Privacy Policy
Last updated: April 30, 2026 · Effective date: April 30, 2026
Beagle Books ("we," "us," or "our") respects your privacy. This policy explains what information we collect when you visit beaglebooks.net or work with us, how we use it, and the choices you have. It also includes our communication consent and TCPA disclosure for phone, SMS, and email contact.
1. Information we collect
Information you provide
When you use our contact form, request a consultation, or become a client, you may give us:
- Name, email address, phone number, and company name
- The message or question you send us
- If you become a client: business records you choose to share with us so we can perform accounting, tax, payroll, and advisory work (e.g., bank statements, invoices, payroll registers, prior tax returns)
Information collected automatically
When you visit beaglebooks.net, our servers automatically log standard request data, including IP address, browser type, referring page, pages viewed, and timestamps. This is used for security, troubleshooting, and basic traffic analysis.
2. How we use your information
We use the information we collect to:
- Respond to your inquiry and follow up about our services
- Provide accounting, bookkeeping, tax, payroll, and advisory services if you become a client
- Send invoices, engagement letters, and other documents related to our work for you
- Comply with legal, regulatory, and professional obligations (including those imposed on CPAs)
- Operate, secure, and improve our website
We do not use your information for unrelated marketing, do not sell it to third parties, and do not share it with data brokers.
3. Communication consent & TCPA disclosure
Your right to be contacted — and your right to stop. By submitting our contact form, requesting a consultation, or becoming a client, you expressly consent to be contacted by Beagle Books at the phone number(s) and email address(es) you provide, including by live agent, voicemail, email, and SMS/text message, regarding your inquiry, our services, and your account. Consent is not a condition of purchasing any goods or services. You may revoke consent at any time using the methods below.
Scope of consent
- Phone calls: We may call you at any number you provide to discuss your inquiry, schedule a consultation, deliver tax or accounting work product, or respond to questions about your account.
- Email: We may email you at any address you provide for the same purposes, including sending engagement letters, invoices, and tax documents.
- SMS / text message: If you provide a mobile number, we may send transactional and informational text messages, such as appointment confirmations, document-request reminders, two-factor authentication codes, and replies to messages you initiate. Message frequency varies based on your activity. Message and data rates may apply.
- Hours of contact: We will not knowingly call or text you outside the hours of 8:00 a.m. to 9:00 p.m. in your local time zone, except in response to a request you initiate.
What we will not do without separate, express written consent
- We will not place autodialed or pre-recorded marketing calls to your phone.
- We will not send automated marketing text messages (i.e., promotional texts sent using an automatic telephone dialing system as defined under the federal Telephone Consumer Protection Act, 47 U.S.C. § 227).
- We will not share your phone number with third parties or affiliates for their own marketing.
If we ever launch a marketing SMS or autodialed-call program, you would be asked to provide separate, express written consent specific to that program before we send you any such communications, and you could opt out of that program at any time.
How to opt out
- SMS: Reply STOP to any text message we send to opt out of further texts. Reply HELP for help.
- Phone: Tell the person you're speaking with that you'd like to be removed from our call list, or email us using the address below. We will honor the request promptly and update our internal Do-Not-Call list.
- Email: Use the unsubscribe link in any email or reply with the word "Unsubscribe" in the subject line.
- All channels: Email [email protected] at any time and tell us which channels you'd like to stop. Note: if you are an active client, we may still need to contact you about your account, your tax filings, or our engagement — including transactional matters required to deliver the services you've engaged us to provide.
Mobile information sharing
No mobile information you share with Beagle Books will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subprocessors that help us operate (for example, an SMS gateway or a CRM that hosts your contact record) is described in Section 4 and is excluded from this restriction; in those cases, the subprocessor is contractually bound to use the data only to provide the service to us.
4. How we share information
We share information only in the following circumstances:
- Service providers (subprocessors). We use trusted third-party tools to run our business — for example, accounting software (QuickBooks Online, Xero), payroll providers (Gusto, Rippling, ADP), document storage, email and SMS delivery providers, and customer-relationship management software. They process information only to provide their service to us and are bound by confidentiality and security obligations.
- Tax and regulatory authorities. When you engage us for tax work, we file returns and submit information to the IRS and applicable state and local tax authorities on your behalf, with your authorization.
- Legal requirements. If we are required to do so by law, subpoena, court order, or to comply with our professional obligations as CPAs, we may disclose information.
- Protection of rights. To investigate or prevent fraud, abuse, or threats to security, or to enforce our terms and protect the rights, property, or safety of Beagle Books, our clients, or others.
- Business transfers. If we are involved in a merger, acquisition, or sale of all or part of our business, your information may transfer as part of that transaction. We would notify you before your information becomes subject to a materially different privacy policy.
We do not sell your personal information.
5. Cookies and analytics
Beaglebooks.net does not currently set advertising or third-party tracking cookies. We may use a small number of essential cookies to remember your preferences and to keep your contact-form submission secure. If we add basic, privacy-respecting analytics in the future, we will update this section before doing so.
6. Data security
We take reasonable administrative, technical, and physical safeguards to protect your information, including encryption in transit (TLS), access controls, and limiting who on our team can see client records. No method of transmission or storage is 100% secure, but we work to keep your information safe and to notify you promptly if we ever experience an incident affecting your data.
7. Data retention
If you contact us but do not become a client, we generally retain your inquiry for up to 24 months in case you reach back out, then delete it. If you become a client, we retain client records as long as is required by tax law, professional standards, and our engagement agreement — typically a minimum of seven (7) years for tax and accounting work, and longer where law requires.
8. Your rights and choices
Depending on where you live, you may have the right to:
- Request access to the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your personal information (subject to retention obligations described above)
- Opt out of communications, as described in Section 3
- Object to or restrict certain processing
- Receive a portable copy of your information
- Lodge a complaint with a data-protection authority
Residents of California, Colorado, Connecticut, Virginia, Utah, and other U.S. states with comprehensive privacy laws (including the California Consumer Privacy Act / CPRA) may have additional rights, including the right to know, the right to delete, the right to correct, and the right to opt out of "sales" or "sharing" of personal information. Beagle Books does not sell or share personal information as those terms are defined under those laws.
To exercise any of these rights, email [email protected]. We may need to verify your identity before fulfilling certain requests. We will not discriminate against you for exercising any of these rights.
9. Children's privacy
Our services are intended for businesses and adults. We do not knowingly collect personal information from children under 13. If you believe a child has provided us with personal information, contact us and we will delete it.
10. Third-party links
Our website may link to third-party sites. We are not responsible for the privacy practices of those sites. Please review their policies before submitting information to them.
11. Changes to this policy
We may update this policy from time to time. The "Last updated" date at the top reflects when it was most recently revised. Material changes that affect how we use your information will be communicated to current clients by email and posted prominently on this page before they take effect.
12. Contact us
Questions, requests, or complaints about this policy can be sent to:
Beagle Books — Privacy
Email: [email protected]
General contact: [email protected]
This policy is provided in good faith and reflects our current practices. It is not legal advice. If you operate in a regulated industry or jurisdiction with specific privacy requirements (e.g., HIPAA, GLBA, PCI DSS, GDPR), additional terms may apply to our engagement with you and will be addressed in your engagement letter.