Privacy Policy

CPAFlow Online Privacy Statement

Your privacy is important to CPAFlow. Our goal is to provide you with an online experience that provides you with the information, resources, and services that are most relevant and helpful to you. This CPAFlow Online Privacy Statement (the "Privacy Statement") has been written to describe the conditions under which this website and other online CPAFlow resources, such as our website and online workflow platform (collectively, the "Website"), are being made available to you. The Privacy Statement discusses, among other things, how data obtained during your visit to this Website may be collected and used. We strongly recommend that you read the Privacy Statement carefully. By using this Website, you agree to be bound by the terms of this Privacy Statement. If you do not accept the terms of the Privacy Statement, you are directed to discontinue accessing or otherwise using the Website or any materials obtained from it. If you are dissatisfied with the Website, by all means contact us at; otherwise, you should disconnect from the Website and refrain from using it in the future. (Note that, even if you stop using this Website, you have certain rights regarding use of your personal data, which are described below.)

CPAFlow may decide at some point in the future, without advance notice, to modify the terms of this Privacy Statement. Your use of the Website, or materials obtained from the Website, indicates your assent to the Privacy Statement at the time of such use. The effective Privacy Statement will be posted on the Website, and you should check upon every visit for any changes.

Sites Covered by this Privacy Statement

This Privacy Statement applies to all CPAFlow-maintained Websites, domains, information portals, registries and other online resources and products, and CPAFlow may from time to time require users of specific portals or other resources to agree to corresponding additional terms and conditions. If the terms of this Privacy Statement conflict with such other terms and conditions, such other terms and conditions shall govern to the extent necessary to resolve such conflicts.


Non-Personal Information

Non-personal information is data about usage and service operation that is not directly associated with a specific personal identity, although CPAFlow does collect and use Internet Protocol Addresses (IP addresses) to track use of our services between sessions. CPAFlow may collect and analyze non-personal information to evaluate how visitors use CPAFlow' Website.

Aggregate Information

CPAFlow may gather aggregate information, which refers to information your computer automatically provides to us and which is not tied back to you as a specific individual. Examples include referral data (the Websites you visited just before and just after our site), the pages viewed, and time spent at our Website.


Our site may use a feature of your browser to set a "cookie" on your computer. Cookies are small packets of information that a website stores on your computer. CPAFlow Website can then read the cookies whenever you visit our site. We may use cookies in a number of ways, such as to save your password so you don't have to re-enter it each time you visit the Website to deliver content specific to your interests and to track the pages you've visited. These cookies allow us to use the information we collect to customize your CPAFlow experience so that your visit to our site is as relevant and as valuable to you as possible.

Most browser software can be set up to deal with cookies. You may modify your browser preference to provide you with choices relating to cookies. You have the choice to accept all cookies, to be notified when a cookie is set or to reject all cookies. If you choose to reject cookies, certain of the functions and conveniences of our Website may not work properly, and you may be unable to use those CPAFlow services that require registration in order to participate, or you will have to re-register each time you visit our site. Most browsers offer instructions on how to reset the browser to reject cookies in the "Help" section of the toolbar. We do not link non-personal information from cookies to personally identifiable information without your permission.

Personal Information

Personal information ("Personal Data") is information that is associated with your name or personal identity. In general, CPAFlow uses personal information to provide you with better service. The specific uses of Personal Data collected on the Website is described on the pages where such data is collected. The types of personal information you provide to us on these pages may include name, address, phone number, email address, user IDs, passwords, and billing information. By providing this information, you are able to request and/or download information or materials, subscribe to mailing lists, participate in online discussions, collaborate on documents, provide feedback, submit information into registries, register for events, or use our products and services. We collect this information so we can contact you or send you requested materials (such as with requested documents or subscriptions to mailing lists) and to identify you to us or others (such as applications to register for events or use our product), and to bill you for requested services or materials. You may always elect not to provide your Personal Data to us, but that will limit your ability to participate in these activities or benefit from these services.

Personal Data will not be kept for longer than is necessary for the purpose (s) for which it was collected. In some cases, it is not possible for us to specify in advance the periods for which your personal data will be retained. Notwithstanding this, we may retain your Personal Data where such retention is necessary for compliance with a legal obligation to which we are subject, or in order to protect your vital interests or the vital interests of another person.

Company Information

Company information is information that is associated with the name and address of CPAFlow customers and may include data about usage and service operation. The primary representative of any such organization may request usage reports to gauge the extent of their employees' involvement in company activities. You will be notified if personal data about you is submitted to CPAFlow.


CPAFlow may use non-personal data that is aggregated for reporting about CPAFlow Website usability, performance, and effectiveness. It may be used to improve the experience, usability, and content of the site.

CPAFlow may use personal information to offer or provide services that support its activities or those of CPAFlow customers, or to provide you with electronic newsletters, announcements, surveys or other information. When accessing restricted CPAFlow Web pages and portals, your personal user information may be tracked in order to support collaboration, ensure authorized access, and enable communication among customers.

Information Sharing

CPAFlow does not sell, rent, or lease any individual's personal information or lists of email addresses to anyone for marketing purposes, and we take commercially reasonable steps to maintain the security of this information. Your information may be shared with vendors and business partners to process your personal data. CPAFlow uses vendors in connection with functions such as Bill Payment and Processing, Invoice Payment and Processing, Payroll Management, Bookkeeping Management, Contract Management, Financial Reporting, Document Management, Expense Reporting, Time Tracking, and Support Ticket Management.

Further, CPAFlow reserves the right to supply any such information to any organization into which CPAFlow may merge in the future or to which it may make any transfer in order to enable a third party to continue part or all of the company's business. We also reserve the right to release personal information to protect our systems or business, when we reasonably believe you have initiated or participated in any illegal activity. In addition, please be aware that in certain circumstances, CPAFlow may be obligated to release your personal information pursuant to judicial or other government subpoenas, warrants, or other orders.

Given the international scope of CPAFlow, personal information may be visible to persons outside your country of residence, including to persons in countries that your own country's privacy laws and regulations deem deficient in ensuring an adequate level of protection for such information. If you are unsure whether this privacy statement is in conflict with applicable local rules, you should not submit your information.

Access to and Accuracy of Information

CPAFlow is committed to keeping the personal information of our participating and member organizations accurate. All the information you have submitted to us can be verified and changed. In order to do this, please email us a request at To protect your privacy and security, we also may take reasonable steps to verify identity, such as requiring a user ID and password to access or modify personal profile data. Certain areas of CPAFlow' Websites may limit access to specific individuals through the use of passwords or other personal identifiers; a password prompt is your indication that a restricted resource is being accessed.


CPAFlow uses a variety of means to protect personal information provided by users of the Website, including using firewalls and other security measures on its servers. No server, however, is 100% secure, and you should take this into account when submitting personal or confidential information about yourself on any Website, including this one. CPAFlow assumes no liability for the interception, alteration, use or misuse of the information you provide. You alone are responsible for maintaining the secrecy of your personal information. Please use care when you access this Website and provide personal information.

Opting Out

From time to time CPAFlow may email you electronic newsletters, announcements, surveys or other information. If you prefer not to receive any or all of these communications, you may opt out by following the directions provided within the electronic newsletters and announcements.

General Data Protection Regulation (GDPR) Compliance

If you are a resident of or are located in the European Economic Area ("EEA"), you may also have certain rights under the General Data Protection Regulation ("GDPR"). Personal Data you provide on any of CPAFlow' website is only collected with your consent, and may be transmitted outside of the EEA to CPAFlow (or computer servers maintained for the benefit of CPAFlow) pursuant to that consent.

In general, under the GDPR you may:

Should you request a copy of your Personal Data, we will supply to you a copy of your personal data. The first copy will be provided free of charge, but additional copies may be subject to a reasonable fee. Should you request the deletion of your Personal Data, CPAFlow will generally do so as soon as practicable, although your right to have your Personal Data deleted is subject to exceptions, such as, for example, compliance with a legal obligation or for the establishment, exercise or defense of legal claims.

If you consider that our processing of your personal information infringes data protection laws, you have a legal right to lodge a complaint with a supervisory authority responsible for data protection. You may do so in the EU member state of your habitual residence, your place of work or the place of the alleged infringement.

Contact if you have concerns regarding your Personal Data, or wish to exercise any of these listed rights.

Note that, if you are in the EEA, we may transfer your Personal Data outside of the EEA, including to the United States. By way of example, this may happen if your Personal Data is transferred to our servers located in a country outside of the EEA. These countries may not have similar data protection laws to the EEA. By submitting Personal Data, you're agreeing to this transfer, storing or processing. If we transfer your information outside of the EEA in this way, we will take steps to ensure that appropriate security measures are taken with the aim of ensuring that your privacy rights continue to be protected as outlined in this policy.

Contacting Us

Questions about this Privacy Statement can be directed to

CPAFlow Brand
CPAFlow Address 3105 NW 107th Avenue, Suite 400-R2, Doral, FL 33172
CPAFlow Phone +1 (888) 9-CPA-Flow
CPAFlow Contact Email