Privacy Policy

Information We Collect

When you use any of our scheduling tools, our website https://www.williamscpadfw.com, or our client portal, we may collect:

Basic contact information (name, address, phone, email)
Information you provide through our contact forms and/or appointment bookings
Unique identifiers such as your IP address, browser type, and device identifiers
Non-sensitive usage data for analytics and site performance

We do not collect sensitive tax or financial records through our public website.

Secure Information Collection

All confidential information — including tax documents, accounting records, and personally identifiable financial data is collected only through our secure client portal (https://williamscpadfw.taxdome.com/).

This system uses encryption and security protocols in accordance with industry standards and Written Information Security Program (WISP) guidelines. By keeping sensitive data separate from our public website, we ensure maximum protection for our clients.

How We Use Your Information

We use the information we collect for purposes such as:

Responding to inquiries and scheduling consultations
Providing tax and accounting services
Sending important updates or service reminders
Improving website functionality and user experience

We do not sell your personal information to third parties or anyone.

Cookies

Our website uses cookies to enhance your browsing experience and ensure proper functionality. Cookies may store user preferences, login status, and analytics information.

You may disable cookies in your browser at any time, but some features may not work properly.

Embedded Content and Third-Party Links

Our website contains third-party links. These external websites may collect data, use cookies, or track interactions in accordance with their own privacy policies. We are not responsible for the privacy practices of other websites.

Data Retention

We retain client tax records and accounting information in compliance with IRS regulations and the Texas State Board of Public Accountancy’s professional standards (3-years).

Basic contact information collected from our website may be retained for analytics and record-keeping but is not shared outside our firm.

Data Security

We take strong measures to protect your data:

Secure client portal for document sharing
Encrypted transmissions and storage
Restricted access to client files and data
Compliance with CPA ethical standards and WISP guidelines

While we maintain industry-standard protections, no online system is 100% secure. Clients are encouraged to always use the client portal when sending sensitive information. Clients and non-clients are encouraged to abstain from sending sensitive information via email.