Privacy Policy

Last updated: August 24, 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.

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.

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

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 888-277-4798.