SLT PLLC – Website Privacy Policy

Effective date: October 1, 2025

This Privacy Policy explains how SLT PLLC (”SLT,” ”we,” “us,”or “our”) collects, uses, and discloses information when you access www.sltcpas.com or any related pages, tools, or services, including any client portal (collectively, the “Site”). By using the Site, you consent to this Privacy Policy.

Information We Collect

We collect information in several ways:
• Information you provide: We may collect personal information you voluntarily submit through contact forms, appointment requests, file uploads, account creation, or other interactions. This can include name, email, phone number, postal address, business details, documents you upload, and any other information you choose to provide.

• Information collected automatically: When you visit the Site, we or our service providers may automatically collect certain data through cookies, web beacons, and similar technologies, such as your IP address, device and browser characteristics, operating system, access times, pages viewed, and referring links.

• Information from third parties: We may receive information about you from service providers, business partners, or publicly available sources when necessary to provide our services, verify your identity, or comply with legal obligations.

How We Use Information

We use personal information to:
• Provide and administer the Site and our professional services, including verifying your identity, processing uploads, responding to inquiries, scheduling appointments, and maintaining secure accounts.

• Communicate with you about our services, resources, updates, and administrative matters. You may opt out of marketing communications at any time.

• Analyze Site usage and improve functionality, security, and user experience.

• Comply with legal obligations, professional standards, and our engagement letters.

• Protect our rights and those of our clients or other users, and to prevent fraud, abuse, or illegal activity.

Cookies and Tracking Technologies

We use cookies and similar technologies to remember user preferences, facilitate navigation, understand how visitors use the Site, and improve our services. You can configure your browser to refuse cookies or alert you when cookies are being sent. However, some parts of the Site may not function properly without cookies.

How We Share Information

We do not sell personal information. We may share your information:
• With service providers who perform functions on our behalf, such as website hosting, data storage, client portal platforms, IT services, and analytics. These providers are authorized to use your information only as necessary to provide services to us.

• With our professional partners or affiliates as required to deliver services or in connection with a business transaction (e.g., merger, reorganization).

• As required by law or to protect rights: We may disclose information if we believe it is necessary to comply with applicable law, regulation, court order, or professional obligation; to enforce our Terms of Use; or to protect the rights, property, or safety of SLT, our clients, or others.

• With your consent: We may share information in any other way you expressly authorize.

Data Security and Retention
We employ reasonable administrative, technical, and physical safeguards to protect information against unauthorized access, loss, misuse, or alteration. However, no method of transmission or storage is completely secure. We retain personal information only as long as necessary to fulfil the purposes outlined in this policy and our professional obligations, or as required by law.

Your Choices
You may:
• Opt out of marketing emails by following the unsubscribe instructions in those communications.

• Control cookies through your browser settings.

• Update or correct your information by contacting us at the address below.

• Request deletion of certain personal information, subject to our professional obligations and legal requirements.

Client Communications and Portal Use
When you submit information through contact forms, file uploads, the client portal, email, or any other channel, you are solely responsible for the content you provide. By sending us information, you represent and warrant that you have the right to do so, that the information is accurate and lawful to share, and that you have obtained any necessary consent for personal or proprietary data belonging to others. You must not upload or transmit information that violates law, infringes the rights of others, or contains confidential or sensitive data you are not authorized to share. We are not responsible for verifying the accuracy or legality of information you submit, and we will rely on your submissions to provide services.

If you use a client portal or secure upload feature, you are responsible for safeguarding your credentials and maintaining the confidentiality of your account. Information exchanged through the portal is subject to this Privacy Policy and our engagement terms. We take reasonable steps to protect information within our control, but we cannot guarantee security or prevent unauthorized access through means outside of our control. Use of the client portal and submission of any information is at your own risk.

Changes to This Policy

We may update this Privacy Policy from time to time. Changes are effective when posted. Your continued use of the Site after the effective date indicates your acceptance of the revised policy.

Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us:
SLT PLLC
Attn: Privacy Officer
2365 Harrodsburg Road, Suite A200
Lexington, Kentucky 40504

Email: Admin.team@sltcpas.com