Privacy
Privacy Policy
How BlueRidgeAdvisoryPLLC handles information shared through the website, client portal, and secure upload tools.
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.