We are a customer-first, customer-centric company. Any information you share with us is stored in industry-standard marketing and customer relationship management databases, and is not shared with any third parties.
Your Information
Through the contact form on our website and newsletter sign up forms we collect information you share, which can include your email address, phone number, name, business name, and details about services you are interested. This information is collected to ensure we are able to contact you and discuss your needs and support you as a client. Your information is collected and stored in trusted, industry standard customer relationship management systems and marketing platforms that prioritize security and data protection.
In addition to customer service, we sometimes use the collected information to send information and marketing emails and text messages, which you can opt out of at any time. We never share or sell your information to third-parties.
Email Marketing
We reach out periodically with helpful information about tax, accounting, crypto accounting, cross-border accounting, and related parts of running your business or household. We also occasionally send emails if we are offering New Client Specials or Early Bird Specials. You can opt out of these emails at any time by clicking unsubscribe or responding to the email and asking to be removed.
SMS Marketing
We typically reach out by phone call or email. Occasional, we may send you important alerts about upcoming deadlines, filing reminders, and promotions directly to your phone. You can opt out of SMS or email alerts and marketing at any time by replying STOP. Mobile opt in data will not be shared with third parties. Standard messaging rates apply. Text messages are sent through an SMS marketing platform from the number +1 (979) 614-9511.
Policy Changes
We will contact you via email to inform you of any policy changes, and give you the opportunity to opt out if you do not agree with those changes. Our current Privacy Policy is always listed on this page, which can be accessed from the Contact Us page of our website.