COPELAND BUHL & COMPANY PLLP

WEBSITE PRIVACY POLICY

www.copelandbuhl.com

Last revised: October 28, 2016

PLEASE CAREFULLY READ THIS WEBSITE PRIVACY POLICY TO UNDERSTAND COPELAND BUHL’S POLICIES AND PRACTICES REGARDING INFORMATION COPELAND BUHL OBTAINS WHEN YOU USE THIS WEBSITE, AS DEFINED BELOW. IF YOU DO NOT AGREE WITH THE TERMS OF THIS WEBSITE PRIVACY POLICY, DO NOT TO USE THIS WEBSITE. BY USING THIS WEBSITE, YOU AGREE TO THE TERMS OF THIS WEBSITE PRIVACY POLICY.

1. Introduction.

In compliance with this website privacy policy (the “Website Privacy Policy”), Copeland Buhl & Company PLLP (“Copeland Buhl”) offers you access to the website and content at copelandbuhl.com (the “Website”). The Website is made available by Copeland Buhl in connection with Copeland Buhl’s financial and accounting services, tax planning and preparation services, audit services and information systems consulting services. This Website Privacy Policy describes the types of information Copeland Buhl may collect from you when you visit and use the Website or communicate with Copeland Buhl through the Website, including by email, text, or other electronic messages, This Website Privacy Policy also describes Copeland Buhl’s practices for collecting, processing, transmitting, maintaining, using, protecting, and disclosing that information.

2. Information About You that Copeland Buhl May Collect and Maintain

Copeland Buhl may collect and maintain the following information about you or others when you visit and use the Website or communicate with Copeland Buhl through the Website, including by email, text, or other electronic messages:

Information by which you may be individually identified, such as your first name, last name, email address, telephone number, the name of your company or organization, the category of financial and accounting services you are interested in, files, and other information the Website collects that is defined under applicable law as “personal” or “personally identifiable information”, including any other identifier that permits you to be contacted physically or online.
Information that is about you but does not individually identify you; however such information may be collected and maintained in personally identifiable form in combination with an identifier described in this Website Privacy Policy;
Information about your internet connection, telecommunication data, your IP address, your operating system, your location, your internet browser, your usage details, , and the equipment you use to visit and use the Website or communicate with Copeland Buhl through the Website including by email, text, or other electronic messages
Information about the details of your visits to the Website, including the resources that you access and use on the Website.
Information from, and the actual, records and copies of your correspondence (including email addresses), if you communicate with or contact Copeland Buhl or a third-party service provider through the Website.
Information about transactions you carry out through the Website.
Information about you search queries on the Website.
Other information and data about you or other people that you provide to Copeland Buhl or that Copeland Buhl is able to collect from you when you and use the Website or communicate with Copeland Buhl through the Website, including by email, text, or other electronic messages.

3. How Copeland Buhl Collects Information About You.

Copeland Buhl may collect information about you in the following ways, when you visit and use the Website or communicate with Copeland Buhl through the Website, including by email, text, or other electronic messages:

Directly from you when you provide information to Copeland Buhl by using the Website, filling in forms on the Website, sending Copeland Buhl files through the Website, or reporting a problem with the Website.
Automatically from you through cookies and data collection technologies as you navigate through and interact with the Website.
If lawful, from third parties.
The technologies Copeland Buhl uses for automatic data collection may include cookies (or browser cookies). A cookie is a small file placed on the storage drive of your computer device. You may be able to adjust your browser settings to refuse to accept all or some cookies or to alert you when cookies are being sent. However, if you refuse cookies you may be unable to access certain parts of the Website. Unless you have adjusted your browser setting so that it will refuse cookies, Copeland Buhl’s system may issue cookies when you direct your browser to the Website.

4. Third-Party Use of Cookies and Tracking Technologies.

Copeland Buhl’s third-party service providers, third parties linked to the Website, and other third parties may use cookies and other tracking technologies to collect and maintain information about you or others when you use services or websites offered by the third parties. The information they collect may be associated with your personal information or they may collect information, including personal information, about your online activities over time and across different websites and other online services. We do not control these third parties’ use of cookies and other tracking technologies. You should read the privacy policies or other documentation that third parties provide you in connection with their collection of information through cookies and other tracking technologies. If you do not agree to the third parties policies and practices, you should not use the third parties’ services.

5. How Copeland Buhl Uses Your Information.

In the following ways Copeland Buhl may use information about you that Copeland Buhl collects and maintains when you visit and use the Website or communicate with Copeland Buhl through the Website, including by email, text, or other electronic messages:

To present the Website and its contents to you.
To respond to request you make from Copeland Buhl.
To fulfill the purposes for which you provide the information.
To provide you with notices about the Website.
To carry out Copeland Buhl’s obligations and enforce Copeland Buhl’s rights.
In others ways that Copeland Buhl may describe when you provide the information.
For other purposes with your consent,
If lawful, in other ways without your consent.
The information Copeland Buhl collects automatically may include personal information, or Copeland Buhl may maintain it or associate it with personal information that Copeland Buhl collects in other ways or receive from third parties, if lawful. This information may be used to help Copeland Buhl improve the Website or its operation and deliver a better and more personalized service, including by enabling Copeland Buhl to do the following:

Discover its audience demographics and usage patterns for the Website.
Store information about Website users and their preferences for the Website, allowing Copeland Buhl to recognize users who return to the Website and customize the Website according to that user’s individual interests.
Speed up searches or other operations on the website.

6. Disclosure of Information about You.

If you have provided your consent to Copeland Buhl elsewhere outside of this Website Privacy Policy, Copeland Buhl may disclose information about you for the purposes for which you have provided consent.

Copeland Buhl may disclose, in some cases without restriction or consent, the anonymous aggregated information collected and maintained by Copeland Buhl as a result of users using the Website or communicating with Copeland Buhl through the Website, including by email, text, or other electronic messages.

Copeland Buhl may also disclose information collected and maintained by Copeland Buhl as a result of users using the Website or communicating with Copeland Buhl through the Website, including by email, text, or other electronic messages

To comply with any court order, law, or legal process, including to respond to any government or regulatory request.
To enforce or apply the terms of use and other agreements, including for billing and collection purposes.
If Copeland Buhl believes disclosure is necessary or appropriate to protect the rights, property, or safety of Copeland Buhl, Copeland Buhl’s customers, or others.

7. Data Security.

Copeland Buhl has implemented reasonable measures designed to secure from accidental loss and from unauthorized access, use, alteration, and disclosure the information that it collects and maintains as a result of your use of the Website or communications with Copeland Buhl through the Website, including by email, text, or other electronic messages. The safety and security of such information also depends on you. Where Copeland Buhl has given you (or where you have created) a password for access to certain parts of the Website, you are responsible for keeping the password confidential. Copeland Buhl asks you not to share your password with anyone.

Additionally, the transmission of information through the internet, including through the Website, may not be completely secure despite Copeland Buhl’s reasonable efforts; therefore, Copeland Buhl cannot guarantee the security of information transmitted to or from the Website. Any transmission of information to you or by you to or from the Website is at your own risk. Copeland Buhl disclaims liability and is not responsible for the circumvention of any of privacy settings or security measures for the Website.

8. Changes to the Website Privacy Policy.

It is Copeland Buhl’s policy to post its current Website Privacy Policy on this page. Copeland Buhl may change this Website Privacy Policy at any time. The date the Website Privacy Policy was last revised is identified at the top of the page. Your continued use of the Website after Copeland Buhl makes changes to this Website Privacy Policy is your consent to those changes.

You are responsible for periodically visiting this Website Privacy Policy to check for any changes. Please check this Website Privacy Policy periodically for updates.

9. Accessing and Correcting Your Information.

You may review and change information about you that Copeland Buhl has collected and maintained as a result of your use of the Website or communications with Copeland Buhl through the Website, including by email, text, or other electronic messages, by contacting Copeland Buhl and requesting to access, change, correct, or delete such information. In some instances, Copeland Buhl may not be able to delete or change information about you except by also deleting or changing other information about you, and in such instances, Copeland Buhl will delete or change such other information about you. Deleting or changing information about you may result in the loss of other information about you that you have not requested to be deleted or changed, and you assume the risk of such loss or change. Copeland Buhl may not accommodate a request to delete or change information if Copeland Buhl believes such deletion or change would violate any law or legal requirement or cause the information to be incorrect.

10. Advertising and Email Opt-Out.

If you do not wish to have your email address or contact information used by the Company to promote Copeland Buhl’s own or third parties’ products or services, you can opt-out by sending Copeland Buhl an email at info@copelandbuhl.com, stating your request to opt-out. If Copeland Buhl has sent you a promotional email, you may send Copeland Buhl a reply email asking to be omitted from future email distributions.

11. Contact Information.

To ask questions or comment about this Website Privacy Policy or Copeland Buhl’s privacy practices, contact Copeland Buhl by email at info@copelandbuhl.com, by telephone at (952) 476-7100, or by mail at the following postal address: 800 East Wayzata Blvd., Suite 300, Wayzata, MN 55391. Copeland Buhl may, but is not obligated to, respond to your correspondence.