Privacy Policy for Adroit Bookkeeping and Tax LLC

Last Updated: December 31, 2025

At Adroit Bookkeeping and Tax LLC (“Company,” “we,” “us,” or “our”), your privacy is
extremely important to us. This Privacy Policy explains how we collect, use, store, and protect
your personal information, including information accessed through QuickBooks, OLT Pro tax
software, and other third-party services. It also includes required disclosures under the General
Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA/CPRA).

By using our website or submitting information to us, you agree to the terms of this Privacy
Policy.

1. Information We Collect

a. Information You Provide Voluntarily

This includes information you provide when you:

  • Request a consultation
  • Submit a contact form
  • Engage our bookkeeping or tax services
  • Upload documents to our secure portal
  • Provide documents for tax preparation
  • Subscribe to newsletters

This may include:

  • Name
  • Email address
  • Phone number
  • Business information
  • Financial statements and accounting documents
  • Tax documents including W-2s, 1099s, K-1s, financial records, and worksheets
  • Sensitive tax-related information needed to prepare filings

b. Information Collected Automatically

Our website may automatically collect:

  • IP address
  • Browser type
  • Device information
  • Analytics and usage data
  • Cookies and tracking technologies

c. Information Collected Through Third-Party Services

When we prepare your tax return using OLT Pro, we may collect, access, or enter information
such as:

  • Tax identification numbers, including SSN or EIN
  • Income documents and statements
  • Filing status and dependents
  • Deductions, credits, and tax forms
  • Prior-year tax return data (if provided)
  • IRS e-file authorization forms

OLT Pro is used solely for preparing, storing, and electronically filing your tax returns.
We access OLT Pro only through secure, authorized credentials for tax filing purposes.

We do not share your OLT Pro data with any other third parties unless required by law or with
your explicit consent.

2. How We Use Your Information

We use your information to:

  • Provide bookkeeping, accounting, and tax preparation services
  • Access and manage your QuickBooks data
  • Prepare and electronically file tax returns through the OLT Pro system
  • Generate financial reports and year-end documentation
  • Verify identity when preparing tax filings
  • Maintain compliance with federal and state tax laws
  • Respond to inquiries and provide customer support
  • Send newsletters or service updates (opt-out available)
  • Improve website performance and user experience

3. How We Share Your Information

We do not sell your personal information.

Information may be shared only with:

  • QuickBooks/Intuit, when you grant account access
  • OLT Pro, strictly for preparing and electronically filing tax returns
  • Client portal/software providers
  • Cloud storage systems
  • IRS and state tax agencies (when filing tax forms)
  • Professional advisors (CPAs, auditors, attorneys)
  • Law enforcement or government agencies when legally required
  • Any parties you authorize us to work with

All service providers are contractually obligated to maintain strict confidentiality and security.

4. Data Security

We use commercially reasonable security measures including:

  • Encrypted cloud storage
  • Secure OLT Pro access with MFA and encrypted submission protocols
  • Password-protected accounting and tax software
  • Limited internal access based on role
  • Secure client document upload portals
  • IRS Publication 4557 compliance standards for safeguarding taxpayer data

However, no internet-based system can guarantee absolute security.

5. Your Rights and Choices

You may:

  • Request access to your personal information
  • Request changes to inaccurate data
  • Request deletion (unless required by law to retain)
  • Opt-out of email marketing
  • Disable cookies through browser settings

To submit a request, contact us at: Adroit.Bookkeepingvt@proton.me

6. GDPR Notice (EU, EEA, and UK Users)

If GDPR applies to you, you have rights including:

  • Access
  • Correction
  • Deletion
  • Restriction
  • Objection
  • Data portability
  • Withdrawal of consent

Legal bases for processing include:
consent, contract necessity, legal obligation, and legitimate interest.

Data may be transferred to the U.S. using appropriate security safeguards.

7. CCPA/CPRA Notice (California Residents)

California residents have rights to:

  • Know what personal information is collected
  • Request deletion
  • Request correction
  • Access categories of data shared
  • Opt out of data sharing (we do not sell data)
  • Freedom from discrimination for exercising rights

Submit requests to: Adroit.Bookkeepingvt@proton.me

8. Data Retention

We retain information only as long as necessary to:

  • Provide services
  • Complete tax filings
  • Comply with federal and state recordkeeping rules
  • Maintain accounting and tax records (typically 3–7 years)

After the required retention periods, data is securely destroyed.

9. Cookies and Tracking Tools

We may use cookies for:

  • Basic website functionality
  • Analytics
  • Performance Improvement

You may disable cookies in your browser.

10. Third-Party Links

External websites linked from our site are not governed by this Privacy Policy.

11. Children’s Privacy

We do not knowingly collect personal information from children under 13.

12. Changes to This Policy

We may update this policy periodically. The updated version will be posted with a new “Last Updated” date.

13. Contact Us

For questions or privacy requests, contact:

Adroit Bookkeeping and Tax LLC
Email: Adroit.bookkeepingvt@proton.me
Phone: 802-624-3753
Address: Newport VT 05855

© 2026 Adroit Bookkeeping and Tax, Newport, Vermont 05855

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