Privacy Policy

Effective Date: July 22, 2026

Porchlight Accounting ("we," "us," or "our") operates porchlightaccounting.com and is committed to protecting the privacy of our clients, website visitors, and contacts. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, contact us, or engage our accounting services.

By using the Site or our services, you consent to the practices described here. If you do not agree, please do not use the Site or provide information to us.

1. Information We Collect

Information You Provide:

  • Contact details: Name, email address, phone number, mailing address, and business information.

  • Financial and accounting data: Tax documents, financial statements, payroll records, bank information, and other records shared for our services (e.g., bookkeeping, consulting, tax preparation).

  • Account or portal information: Login credentials (if applicable) and communications.

  • Inquiry details: Information from contact forms, consultations, or service requests.

Information Collected Automatically:

  • Device and usage data: IP address, browser type, device information, pages visited, and referral sources.

  • Cookies and tracking: We use cookies for site functionality, analytics (e.g., Google Analytics), and to improve user experience.

Sensitive Information: We may handle sensitive financial and tax-related data as part of our professional services. All such information is treated with strict confidentiality consistent with professional standards and applicable laws.

2. How We Use Your Information

We use your information to:

  • Provide accounting, consulting, tax, and related professional services.

  • Communicate with you about services, updates, or inquiries.

  • Process payments and manage client relationships.

  • Improve our website and services through analytics.

  • Comply with legal and regulatory obligations (e.g., tax reporting, IRS requirements).

  • Protect against fraud and ensure the security of our operations.

3. Sharing Your Information

We share information only as necessary:

  • Service Providers: With trusted third parties such as tax software providers, cloud storage, payment processors, or subcontractors who assist in delivering services. These parties are bound by confidentiality agreements.

  • Professional Requirements: As required for audits, legal compliance, or with your authorization (e.g., sharing with your other advisors).

  • Legal Obligations: To comply with court orders, subpoenas, government requests (including tax authorities), or to protect our rights.

  • We do not sell your personal or financial information to third parties for marketing purposes.

Data may be shared with U.S.-based providers; international transfers (if any) comply with applicable protections.

4. Cookies and Tracking Technologies

We use essential cookies for website operation and performance cookies for analytics. You can manage preferences via browser settings. Visit our site for more on cookie usage.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards (e.g., encryption, access controls) to protect your information, especially sensitive financial data. However, no electronic transmission or storage is 100% secure.

As a professional services firm, we also adhere to CPA ethical standards and data protection best practices.

6. Data Retention

We retain information as long as needed to provide services, comply with legal obligations (including tax record retention rules), resolve disputes, or as required by professional standards. Clients may request deletion where permitted by law.

7. Your Privacy Rights

Depending on your location:

  • Access, correct, or delete your personal information.

  • Opt out of certain communications or processing.

  • Exercise other rights under laws like CCPA.

To exercise rights, contact us (details below). We respond promptly and without discrimination.

Minors: Our Site and services are not directed at children under 18. We do not knowingly collect data from minors.

8. Changes to This Policy

We may update this Privacy Policy. Changes will be posted here with the updated effective date. Continued use constitutes acceptance.

9. Contact Us

For questions, data requests, or concerns:

  • Email: Crystal@porchlightaccounting.com

  • Phone: 720-495-0318

Last Updated: July 22, 2026

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