Baker Tilly – Online Privacy Policy

Last updated: May 2024

This Online Privacy Policy applies to information about you obtained bakertilly.com (the “Website”) by Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (together, “Baker Tilly”, “we” or “us”). Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. Baker Tilly is an independent member of Baker Tilly International. This Privacy Policy does not apply to any site associated with Baker Tilly International and any Baker Tilly International privacy policy does not apply to this Website.

This Policy describes how we may collect, use, and disclose your personal information; the choices you have regarding our use of your information; how we safeguard the information we collect; and how to contact us regarding our privacy practices.

By accessing or otherwise using the Website, you agree to the collection, use, and disclosure practices and other activities as described in this Privacy Policy.

For users in the European Union, please refer to our EU Privacy Notice.

Information you provide

We collect certain personal information about you that you provide to us through the Website. For example, you may provide personal information when you fill out the Website’s Contact Us form and other online forms; apply for a job via the Careers Portal; register for events, such as webinars, conferences, and seminars; post public comments on certain Website content; access client portals; pay invoices; sign up for email newsletters; or answer pop-up polls.

Personal information you may submit through the Website includes your name, email address, company affiliation, job title, postal address, phone number, fax number, username, password, employment-related details, information related to services we provide you (e.g., financial information via the Tax Client Portal) and any other personal information you choose to disclose. Some forms on the Website may require that you provide certain personal information to submit the form. You may choose not to provide personal information in those cases, but this may prevent you from being able to use those features.

For more information on how we collect, use, share, and protect financial information you may provide us, which we process via our subsidiary, Baker Tilly Capital, LLC, please refer to our Baker Tilly Capital Financial Information Privacy Policy.

Information collected automatically

We may also automatically collect certain information about you when you access or use the Website (“Usage Information”). Usage Information may include IP address, device identifier, browser type, operating system, information about your use of the Website, and data regarding network-connected hardware (e.g., computer or mobile device).

The methods that may be used on the Website to collect Usage Information include:

Log Information: Log information is data about your use of the Website, such as IP address, browser type, internet service provider, referring/exit pages, operating system, date/time stamps, and related data, and may be stored in log files.

Information Collected by Cookies and Other Tracking Technologies: Cookies, web beacons (also known as “tracking pixels”), embedded scripts, location-identifying technologies, device recognition technologies, and other tracking technologies (“Tracking Technologies”) may be used to collect information about your interactions with the Website. Brief descriptions of common Tracking Technologies are provided below.

Cookies

A cookie is a small text file that is stored on a user’s device. Session cookies make it easier for you to navigate the Website and expire when you close your browser. Tracking cookies remain longer and help in understanding how you use the Website, and enhance your user experience. Cookies may remain on your hard drive for an extended period of time. If you use your browser’s method of blocking or removing cookies, some but not all types of cookies may be deleted and/or blocked and as a result, some features and functionalities of the Website may not work. A Flash cookie (or locally shared object) is a data file which may be placed on a device via the Adobe Flash plug-in that may be built-in to or downloaded by you to your device. HTML5 cookies can be programmed through HTML5 local storage. Flash cookies and HTML5 cookies are locally stored on your device other than in the browser and browser settings won’t control them. To identify certain types of local shared objects on your device and adjust your settings, please. The Website may associate some or all of these types of cookies with your device(s).

Web beacons (“tracking pixels”)

Web beacons are small graphic images, also known as “Internet tags” or “clear gifs,” embedded in web pages. Web beacons may be used, for example, to count the number of visitors to the Website, to monitor how users navigate the Website, and to count content views.

Embedded scripts

An embedded script is programming code designed to collect information about your interactions with the Website. It is temporarily downloaded onto your computer from our web server, or from a third party with which we work, and is active only while you are connected to the Website, and deleted or deactivated thereafter.

Some information about your use of the Website and certain third party services may be collected using Tracking Technologies across time and services, and used by us and third parties for purposes such as to associate different devices you use, and deliver relevant ads and/or other content to you on the Website and certain other sites or online services.

We may also automatically collect certain information about you when you access or use the Website (“Usage Information”). Usage Information may include IP address, device identifier, browser type, operating system, information about your use of the Website, and data regarding network-connected hardware (e.g., computer or mobile device).

We also may obtain information about you from other sources, including third-party services. Such collection may occur on certain parts of the Website that are powered and facilitated by third parties such as the Assurance and Consulting Huddle Client Portal (powered by Huddle), the Career Portal and Talent Insider Portal (powered by iCIMS), and the Tax Client Portal (powered by Thompson Reuters). We will treat such data in accordance with this Privacy Policy. We are not responsible or liable for the accuracy of the information provided by third parties or for third-party policies or practices.

Except as otherwise stated in this Privacy Policy, we do not sell, trade, rent, or otherwise share for marketing purposes the personal information that we collect through the Website with third parties.

In general, we use your personal information to provide you access to the Website and its services, send you newsletters, improve the Website, tailor Website features to you, and to offer you additional information, opportunities, promotions, and functionality.

Your personal information may be disclosed to third-party service providers who work with us in order to provide some of the services on the Website and to help us communicate with you. Examples include analyzing visitor and usage data and providing customer service. Third-party service providers are not meant to use personal information except as necessary to provide the relevant services to us.

We may also share your personal information with our affiliates or subsidiaries including, but not limited to:

• Baker Tilly Beers & Cutler, LLC
• Baker Tilly Capital, LLC
• Baker Tilly Municipal Advisors, LLC
• Baker Tilly Valuation, LLC
• Baker Tilly Vantagen, LLC
• Baker Tilly Wealth Management, LLC
• BT Valuation Co.
• Civic Systems, LLC
• Partner Relocation Services, LLC
• The Valued Advisor Fund, LLC
• Virchow Krause & Company, LLP
• VK Syndications, LLC

We may disclose your personal information if we believe that such disclosure is necessary:

• to comply with relevant laws or to respond to subpoenas or court orders served on us;
• to respond to requests by government agencies, including law enforcement authorities;
• if we believe your actions are inconsistent with our terms of use, user agreements, applicable terms or policies; or
• to protect the rights, property, life, health, security, or safety of Baker Tilly, the Website or its users, or any third party.

We may share your personal information in the event of a business transaction (e.g., further to a merger, acquisition, reorganization, liquidation, or any other business transaction, including negotiations of such transactions), we reserve the right to disclose any information about you that we obtain through the Website. You acknowledge that such transfers may occur and are permitted by and subject to this Privacy Policy.

Links to third-party sites

This Website may contain links to other websites or services that are not controlled by Baker Tilly; these links are provided for your convenience and information. We are not responsible for any third party’s data collection or privacy practices, and we encourage you to review the privacy policies or notices posted on those third-party websites for further information.

Social features, advertising and analytics

Certain functionalities on the Website permit interactions that you initiate between the Website and third-party services, such as social networks (“Social Features”). Social Features enable you to send content between the Website and a third-party service. If you use Social Features, and potentially other third-party services, information you post or provide access to may be publicly displayed by the third-party service you use. Also, both Baker Tilly and the third party may have access to certain information about you and your use of the Website and the third-party service.

We may engage and work with service providers and other third parties to serve advertisements on third-party services. These ads may be tailored to your interest based on your use of the Website and elsewhere on the internet, sometimes referred to as “interest-based advertising” and “online behavioral advertising,” which may include sending you an ad on a third-party service after you have left the Website (i.e., “retargeting”).

We may use Google Analytics, Adobe Analytics, or other service providers for analytics services. These analytics services may use cookies and other Tracking Technologies to help us analyze Website users and how they use the Website. Information generated by these services (e.g., your IP address and other Usage Information) may be transmitted to and stored by these service providers and these service providers may use this information for purposes such as evaluating your use of the Website, compiling statistic reports on the Website’s activity, and providing other services relating to Website activity and other internet usage.

Information you disclose publicly or to others

The Website may permit you to post or submit User-Generated Content (“UGC”) including, without limitation, written content, comments, files, user profiles, pictures or photos, data, or other content, including personal information. If you choose to submit UGC to any public area of the Website, your UGC will be considered “public” and will be accessible by anyone, including Baker Tilly. For example, you may post public comments on videos or interact semi-publicly with registered users via the Assurance and Consulting Huddle Client Portal. Notwithstanding anything to the contrary, unless otherwise explicitly agreed by us, personal information included in UGC is not subject to Baker Tilly’s usage or sharing limitations, or other obligations, under this Privacy Policy or otherwise, and may be used and shared by Baker Tilly and third parties to the fullest extent not prohibited by applicable law. Baker Tilly encourages you to exercise caution when making decisions about what you disclose in such public areas.

Additionally, the Website may offer you the option to send a communication to a friend or other contact. If so, Baker Tilly relies on you to only send to people that have given you permission to do so. The recipient’s personal information you provide (e.g., name, e-mail address) will be used to facilitate the communication. Your contact information and message may be included in the communication.

Your choices

Unsubscribe from emails

Should you receive a promotional email from us, you may opt out of receiving additional promotional email communications from us by following the unsubscribe instructions on the emails. Please note that even if you opt out of receiving promotional communications from us, we may continue to send you nonpromotional emails.

Opt out of tracking technologies

Regular cookies generally may be disabled or removed using tools available as part of most commercial browsers, and in some instances blocked in the future by selecting certain settings. Browsers offer different functionalities and options so you may need to set them separately. Please be aware that if you disable or remove these technologies, some parts of the Website may not work and that when you revisit the Website your ability to limit browser-based Tracking Technologies is subject to your browser settings and limitations. Your browser settings may allow you to transmit a “Do Not Track” signal when you visit various websites. Like many websites, this Website is not designed to respond to “Do Not Track” signals received from browsers. To learn more about “Do Not Track” signals, you may wish to visit allaboutdnt.com.

Opt out of analytics and interest-based advertising

You may exercise choices regarding the use of cookies from Google Analytics by visiting this page or downloading the Google Analytics Opt-out Browser Add-on. You may exercise choices regarding the use of cookies from Adobe Analytics by going to adobe.com/privacy/opt-out.html.

Security

We take reasonable measures to protect your information from loss, theft, misuse, and unauthorized access, disclosure, alteration, and destruction. Nevertheless, transmission via the Internet and online digital storage is not completely secure and we cannot guarantee the security of your information collected through the Website.

Children’s privacy

This Website is not intended for, nor targeted to, children under 13, and we do not knowingly or intentionally collect information from children under 13. If we learn that we have received information directly from a child who is under the age of 13, we will delete the information in accordance with applicable law.

Your California privacy rights

California law permits customers in California to request certain details about how their “personal information” (as defined by California Civil Code Section 1798.83) is shared with third parties for direct marketing purposes. We do not share personal information with third parties or affiliates for those third parties’ or affiliates’ own direct marketing purposes. Californians may request information about our compliance with this law by contacting us at dataprotectionofficer@bakertilly.com or by postal mail sent to:

Baker Tilly Advisory Group, LP
Attention: California Privacy Rights Inquiry
205 North Michigan Avenue
Chicago, IL 60601-5927

Your inquiry must specify “California Privacy Rights Request” in the subject line of the email or the first line of the letter, and include your name, street address, city, state, and ZIP code. Please note that we are only required to respond to one request per California resident each year.

If you are visiting the Website from outside the United States, please be aware that Baker Tilly is based in the United States, and the information we obtain through the Website will be transferred to, processed in, and stored on our servers in the United States. The data protection laws and regulations applicable to your personal data transferred to the United States may be different from the laws in your country of residence.

For users in the European Union, please refer to our EU Privacy Notice.

Revisions

This Privacy Policy is subject to change at our discretion. We will indicate changes to this Policy by updating the “Last Updated” date at the top of the page. Your continued use of this Website after any update to this Privacy Policy will constitute your acceptance of the changes.

Contact

If you have any questions about this Privacy Policy, please email us at dataprotectionofficer@bakertilly.com or call us at +1 (800) 362 7301.