Privacy Policy

Your privacy is important to us. This privacy statement explains what personal data Baker Tilly Jordan (BTJ) collects from you, through our interactions with you and through our solutions, and how we use that data.

References to BTJ services in this statement include BTJ services, websites, apps, software, servers, and devices.

This statement applies to BTJ’s interactions with you and the BTJ services listed below, as well as other BTJ services that display this statement.

Our policy is to collect only the personal data necessary for agreed purposes and we ask you only share personal data where it is strictly needed for those purposes.

Where we need to process personal data to provide our services, we ask you to provide the necessary information.

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 our members or from a third party acting on the instructions of the relevant member.

PERSONAL DATA THAT WE COLLECT
BTJ collects data to operate effectively and provide you the best experiences. You provide some of this data directly when you submit an email query, upload a document, 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.

HOW WE USE PERSONAL DATA
BTJ uses the data we collect for two basic purposes, described in more detail below: (1) to operate our business and provide (including improving and personalizing) 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 personalized experience. However, to enhance privacy, we have utilized technological and procedural safeguards designed to prevent certain data combinations. For example, we utilize the highly secure, GDPR compliant solutions offered by vendors such as Microsoft.

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:

Providing the solutions: We use data to carry out your interactions with us and to provide our solutions to you. Often, those solutions include personalized features and recommendations that enhance your productivity and enjoyment, and automatically tailor your solutions experiences based on the data we have about your activities, interests, and location.

Solution improvement: We use data to continually improve our solutions, including adding new services or capabilities. For example, we use feedback emails to improve solution features and search queries to improve the relevancy of the search results, usage data to determine what new features / solutions to prioritize.
Security, safety, and dispute resolution: We use data to protect the security and safety of our solutions and our members, to detect and prevent fraud, to resolve disputes and enforce our agreements. Our security features, provided by Microsoft, can disrupt the operation of malicious software, and notify members if malicious software is found. For example, some of our communications solutions, such as Outlook, systematically scan content in an automated manner to identify suspected spam, viruses, abusive actions, or URLs that have been flagged as fraud, phishing, or malware links; and we may block delivery of a communication or remove content if it violates our terms.

Business operations: We use data to develop aggregate analysis and business intelligence that enable us to operate, protect, make informed decisions and report on the performance of our business.

Communications: We use data we collect to communicate with you and personalize our communications with you. For example, we may contact you by phone or email or other means to inform you when a service/solution is ending, discuss your membership, let you know when new services are available, invite you to participate in a survey/conference/meeting, or tell you that you need to take action to keep your account up to date.

For information about managing your contact data and other communications, please contact info@bakertillyjo.com

REASONS WE SHARE PERSONAL DATA
We share your personal data with your consent or as necessary to complete any transaction or provide any product you have requested or authorized. 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.

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.

Comply with applicable law or respond to valid legal process, including from law enforcement or other government agencies.

Protect our members, for example to prevent spam or attempts to defraud users of our services, or to help prevent the loss of life or serious injury of anyone.

Operate and maintain the security of our services, including to prevent or stop an attack on our computer systems or networks.

Protect the rights or property of BTJ, including enforcing the terms governing the use of the services – however, if we receive information indicating that someone is using our services to traffic in stolen intellectual or physical property belonging to BTJ, we will not inspect your private content ourselves, but we may refer the matter to law enforcement.

YOUR COMMUNICATION PREFERENCES
You can choose whether you wish to receive communications from us 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 BTJ services, or to surveys or other communications that have their own unsubscribe method.

BROWSER BASED CONTROLS
Cookie controls: Relevant browser-based cookie controls are described here:
Tracking protection: Internet Explorer (versions 9 and up) has a feature called Tracking Protection that will block third-party content, including cookies, from any site that is listed in a Tracking Protection List you add. By limiting calls to these sites, the browser will limit the information that these third-party sites can collect about you.

Browser controls for “Do Not Track”: Some browsers have incorporated “Do Not Track” (DNT) features that can send a signal to the websites that you visit indicating that you do not wish to be tracked. Because there is not yet a common understanding of how to interpret the DNT signal, BTJ services do not currently respond to all browser DNT signals. We continue to monitor the online industry (via Microsoft) to define a common understanding of how to treat DNT signals. In the meantime, you can use the range of other tools that we provide to control data collection and use, including the ability to opt out of receiving interest-based communications from BTJ as described above.

ACCURACY OF INFORMATION
BTJ 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 BTJ that your personal data is no longer accurate, it will be amended (where practical).

PROVISION OF INFORMATION TO THIRD PARTIES
Information may be provided to allow us to deal with your enquiry. There may be other circumstances where BTJ is required to provide information because of legal process.

BTJ does not undertake marketing activities for third parties, nor does it provide information to third parties for their own marketing purposes.

DATA RETENTION
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 ten years.

SECURITY OF INFORAMTIONS
The data controller collecting the information described in this statement is BTJ.

Generally accepted standards of technology and operational security have been implemented to protect personal information from loss, misuse, alteration, or destruction. All BTJ personnel are required to keep personal information confidential and only authorized persons have access to such information.