Privacy & Terms

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.

For privacy questions, contact BlueRidgeAdvisoryPLLC at 888-277-4798.

Use of the Website and Portal

The website and portal are provided for current and prospective clients to learn about services, complete intake steps, and upload documents requested by BlueRidgeAdvisoryPLLC.

No Client Relationship Until Accepted

Submitting information through the website or portal does not by itself create a client relationship. A client relationship begins only when BlueRidgeAdvisoryPLLC accepts the engagement and any required engagement terms are completed.

No Tax or Legal Advice From Website Content

Website content and worksheets are general informational tools. They are not legal advice, tax advice, or a substitute for professional review of your specific situation.

Client Responsibilities

Clients are responsible for providing accurate, complete, and timely information; safeguarding portal passwords; and notifying the office about suspected unauthorized access.

Acceptable Use

Users may not misuse the website or portal, attempt unauthorized access, upload malicious files, interfere with security features, or use the system for unlawful purposes.

Service Availability

We aim to keep the website and portal available, but service may be interrupted for maintenance, updates, hosting issues, security events, or circumstances outside our control.

For questions about these terms, contact BlueRidgeAdvisoryPLLC at 888-277-4798.