Privacy Policy

Protecting your private information is our priority. This Statement of Privacy applies to the and RollForward LLC and governs data collection and usage. For the purposes of this Privacy Policy, unless otherwise noted, all references to RollForward LLC include, RollForward Accounting and The RollForward Accounting website is an Informational site. By using the RollForward Accounting website and/or our services, you consent to the data practices described in this statement.

This policy does not apply to the practices of companies that we do not own or control or to people we do not employ or manage. It does not apply to websites that link to our website or web-based platforms not operated by us that may be linked to our platform.RollForward Accounting encourages you to review the privacy statements of websites you choose to link to from RollForward Accounting so that you can understand how those websites collect, use and share your information. RollForward Accounting is not responsible for the privacy statements or other content on websites outside of the RollForward Accounting website.

Please take note of practical safeguards regarding internet fraud, securing your internet-connected devices and information at

How We Collect and Use Information

RollForward Accounting collects personal and business information and data when you subscribe to use our products and services. We also collect transactional, documents and other information through accounts we set up and from data that you supply and enter.

RollForward Accounting uses this information to: fulfill your requests for productsandservices, improve our services to you, contact you, conduct research and/or resolve issues. We reserve the right to send administrative service messages that are necessary to preserve your service level.We may notify you of new services and offers or provide news of general business advisory matters. If you do not wish to receive these notifications, please email us.

Should you need to update or revise any of your personal or business information, you may edit your information directly through your web-based platforms or by contacting us.

Information Sharing and Disclosure

RollForward Accounting does not sell, rent, trade or share your information with others except to provide products or services you have requested, with your permission, or under the following circumstances:

  • We provide information to contractors who work on behalf of or with RollForward Accounting to assist in providing support and services to you. These contractors have no independent rights to share your information. For example, if you authorize our tax partner to prepare your company tax return, we would supply the necessary information to prepare your return. 
  • We may provide non-personally identifiable information publicly to show trends in the usage of our company’s services. 
  • We respond to subpoenas, court orders or legal processes or to establish our legal rights or defend against legal claims. 
  • When we believe it is necessary to share information in order to investigate, prevent or take action regarding illegal activities, suspected fraud, situations involving potential threats to the physical safety of any person, violation of our Terms of Use or as otherwise required by law. 
  • RollForward Accounting is acquired by another entity and you become subject to a different privacy policy.

Our Website

RollForward Accounting automatically receives log data and records information from your computer and browser including: IP addresses, cookie information, software and hardware attributes and pages you request on our site.

Our website may use cookies. Cookies are files that are sent to your computer’s hard drive from our website. They are not used to identify you but to help us track site usage patterns. You may instruct your browser to not accept cookies; however, this may impair your usage of certain components in web-based platforms we employ.

Please keep in mind that if you directly disclose personally identifiable information or personally sensitive data through RollForward Accounting’s public message boards, this information may be collected and used by others.

Confidentiality and Security

We have access to information collected from you using secure, external online server facilities provided by our software providers. We would encourage you to ensure the protection of your data by using the highest level of online security for your personal login and password information when using these services.

We provide access to our employees who we believe reasonably need your information to perform their jobs in connection with the services and support provided to you. Should external auditors require access for compliance audits, you will be advised.

We strive to maintain physical, electronic and procedural safeguards in place to protect your information; however, we can provide no guarantee of its strict confidentiality.

Changes to This Privacy Policy

RollForward Accounting will occasionally update this Privacy Policy to reflect company and customer feedback. RollForward Accounting encourages you to periodically review this Policy to be informed of how RollForward Accounting is protecting your information.

Your Consent

By authorizing us to provide services to you, you consent to the collection and use of your information as described in this policy.

Contact Information

RollForward Accounting welcomes your questions or comments regarding this Statement of Privacy. Please address any feedback to [email protected]

Updated: 05-03-2016 © Copyright RollForward LLC 2016. All rights reserved.