Last updated: 2026
MyFirmCRM collects information necessary to provide accounting workflow and client portal services. This may include contact information, documents uploaded by users, and usage logs required for system functionality.
We use encryption, secure hosting, and access controls to safeguard information. Data is never sold or shared for advertising.
We may use reputable cloud providers and infrastructure partners to operate the platform. These providers are bound by strict security and confidentiality standards.
Questions about privacy can be directed to: support@summit-di.com