Privacy policy

Effective Date: [October 20, 2025]

1. Introduction

XACT (“we,” “us,” or “our”) is committed to protecting the privacy and security of the personal information we process. This Privacy Policy describes how we collect, use, disclose, and safeguard personal data when you visit our website, engage with our services, or otherwise interact with us.

Our services are geared toward CPA firms and accounting firms. This Policy applies to all clients, prospects, website visitors, and other persons whose personal information we may process.

2. Information We Collect

We may collect the following types of personal information:

  • Contact information (such as name, email address, phone number, company name).
  • Professional information (such as job title, firm name, firm size).
  • Service-related information (such as project details, deliverables).
  • Payment and billing information (where applicable).
  • Technical information when you visit or use our website (such as IP address, browser type, device information, cookies)

3. How We Use Your Information

We use your information for purposes including:

  • Delivering and managing our services to your firm
  • Communicating with you about our services, updates and offers.
  • Billing, invoicing and payment processing.
  • Improving our website, services, and operations.
  • Complying with legal and regulatory obligations

4. Sharing and Disclosure

We do not sell your personal information. We may share your information with:

  • Service providers and vendors who assist us in delivering services (under confidentiality obligations).
  • Legal or regulatory authorities, when required by law or to protect our rights
  • Access to such information is limited to those who have a need to know.

5. Data Security

We maintain physical, electronic, and procedural safeguards to protect personal information. Only authorised personnel may access the data and only when needed for legitimate business purposes. We review and update our security practices regularly.

6. Data Retention

We retain personal information for as long as required for business and legal purposes (for example, as long as the firm-client relationship exists, plus any retention period required by law). When no longer needed, we securely delete or anonymise such data.

7. International Transfers

Because XACT operates across jurisdictions, your personal information may be transferred to and processed in other countries. We ensure appropriate safeguards are in place to protect your data in such transfers.

8. Your Rights

Depending on your jurisdiction, you may have rights including:

  • Accessing the personal information we hold about you
  • Rectifying inaccurate information
  • Deleting or requesting removal of personal information
  • Objecting to or restricting processing
    To exercise your rights or for questions, contact us at sunny@xact.inc

9. Cookies and Tracking

On our website we use cookies and tracking tools to enhance user experience, analyse traffic and support marketing efforts. You may set your browser to refuse cookies, but note this may limit functionality.

10. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will post the updated version on our website with a new “Effective Date.” We encourage you to review it periodically.

11. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact:
XACT
[www.xact.inc]
Email: [sunny@xact.inc]