Legal
Privacy Policy
This policy explains how CA-Workflow handles personal and business data while delivering secure collaboration for CA firms and clients.
Information We Collect
- Account details such as name, email, role, and profile information required for platform access.
- Workflow data including documents, conversation messages, client records, and service metadata.
- Operational logs and usage signals needed for security, analytics, reliability, and support.
How We Use Information
- To provide core CA-Workflow features including document management, collaboration, and billing workflows.
- To secure accounts, detect abuse, troubleshoot issues, and improve platform performance.
- To communicate service notifications, support responses, and product updates where applicable.
Data Protection and Access Controls
- We apply technical and organizational controls to protect data confidentiality and integrity.
- Access to data is restricted based on account role, authorization scope, and platform permissions.
- Sensitive operations may be monitored for audit, compliance, and incident response.
Your Choices and Contact
If you need help with privacy-related requests, contact support@caworkflow.com.