Privacy Policy

Your privacy is important to us at Platform Accounting Group, PT&C, Group, LLC its affiliates, subsidiaries, agents, and assigns (collectively PAG, “we”, “us”, or “our”), collect, use, and disclose user (“you” or “your”) information, including Personal Information we gather about you through our website (collectively, the “Site”), our application or when you interact with PAG on any account or content affiliated with us, and when you interact with any of our affiliates, subsidiaries, agents or assigns.

Please read this Privacy Policy carefully. We may need to make changes to this Privacy Policy as privacy laws change, our services evolve, or we add or change services providers among other things. As a result, we reserve the right to make changes to this Privacy Policy at any time and for any reason. This Policy expressly incorporates any privacy notices that we may issue to supplement this Policy. Any changes or modifications will be effective immediately upon posting the updated Privacy Policy to our website, and you waive the right to receive specific notice of each such change or modification.

Table of Contents
  1. What Information Do We Collect?
  2. How Do We Collect User Information?
  3. How Do We Use Your Information
  4. How Do We Share Your Information?
  5. How Do We Protect Your Information?
  6. What Are Your Options Regarding Your Information?
  7. How Can You Contact Us?
  8. Will This Privacy Policy Change?
  9. California, Colorado, Oregon, Tennessee, Texas, and Utah Privacy Rights
  10. Children’s Online Privacy Policy
What Information Do We Collect?
Personal Information

This Privacy Policy covers any Personal Information you may provide in any method and on any application, system, or website, when applying for or searching for a position with Platform Accounting Group. The types of Personal Information we may collect may include:

  • Identifiers such as your name, address, telephone number, email address, social security number;
  • Government-issues photo identification, such as a driver’s license or passport, photograph, proof of address documentation, and proof of identity documentation;
  • Demographic information and marital status
  • Racial or ethnic origin;
  • Biometric Information;
  • Financial information, including your account number, account transaction history, account information, and payment card information;
  • Commercial information, such as records, histories, or tendencies of products and services purchased or considered;
  • Occupation and other employment-related information;
  • Other personal information you may submit to us through communications, customer support, financial services, surveys, or otherwise; and
  • Usage Information,” including the hardware model, browser, and operating system that you are using, the URL or advertisement that referred you to the Site, all of the areas within the Site that you visit, how you interact with the Services, location information, and mobile network (if applicable), and your IP address or other unique device identifier (“Device Information”) for any computer, mobile phone, or other device that is used to access the Services.

Personal Information, Usage Information, and Device Information shall all be included in the definition of the term “Information” when it is used in this Privacy Policy.

How Do We Collect User Information?
From You

We collect Information that you provide directly, both online and offline, in connection with an inquiry about our services. Information we receive from you on applications, tax organizers, worksheets, and other documents; information about your transactions with us, our affiliates or others or payments you make through the Sites. The Information collected from you will vary depending on the product or service requested.

Other Sources

We may obtain Information about you from our affiliates, credit bureaus, identity verification and fraud control service providers.

Automatic Collection, Cookies, and other Internet Technologies.

We also use cookies, web beacons, and pixel tags for various purposes. We may automatically collect Information from your browser when you use the Site. Information that you enter while using the Site. We utilize these technologies for various purposes, which include:

  • Recognizing you when you revisit the Site, making your experience more seamless.
  • Enhancing the quality of the Site and services we provide.
  • Administering and managing the Site effectively.
  • Facilitating communication with you and ensuring relevant interactions.

These technologies further help us optimize and personalize your interactions with the Site and enable us to provide you with a more tailored and user-friendly experience.

You may control cookies, which include preventing or halting the installation and storage of cookies, by adjusting your browser settings and utilizing other related tools. However, please be aware that if you choose to disable cookies, our Site may not function properly, and you might experience limitations in certain features or functionalities. For guidance on how to disable cookies or to modify your browser settings, please refer to the Help or Support section of your specific browser for detailed information.

IMPORTANT: Your use of the Site implies your consent to the processing of any personal data collected through cookies for the analytics purposes and functions described earlier.

How Do We Use Your Information?

When you engage with us to provide you with professional services, we collect and use personal data when we have a valid business reason to do so in connection with those services. We use your information to provide services to you in the following ways:

  • Administer our relationship and maintain contractual relations,
  • For accounting and tax purposes,
  • For investment purposes,
  • For business development,
  • To comply with legal and regulatory requirements,
  • To manage your customer relationship, respond to questions, and provide customer service,
  • Facilitate and complete transactions that you request,
  • Communicate with you via email, telephone, postal mail, and/or your mobile devise about the services, or the products and services of our affiliates,
  • Enforce contractual obligations, verify your identity, and to help prevent identity fraud, unauthorized or criminal activity or claims, and other liabilities,
  • Perform functions as described to you at the time of collection,
  • Operate, evaluate and improve our business and services, including new products and services, to perform research,
  • For audit purposes,
  • To establish exercise or defend legal rights; and/or
  • For historical and statistical purposes.
Job Applicants

If your Information is submitted when applying for a position with us, the Information will be used solely in connection with considering and acting upon your application. We may retain your Information for a period, but only for the purpose of considering your application for current or future available positions or as required by law.

How Do We Share Your Information?

We do not sell your information. We may share your information with our business partners, affiliates or third-party service providers, in which case we will require those parties to honor this privacy notice, as follows:

  • We may share your Personal Information with internal business partners based on hiring needs.
  • We will share your Personal Information with others when you have given us permission to do so in writing.
  • In connection with corporate transactions such as mergers, acquisitions, or other reorganizations of our company during which your Personal Information may be among the information being transferred.

We may share your information with third party services providers as necessary, or when you have directed us to. Some of our third-party service providers include data processors, storage, technical assistance and support. It is our policy to only use third-party support providers that are bound to maintain appropriate levels of data protection, security and confidentiality, and that comply with any applicable legal requirements for transferring or storing personal data.


We may disclose Personal Information without seeking your permission in circumstances where we believe in good faith, that such disclosure is necessary to comply with the law or to investigate and safeguard against any potential harmful activity targeting us, our customers, our employees, others, or our property.

  • We may also aggregate, or de-identify Personal Information.
  • We may also transfer information covered by this Privacy Policy, including Personal Information, in connection with a merger, sale, or acquisition (including transfers made as a part of insolvency or bankruptcy proceedings) of all or part of our business or as part of a reorganization or change in control.
  • We would like to draw particular attention to the fact that in certain jurisdictions and in relation to certain services, PAG may be required to report suspicious transactions and other activity relevant to regulatory authorities under anti-money laundering, terrorist financing, insider dealing or related legislation.
  • In certain circumstances we may provide your Personal Information to third parties to perform services and functions, including providers of hosting services, customer service vendors, payment processors, cloud services, email communication software, or web analytics services.

We may provide links to third-party integrations, which are websites or platforms that collaborate with our Site to increase its functionality, such as offering job application services. We do not have control over these third parties’ external websites.


We cannot be held responsible for the privacy or other practices of such external sites, and we cannot guarantee the security of any Personal Information you provide or that is collected by those sites. We strongly encourage you to carefully review the privacy policies and terms and conditions of those linked sites and third-party integrations before interacting with them.

Generative Artificial Intelligence

We may utilize third-party generative artificial intelligence (AI) services to enhance the efficiency and accuracy of our tax filing processes. This involves sharing specific data necessary for the execution of these services. Our third-party AI service providers are carefully selected for their expertise, and they are bound by contractual agreements to handle your information securely and in compliance with applicable data protection regulations. The data shared is limited to what is essential for the tax filing process, and we do not permit these services providers to use your information in any other way, or for any other purposes. PAG remains committed to safeguarding your privacy and PAG is dedicated to transparent data practices.


As a PAG client, you can opt out of the use of generative AI services for your tax filing process. If you choose to opt out, please contact us through one of the methods listed in the “How You Can Contact Us” section of this Privacy Policy, and we will ensure that your data is processed through conventional methods without involving AI technologies. We are committed to respecting your preferences, and your decision to opt out will not affect other aspects of our services.

How Do We Protect Your Information?

PAG, including all nationwide firms and related entities, are committed to taking reasonable precautions to safeguard Personal Information against loss, misuse, unauthorized access, disclosure, alteration, and destruction. We maintain administrative, technical, and physical safeguards intended to protect against the loss, misuse, unauthorized access and disclosure of information, including your Personal Information. We share Personal Information externally only where federal and state law allows or requires it. Internally, it’s our policy to limit the access, use, and disclosure of Personal Information to be in line with the job duties of our associates, as well as applicable law. While we implement these measures, they may not be sufficient to ensure complete security for Personal Information. As a user, you play a vital role in protecting your data. It’s important that you take steps to prevent unauthorized access to your passwords and computer.


We store Personal Information for as long as necessary to fulfill the intended purposes of collection unless applicable law requires or permits a longer retention period.

What Are Your Options Regarding Your Information?

Accessing and Correcting Personal Information. You may request access to or update the Personal Information that we hold about you. You can contact us through one of the methods listed in the “How Can You Contact Us” section of this Privacy Policy. Please include your current contact information, the information that you are interested in accessing, and your requested changes. After authenticating your request, we will provide you with the Personal Information that you requested or make your requested changes if (i) the information is reasonably available; (ii) the information does not infringe on the privacy of other individuals, and (iii) the disclosure or changing the information is not otherwise prohibited by law or our internal policies or procedures. For all requests, we will reasonably describe the types of Personal Information that we generally collect, how it is used, and with whom it is shared.


Do Not Track is a privacy preference that can be configured in your Internet search browser. By enabling this preference, you send a signal to websites, indicating that you do not wish the website operator to track specific browsing information about you. Please note that our Site is not currently set up to detect Do Not Track signals from users’ computers. As a result, we are currently unable to respond to Do Not Track requests.

How Can You Contact Us?

If you wish to contact us about your information, or this Privacy Policy, or request access, you may contact us as described below. If you choose to contact us via email or writing, please provide sufficient contact information to allow us to contact you. If you choose to contact us, we will verify your identity using an appropriate method of verification based on the type of request.


Email: [email protected]

Write: Platform Accounting Group, Attention: Privacy Officer, 6510 S Millrock Dr. Suite 275,  Holladay, UT 84121

Will This Privacy Policy Change?

This Privacy Policy may be updated periodically to reflect relevant changes in our information practices. We will notify you of material changes by posting the changed or modified Privacy Policy via the Site, or to a method of notification you have provided. Any changes to this Privacy Policy will be effective immediately upon the posting of the revised Privacy Policy unless otherwise specified, and your continued use of the Site, or our services, after the effective date of the revised Privacy Policy will constitute your consent to those changes.

California, Colorado, Oregon, Tennessee, Texas, and Utah Privacy Rights

If you are a resident of California, Colorado, Oregon, Tennessee, Texas or Utah who is a natural person, these states have Privacy Acts which provide certain rights concerning your Personal Information, unless an exception applies. Certain information is excepted from these Privacy Acts if it is subject to other state and federal laws. These exceptions include information subject to the federal Gramm-Leach-Bliley Act (GLBA) and protected health information (PHI). In addition to the exceptions under these Privacy Acts, the Privacy Acts do not consider information to be Personal Information if it cannot be reasonably linked to any consumer or household. The information that we collect, use, and share is exempt from these State Privacy Acts because it is subject to the GLBA and certain information may be PHI, or it is not considered Personal Information.


If you are resident of one of these states using our pages, or applying for a position with Platform Accounting Group, you may request:

  • To know the Personal Information that has been collected about you
  • To delete Personal Information
  • To have inaccurate Personal Information corrected

The Personal Information we collect is used solely within the context of the services we provide. We may not be able to fulfill request to the extent it restricts our ability to comply with applicable laws or regulations, or to comply with legal processes, including the need to maintain and preserve records and information related to the management of our relationship with you.

Right of Deletion

You have the right to delete, subject to certain exceptions, your personal data provided by you or obtained about you.

*Note: If you are a Utah resident, this only applies to personal data you have provided directly to us.

Right of Portability

Up to two times per calendar year, you have the right to obtain your personal data in a portable and—to the extent technically feasible—readily usable format that allows you to transmit the data to another entity without hinderance.

*Note: If you are Utah resident, this only applies to processing carried out by automated means.

Right to opt-out

You have the right to opt-out of the processing of your personal data for the purpose of:

  • Targeted advertising
  • The sale of personal data; and/or
  • Profiling in furtherance of decisions that produce legal or similarly significant effects concerning you.

PAG does not sell your data.

Children’s Online Privacy Policy

We do not knowingly collect personal information from children under 13. Our online services are not intended for or targeted at children.