This policy explains how ufirst ("we," "us") collects, uses, and protects personal information when you visit our websites, submit an inquiry, or become a client. We provide accounting, CFO, and app advisory services to clients in the United States and Canada, and U.S. tax services to clients across the United States. We handle personal information in accordance with applicable law.
What we collect
- Inquiry information you submit through our forms: name, email address, phone number, company, and anything you choose to tell us about your situation.
- Client information needed to deliver engaged services: financial records, accounting data, and tax information, which may include government identifiers.
- Basic technical data needed to operate and protect this website, such as device, browser, and network information. We do not sell personal information or use advertising trackers.
How we use it
- To respond to your inquiry using the contact method you provided.
- To deliver the services in your engagement letter, including filing and representation you authorize.
- To send service communications and, only with a lawful basis (such as your consent or an existing business relationship), occasional relevant updates consistent with applicable anti-spam laws — every marketing email includes a working unsubscribe.
- To meet legal, tax, and professional-regulation obligations.
Cookies and website security
We do not use advertising or behavioral-tracking cookies. Our inquiry forms use Cloudflare Turnstile to prevent spam and automated abuse. Turnstile processes limited technical information and may use strictly necessary browser storage or security cookies to protect the form and confirm that a submission is from a person. These measures are used only for website security and form integrity.
Where your data lives
We use access-controlled service providers to host this website and deliver website inquiries. Cloudflare provides website hosting, security, and form-delivery infrastructure, and Resend delivers form-notification emails to our team. We require service providers to process information only as needed to provide their services to us and to protect that information appropriately.
What we never do
- Sell or rent your personal information.
- Share client information except with service providers that help us provide services, professionals you direct us to work with, or where the law requires.
- Send you marketing without a lawful basis or without an unsubscribe option.
Text messaging (SMS)
If you agree to receive text messages from ufirst, we use your mobile number and your SMS consent only to send you the service messages you asked for — for example, document-ready notices, appointment confirmations, account and case updates, and payment acknowledgements. Message frequency varies. Message and data rates may apply. Reply STOP at any time to opt out, or reply HELP for help. This consent applies to text messages only and is separate from any consent to email or phone calls.
Your SMS opt-in and consent are never sold or shared. We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. We may share your personal data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to platform providers, phone companies, and any other vendors who assist us in the delivery of text messages.
All of the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Retention
We retain inquiry information only as long as reasonably necessary to respond to you, manage our relationship, and meet legal or business recordkeeping obligations. We retain client records for the period required by applicable professional and tax rules, then securely dispose of them when appropriate.
Your rights
You may request access to, correction of, or deletion of your personal information, withdraw marketing consent, or ask questions about this policy by contacting hello@ufirst.co or (855) 999-7292. Depending on where you reside, you may have additional rights under applicable privacy law.
Changes
We'll post updates here with a revised date. Material changes affecting existing clients will be communicated directly.