Privacy Policy

Updated: October 28, 2025

Soundboard is committed to your privacy.Please read our policy for a clear explanation of how we collect, use, and store your information.

Overview

This privacy policy has been compiled to serve those who are concerned with how their ‘Personally identifiable information’ (PII) is being used online. PII, as used in US privacy law and information security, is information that can be used on its own or with other information to identify, contact, or locate a single person, or to identify an individual in context. Please read our privacy policy carefully to gain a clear understanding of how we collect, use, protect or otherwise handle your Personally Identifiable Information in accordance with our website.

Consent

By using Soundboard's Services or visiting our website, you agree to the collection and use of your Personally Identifiable Information (PII) as outlined in this Privacy Policy. If you are not of legal age to enter into a binding contract (which is 18 years old in many jurisdictions), you may not use our services.Soundboard does not collect PII with the intention of selling it in a manner that identifies individuals. We do not engage in the practice of selling customer lists. You have the right to withdraw your consent to our processing of your PII at any time by contacting us at [email protected]. However, please be aware that withdrawing your consent may limit or prevent your ability to use some or all of Soundboard’s services.

Attention To International Visitors

Soundboard is hosted in the United States. If you are accessing Soundboard from the European Union, Asia, or any other region with laws or regulations governing personal data collection, use, and disclosure that differ from United States laws, please be aware that by continuing to use Soundboard, which is governed by U.S. law, this Privacy Policy, and Soundboard's Terms of Use, you are transferring your PII to the United States and consenting to that transfer.

1. What personal information do we collect?

For customers:
Soundboard provides services that allow customers to manage various aspects of their business and finances online. This may include bookkeeping, financial reporting, and tax preparation.Personal Information We Collect:
"Personal Information" means information that identifies, relates to, describes, or could reasonably be linked with you or your household.To provide our Services, we collect the following categories of Personal Information:
1) Account and Identity Information: When registering for a new account, we collect basic identification information including your name, location, company name, email address, phone number, and account credentials.
2) Billing and Payment Information:When purchasing a subscription from Soundboard, we collect billing and financial information, including billing name, billing address, payment method information (such as credit card details), and transaction history.
3) Tax Return, other Tax and Financial Information: To perform the Services laid out in the Terms of Use, you may be asked to share necessary information, documents, and forms to enable us to provide bookkeeping, reporting, and tax filing services on your behalf. This includes, but is not limited to:

- Tax identification numbers (SSN, EIN)- Tax returns (personal and business)- Business financial information (income statements, balance sheets, profit and loss statements)- Personal financial information (if applicable)- Banking and credit card account information- Income and expense documentation (receipts, invoices, statements)- Information necessary for tax preparation and filing (W-2s, 1099s, K-1s, deduction documentation)- Business formation and entity information

For Website Visitors:
Soundboard collects information via cookies and Web beacons (“Website Navigational Information”). Website Navigational Information includes standard information from your Web browser (such as browser type and browser language), your Internet Protocol (“IP”) address, and the actions you take on the Company’s Websites (such as the Web pages viewed, and the links clicked).

Information About Third PartiesIn providing our Services, we necessarily process Personal Information about individuals who are not our direct customers.This may include:
-Business-Related Information: We may process information about our clients' employees, contractors, vendors, business associates, and other third parties through services like bookkeeping, payroll facilitation, and business tax preparation. This information may include names, addresses, social security numbers, tax identification numbers, compensation information, and other data necessary to provide our Services.
-Personal Tax-Related Information: When providing tax preparation services, we may process information about our clients' family members, spouses, dependents, and household members. This may include names, dates of birth, social security numbers, income information, and other data necessary for preparing tax returns.Authorization and Responsibility: By using our Services, you represent and warrant that you have obtained all necessary consents and authorizations from these third parties to provide their information to Soundboard and to allow us to process it as described in this Privacy Policy and our Terms of Use. You are responsible for ensuring compliance with all applicable privacy laws regarding the collection and sharing of third-party information.In all cases, we process this information solely to provide services to our clients and protect it according to our privacy and security standards described in this Privacy Policy.

2. When do we collect information?

We may collect information from you when you interact with us regarding our Services or technical inquiries, register or engage on our webpages, engage with our social media, subscribe to a newsletter, or interact with our various sub-processors and affiliates, listed below.

3. How we use your information?

Soundboard may use your information when you register, make a purchase, sign up for our newsletter, respond to a survey or marketing communication, browse the website, or use certain site features. This information helps us improve the content and functionality of our services, such as fulfilling user needs and requests, updating our service, and improving user-facing features. Soundboard uses credit card/billing information only for the purpose of collecting payment from customers for services.As part of delivering our Services, Soundboard may use your tax return information and financial data to provide you with personalized tax insights, recommendations, and analysis of hypothetical scenarios. This may include identifying potential tax planning opportunities, alerting you to tax implications of business decisions, and providing hypothetical scenario analysis. These insights are provided for informational and educational purposes to help you make informed decisions. You are solely responsible for any decisions or actions you take based on these insights.

3.1 Use of Artificial Intelligence and Machine Learning

SOUNDBOARD USES ARTIFICIAL INTELLIGENCE (AI) AND MACHINE LEARNING (ML) TECHNOLOGIES IN CONNECTION WITH OUR SERVICES. WE MAY PROCESS YOUR PERSONAL INFORMATION, INCLUDING DE- IDENTIFIED TAX RETURN INFORMATION, USING AI/ML SYSTEMS TO:

- Provide personalized insights and recommendations- Improve transaction categorization and bookkeeping accuracy- Enhance tax preparation and quarterly tax estimation services- Automate routine tasks and improve efficiency- Enhance our customer support experience- Protect your information and improve security- Develop new services and enhance our existing Services

Some of our third-party service providers use AI/ML technologies when processing data in connection with services they provide to us, such as customer support platforms, communication tools, and bookkeeping software.De-Identification and Data Privacy:
We may use de-identified and aggregated data derived from our Services, including tax return information, to develop, train, test, and improve our AI systems and features. Before using your tax return information for AI/ML development and product improvement, we remove sensitive Personal Information such as Social Security Numbers (SSNs) and Employer Identification Numbers (EINs).We use technical safeguards to prevent re-identification of de-identified data. We do not sell your tax return information or Personal Information to third parties.YOU MAY OPT OUT OF OUR USE OF YOUR DE-IDENTIFIED PERSONAL INFORMATION FOR AI/ML DEVELOPMENT AND PRODUCT IMPROVEMENT PURPOSES BY SENDING WRITTEN NOTICE TO [email protected] WITHIN 30 DAYS OF CREATING YOUR ACCOUNT OR WITHIN 30 DAYS OF ANY MATERIAL UPDATE TO OUR TERMS OF USE OR PRIVACY POLICY, WHICHEVER IS LATER. OPTING OUT WILL NOT AFFECT YOUR ABILITY TO USE ANY SOUNDBOARD SERVICES.

3.2 Cookies

Cookies are small files that a site or its service provider transfers to your computer’s hard drive through your Web browser (if you allow) that enables the site’s or service provider’s systems to recognize your browser and capture and remember certain information. For instance, we use cookies to help us remember and process log in information. They are also used to help us understand your preferences based on previous or current site activity, which enables us to provide you with improved services.We also use cookies to help us compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future.We use cookies to help understand and save user’s preferences for future visits and to compile aggregate data about site traffic and site interactions in order to offer better site experiences and tools in the future. We may also use trusted third-party services that track this information on our behalf.If users disable cookies in their browser:You may disable cookies at any time. If you disable cookies, some features will be disabled. It will turn off some of the features that make your site experience more efficient and some of our services may not function properly.

3.3 Web Beacons

Soundboard utilizes Web Beacons in order to collect information about how users and prospective clients interact with company websites and emails. Web Beacons recognize various information about the cookies you have active or other information tied to when you interact with our content, allowing us to know how you are engaging with that content. The purpose of these web beacons is to help us provide a better web site, email, and service experience.

3.4 IP Addresses and Log Files

Soundboard may also automatically collect information when you access our services. This may include Internet Protocol (“IP”) addresses, log files, pages viewed, browser type, links you interact with and other usage information. For example, we collect IP addresses to track and aggregate non-PII, such as using IP addresses to allow us to identify the regions from which users navigate to our Services.Soundboard may also collect IP addresses from users when they log into the Services as part of our log-in and security features.

3.5 Third-party disclosure and Third-party link

We do not sell or trade your personally identifiable information. Occasionally, at our discretion, we may include or offer third-party products or services on our website or in relation to our Services as defined in the Terms of Use. These third-party sites have separate and independent privacy policies. We, therefore, have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.

3.6 Handling of Sensitive Personal Information

We use advanced software to clean and anonymize sensitive Personally Identifiable Information (PII) from data shared with us or forms before transmitting them to third-party services. We aim to minimize the transmission and storage of sensitive data such as Social Security Numbers (SSNs). While we utilize in-house processes to remove and redact SSNs as much as possible, we cannot guarantee 100% accuracy or permanence. No automated system can guarantee complete accuracy in all cases.

3.7 Conversion Tracking

We use third party services Google Adsense Advertising, Meta (Facebook), and LinkedIn Ads. These services allow us to track and analyze our ad usage across platforms through the use of pixel tags and 3rd-party cookies, enabling us to optimize and display advertising content to meet you and our needs. In order to do so, these services place cookies and/or tracking pixels when interacting with an ad that leads to our site.If you visit parts of our website, and the cookie/tracking pixel are valid, these services may be alerted that you were directed to that page through one of our ads. General aggregated information, such as demographic characteristics, interests and past site activity will be analyzed so that we can improve our retargeting and audience creation for these ads.If you do not wish for us to evaluate your user behavior through any of these services, you can prevent the storage of cookies via your browser settings. Alternatively, each platform provides a method for opting out of their data processing. More information for opting out can be found on each platforms' website.

3.7.1 Google

Users can set preferences for how Google advertises to you using the Google Ad Settings page. Alternatively, you can opt out by visiting the Network Advertising initiative opt out page or permanently using the Google Analytics Opt Out Browser add on.

3.7.2 LinkedIn

LinkedIn members can opt out of this tracking from their LinkedIn Ad settings. If you are not a LinkedIn member, you can opt out from this tracking through here:https://www.linkedin.com/psettings/guest-controls

3.7.3 Meta (Facebook)

As a Facebook user, you can opt out of this tracking by the Facebook/Meta pixel. To do so, you can toggle the "Data about your activity from partners" option in the settings for Facebook ads when you are logged into your account.

3.8 Social Media

Soundboard utilizes social media in its marketing and advertising. When you interact with Soundboard related social media content, for example, "liking" content on our Facebook page, such interaction may allow us to collect your IP address or the page you are visiting from. Cookies may also be enable to allow various features to function properly. Interactions on social media are subject to the privacy policy of the social media service provider.

4. How we share information

4.1 Sub-Processors

In order to allow services on our behalf, Soundboard may share data about visitors and customers with our contracted service providers. Service providers are only authorized to use PII necessary to complete the services requested. Soundboard may also share Data about Soundboard Visitors and Customers with the Company's service providers or partners to ensure information quality, and with third–party social networking and media Web sites, for marketing and advertising on said sites. Unless described in this Privacy Statement, Soundboard does not share, sell, rent, or trade any information with third parties for promotional purposes.

4.2 Use of Subcontractors

Soundboard may engage subcontractors, including outsourced bookkeepers, accountants, and CPAs, to perform various elements of our Services. These subcontractors may have access to customers' Personally Identifiable Information (PII) strictly for the purpose of delivering the services agreed upon. Subcontractors are granted access to only the necessary PII to perform their assigned tasks effectively.All subcontractors are required to sign confidentiality agreements and are bound by data protection agreements that comply with applicable laws and regulations. They are obligated to maintain the confidentiality and security of PII and to use it only as needed to perform their duties. Soundboard ensures that subcontractors comply with our privacy and data protection standards through regular monitoring and compliance checks. Any subcontractor found to be in breach of these agreements will be subject to immediate termination of their contract.Subcontractors are not permitted to use PII for any purpose other than providing the agreed-upon services. They are not authorized to share, sell, or trade this information.

4.3 Partners and Affiliates

Soundboard maintains various partner and affiliate relationships in order to offer joint products, services, offers, and functionality. If you choose to opt into integration or use of these joint offerings through Soundboard or our partners/affiliates, Soundboard may share or collect information regarding your interest of said offerings or services. The information that is collected will not be used for serving ads, including retargeting, personalized, or Internet-based advertising. Any data collected from third parties or affiliates, will be anonymized and aggregated and will be limited to internal operations. Data will not be read by humans unless it is required to comply with an applicable law or if it is necessary for security purposes. If you do not want your information shared with Soundboard partners and affiliates, you may choose to not opt into their specific integrations, services, offers or any other interaction.

4.4 Events and Collaborations

When you attend in person or online events hosted by Soundboard (such as webinars, conferences, etc.) or participate in a giveaway, contest or promotion for which Soundboard is sponsoring, we may collect and share your information. Examples include if you submit your name and contact for collection in order to win a prize, or to receive an invite to a meetup. When you do this, your information will be subject to the privacy statements of all parties involved.

4.5 Billing Information

Soundboard uses third parties in regard to payment processing. All transactions are processed through a gateway provider and are not stored or processed on our servers. These payment processors may not use your PII for any reason outside processing your credit card information for the intended services.

4.6 Compelled Disclosure

Soundboard may be required to disclose PII in response to lawful requests by public authorities, including to meet national security or law enforcement requirements.

4.7 Sharing data with Third-Party Tax Preparers

You authorize Soundboard to share your tax return information with US-based, licensed professional third-party tax preparers and their respective firms for the purpose of evaluating your tax situation and determining whether to accept you as a client. This sharing is necessary to assign an appropriate tax preparer to you and occurs before your tax preparer assignment is finalized. Any third-party tax preparers and their firms who receive your information are required to maintain its confidentiality, whether or not they ultimately accept the assignment.

5. Communication Subscription Settings

Soundboard allows you to "unsubscribe" from email communications, via a link at the bottom of all company related emails. You may also unsubscribe by contacting us at [email protected] at any time.

5.1 CAN SPAM Act

The CAN-SPAM Act is a law that sets the rules for commercial email, establishes requirements for commercial messages, gives recipients the right to have emails stopped from being sent to them, and spells out tough penalties for violations.If at any time you would like to unsubscribe from receiving future emails, you can email us at: [email protected] and we will promptly remove you from all correspondence.

6. Security

Our website is scanned on a regular basis for security holes and known vulnerabilities in order to make your visit to our site as safe as possible. Your PII is contained behind secured networks and is only accessible by a limited number of persons who have special access rights to such systems and are required to keep the information confidential. In addition, all sensitive/credit information you supply is encrypted via Secure Socket Layer (SSL) technology.We take reasonable and appropriate measures to protect PII from loss, misuse and unauthorized access, disclosure, alteration and destruction, considering the risks involved in the processing and the nature of the PII.Soundboard accounts require a username and password to log in. You must keep your username and password secure, and never disclose it to a third party. Because the information in your account is highly sensitive, account passwords are encrypted, which means we cannot see your passwords. We cannot resend forgotten passwords. We will only reset them.

6.1 Data Entered by our customers

When you use our Services, you may import PII into our system that you have collected from clients, contractors, service providers, or other individuals. It is your responsibility to ensure that you have obtained the necessary permissions to collect and allow us to process information about those individuals.We will retain PII we process on behalf of our customers for as long as needed to provide our Services or to comply with our legal obligations, resolve disputes, prevent abuse, and enforce our agreements.

6.2 COPPA (Children Online Privacy Protection Act)

Regarding the collection of PII from children under 13, the Children's Online Privacy Protection Act (COPPA) puts parents in control. The Federal Trade Commission, the nation's consumer protection agency, enforces the COPPA Rule, which spells out what operators of websites and online services must do to protect children's privacy and safety online. We do not specifically market to children under 13.

6.3 Children's Privacy

The Soundboard website and the Services offerings are not intended for children under 13 years of age, and Soundboard does not knowingly collect PII directly from children under the age of 13. This includes browsing the Soundboard website, creating accounts, or using the Services. If Soundboard learns that it has received any PII from an individual using our Services or a visitor to Soundboard who is under the age of 13, then we will take appropriate action to delete that information.

6.4 Fair Information Practices

The Fair Information Practices Principles form the backbone of privacy law in the United States and the concepts they include have played a significant role in the development of data protection laws around the globe. Understanding the Fair Information Practice Principles and how they should be implemented is critical to comply with the various privacy laws that protect PII.In order to be in line with Fair Information Practices as well as GDPR regulations we will take the following responsive action, should a data breach occur, we will notify the users via email within 7 business days.We also agree to the Individual Redress Principle and GDPR, which requires that individuals have a right to pursue legally enforceable rights against data collectors and processors who fail to adhere to the law. This principle requires not only that individuals have enforceable rights against data users, but also that individuals have recourse to courts or government agencies to investigate and/or prosecute non-compliance by data processors.For users residing in California, Soundboard complies with the California Consumer Privacy Act (CCPA). Under these regulations, you have the right to access, correct, delete, and restrict the processing of your personal data. You also have the right to data portability and the right to object to certain types of processing. To exercise these rights, please contact us at [email protected]. If you believe your rights have been violated, you have the right to lodge a complaint with your local data protection authority.

7. Duration of Processing

Soundboard reserves the right to maintain your information for the length of time necessary to carry out intended services. This allows us to perform all necessary business operations or meet any legal obligations. When you close your account, we may continue to communicate with you about our Services, give you important business updates that may affect you, and let you know about products and services that may interest you, unless you have opted out of receiving marketing communications.

8. Data Correction, Access and Retention

We will provide you with access to any PII we hold about you within 30 days of your request. You may request to access, correct, amend, or delete information we hold about you by contacting us at [email protected]. Unless prohibited by law, we will remove any PII about you or any PII associated with your account from our servers at your request. In most cases, you can correct and amend your PII by making changes directly within your account.When you close your account, we will retain your PII for as long as necessary to comply with legal obligations, resolve disputes, and enforce our agreements. After this period, we will delete or anonymize your PII, unless we are required to keep it for legitimate business purposes or legal obligations. You may request deletion of your personal data at any time by contacting us at [email protected]. We will honor your request within 30 days, subject to any legal obligations or legitimate business purposes that require us to retain certain information.

9. Legal Compliance

Soundboard is committed to complying with all applicable laws and regulations regarding data privacy and protection. This includes, but is not limited to, the General Data Protection Regulation (GDPR), the California Consumer Privacy Act (CCPA), the Children's Online Privacy Protection Act (COPPA), and other relevant state and international privacy laws. We strive to adhere to the principles of data minimization, purpose limitation, storage limitation, and data accuracy as required by these regulations. In case of any conflict between this Privacy Policy and applicable laws or regulations, we will comply with the legal requirements while striving to maintain the highest standards of privacy protection.

10. Changes to This Privacy Policy

We reserve the right to modify this Privacy Policy at any time. If we make material changes to this Privacy Policy, we will notify you by email (sent to the email address specified in your account) or by means of a notice on this website. We encourage you to periodically review this page for the latest information on our privacy practices. Your continued use of the Services after any changes or revisions to this Privacy Policy shall indicate your agreement with the terms of such revised Privacy Policy.

11. Contacting Us

If there are any questions regarding this privacy policy, you may contact us at [email protected]

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