(c) 2016 Estep-Doctor & Company, PC

Full-service Accounting Firm in Muncie, Indiana

Full-service Accounting Firm in Anderson, Indiana

Muncie Office:

3737 W. Bethel Avenue

Muncie, IN  47304

765.289.5366 phone

765.289.3332 fax

Anderson Office:

814 Central Avenue

Anderson, IN  46012

765.649.0194 phone

765.642.4848 fax

Client Portal Access

By clicking the link(s) below, you AGREE to the terms and agreements described below.  If you do not agree, do not proceed.  Please review before proceeding.

Estep-Doctor Portal Data Privacy Statement

This statement describes the types of personal data collected and stored in the Estep-Doctor Portal Service, where they are stored, how they are protected, and who will have access to them and why. It also confirms your consent to this collection and storage of your personal data.

By clicking the link button during the log in process, you acknowledge you have read and understood this data privacy statement and agree to the collection, use, and disclosure of your personal data as described below. If you DISAGREE, do NOT proceed to log in to the Service.

What is the Estep-Doctor Portal Service?

The Estep-Doctor Portal Service is comprised of commercially sensitive and proprietary resources and applications, including, but not limited to, your financial information, tax returns, and other personally identifying information.

The Estep-Doctor Portal Service supports all Estep-Doctor business processes, including service delivery on internal and external documents and information. The Estep-Doctor Portal Service also provides a standard authentication and authorization system that controls access to the Portal.

Users of the Estep-Doctor Portal Service include Estep-Doctor employees and clients. Different users and user groups have different levels of access to the resources and applications contained in the Service. In general the Estep-Doctor Portal Service limits user access to only the content and services to which the user is entitled.  Each client user will be provided with a User Name and Password.  In the event the client user authorizes others to access their information through the portal, the client user does so at his/her own risk.

What personal data does the Estep-Doctor Portal Service hold about you?

This Estep-Doctor Portal Data Privacy Statement concerns itself with the following types of user data managed in the Estep-Doctor Portal Service:

        > User profile data, including user name, user ID, password, email address, work address, and work phone numbers

        > Tax returns

        > Personal financial records

        > Business financial records

        > Other personal and business records

Any further data you provide are at your discretion, though providing those data may be necessary for completion of work related tasks. You can submit as few or as many data into the Estep-Doctor Portal Service as you think necessary.

This Estep-Doctor Portal Data Privacy Statement is augmented or superseded by other data privacy statements, agreements, or policies which cover specific applications, portals, intranets, or databases contained in the Estep-Doctor Portal Service. Accepting this Estep-Doctor Portal Data Privacy Statement does not relieve you of the responsibility of reviewing and responding to separate data privacy agreements.

How will my user data be used?

The Estep-Doctor Portal Service uses your Estep-Doctor User ID and password and your user profile data to authenticate and authorize your access to the Service and to control access to its components.

How will my user data be protected?

The Estep-Doctor Portal Service resides on a secure portal server within the company firewall. Data replicates between the portal server and the document storage server, including user data. Different access levels are applied to data within the system to ensure data are visible only to appropriate users.
Technical and organizational security of the servers and the Estep-Doctor Portal Service is maintained in accordance with Estep-Doctor security policies. Only authorized system administrators support portal services.

Administrative access to your profile is restricted on a need-to-know basis and is only granted to:

        > System administrators

        > Support and administrative users (such as Help Desk personnel)

        > Security auditors

Only you and the system administrator have write access to your directory profile.

How long will my user data be held?

Generally, the Estep-Doctor Portal Service will retain your user data for only as long as is required to support your access to or use of the databases, intranet sites, knowledge repositories, and sites contained within the service. Standard Estep-Doctor termination processes include steps for decommissioning access to and removing personal data held in the Estep-Doctor Portal Service.

How will I be notified if the uses of my data change?

If the uses of your personal data in the Estep-Doctor Portal Service change, attempts will be made to notify you beforehand and (if the changes are significant) to seek your consent through screens such as this in the Estep-Doctor Pass login. You will be notified separately about uses of data in other systems covered by separate data privacy statements.

If you require further information about this Estep-Doctor Portal Data Privacy Statement, please contact the Estep-Doctor Portal Help Desk: mschlosser@edcpa.com or Estep-Doctor Portal Help (by phone at 765.289.5366).

By clicking the link button during the log in process, you acknowledge you have read and understood this data privacy statement and agree to the collection, use, and disclosure of your personal data as described below. If you DISAGREE, do NOT proceed to log in to the Service.

Estep-Doctor Portal User Agreement

The following Estep-Doctor Portal User Agreement applies to "The Estep-Doctor Portal" (Service), which is comprised of sensitive and proprietary resources and applications (including an enterprise portal, databases, intranet sites, knowledge repositories, and service delivery applications and sites). Please read this agreement, which contains the terms and conditions that apply to your use of this Service. Please also read the associated Estep-Doctor Portal Privacy Policy.


By clicking the link during the log in process, you consent to be bound by ALL the terms of this agreement. From time to time the terms of this Agreement may change. Your subsequent use of the Service implies your continued consent to this agreement.

 

I agree as follows:

        > If the Service I am accessing contains any Estep-Doctor proprietary or Estep-Doctor sensitive information, I will not, without the proper restrictions and/or nondisclosure agreements being in place, transmit this information in any form to any person or entity other than Estep-Doctor employees.

        > If the Service I am accessing contains any proprietary or sensitive client information, I will not transmit this information in any form to any other Estep-Doctor employees or contractors or to any external entities or individuals without written client approval.

        > If the Service I am accessing contains references to a client, it shall be presumed that Estep-Doctor is prohibited by contract from making such references public.  If I believe I need to disclose a client reference to anyone other than those who have authorized access to that client reference in the Estep-Doctor Portal, I will not disclose such client reference until I receive written authorization from my supervisor/management and/or local Estep-Doctor legal counsel.  If the Service I am accessing contains references to a client that Estep-Doctor is prohibited by contract from making public, I will abide by these restrictions.

        > If the Service I am accessing contains Estep-Doctor financial or strategic information, such information shall not be released or disclosed to anyone not authorized to use the Service or access the information contained in the Service.  If I believe I need to disclose such information within Estep-Doctor other than to people who have access to the Service or the information contained in the Service, I will not disclose such information until I receive written authorization from my supervisor/management and/or local Estep-Doctor legal counsel.

        > If the Service I am accessing contains any legal or contractual restrictions applicable to the sharing of the Service's content with other Estep-Doctor employees, Estep-Doctor clients, and/or Estep-Doctor subcontractors, I will abide by these restrictions.

        > In submitting content to the Service, I understand and agree that the content may be made accessible to the groups and/or individuals I have specified as having access to the content; that the content is submitted to the Service with appropriate access controls; and/or that no export laws or regulations or copyright laws are violated by the submission.

        > I will update and correct any personal information I have submitted to the Service which is out of date, incomplete, or inaccurate.

If I DISAGREE, I will not attempt to log in to the Service.

 
 

Estep-Doctor Portal Privacy Policy

The Estep-Doctor Portal Privacy Policy is included here for your reference.  Estep-Doctor has adopted this privacy policy in order to ensure users of our commitment and dedication to privacy. The following privacy guidelines apply to "The Estep-Doctor Portal" (Service), as it is defined in the Estep-Doctor Portal User Agreement. Estep-Doctor respects your right to privacy. Usage is by invitation only. When invited, you are welcome to use this Service to search or browse the knowledge and functions. You will be required to register and agree to mutual terms and conditions and then to log in with each use.

1. Registration

Usage is by invitation only and for mutual business value. Registration is required to gain access to the Service. The Service incorporates personalization functionality giving each person only a partial view of the knowledge and functions.

2. Use of "Cookies"

The Estep-Doctor Portal requires and uses Cookies on this Service.

3. Collection of IP Addresses

When you visit our Service, some information such as your Internet Protocol (IP) address, Internet service provider, operating system, the service from which you arrived, and the time and date of your visit may be collected automatically as part of the software operation of this Service. This intake of information is personally identifiable through the login process. Estep-Doctor uses this information for internal purposes to improve the service.

4. Company or Personal Information

Any time Estep-Doctor collects information that you voluntarily or contractually submit, it is Estep-Doctor’s intent to inform you of why this information is being requested and how it is going to be used. We may collect personal information from you including phone, electronic mail address, documents, and other information you choose to provide at various times, for example, when you complete an online form or request, or upload a document. Estep-Doctor uses the information we collect online to process your requests, inform you of opportunities that we believe you might find interesting, further your business interests, and understand your needs so that we can provide you with the highest quality of service.

Estep-Doctor intends to protect and secure the company or personal information that you submit to this Service. Estep-Doctor will not sell, distribute, or give your company or personal information to any third party without your knowledge and consent or existing agreement. Estep-Doctor shall not be liable for the release of any user information to third parties to whom the user has provided his/her user identification and user password.  Also, Estep-Doctor shall not be liable for any company or personal information that you submit to external vendors or to any non-Estep-Doctor web site linked to this Service.

5. Contact

Estep-Doctor Users: If you have any questions about the Estep-Doctor Portal, there are several avenues available. The Estep-Doctor Portal Help Desk is a team of professionals who provide services to you, Monday through Thursday from 8:00 AM to 5:00 PM and on Friday from 8:00 AM to 4:00 PM. Help Desk: 765.289.5366