LAST UPDATED: 11/1/2021

Privacy Policy


AUGUR.CPA (“our,” “we” or “us”) is committed to protecting our clients’ and website visitors’ privacy. This Privacy Policy describes how we collect, store, use and distribute information through our software providers, website, documentation, and services (together, the “Services”). Capitalized terms not defined in this Privacy Policy have the meaning as set forth in the Terms of Service for the Services, which can be found here.


By using the Services, you consent to the use of your Personal Information as described in this Privacy Policy. You may not use the Services if you are not of legal age to form a binding contract (in many jurisdictions, this age is 18). Except as set forth in this Privacy Policy, your Personal Information will not be used for any other purpose without your consent. We do not collect Personal Information for the purpose of sale of such information in a way that identifies the individual (i.e. we don’t sell customer lists). You may withdraw your consent to our processing of your Personal Information at any time. However, withdrawing consent may result in your inability to continue using some or all of the Services.

Collection of Information

Personal Information

When registering for or using the Services, we may require or ask you to provide certain personally identifiable information (these are referred to below as your “Personal Contact Information”). The Personal Contact Information that we require you to provide in order to access the Services may include, but is not limited to, the following:

  • Full Name;
  • Email Address;
  • Phone Number;
  • Personal Address;
  • Company Name;
  • Company Address.

Beyond these data points, we may also obtain other Personal Contact Information in connection with services that we provide. For such purposes, the scope of data collected is limited to the minimum data points required to perform our service obligation(s). Data collected for service obligations is deleted to the extent that such data is no longer required for ongoing service obligations, subject to legal requirements for data retention and in accordance with our Retention and Ownership of Work Products policy.

We may use your Personal Information to contact you with newsletters, marketing or promotional materials, and other information that may be relevant to you. You may opt out of receiving any, or all, of these communications from us by following the unsubscribe link or instructions provided in any email we send.

Billing Information

When purchasing the Services, we will require you to provide financial and billing information, such as billing name and address, and credit card number (“Billing Information”). A third-party intermediary (Stripe) is used to manage credit card processing. This intermediary is not permitted to store, retain, or use your billing information for any purpose except for credit card processing on our behalf. Strategy.meld stores elements of your Billing Information, but does not store your credit card number.

Usage of Information

Your Personal Contact Information and your Billing Information are collectively referred to as your “Personal Information.”

Personal Information

We use this information to provide the Services, to maintain our customer/visitor lists, to respond to your inquiries or provide feedback, for identification and authentication purposes, for service improvement, and to address issues like malicious use of the Services. We may also use Personal Contact Information for limited marketing purposes, namely, to contact you to further discuss your interest in the Services, and to send you information about us or our partners. Any use of your Personal Contact Information for these limited marketing purposes will comply with applicable laws.

Social Security Numbers and Tax ID Numbers collected in conjunction with specific service obligations are used only to the extent necessary to satisfy the appropriate service obligation. This information is removed once the service obligation has been satisfied, subject to legal requirements for data retention and in accordance with our Retention and Ownership policy.

Under no circumstances would we sell your Personal Information for any purpose whatsoever.

Billing Information

We use Billing Information to provide and collect payment for the Services.

Disclosures & Transfers

We have put in place contractual and other organizational safeguards with our agents and contractors to protect your Personal Information. Your information, including Personal Information, may be transferred to — and maintained on — computers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ from those from your jurisdiction.

If you are located outside the United States and choose to provide information to us, please note that we transfer the data, including Personal Information, to the United States and process it there. Your consent to this Privacy Policy followed by your submission of such information represents your agreement to that transfer. We will take reasonable steps designed to ensure that your data is treated securely and in accordance with this Privacy Policy.

From time to time we may employ third parties as contractors to help us provide and/or improve the Services. These third parties may have limited access to databases of user information or registered member information solely for the purpose of helping us to provide and/or improve the Services and they will be subject to contractual restrictions prohibiting them from using the information about our members for any other purpose. Such agents or third parties do not have any rights to use Personal Information beyond what is necessary to assist us.

Important Exceptions

We may disclose your Personal Information to third parties without your consent if we have reason to believe that disclosing this information is necessary to identify, contact or bring legal action against someone who may be causing injury to or interference with (either intentionally or unintentionally) our rights or property, other users of the Services, or anyone else (including the rights or property of anyone else) that could be harmed by such activities. We may disclose Personal Information when we believe in good faith that such disclosure is permitted or required by and in accordance with the law.

We may also disclose, transfer, sell, or otherwise share some or all of our business or assets, including your Personal Information, in connection with a corporate reorganization, a merger or amalgamation with another entity, a sale of all or a substantial portion of our assets or stock, including any due diligence exercise carried out in relation to the same, or in the event of bankruptcy or dissolution. We will provide you notice (which may be by email or notice on our website) upon consummation of any such change of control transaction and whether your Personal Information has become subject to a new Privacy Policy. We will also notify you of choices you may have regarding the information.


The security of your Personal Information is important to us. Taking into account the state of the art, the costs of implementation and the nature, scope, context and purposes of processing as well as the risk of varying likelihood and severity for the rights and freedoms of natural persons, we have and continue to implement commercially reasonable technical and organizational measures designed to ensure a level of security reasonably appropriate to the risk to those whose Personal Information we process. We also use commercially reasonable technical, administrative, and physical safeguards designed to preserve the integrity and security of the Personal Information that you provide to us. We have implemented procedures designed to limit the dissemination of your Personal Information to only such designated staff as are reasonably necessary to carry out the stated purposes we have communicated to you.

You are also responsible for helping to protect the security of your Personal Information. For instance, never give out your password, and safeguard your user name, password and personal credentials when you are using the Services, so that other people will not have access to your Personal Information. Furthermore, you are responsible for maintaining the security of any personal computing device on which you utilize the Services.

If we learn of a security breach, we may attempt to notify you electronically so that you can take appropriate protective steps. We may also post a notice on our website if a security breach occurs. Depending on where you live, you may have a legal right to receive notice of a security breach in writing.

Sharing Information with Clients’ Third Parties

You may be able to direct that Personal Information be shared with third parties through use of the Services. We will not permit any such transfer without your express opt-in consent. The privacy policies of these third parties are not under our control and may differ from ours. The use of any information that you may provide to any third parties will be governed by the privacy policy of such a third party or by your independent agreement with such third party, as the case may be. Furthermore, such third parties may store the transferred Personal Jurisdiction in a location with privacy and other laws different than those that apply to us. If you have any doubts about the privacy of the information you are providing to a third party, we recommend that you contact that third party directly for more information or to review its privacy policy.

Retention of Personal Information

We will keep your Personal Information for as long as it remains necessary for the identified purpose or as required by law, which may extend beyond the termination of our relationship with you. We may retain certain data as necessary to prevent fraud or future abuse, or for legitimate business purposes, such as analysis of aggregated, de-identified data. All retained Personal Information will remain subject to the terms of this Privacy Policy.

If you request that your Personal Information be removed from our databases, we will comply with such request to the extent that technological, legal, or contractual constraints allow.

Amendment of This Privacy Policy

We reserve the right to change this Privacy Policy at any time. If we decide to change this Privacy Policy in the future, we may post or provide appropriate notice. Any non-material change (such as clarifications) to this Privacy Policy will become effective on the date the change is posted, and any material changes will become effective on the date the change is emailed to your listed email address. Unless stated otherwise, our current Privacy Policy applies to all Personal Information that we have about you. The date on which the latest update was made is indicated at the top of this document. We recommend that you print a copy of this Privacy Policy for your reference and revisit this policy from time to time to ensure you are aware of any changes. Your continued use of the Services signifies your acceptance of any changes.

If applicable law requires your opt-in consent to any particular amendment to this Privacy Policy, the amendment will not apply to your Personal Information until we receive such consent from you. To the extent we cannot provide some or all of the Services without your consent to such amendment to the Privacy Policy, your decision not to consent may result in our having to limit your ability to use certain aspects of the Services.

Access and Accuracy; Correcting Personal Information

You have the right to access the Personal Information we hold about you in order to verify the Personal Information we have collected with respect to you and to have a general account of our uses of that information. Upon receipt of your written request, we will provide you with a copy of your Personal Information, although in certain limited circumstances we may not be able to make all relevant information available to you, such as where that information also pertains to another user. In such circumstances we will provide reasons for the denial to you upon request. We will endeavor to deal with all requests for access and modifications in a timely manner.

We will make every reasonable effort to keep your Personal Information accurate and up-to-date, and we will provide you with mechanisms to correct, amend, delete, or limit the use of your Personal Information. As appropriate, this amended Personal Information will be transmitted to those parties to which we are permitted to disclose your information. Having accurate Personal Information about you enables us to give you the best possible service.

In certain circumstances, you have the right: (a) to access and receive a copy of the Personal Information we hold about you; (b) to rectify any Personal Information held about you that is inaccurate; and (c) to request the deletion of Personal Information held about you.

You have the right to data portability for the information you provide to us. You can request to obtain a copy of your Personal Information in a commonly used electronic format so that you can manage and move it.

Please note that we may ask you to verify your identity before responding to such requests.

Service Providers

We may employ third-party companies and individuals to facilitate our Services (“Service Providers”), to provide the Services on our behalf, to perform Service-related services or to assist us in analyzing how our Services are used. These third parties have access to your Personal Information only to perform these tasks on our behalf and are obligated not to disclose or use it for any other purpose.

Website Analytics

Our website collects personal data to power our site analytics, including:

  • Information about your browser, network, and device;
  • Web pages you visited prior to coming to this website;
  • Your IP address.

This information may also include details about your use of this website, including:

  • Clicks;
  • Internal links;
  • Pages visited;
  • Scrolling;
  • Searches;
  • Timestamps.

We share this information with Google Analytics to learn about site traffic and activity.


You can help by keeping us informed of any changes such as a change of email address or telephone number. If you would like to access your information, if you have any questions, comments or suggestions or if you find any errors in our information about you, please contact us at:

If you have a complaint concerning our compliance with applicable privacy laws, we will investigate your complaint and if it is justified, we will take appropriate measures.

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