Privacy Policy

Last updated: May 19, 2026

Information We Collect

We may collect contact details, client account information, tax and accounting records, identity documents, messages, uploaded files, device information, and usage details needed to provide Accounting, Audit, and Tax Preparation services.

How We Use Information

Information is used to create and manage client portal accounts, receive documents, prepare or review client work, communicate with clients, maintain records, secure the portal, and meet professional or legal obligations.

Document Uploads

Client files uploaded through the portal are intended for secure business use. The custom upload server is designed to store uploaded documents outside the public website and encrypt files at rest. Do not send taxpayer documents through ordinary email unless specifically instructed by the office.

Sharing

We do not sell client information. Information may be shared with authorized service providers, tax authorities, financial institutions, legal or compliance advisors, or other parties when needed to provide services or comply with law.

Security

We use reasonable administrative, technical, and physical safeguards. No online system can be guaranteed to be completely secure, so clients should use strong passwords and report suspicious activity immediately.

Retention

Records may be retained for business, tax, legal, audit, and compliance purposes. Retention periods can vary by document type and client relationship.

Your Choices

Clients may request help accessing, correcting, or deleting certain account information by contacting the office. Some records may need to be retained where required for business, legal, tax, or compliance reasons.

Contact

For privacy questions, contact BlueRidgeAdvisoryPLLC at 802-373-4396.