Privacy Policy

Effective Date
January 1, 2026

Introduction

Premium Accounting ("Premium Accounting," "we," "our," or "us") respects your privacy and is committed to protecting the information you provide through our website, software platform, and related services. This Privacy Policy explains how information is collected, used, stored, disclosed, and protected when you use Premium Accounting. By using our website or services, you agree to the practices described in this Privacy Policy.

Information We Collect

Information You Provide

We may collect information you voluntarily provide, including:

  • Name
  • Company Name
  • Email Address
  • Phone Number
  • Job Title
  • Agency Information
  • Demo Requests
  • Contact Forms
  • Customer Support Requests

Platform Data

When using Premium Accounting, we may collect information necessary to provide services, including:

  • Billing Data
  • Invoice Information
  • Payment Information
  • Customer Account Information
  • Accounting Records
  • Transaction Data
  • Reporting Data

Technical Information

We may automatically collect:

  • IP Address
  • Browser Type
  • Device Information
  • Operating System
  • Referral URLs
  • Usage Information
  • Session Data

How We Use Information

We may use collected information to:

  • Provide Services
  • Process Transactions
  • Deliver Customer Support
  • Improve Platform Functionality
  • Respond To Requests
  • Schedule demo
  • Provide Product Updates
  • Improve Security
  • Comply With Legal Obligations
  • Generate Reporting And Analytics

How We Share Information

Premium Accounting does not sell personal information.

Service Providers

Information may be shared with third-party providers that assist with:

  • Hosting
  • Infrastructure
  • Customer Support
  • Analytics
  • Payment Processing
  • Security Services

Legal Requirements

Information may be disclosed when required by:

  • Law
  • Court Order
  • Government Request
  • Regulatory Requirement

Business Transactions

Information may be transferred in connection with:

  • Merger
  • Acquisition
  • Corporate Reorganization
  • Sale Of Assets

Data Security

Premium Accounting maintains administrative, technical, and physical safeguards designed to protect information from:

  • Unauthorized Access
  • Unauthorized Disclosure
  • Loss
  • Misuse
  • Alteration
  • Destruction

While no system can guarantee absolute security, we take commercially reasonable measures to protect information entrusted to us.

Data Retention

Information is retained only as long as necessary to:

  • Provide Services
  • Maintain Records
  • Meet Legal Obligations
  • Resolve Disputes
  • Enforce Agreements

Retention periods may vary depending on applicable laws and business requirements.

Cookies & Tracking Technologies

Premium Accounting may use:

  • Cookies
  • Analytics Technologies
  • Session Tracking
  • Performance Monitoring Tools

These technologies help improve website functionality, user experience, security, and reporting. Users may modify browser settings to manage cookie preferences.

Third Party Services

Our website and services may integrate with third-party platforms including:

  • QuickBooks
  • Xero
  • Sage
  • Workday
  • NetSuite
  • Microsoft Dynamics
  • Applied Epic
  • AMS360
  • EZLynx
  • HawkSoft
  • AgencyZoom
  • Salesforce

Use of third-party platforms is subject to the privacy policies and terms of those providers.

Your Rights

Depending on your jurisdiction, you may have rights to:

  • Access Personal Information
  • Correct Personal Information
  • Delete Personal Information
  • Restrict Processing
  • Request Data Portability
  • Object To Processing

Requests may be submitted through our Contact Us page.

Children's Privacy

Premium Accounting is intended for business use. Our services are not directed toward children under the age of 13, and we do not knowingly collect personal information from children.

International Users

Information may be processed and stored in countries where Premium Accounting or its service providers operate. By using our services, you consent to such processing and transfer.

Changes To This Privacy Policy

Premium Accounting may update this Privacy Policy periodically. Changes become effective when posted on this page. Continued use of our services following updates constitutes acceptance of the revised policy.

Contact Us

Questions regarding this Privacy Policy may be directed through our Contact Us page.

Premium Accounting
Insurance Billing, Payments & Accounting Software

FAQ

Does Premium Accounting sell personal information?

No. Premium Accounting does not sell personal information.

Does Premium Accounting share information with third parties?

Information may be shared only with service providers, legal authorities when required, or in connection with business transactions.

How does Premium Accounting protect information?

We maintain administrative, technical, and physical safeguards designed to protect information from unauthorized access and misuse.

Can users request deletion of information?

Depending on applicable laws, users may request access, correction, or deletion of personal information.

Does Premium Accounting use cookies?

Yes. Cookies and related technologies may be used to improve functionality, analytics, and security.

How can I contact Premium Accounting about privacy concerns?

Users may contact Premium Accounting through the Contact Us page.