Do you require long-term contracts?
There are no long term contracts. Engagement letters are utilized to outline services to be rendered and represent a 30 day period.
Termination of services as outlined by the Engagement Letter:
Either party may terminate this relationship on thirty (30) days written notice to the other, including email notification, provided that such notice has been received.
During the 30 day termination period projects in process shall be completed if possible, and no other work shall be undertaken unless the parties agree in writing to specific terms for the additional work.
How secure is the information we transmit electronically?
All personal and company information obtained by A.I.M. resides on our company servers and is accessible only by designated A.I.M. staff. Physical, electronic and managerial procedures have been employed to safeguard the security and integrity of personal/company information. All A.I.M. agents and contractors with access to personal/company information obtained on the A.I.M. website are also bound to adhere to this policy. We also utilize the Citrix product ShareFile for secure file sharing and communication of client data.
What is your privacy policy?
Accounting Information Management, Inc. maintains the same level of client confidentiality that is required of CPA’s by the Oregon Secretary of State Board of Accountancy as outlined below in the Oregon Administrative Rules.
Oregon Administrative Rule: 801-030-0015
Responsibilities to Clients
(1) Confidential client information. A member in public practice shall not disclose any confidential client information without the specific written consent of the client.
(a) Prohibited disclosures. Except as provided in subsection (b) of this rule:
(A) No licensee or any partner, officer, shareholder, member, manager, owner or employee of a licensee, shall voluntarily disclose information communicated to or obtained by the licensee from a client or on behalf of a client if such information relates to services that the licensee rendered for the client.
(B) Members of the Board, members of Board committees and professional practice reviewers shall not disclose confidential client information which comes to their attention in the course of investigations, disciplinary proceedings or otherwise in carrying out their responsibilities, except that the Board may furnish such information when disclosure is required as described in subsection (b) of this rule.
(b) Permitted disclosures. Nothing in subsection (a) of this rule shall prohibit the disclosure of confidential client information under the following circumstances:
(A) When disclosure is required by the standards of the public accountancy profession in reporting on the examination of financial statements;
(B) When disclosure is required by a court order;
(C) In response to subpoenas issued in state or federal agency proceedings;
(D) In investigations or proceedings under ORS 673.170 or 673.400;
(E) In ethical investigations conducted by private professional organizations in the course of peer reviews;
(F) To the insurance carrier of a licensee in connection with a claim or potential claim; or
(G) When disclosure is required by the Oregon Board of Accountancy for regulatory purposes of the Board.
