Your privacy is important to us. This privacy statement explains what personal data Baker Tilly Global Tax Solutions ("Global") collects from you, through our interactions with you and through our solutions, and how we use that data.
Global offers a wide range of services. References to Global services in this statement include Global services, websites, apps, software, servers and devices.
This statement applies to Global’s interactions with you and the Global services listed below, as well as other Global services that display this statement.
Our policy is to collect only the personal data necessary for agreed purposes and we ask the members of Baker Tilly International ("members") only to share personal data where it is strictly needed for those purposes.
Where we need to process personal data to provide our services, we ask members to provide the necessary information to other data subjects concerned, such as family members, regarding its use.
For certain services or activities, and when required by law or with an individual's consent, we may also collect special categories of personal data. Examples of special categories include race or ethnic origin; religious or philosophical beliefs; physical or mental health; genetic data; biometric data; sexual life or sexual orientation; and, criminal records.
Generally, we collect personal data from members or from a third party acting on the instructions of the relevant member.
Global collects data to operate effectively and provide you the best experiences. You provide some of this data directly, submit an email query, register for a Global event, upload a document to Huddle or contact us for support. We get some of it by recording how you interact with our products by, for example, using technologies like cookies, and receiving error reports or usage data from software running on your device.
We also obtain data from third parties. We protect data obtained from third parties according to the practices described in this statement, plus any additional restrictions imposed by the source of the data. These third-party sources vary over time, but have included:
You have choices about the data we collect. When you are asked to provide personal data, you may decline. But if you choose not to provide data that is necessary to provide a product or feature, you may not be able to use that product or feature.
The data we collect depends on the context of your interactions with Global, the choices you make, including your privacy settings, and the products and features you use. The data we collect can include the following:
Global uses the data we collect for two basic purposes, described in more detail below: (1) to operate our business and provide (including improving and personalising) the solutions we offer, (2) to send communications, including promotional communications.
In carrying out these purposes, we combine data that we collect to give you a more seamless, consistent and personalised experience. However, to enhance privacy, we have utilised technological and procedural safeguards designed to prevent certain data combinations. For example, we utilise the highly secure, GDPR compliant solutions offered by vendors such as Microsoft and Huddle.
Providing and improving our solutions. We use data to provide and improve the solutions we offer and perform essential business operations. This includes operating the solutions, maintaining and improving the performance of the solutions, developing new features, conducting research and providing member support. Examples of such uses include the following:
Additionally, you can sign up for email subscriptions and choose whether you wish to receive other relevant communications from Global by email, social enterprise network, post and telephone.
For information about managing your contact data, email subscriptions and other communications, please contact firstname.lastname@example.org.
We share your personal data with your consent or as necessary to complete any transaction or provide any product you have requested or authorised. For example, we share your content with third parties when you tell us to do so, such as when you agree to attend a conference/training event.
When you provide payment data to make a purchase, we will share payment data with banks and other entities that process payment transactions or provide other financial services, and for fraud prevention and credit risk reduction.
In addition, we share personal data among Global affiliates and subsidiaries.
We also share personal data with vendors or agents working on our behalf for the purposes described in this statement. For example, companies we've hired to provide member service support or assist in protecting and securing our systems and services may need access to personal data to provide those functions. In such cases, these companies must abide by our data privacy and security requirements and are not allowed to use personal data they receive from us for any other purpose.
We may also disclose personal data as part of a corporate transaction such as a merger or sale of assets.
Finally, we will access, transfer, disclose and preserve personal data, including your content (such as the content of your discussions/files and Huddle (note: these are examples and not a limited list), when we have a good faith belief that doing so is necessary to:
You can view, edit or delete your personal data online for many Global solutions (for example Huddle). You can also make choices about Global's collection and use of your data. How you can access or control your personal data will depend on which products you use. For example:
If you cannot access certain personal data collected by Global via the links above or directly via the Global (third party) solutions that you use, you can always contact Global at email@example.com. We will respond to requests to access or delete your personal data within 14 days.
You can choose whether you wish to receive communications from Global by email, postal mail and telephone. If you receive email from us and would like to opt out, you can do so by following the directions in those messages. These choices do not apply to mandatory service communications that are part of certain Global services, or to surveys or other informational communications that have their own unsubscribe method.
Global assumes responsibility for keeping an accurate record of personal data once you have submitted the information, but not for confirming the on-going accuracy of your personal information. If you advise Global that your personal data is no longer accurate, it will be amended (where practical).
Information may be provided to one or more independent members of Global to allow us to deal with your inquiry. There may be other circumstances where Global is required to provide information as a result of legal process.
Global does not undertake marketing activities for third parties, nor does it provide information to third parties for their own marketing purposes.
We retain the personal data processed by us for as long as is considered necessary for the purpose for which it was collected (including as required by applicable law or regulation).
In the absence of specific legal, regulatory or contractual requirements, our baseline retention period for records and other documentary evidence created in the provision of services is eight years.
The data controller collecting the information described in this statement is Global.
Generally accepted standards of technology and operational security have been implemented to protect personal information from loss, misuse, alteration, or destruction. All Global personnel are required to keep personal information confidential and only authorised persons have access to such information.