Privacy Policy

Last updated: October 7, 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.

BlueRidge Marketing Center and TikTok

BlueRidge Marketing Center is an internal BlueRidgeAdvisoryPLLC web application used by authorized staff to review approved company content and connect the company's TikTok account. When an authorized user connects TikTok, the app uses TikTok Login Kit and the approved profile scopes to receive the account identifier, display name, and username needed to display and verify the selected creator.

BlueRidge Marketing Center uses TikTok's Content Posting API for Direct Post only when an authorized user reviews and confirms the destination account, media, caption, privacy setting, commercial-content disclosures, and interaction settings. The app sends the selected content and settings to TikTok to carry out that request. TikTok credentials and access tokens are handled on the server and are not intentionally exposed in the browser. We do not sell TikTok account information or use it for third-party advertising.

An authorized user can disconnect TikTok access through available TikTok account controls or by contacting BlueRidgeAdvisoryPLLC. We may retain limited audit records of authorization and publishing activity for security, business, legal, and compliance purposes.

YouTube API Services

BlueRidge Marketing Center uses YouTube API Services. It stores the connected channel identifier and title, authorization scopes, encrypted authorization credentials, and upload receipts to verify the company destination and report requested uploads. Authorized staff can review this information. Approved video files, titles, descriptions, and visibility choices are sent to YouTube only after a release confirmation. We do not sell this information or use it for third-party advertising.

Before enabling this connection, its authorized manager must accept this privacy policy and the linked terms. After acceptance, BlueRidge checks authorization and refreshes channel identity daily. YouTube upload receipts and performance snapshots are removed from local storage after 29 days; the internal campaign and approval history remains. Confirmed external revocation triggers cleanup of the associated stored API data. Temporary provider failures are retried and do not by themselves erase valid authorization.

Google processes information under the Google Privacy Policy. Our website session and device-information practices are described below.

In Channels → YouTube, choose Revoke YouTube access and delete stored API data to revoke authorization and remove the stored credential and YouTube-derived audit and release-receipt data. This does not delete videos or other data stored by YouTube. You can also revoke access in Google security settings. For local deletion requests or cleanup errors, contact info@blueridgeadvisorypllc.com.

Website Visits And First-Party Analytics

We use a first-party visitor identifier to count visits, understand referral sources and pages used, improve the website, and connect earlier website activity to a client or prospect record after that person voluntarily registers, signs in, or submits identifiable information. These visit records do not grant portal access, do not automatically merge client accounts, and do not collect the contents of form fields before submission. We honor supported browser privacy signals and filter automated traffic from visitor totals.

Optional Google Analytics

Google Analytics is off by default. If you choose Allow analytics, BlueRidge may load the Google Analytics 4 tag on public informational pages to understand page visits and improve the website. The tag is not loaded on the client portal or intake pages, does not collect form-field contents, and is configured without advertising personalization or Google Signals.

Your analytics choice is stored in your browser. You can reopen Analytics choices to turn optional analytics off; supported Global Privacy Control or Do Not Track signals keep it off automatically. When enabled, Google may process limited usage and device information under its own privacy terms. BlueRidge does not use this optional analytics stream to sell personal information or launch advertising.

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.

Text Messaging Privacy

If you affirmatively opt in, BlueRidgeAdvisoryPLLC may use your verified mobile number to send transactional messages about client portal invitations, account security, document requests or availability, appointments, and service status. Message frequency varies. We do not sell mobile numbers or text-message consent, and we do not share them with third parties for their own marketing. Our communications providers may process your number and message content only as needed to deliver and protect the service.

You may withdraw text-message consent at any time by replying STOP or by turning off portal texts in your client account. Reply HELP for help. Message and data rates may apply. Do not send tax documents, Social Security numbers, banking details, identity documents, or other sensitive tax information by text; use the secure client portal instead.

Your Choices And Account Deletion

Clients may request help accessing or correcting account information by contacting the office. A signed-in client can initiate deletion directly inside the Client Portal by choosing Delete Account in the account area and confirming the request.

BlueRidge reviews account-deletion requests within 30 days, deletes the portal account and associated personal data that it is not legally or professionally required to retain, and sends a completion confirmation. Tax, accounting, legal, audit, or compliance records may be retained only when required; those retained records will no longer be available through the deleted portal account.

Contact

For privacy questions, email info@blueridgeadvisorypllc.com or call 888-565-2510.