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Based in Miami · We work in English & Spanish

Legal

Privacy Policy

Last updated: October 5, 2026

DTS Analytics LLC ("DTS Analytics," "Company," "we," "us," "our") operates Abakus Automations ("Abakus"), including the abakusautomations.com website and the consulting, implementation, and support services we offer to accounting and tax firms (together, the "Services"). This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit the website, request an audit, or communicate with us.

By using the website, you acknowledge that you have read this Privacy Policy. If you do not agree with it, do not use the website or submit information through it.

When we perform paid work for a firm, personal information contained in that firm's client files, tax documents, and systems is processed under our written agreement with the firm, including any data processing addendum. If that agreement conflicts with this Privacy Policy, the written agreement controls for that engagement. This policy does not make us the controller of your firm's clients' tax records.

1. Who we are

DTS Analytics LLC is the controller of personal information collected through the website and of inquiry information you send us. Our registered office is:

DTS Analytics LLC
1309 Coffeen Avenue STE 1200
Sheridan, Wyoming 82801
[email protected]

We work with firms remotely and from Miami, Florida. Questions about this policy, or requests to exercise privacy rights, can be sent to [email protected].

2. Information we collect

a. Information you provide

  • Audit and contact requests. When you request a free audit or otherwise contact us, we collect your name, work email, phone number if you provide one, firm name, role, firm size, the pricing card you selected, preferred meeting language, and the details you choose to share about services, tax and practice software, pain points, timeline, and notes.
  • Communications. If you email us, book a call, or reply to us, we keep the content of those messages and the contact details needed to respond.
  • Engagement information. If we work together, we collect the business contact details of the people at your firm who manage the project, billing details needed to invoice the firm, and the access, workflow descriptions, and documents your firm authorizes us to use. We do not ask you to put client Social Security numbers or full tax files into the public website form.

b. Information collected automatically

  • Server logs. Our hosting environment records standard technical data such as IP address, browser type, referring URL, pages requested, and the date and time of the request. We use this to operate the site, diagnose errors, and protect it from abuse.
  • Preferences stored in your browser. We store your language choice and your cookie-banner choice in local storage on your device. These are essential to remember settings you already made. We do not use advertising cookies, cross-site trackers, or third-party analytics cookies on this website.

c. Client and firm data during an engagement

Accounting and tax work involves sensitive information, including taxpayer identifiers, financial records, and communications with a firm's clients. We process that information only when the firm engages us and only for the automations and support the firm has approved. The firm is responsible for having a lawful basis to share that information with us and for telling its own clients what its privacy notices require. Processing of that information is described in the written agreement, not by the website form.

d. Artificial intelligence

Automations we build may send prompts, extracted fields, or document text to business or API offerings from AI providers in order to perform the workflow the firm approved. We select offerings whose terms prohibit using that content to train their public models, and we enable zero-data-retention options where the provider offers them. We do not send audit-form submissions or marketing inquiries to AI providers. Where a firm requires it, and the statement of work says so, we deploy the automation in the firm's own cloud environment instead.

3. How we use information

  • To respond to your inquiry, prepare for and hold the audit, and send a written quote if you want one
  • To provide, secure, monitor, and support the automations a firm has engaged us to build
  • To invoice, collect payment, and keep ordinary business records
  • To send service messages about an inquiry or an engagement. We do not send unrelated marketing mail without a lawful basis, and you can ask us to stop.
  • To protect the website and our systems, prevent fraud and abuse, and enforce our Terms of Service
  • To comply with law, regulation, tax, accounting, and professional obligations that apply to us

We do not sell personal information. We do not share it with third parties for their own advertising.

4. Cookies and similar technologies

This website uses only what it needs to function:

  • Essential storage. Local storage remembers your language and whether you dismissed the cookie notice. The site does not require an account cookie.
  • Server logs. Described in Section 2. These are not advertising identifiers.

You can clear local storage in your browser. If you do, the site will ask for your language and cookie choice again. We do not respond to "Do Not Track" in a special way because we do not track you across other sites. If we later add optional analytics, we will ask before those cookies are set and we will update this section.

5. How we share information

  • Infrastructure and email. Hosting, DNS, and security providers that serve the website (including Cloudflare) and our email provider (Resend) process information so the site and audit notifications can be delivered. They may use it only to perform those services.
  • AI and software providers, during an engagement. When a statement of work calls for it, content needed to run an automation may be processed by an AI provider, an automation platform, or a system the firm already uses (such as its tax, practice-management, email, or e-signature software). We do not authorize those providers to train public models on the firm's data.
  • Professional advisers. Lawyers, accountants, and insurers who are bound to confidentiality, where we need their advice.
  • Legal and safety. We may disclose information if required by law, regulation, legal process, or a government request, or if we believe disclosure is needed to protect the rights, safety, or property of a person or the Company.
  • Business transfers. If DTS Analytics is involved in a merger, acquisition, financing, or sale of assets, information may transfer as part of that transaction, subject to this policy or a successor policy with notice where required.

We do not sell personal information, and we do not share inquiry information with data brokers.

6. International transfers

We are based in the United States. Information we collect may be stored and processed in the United States and in other countries where our service providers operate. Those countries may not provide the same level of protection as the country where you live.

Where the law that applies to a transfer from the European Economic Area, the United Kingdom, or Switzerland requires it, we use an appropriate safeguard such as Standard Contractual Clauses. A written data processing addendum for a paid engagement can set additional transfer terms.

7. Retention

We keep inquiry and correspondence information for as long as needed to respond, maintain a business relationship, and keep a record of what was discussed, and then we delete or de-identify it unless a longer period is required for tax, accounting, legal, or security reasons. If you ask us to delete an inquiry and we have no engagement with your firm, we will delete it unless we must keep a limited record of the request itself.

Engagement records, including invoices and copies of agreements, are kept for the life of the engagement and for the period our written agreement, tax rules, or other law requires afterward. Client files we process for a firm are returned or deleted as that agreement specifies. Server logs are kept for a limited operational and security period and then deleted or rotated. Backups may persist for a short further period before they age out.

8. Security

We use administrative, technical, and physical safeguards designed to protect personal information. They include encryption in transit, access limited to people who need it, multi-factor authentication on systems we control, and contractual limits on how AI providers may use customer content. No method of transmission or storage is completely secure, and we cannot guarantee absolute security. A firm that wants a private deployment, a security review, or a data processing addendum can ask for that in the audit. Our public description of these practices is on the security page.

9. Your privacy rights

Depending on where you live, you may have the right to:

  • Access the personal information we hold about you and receive a copy of it
  • Correct information that is inaccurate or incomplete
  • Delete personal information, subject to records we must keep by law or contract
  • Portability of information you provided, in a commonly used format where the law requires it
  • Restrict or object to certain processing, including processing based on legitimate interests
  • Withdraw consent where processing is based on consent, without affecting processing that happened before the withdrawal
  • Appeal a decision we make about a privacy request, where your state's law provides an appeal

Email [email protected] to make a request. We may need to verify that you are the person the information is about, or that you are authorized to act for a firm. We will respond within the time the applicable law requires. We will not discriminate against you for exercising these rights.

If the information is a firm's client file that we process on the firm's instructions, we will refer the request to the firm or assist the firm, as the written agreement provides. We do not control that firm's relationship with its clients.

10. Supplemental notice for California residents

This section applies if the California Consumer Privacy Act, as amended by the California Privacy Rights Act, applies to our processing. In the preceding 12 months we collect the categories described in Section 2: identifiers (such as name, email, phone, and IP address), commercial information related to an inquiry or engagement, professional information (firm, role, and software used), internet activity on our website, and the contents of messages you send us. We collect them from you and from your device. We use and disclose them for the business purposes in Sections 3 and 5.

We do not sell personal information, and we do not share it for cross-context behavioral advertising, as those terms are defined in California law. We do not use or disclose sensitive personal information from the website form for purposes other than performing the services you request, securing our systems, and meeting legal duties. We do not knowingly sell personal information of anyone under 16.

California residents may request to know, delete, and correct personal information, and may designate an authorized agent by written permission. Submit requests to [email protected]. We will not discriminate against you for exercising these rights.

11. European Economic Area, United Kingdom, and Switzerland

If you are in the EEA, the United Kingdom, or Switzerland, our legal bases are:

  • Contract. Processing needed to answer your request or to perform an agreement with you or your firm.
  • Legitimate interests. Operating and securing the website, keeping business records, and improving our services, balanced against your rights. You may object as described in Section 9.
  • Consent. Where we ask for it, including optional communications. You may withdraw consent at any time.
  • Legal obligation. Where we must keep or disclose information under applicable law.

You may lodge a complaint with your local data protection authority. We ask that you contact us first so we can try to resolve the concern.

12. Children's privacy

The website and Services are directed to accounting and tax practices and to adults who work in them. They are not directed to children under 13, and we do not knowingly collect personal information from children. If you believe a child has provided personal information, email [email protected] and we will delete it.

13. No professional advice

DTS Analytics LLC, operating as Abakus Automations, is a technology consultancy. We are not a CPA firm, enrolled agent, or law firm. Nothing on the website, in an audit, or in an automation is tax, legal, or accounting advice. Articles, comparisons, and estimates of hours saved are general information. They are not a guarantee of results. Decisions about a return, a filing, or advice to a client remain with the licensed professionals at your firm.

14. Third-party links and product names

The website links to third-party sites and names software products so firms can see what we connect to. Those names are trademarks of their owners. We are not responsible for the privacy practices of sites or products we do not control. A link is not an endorsement.

15. Changes to this policy

We may update this Privacy Policy from time to time. When we do, we will change the "Last updated" date on this page. If a change is material, we will provide a more prominent notice where the law requires it, such as a notice on the website or an email if we have an ongoing engagement with you. Your continued use of the website after the update is posted is your acceptance of the revised policy for website processing. An engagement already under a written agreement stays on that agreement unless you and we amend it.

16. Contact us

DTS Analytics LLC is the business to contact about this Privacy Policy and about privacy requests:

DTS Analytics LLC
1309 Coffeen Avenue STE 1200
Sheridan, Wyoming 82801
[email protected]