CPA Statements ("we," "our," or "us") operates cpastatements.com and provides a PDF-to-Excel/CSV bank statement conversion service (the "Service"). This Privacy Policy explains what information we collect, how we use it, and your rights. By using the Service, you agree to the practices described here.
1. Information We Collect
Information You Provide
- Account details such as your name and email address.
- Payment information processed through Stripe. We do not store full credit card numbers on our servers.
- PDF bank statements you upload for conversion. These files are processed to extract transaction data and are deleted from our systems within 24 hours of processing.
- Communications you send us, such as support requests or feedback.
Information Collected Automatically
- Log data including your IP address, browser type, operating system, and pages visited.
- Usage data collected through Google Analytics (aggregated and anonymized).
- Cookies as described in Section 5 below.
2. How We Use Your Information
- To provide, operate, and maintain the Service.
- To process your uploaded files and return converted output to you.
- To process payments and send receipts.
- To send transactional emails such as conversion confirmations.
- To improve the Service through analytics.
- To respond to support inquiries.
- To detect and prevent fraud or abuse.
- To comply with applicable legal obligations.
3. How We Share Your Information
We do not sell, rent, or trade your personal information. We may share information with:
- Service Providers: Stripe (payment processing), Google Analytics (usage analytics), Netlify (website hosting), and Anthropic (AI-powered document processing). These parties are contractually bound to protect your information.
- Legal Requirements: When required by law, regulation, or valid legal process.
- Business Transfers: In the event of a merger, acquisition, or sale of assets.
4. Data Retention
Uploaded PDF files are automatically deleted within 24 hours of processing. Converted output files are retained for up to 7 days for download, then permanently deleted.
Account information and transaction records are retained as long as your account is active or as needed to comply with legal obligations.
5. Cookies
- Essential Cookies: Required for the Service to function (e.g., session authentication).
- Analytics Cookies: Used by Google Analytics to collect aggregated, anonymized usage data. You can opt out via the Google Analytics Opt-out Browser Add-on.
You can control cookie preferences through your browser settings. Disabling certain cookies may affect Service functionality.
6. Data Security
We implement industry-standard security measures including HTTPS encryption for data in transit and access controls. No method of transmission over the Internet is 100% secure. Please notify us immediately at legal@cpastatements.com if you suspect unauthorized access.
7. Your Rights
Depending on your jurisdiction, you may have the right to access, correct, delete, or port your personal information, and to opt out of non-essential communications. To exercise any of these rights, contact us at legal@cpastatements.com.
8. Children's Privacy
The Service is not directed to individuals under 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately.
9. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on our website and updating the Effective Date above. Continued use of the Service after changes are posted constitutes acceptance.