Privacy Policy
Privacy Policy
Effective Date: 9/3/2025
Anchorpoint Accounting, LLC (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or use our services.
Information We Collect
We only collect and retain personal information directly provided by clients or potential clients for use specific to the client engagement. This may include your name, email address, phone number, and other details necessary to provide accounting services.
We also utilize cookies and tracking technologies, including Google Analytics and Meta Pixel, to improve website functionality, analyze usage trends, and deliver relevant marketing.
How We Use Your Information
We may use the information we collect for the following purposes:
To respond to inquiries and provide accounting, bookkeeping, and tax services.
To communicate with you about your engagement and related services.
To improve our website, services, and client experience.
To comply with legal and regulatory obligations.
To send marketing communications, from which you may opt out at any time.
Sharing of Information
Anchorpoint Accounting does not sell or rent your personal information.
We are required to obtain written consent from clients prior to sharing data with any third parties. A client must complete a consent form before any information is provided to third parties.
Data Security and GLBA Compliance
We take the protection of your data seriously and comply with the Gramm-Leach-Bliley Act (GLBA), which requires financial institutions, including tax and accounting professionals, to safeguard customer information.
Anchorpoint Accounting utilizes a secure, cloud-based private storage solution in compliance with GLBA and other applicable laws.
We maintain a Written Information Security Plan (WISP) to ensure the confidentiality, integrity, and security of client information.
Our website uses SSL encryption to protect information transmitted online.
Data Retention
For tax clients, we retain client records and data for 7 years in accordance with professional standards and regulatory requirements.
For other engagements, data is retained only as long as necessary to fulfill the purpose for which it was collected, unless otherwise required by law.
Your Choices
You may opt out of receiving marketing communications at any time by following the unsubscribe instructions provided or by contacting us directly.
Clients may request a review, update, or deletion of personal information where applicable by law.
Children’s Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.
Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with the updated effective date.
Contact Us
If you have any questions regarding this Privacy Policy or our practices, please contact us at:
Anchorpoint Accounting, LLC
Email: info@anchorpointas.com