or object code of the Blue Portal or any part thereof. Except as expressly provided herein, unless Blue has given you specific written permission to do so, you may not assign (or grant a sub-license of) your rights to use the Blue Portal, grant a security interest in or over your rights to use the Blue Portal, or otherwise transfer any part of your rights to use the Blue Portal. Notwithstanding the foregoing, you are granted limited administrative rights to provide access to the Blue Portal in your reasonable discretion to those parties who would reasonably need to access information located on the Blue Portal, or who could upload information and documents (such as tax documents and other financial papers) onto the Blue Portal for you to access, that would assist you in utilizing the services provided by the Blue Portal in the ordinary course.
The content on the blue Portal including without limitation, the text, software, scripts, graphics, photos, sounds, videos, interactive features and the like (“Content”) and the trademarks, service marks and logos contained therein (“Marks”), are owned by or licensed to Blue, subject to copyright and other intellectual property rights under United States and foreign laws and international conventions. Content on the Blue Portal is provided to you AS IS for your information and personal use only and may not be used, copied, reproduced, distributed, transmitted, broadcast, displayed, sold, licensed, or otherwise exploited for any other purposes whatsoever without the prior written consent of the respective owners of the Content. Blue reserves all rights not expressively granted in and to the Blue Portal and the Content. You agree to not engage in the use, copying, or distribution of any of the Content other than expressly permitted herein. If you download or print a copy of the Content for personal use, you must retain all copyright and other proprietary notices contained therein. You agree not to circumvent, disable or otherwise interfere with security-related feature of the Blue Portal or features that prevent or restrict use or copying of any Content or enforce limitations on use of the Blue Portal or the Content therein.
Copyright and Trademark policies
It is Blue’s policy to respond to notices of alleged copyright infringement that comply with applicable international intellectual property law (including, without limitation, in the United States, the Digital Millennium Copyright Act) and to terminate the accounts of repeat infringers.
Warranty Disclaimers and Limitation of Liability
Except as specifically set forth in this Agreement, Blue makes no other representations or warranties, express or implied, including without limitation any warranty of merchantability or fitness for a particular purpose, with respect to the Portal or any content thereon or services related thereto. You agree that use of the Portal is at your sole risk. The Portal is provided on an “as is” and “as available” basis.
Neither Blue nor its partners, agents, affiliates, or designees nor each of their respective officers, directors, employees, agents, contractors, subcontractors or the like (collectively, “Associates”) warrant that use of the Portal site will be uninterrupted or error-free.
Under no circumstances shall Blue or its Associates be liable for any direct, indirect, incidental, special, exemplary, punitive or consequential damages that result from, arise out of or otherwise relate to your use of or inability to use the Blue Portal site, or any web site linked to the Blue Portal site, including but not limited to reliance by you on any information obtained from the Blue Portal site that results in mistakes, omissions, interruptions, deletion or corruption of files, viruses, delays in operation or transmission, or any failure of performance, or any loss of profit, loss of goodwill or data, or cost of procurement of substitute goods or services or other intangible loss suffered.
The Blue Portal utilizes industry accepted security systems in an attempt to eliminate unauthorized access to private information. By using the Blue Portal, you expressly agree to not hold Blue or its Associates liable in the event of unauthorized access and subsequent use of your company and/or personal information. The foregoing Limitation of Liability shall apply in any action, whether in contract, tort or any other claim, even if an authorized representative of Blue has been advised of or should have knowledge of the possibility of such damages.
You agree to defend, indemnify and hold harmless Blue and any of its Associates, from and against any and all claims, damages, obligations, losses, liabilities, costs or debt, and expenses (including but not limited to attorney’s fees) arising from: (i) your use of or access to the Blue Portal; (ii) your violation of any term of this Agreement; or (iii) your violation of any third party right, including without limitation any privacy, copyright, or other intellectual property right. This defense and indemnification obligation will survive this Agreement and your use of the Blue Portal.
All notices by us to you shall be by email to the email address listed as the Portal Administrator. All notices by you to us shall be by email to firstname.lastname@example.org or in writing to:
Blue & Co., LLC
12800 N. Meridian St., Ste 400
Carmel, IN 46032
This Agreement constitutes the entire agreement between you and us regarding the subject matter hereof and supersedes any and all prior or contemporaneous representation, understanding, agreement or communication between you and us, whether written or oral, regarding such subject matter.
If any portion of this Agreement is held by a court of competent jurisdiction to be invalid or unenforceable, the remaining portions of this Agreement will remain in full force and effect, and any invalid or unenforceable portions shall be construed in a manner that most closely reflects the effect and intent of the original language. If such construction is not possible, the provision will be severed from this Agreement, and the rest of the Agreement shall remain in full force and effect.
The failure by us to enforce any provision of this Agreement shall in no way be construed to be a present or future waiver of such provision nor in any way affect our right to enforce such provision thereafter. All waivers by us must be in writing to be effective.
Successors and Assigns
This Agreement will be binding upon and inure to the benefit of the parties and their respective successors and assigns.
This Agreement, and any rights and licenses granted hereunder, may not be transferred or assigned by you, but may be assigned by Blue without restriction.
Nothing in this Agreement is intended to or does create any type of joint venture, creditor-debtor, escrow, partnership or any employer/employee or fiduciary or franchise relationship between you and us (or any of our Associates).
Applicable Law and Jurisdiction
The Blue portal, including the www.blueandco.com website (excluding links to websites operated by others) is controlled and operated by Blue from offices in Carmel, Indiana. Although Blue has made no effort to publish the Blue Portal, including the www.blueandco.com website elsewhere, it is accessible in all fifty U.S. states and in other countries due to its presence on the Worldwide Web. As each of these states and countries have laws which may differ from those of Indiana and from each other, and as you and Blue both benefit from establishing a predictable legal environment in which to publish, access and use the Blue Portal, including the www.blueandco.com website, by publishing, accessing, and/or using the sites you agree that all matters arising from or relating to the use and operation of the sites will be governed by the laws of the State of Indiana, without regard to conflicts of law provisions otherwise applicable there. You agree that all claims you may have arising from or relating to the operation or use of the Blue Portal, including the www.blueandco.com website will be heard and resolved in the courts of Hamilton County, Indiana. You consent to personal jurisdiction of such courts over you, stipulate to the fairness and convenience of proceeding in such courts, and covenant not to assert any objection to proceeding in such courts. The foregoing not withstanding you agree that Blue shall be entitled to apply for any necessary injunctive remedies in any jurisdiction. If you choose to access the www.blueandco.com website from locations other than the State of Indiana, you will be responsible for compliance with all local laws of such other locations.
Last Revision Date
This Agreement was last revised on February 7, 2019.