Privacy Policy
Effective Date: January 1, 2026
Last Updated: January 1, 2026
Relate CPA, PA (“Relate CPA,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, communicate with us, or use our services.
We understand that the information you share with us is sensitive and important. As a CPA firm, we take that responsibility seriously and work to maintain appropriate safeguards for the personal, financial, and business information entrusted to us.
Information We Collect
- Name
- Phone number
- Email address
- Mailing address
- Tax and financial information
- Business information
We may also collect other information you provide through our website, phone calls, emails, text messages, intake forms, client portals, and other communications. In addition, limited non-personal information may be collected automatically through our website, such as browser type, device information, IP address, and general website usage data.
Relate CPA, PA
www.relatecpa.com
john@relatecpa.com
We do not send automated marketing texts.
We do not send unsolicited text messages.
We only communicate by text in connection with client-initiated or service-related communications.
How We Collect and Use Information
We may collect information from you when you contact us through our website, email, phone, or text message, engage us for accounting, tax, advisory, or related professional services, submit documents or forms, or otherwise communicate with us as a client or prospective client.
We use this information to provide and support our services. This may include communicating with you regarding your account or services, responding to your inquiries, requesting or receiving documents needed to perform services, sending invoices or engagement materials, maintaining client records, complying with legal and professional obligations, and improving our website and service experience.
We do not sell, rent, or share your personal information with third parties for their marketing or promotional purposes.
We may share your information only as necessary with trusted service providers or third parties who assist us in operating our business or providing professional services, such as secure technology providers, client portal providers, document management platforms, payment processors, and similar vendors needed to support business operations or compliance obligations.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.
Examples of how information may be used:
- Providing tax and accounting services
- Responding to client questions
- Requesting records and documents
- Sending invoices and engagement materials
- Maintaining firm records
- Meeting legal and regulatory obligations
Text Messaging Communications
Relate CPA, PA does not send automated marketing text messages and does not send unsolicited text messages.
We may communicate by text message only in response to communications initiated by existing clients or where you have provided your phone number and consented to receive service-related communications from us. These messages are limited to individual, non-marketing communications, such as responding to questions, coordinating meetings, requesting or confirming information, and discussing ongoing client matters.
Relate CPA, PA does not use text messaging for promotional campaigns, bulk messaging, or unsolicited outreach.
Message frequency varies based on client communication needs.
Message and data rates may apply.
You may opt out of text communications at any time by replying STOP, informing us that you no longer wish to communicate by text, or contacting us directly at john@relatecpa.com. After you opt out, we will honor your request and will no longer send you text messages except as needed to confirm your opt-out request or as otherwise permitted by law.
For assistance, contact us at john@relatecpa.com or visit www.relatecpa.com.
Text Message Summary
- No automated marketing texts
- No unsolicited texts
- Client-initiated or service-related only
- Message frequency varies
- Message and data rates may apply
- Reply STOP to opt out
Confidentiality, Security, and Your Choices
Our relationships with our clients are extremely important to us, and confidentiality is a key part of those relationships. As a CPA firm, we take client confidentiality seriously and maintain reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, use, alteration, or disclosure.
At the same time, no method of transmission over the internet, email, or text messaging is completely secure. For that reason, you should avoid sending highly sensitive information by unsecured means unless specifically requested.
We retain personal information for as long as necessary to provide services, maintain business and professional records, comply with applicable laws and regulations, resolve disputes, and enforce our agreements.
You may contact us to request updates or corrections to your information, ask questions about how your information is used, or request that we discontinue certain communications, including text messaging.
Our website may contain links to third-party websites or services. We are not responsible for the privacy practices or content of those third parties. Our services are not directed to children under 13, and we do not knowingly collect personal information from children under 13 through our website.
We may update this Privacy Policy from time to time. Any updates will be posted on this page with a revised effective date.
If you have any questions about this Privacy Policy or our privacy practices, please contact Relate CPA, PA at john@relatecpa.com.
Contact Information
Relate CPA, PA
Website: www.relatecpa.com
Email: john@relatecpa.com
Website Contact / Intake Form Disclosure
By providing your phone number, you agree that Relate CPA, PA may contact you regarding your account or services, including responding to messages you send us. We do not send unsolicited or automated marketing text messages. Message frequency varies. Message and data rates may apply. Reply STOP to opt out.
