Privacy Policy

This Privacy Policy explains how Kaizen CPAs + Advisors (“we,” “us,” or “our”) collects, uses, discloses, and protects personal information when you visit kaizencpas.com, contact or interact with us, or receive services from us. This policy also applies to YPD HCM, part of the Kaizen CPAs family of companies, unless otherwise stated.

Personal Information We Collect

The personal information we collect depends on how you interact with us and the services we provide. It may include:

  • Contact information, such as your name, email address, phone number, and mailing address.
  • Business information you provide when contacting us, requesting services, or working with our team.
  • Financial, accounting, payroll, tax, or other information necessary to provide services to you. 
  • Information you provide through forms, emails, client portals, or other communications with us.
  • Technical information collected when you use our website, such as your IP address, browser or device information, pages visited, and interactions with the site.
  • Preferences and other information you choose to provide to us.

How We Use Personal Information

We may use personal information to:

  • Respond to inquiries and communicate with you.
  • Provide and support the services you request from us.
  • Manage client relationships and business operations.
  • Improve our website, services, and communications.
  • Send educational or promotional communications when appropriate.
  • Maintain the security and functionality of our website and systems.
  • Comply with legal, regulatory, and professional obligations.

How We Disclose Personal Information

We do not sell personal information. We may disclose personal information to service providers and other third parties that help us operate our business and provide services, as necessary to fulfill your requests, or when required or permitted by law. We may also disclose information as otherwise described in this Privacy Policy.

Cookies and Website Analytics

Our website may use cookies and similar technologies to help the site function, understand how visitors use the site, improve the user experience, and measure the effectiveness of our communications. These technologies may collect information such as pages visited, time spent on the site, browser or device information, and interactions with website content.

You can control certain cookies through your browser settings and, where available, through the cookie preferences provided on our website.

Safeguarding and Securing Your Information

Kaizen CPAs + Advisors is firmly committed to protecting your personal information and maintaining its confidentiality. We proactively safeguard personal information through administrative, technical, and organizational security measures designed to protect against unauthorized access, use, alteration, or disclosure.

Data Retention

We retain personal information for as long as reasonably necessary to provide our services, maintain business and professional records, fulfill the purposes described in this Privacy Policy, and comply with applicable legal, regulatory, and professional requirements.

Your Choices and Privacy Requests

You may unsubscribe from marketing emails at any time by using the unsubscribe link included in those communications.

If you would like to ask a question about your personal information or request that we correct, update, or delete information we maintain about you, please contact us. We will respond to requests as required by applicable law. Certain information may need to be retained to provide services, maintain business records, or comply with legal, regulatory, or professional obligations.

Links to Other Websites

Our website may contain links to third-party websites. Kaizen CPAs + Advisors is not responsible for the privacy practices, security, or content of those sites. When you visit a third-party website, its privacy policy applies. We encourage you to review its privacy practices before providing personal information.

QuickBooks Online Connection (Kaizen Ops)

Kaizen uses an internal software application, Kaizen Ops, that connects to a client's QuickBooks Online company file through Intuit's official API. It is not offered to the public. When a client authorizes the connection, the application may read accounting data in that file and, as described below, update it: transactions, account balances and financial reports, customer, vendor and item records, and company information needed to run reports and reconcile accounts. We access only the data needed to do the accounting work the client engaged us for. The application may also record or correct entries in the file, but only when a named Kaizen team member has reviewed and approved the specific change. Software never posts to a client's books on its own.

We do not sell this data or use it for advertising. We share it only with Intuit as required to operate the connection, with service providers who help us run our practice and are bound to confidentiality, and with authorities if the law requires it. The connection uses Intuit's OAuth 2.0 authorization; we never see or store a client's QuickBooks password. Application credentials are kept in an encrypted password manager with restricted access, and access tokens are stored on a Kaizen-controlled computer, readable only by the team members who operate the application. The application logs each request it makes (time, company, request type, result) and never logs account data or tokens. Data is processed and stored in the United States, and is kept only as long as the engagement and our professional record-keeping duties require.

A client can disconnect Kaizen Ops at any time from the "Connected apps" page in QuickBooks Online or by emailing solutions@kaizencpas.com.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. The “Last Updated” date below indicates when this policy was most recently revised.

Last Updated: October 2026

Contact Us

If you have questions about this Privacy Policy or how we handle your personal information, please contact us:

Kaizen CPAs + Advisors
Phone: (847) 395-6000
Email: solutions@kaizencpas.com