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Privacy Policy

Last updated: 29-07-2026 Optimus Tax & Accounting LLP (“Optimus,” “we,” “us,” or “our”) provides offshore accounting, tax preparation and review, bookkeeping, and CFO-support services to CPA firms and businesses across the United States, Canada, the United Arab Emirates, and the United Kingdom. This Privacy Policy explains how we collect, use, disclose, and protect information when […]

Last updated: 29-07-2026

Optimus Tax & Accounting LLP (“Optimus,” “we,” “us,” or “our”) provides offshore accounting, tax preparation and review, bookkeeping, and CFO-support services to CPA firms and businesses across the United States, Canada, the United Arab Emirates, and the United Kingdom. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, submit a form, or engage our services.

Information We Collect

We may collect the following types of information:

Contact information: name, email address, phone number, company name, and job title — for example, when you submit an inquiry form, a LinkedIn lead form, or contact us directly.

Business information: details you share about your firm, client base, or service needs when requesting a quote or consultation.

Client engagement data: information provided during onboarding or service delivery, handled under separate client agreements and confidentiality terms.

Website usage data: IP address, browser type, pages visited, and referral source, collected automatically through standard analytics tools.

How We Use Your Information

We use the information collected to:

Respond to inquiries and follow up on lead form submissions

Provide quotes, proposals, and onboarding materials

Deliver contracted accounting, tax, bookkeeping, and CFO-support services

Improve our website and service offerings

Comply with applicable legal and regulatory obligations

We do not sell your personal information.

How We Share Information

We may share information with:

Service providers who support our operations (e.g., email platforms, CRM tools, cloud storage), bound by confidentiality obligations

Professional partners (such as collaborating CPA firms), only where necessary to deliver requested services and with your knowledge

Legal or regulatory authorities, where required by law

We do not share your information with third parties for their independent marketing purposes.

Cookies and Analytics

Our website may use cookies and similar technologies (such as analytics or advertising pixels, including LinkedIn Insight Tag) to understand site usage and measure the performance of our outreach campaigns. You can control or disable cookies through your browser settings.

Data Security

Optimus maintains a secure working environment designed to protect information from unauthorized access, disclosure, alteration, or destruction. Our safeguards include:

Secure Remote Desktop Protocol (RDP) access for client work

Virtual Private Network (VPN) connections for remote access

Firewall protection across our systems

Licensed and regularly updated antivirus software

All software and systems used in our IT environment are properly licensed

These measures are maintained across our infrastructure to help ensure client and personal data is handled securely.

International Data and Your Rights

Because we serve clients in the United States, Canada, the UAE, and the United Kingdom, your information may be processed in India and other jurisdictions where we or our service providers operate.

If you are located in the European Union or United Kingdom, you have rights under GDPR/UK GDPR, including the right to access, correct, delete, or restrict the use of your personal data, and the right to object to certain processing. To exercise these rights, contact us using the details below.

Data Retention

We retain personal information only as long as necessary to fulfill the purposes described in this policy, or as required by applicable law or professional record-keeping obligations.

Contact Us

If you have questions about this Privacy Policy or wish to exercise your data rights, contact us at:

Optimus Tax & Accounting LLP Email: [support@optimusta.com] Website: [https://optimusta.com/]

Changes to This Policy

We may update this Privacy Policy from time to time. The “Last updated” date at the top reflects the most recent revision.