1. What this policy covers

This policy describes how Boardroom Accounting, PC, a California firm, handles information connected with its public marketing website and inquiries. It does not authorize use of professional-client information. Information received through a professional engagement is governed by that engagement, applicable professional and legal obligations, and any separate notices. See also our Terms & Conditions.

2. Information you provide

Our contact form collects your name, phone number and email address, which are required, together with the service selection and comments you choose to provide. We also receive information you include in subsequent inquiry correspondence.

Our business use of inquiry information is limited to responding to your inquiry and prospect follow-up. We do not add form information to marketing lists or use it for advertising.

Do not include tax returns, Social Security numbers, identity documents, bank details, passwords, or other sensitive information in the ordinary form. Use a secure channel separately provided by the firm if such information is needed. The marketing website is not a client-document portal.

3. Technical information and cookies

Hosting, security, activity logs, and analytics services process technical information when you visit. This may include IP address, browser and device information, pages visited, referring pages, and the time of access. This information supports website operation, security, and understanding website use.

We have enabled Squarespace’s restriction on nonessential cookies without displaying a cookie banner. This does not stop all technical processing: Squarespace activity logging and technical requests to Google measurement services may still occur. A service can process technical information without setting an analytics cookie. Necessary technologies may still be used to operate and secure the website and form.

You can manage cookies through your browser settings, although this may affect website functions. We have not enabled a separate site control that changes our handling in response to a browser’s “Do Not Track” signal; our nonessential-cookie restriction applies regardless of that signal. Third-party services operate under their own practices and may collect technical information about activity over time and across websites. This site-level setting is not a promise that every provider stops processing information. Privacy choices required by applicable law are addressed through the request process below.

4. Service providers and disclosures

Squarespace provides website and form services. Form submissions are saved in Google Sheets/Drive, and a notification is sent to the firm’s business email. Google and Squarespace are among the providers involved in website operation, form handling, storage or measurement. Platform font and content-delivery providers may also receive technical requests needed to serve website assets. These systems may process submission or technical information as part of providing their services.

We may disclose information when legally required, in response to valid legal process, or as necessary to protect legal rights or address security incidents. The limits on our use of inquiry information do not mean that all technical processing by website providers is free of advertising-related activity.

5. How long information is kept

Retention depends on the purpose of the information, the status of an inquiry or follow-up, operational and security needs, applicable recordkeeping duties, and legal claims or preservation requirements. Provider systems may have their own retention arrangements. We do not promise a fixed retention period or automatic deletion after an inquiry ends.

6. Your choices and requests

You may ask to review or correct inquiry information, request that prospect follow-up stop, or make a privacy request through the contact form. Identify the request in general terms; do not submit identity documents or sensitive information in the form.

Depending on applicable law, you may have rights to access, correct, or delete personal information, receive a copy, or exercise sale, sharing, or other privacy choices. These rights depend on the law’s applicability and available exceptions. We will assess requests under the law that applies; some records may need to be retained.

We may need proportionate identity verification or proof that someone is authorized to act for you. If supporting information is needed, we will arrange a separate secure channel rather than ask you to send sensitive documents through the ordinary form.

7. Security

No website, email system, or storage service can be guaranteed completely secure. Please keep ordinary website inquiries general and use the firm’s separately provided secure channel for sensitive information.

8. Policy updates and questions

Changes to this website policy will be posted on this page with a revised update date. Material changes will be identified here, with additional notice where applicable law requires it.

For privacy questions or requests, use the contact form.