Privacy Policy

Effective Date: February 5, 2026

Website: customaccountants.com

This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, submit information through our forms, or schedule time with us.

By using this website, you agree to the practices described in this Privacy Policy.

1) Information We Collect

A. Information you provide to us

When you interact with our website, you may choose to provide information such as:

  • Name

  • Phone number (if you provide it)

  • Business name (if you provide it)

  • Message contents and any details you include in forms

  • Appointment details you submit when scheduling (such as the meeting reason, requested time, and notes)

Important: Please do not submit sensitive personal information through website forms or scheduling fields (for example, Social Security numbers, full bank account numbers, or copies of identity documents). If we need sensitive information, we will request it through a more secure method.

B. Information collected automatically

When you browse our website, we (and our service providers) may automatically collect:

  • IP address

  • Browser and device information

  • Pages viewed, links clicked, and time spent on pages

  • Approximate location (derived from IP address)

  • Referring website or source (how you arrived at our website)

  • Diagnostic and performance data (such as errors and load times)

This information is typically collected using cookies and similar technologies (see Section 4).

2) How We Use Your Information

We use information we collect to:

  • Respond to inquiries submitted through our contact form

  • Provide information about our services

  • Facilitate appointment scheduling and related communications (confirmations and reminders)

  • Operate, maintain, and improve our website

  • Understand how visitors use our website and improve content and performance

  • Protect our website, prevent fraud, and maintain security

  • Comply with applicable laws and enforce our policies

3) How We Share Information

We do not sell your personal information.

We may share information in the following limited circumstances:

A. Service providers and tools we use

We use trusted third-party services to help run our website and manage communications and scheduling, including:

These providers may process information on our behalf to provide their services. Their use of information may also be governed by their own privacy policies.

B. Legal, safety, and rights protection

We may disclose information if we believe it is reasonably necessary to:

  • Comply with a law, regulation, subpoena, or court order

  • Protect the rights, property, or safety of Custom Accountants, our visitors, or others

  • Investigate and help prevent security issues or fraud

C. Business transfers

If we are involved in a merger, acquisition, financing, reorganization, bankruptcy, or sale of assets, information may be transferred as part of that transaction.

4) Cookies and Consent Banner

A. What cookies are

Cookies are small text files stored on your device when you visit a website. We also may use similar technologies (like pixels or tags) that help us understand website usage and improve functionality.

B. How we use cookies

We use cookies and similar technologies for purposes such as:

  • Essential functionality: helping the site work properly (for example, basic page functions, security, and preferences)

  • Analytics/performance: understanding how visitors use the site so we can improve it (such as which pages are most visited)

C. Cookie consent banner

Our website displays a cookie consent banner that allows you to control the use of non-essential cookies (such as analytics cookies) where required. Your choices may be stored so we can honor your preferences.

D. Managing or withdrawing consent

You can control cookies in these ways:

  • Use the settings available in our cookie banner (if presented again or if the site provides a way to revisit preferences)

  • Adjust your browser settings to block or delete cookies

  • Use browser features to limit tracking (note: blocking cookies may impact parts of the website)

5) Analytics

We use analytics tools to understand website performance and visitor interactions, such as which pages are visited and how long visitors stay on the site. This helps us improve our website and services.

Analytics providers may use cookies or similar technologies to collect information about your use of the website. You can limit analytics cookies through the cookie banner (where available) and through your browser settings.

6) Scheduling

If you use our scheduling feature, the information you enter is used to book and manage appointments and to send scheduling-related communications (such as confirmations and reminders). Please avoid including sensitive personal information in scheduling fields.

7) Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect information collected through our website. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

8) Data Retention

We keep information only as long as reasonably necessary for the purposes described in this Privacy Policy, including to:

  • Respond to your inquiry and communicate with you

  • Maintain business records

  • Comply with legal, tax, and regulatory obligations

  • Resolve disputes and enforce agreements

9) Your Privacy Rights and Choices

Depending on where you live, you may have rights regarding your personal information, such as the right to request access, correction, or deletion, or to object to certain processing.

To submit a request: Please use the contact form on the Contact page of our website. We may ask you for additional information to verify your identity before responding to certain requests.

Cookie choices: You can manage cookie preferences through the cookie banner (where available) and your browser settings.

10) Children’s Privacy

Our website is not intended for children, and we do not knowingly collect personal information from children. If you believe a child has provided personal information through our website, please notify us using the contact form on the Contact page and we will take appropriate steps.

11) Third-Party Links

Our website may include links to third-party websites. We are not responsible for the content or privacy practices of those websites. We encourage you to review their privacy policies.

12) International Visitors

If you access our website from outside the country where we or our service providers operate, your information may be processed and stored in other countries, where data protection laws may differ from those in your location.

13) Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will post the updated version on this page and update the Effective Date at the top.

14) Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us only via the contact form on the Contact page of this website.