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Legal 
 

Privacy Policy

Information We Collect

Information You Provide Directly

  • Name, email address, and phone number when you contact us.
  • Organization name and financial project details.
  • Payment information processed through secure third-party providers.

Automatically Collected Information

  • IP address, browser type, and operating system.
  • Pages viewed, links clicked, and time spent on our website.
  • Cookies and similar tracking technologies.

How We Use Information

  • To provide and manage our accounting and advisory services.
  • To communicate with you regarding your inquiries or projects.
  • To improve our website functionality and user experience.
  • To comply with legal and regulatory obligations specific to the not-for-profit sector.

Cookies & Analytics

We use cookies to personalize content and analyze our traffic. You can choose to disable cookies through your browser settings, though some site features may be affected.

  • Essential Cookies: Required for site security and core functionality.
  • Analytics Cookies: Help us understand how mission leaders interact with our site.

Sharing of Information

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

  • Service Providers: Vetted third parties that assist our operations (e.g., cloud accounting software).
  • Legal Requirements: When required by law or to protect our rights and safety.

Data Security

Cortex Accounting Partners employs industry-standard security measures to safeguard your sensitive information. We use encrypted connections and restricted access protocols to ensure data integrity.

While we strive to protect your data, no method of transmission over the internet is 100% secure.

Third-Party Links

Our site may contain links to external websites, such as donor platforms or regulatory bodies. We are not responsible for the privacy practices or content of these third-party sites.

Your Rights

Depending on your location, you may have specific rights regarding your personal data:

  • Request access to the information we hold about you.
  • Request correction or deletion of your personal data.
  • Object to or restrict certain processing activities.

Children’s Privacy

Our services are not directed at individuals under the age of 18. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. Significant changes will be posted on this page with an updated effective date.

Contact Information

If you have any questions regarding these policies, please visit the Cortex Accounting Contact Page.

Website Disclaimer

The information provided on the Cortex Accounting Partners website is for general informational purposes only and does not constitute professional accounting, tax, or legal advice.

While we strive for accuracy, we make no representations or warranties regarding the completeness or reliability of the site’s content. Any reliance you place on such information is strictly at your own risk.

Consult with a qualified professional before making significant financial or operational decisions based on content found here.

Terms of Use

By accessing this website, you agree to comply with these Terms of Use. All content on this site is the property of Cortex Accounting Partners and is protected by copyright laws.

Users are expected to utilize this site responsibly and for lawful purposes related to organizational financial management.

  • You may not use the site to transmit malicious code or engage in fraudulent activity.
  • Unauthorized use or reproduction of our proprietary frameworks is prohibited.
  • Modification of site content without prior written consent is strictly forbidden.

Accessibility Statement

Cortex Accounting Partners is committed to ensuring digital accessibility for people with disabilities. We are continually improving the user experience for everyone and applying the relevant accessibility standards.

We aim to meet WCAG AA requirements to ensure our financial insights and system guides are accessible to all not-for-profit leaders and board members.

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