Privacy Policy

Overview

Cain Tax Advisors LLC ("we," "us," or "our") respects your privacy and is committed to protecting your personal information. This policy explains what information we collect, how we use it, and how we protect it when you visit caintaxadvisors.com or use our services.

Information We Collect

We may collect the following types of information:

• Contact information you provide through our contact form, chat assistant, or other communications, such as your name, email address, and phone number.
• Chat transcripts from conversations with our AI assistant, if you choose to save them.
• Usage data collected automatically, such as your IP address, browser type, pages visited, and time spent on the site. This is collected through standard web server logs and analytics tools.
• Cookies used for essential site functionality and analytics. We do not use cookies for advertising or tracking across other websites.

How We Use Your Information

• To respond to your inquiries and provide the services you request.
• To follow up on chat conversations you save through our AI assistant.
• To improve our website and services.
• To comply with legal obligations and professional standards.

We do not sell, rent, or share your personal information with third parties for marketing purposes.

AI Chat Assistant

Our website includes an AI-powered chat assistant. This assistant provides general information about tax topics and our services. It does not provide personalized tax advice.

Chat conversations are logged for quality improvement and to help our team follow up with you. Please do not share sensitive personal information (such as Social Security numbers, bank account numbers, or credit card information) through the chat. If sensitive information is shared, we will delete it from our records.

If you save a chat conversation, we store your name, email, and the conversation transcript. A copy is sent to you and to our team for follow-up.

Data Security

We use industry-standard security measures to protect your information, including encrypted connections (HTTPS), secure data storage, and access controls. Our client portal at caintaxadvisors.taxdome.com provides an additional layer of security for sharing sensitive documents.

Third-Party Services

We use the following third-party services to operate our website:

• Vercel for website hosting.
• Supabase for secure data storage.
• Anthropic (Claude) for our AI chat assistant.
• Sanity for content management.
• SendGrid for transactional email delivery.

Each of these services has its own privacy policy. We only share the minimum information necessary for each service to function.

Your Rights

You have the right to:

• Request access to the personal information we hold about you.
• Request correction or deletion of your personal information.
• Opt out of non-essential data collection.

To exercise any of these rights, contact us at info@cainadvisors.com or call (513) 813-4919.

Children's Privacy

Our website is not intended for children under 13. We do not knowingly collect personal information from children under 13.

Changes to This Policy

We may update this policy from time to time. Changes will be posted on this page with an updated date. We encourage you to review this policy periodically.

Contact Us

If you have questions about this privacy policy, contact us at: