Privacy Policy

Your privacy is important to us. It is CA OS Hub's policy to respect your privacy regarding any information we may collect from you across our website and platform.

1. Information We Collect

We only ask for personal and firm information when we truly need it to provide a service to you. This includes your name, email, firm name, and payment information for subscription purposes. We collect it by fair and lawful means, with your knowledge and consent.

2. Your Firm's Data

We are a custodian of your firm's data, which includes your client information, financial records, and other business-related data. We will never access, share, or use your firm's data for any purpose other than providing and improving the CA OS Hub service. Your data is strictly segregated from other tenants on our platform.

3. How We Use Your Information

We use the information we collect in various ways, including to:

  • Provide, operate, and maintain our platform
  • Process your subscription and payments
  • Improve, personalize, and expand our platform
  • Communicate with you for customer service, to provide you with updates and other information relating to the platform, and for marketing and promotional purposes
  • Find and prevent fraud

4. Security

The security of your personal and firm data is our top priority. We use industry-standard security measures, including encryption, to protect your data. However, no method of transmission over the Internet, or method of electronic storage, is 100% secure.