FirmOS – Protecting Your Data & Privacy Rights

FIRMOS Privacy Policy

Effective Date: January 01, 2024
Last Updated: May 01, 2025

1. Introduction

FirmOS Inc. ("FirmOS", "we", "us", or "our") is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your data when you interact with us through:

Our public website at https://firmos.ai
Our client CRM platform at https://crm.firmos.ai

2. Scope

This policy applies to:

Website Visitors – Individuals visiting firmos.ai for information, marketing, or inquiries.
Platform Users – Clients and users accessing crm.firmos.ai for CRM and automation services.

3. Information We Collect

We collect information in the following ways:

3.1 Information You Provide

Contact details (name, email, phone)
Company or professional affiliation
Account credentials
Payment or billing information
Content submitted via forms, chat, or support
Any communications or files you choose to share

3.2 Automatically Collected Information

IP address, browser type, and operating system
Device identifiers and geolocation (if permitted)
Usage data including pages visited, features used, and interaction times
Cookies, web beacons, and session logs (see Section 9)

4. Use of Information

We use your information for the following purposes:

To Provide Services: Manage user accounts, deliver platform features, and personalize your experience
To Support Operations: Customer support, billing, account administration, system monitoring
To Improve Offerings: Diagnose issues, analyze trends, and enhance functionality
To Communicate: Send updates, security alerts, and service-related notifications
To Market Services: Offer relevant content or promotions, respecting your communication preferences
To Comply with Law: Meet regulatory obligations and respond to lawful requests

We do not use customer data to train generalized AI models or resell your personal information.

5. Data Sharing

We may share your information with:

Trusted Service Providers – For hosting, email delivery, customer support, analytics, or payment processing
Affiliates and Contractors – Under confidentiality and data processing agreements
Legal Authorities – To comply with applicable laws, court orders, or regulatory obligations
Business Transfers – In the event of a merger, acquisition, or asset sale
With Your Consent – As directed by you or where explicitly authorized

We do not sell or rent your personal data.

6. Data Security

We implement industry-standard safeguards including encryption, access control, and monitoring to protect your data. While no system is infallible, we regularly test and refine our security practices.

7. Data Retention

We retain personal data only as long as necessary to:

Fulfill the purposes outlined above
Comply with legal, regulatory, or contractual obligations
Resolve disputes or enforce our rights

When no longer required, we securely delete or anonymize your data.

8. Cookies and Tracking

We use cookies and similar technologies to:

Maintain session state and authentication
Analyze usage patterns for platform optimization
Deliver relevant marketing content (based on your preferences)

You can control cookie settings through your browser or device. For full details, refer to our Cookie Policy.

9. Your Rights and Choices

Depending on your jurisdiction, you may have the right to:

Access the personal data we hold about you
Request correction or deletion of your data
Object to or restrict processing
Withdraw consent at any time
Request a copy of your data (data portability)

To exercise these rights, contact us at privacy@firmos.ai. We will respond in accordance with applicable law.

10. Children’s Privacy

We do not knowingly collect personal information from individuals under 18 years old. If you believe a minor has submitted information, contact us immediately for removal.

11. International Transfers

Your information may be stored or processed outside your country of residence, including in the United States or Canada. We ensure appropriate safeguards are in place when data is transferred across borders.

12. External Links

Our website may contain links to third-party services. We are not responsible for their privacy practices. Please review their policies independently.

13. Changes to This Policy

We may update this Privacy Policy to reflect changes in our practices or legal obligations. Material updates will be announced on our website or via email.

15. Contact Us

For any questions, concerns, or data access requests:
‍
FirmOS Inc.
‍
Attn: Privacy Department
Email: support@firmos.ai

Frequently Asked Questions

How soon can I expect to see results?
While results depend on your firm’s goals and current setup, you’ll see measurable progress early on. Our approach starts with immediate improvements in workflows and lead generation designed to save you time. For long-term success, we focus on building lasting systems that scale. Not satisfied in 30 days? We’ll refund your retainer—no questions asked.
What makes your approach unique?
Unlike traditional consulting, we don’t just coach—we integrate. Our team, led by experienced CPAs and AI automaton experts, delivers and manages custom operating systems across business development, talent, and operations. With a data-driven, ROI-focused strategy and a proven 5-step cycle, we ensure measurable results and long-term growth for your firm.
How do you ensure high-quality leads?
Lead quality is our priority. We focus on connecting you with financial decision-makers through tailored messaging, precise audience targeting, and continuous campaign optimization. Our automated lead nurturing system ensures prospects stay engaged until they’re ready to move forward, so you consistently connect with high-value clients.
I’ve tried other agencies before. How is FirmOS different?
We’re not an agency or just another tool—FirmOS is an integrated platform built by CPAs who understand the daily realities of running a firm. Our system delivers real-time insights and automation designed to lighten your load and improve efficiency. While agencies focus on campaigns, we create lasting solutions that help your firm thrive.
How involved do I need to be in the process?
Minimal involvement, big impact. Beyond attending booked appointments and bi-weekly strategy calls, there’s little else you need to do. FirmOS manages client acquisition, talent systems, and operations—making the process as hands-off as possible.
How do I know this will work for my firm?
FirmOS was built specifically for accounting firms facing outdated processes and daily overwhelm. Our track record shows measurable success—helping firm owners save hours each week and focus on higher-value work. With tailored automation and done-for-you systems, we simplify operations, letting you do what you do best while we handle the rest.
What kind of support can I expect?
Our goal is to make your day-to-day easier. Whether you need advice, clarification on a feature, or a quick update, our team is always available. You’ll have 24/7 access to the FirmOS portal for support and requests. Plus, our bi-weekly strategy calls keep everything on track, addressing concerns before they become issues. We’re with you every step of the way—you’ll never feel left on your own.

Frequently Asked Questions

How soon can I expect to see results?

What makes your approach unique?

How do you ensure high-quality leads?

I’ve tried other agencies before. How is FirmOS different?

How involved do I need to be in the process?

How do I know this will work for my firm?

What kind of support can I expect?

Quick Links

Quick Links