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Walsh CPA

Privacy Policy

Last Updated: April 24, 2025

Walsh CPA ("we," "us," or "our") is committed to ensuring your privacy is protected and in maintaining the trust and confidence of our clients and visitors to our website (walsh-cpa.com). We do not rent or sell your personal data to other companies for marketing purposes.

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, including any other media form, media channel, mobile website, or mobile application related or connected thereto (collectively, the "Site"), and when you use our services, such as scheduling consultations via third-party tools like Cal.com. Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access the site or use our services.

We reserve the right to make changes to this Privacy Policy at any time and for any reason. We will alert you about any changes by updating the "Last Updated" date of this Privacy Policy. You are encouraged to periodically review this Privacy Policy to stay informed of updates. You will be deemed to have been made aware of, will be subject to, and will be deemed to have accepted the changes in any revised Privacy Policy by your continued use of the Site after the date such revised Privacy Policy is posted.

Collection and Use of Your Information

We may collect information about you in a variety of ways. The information we may collect on the Site or through our services includes:

  • Personal Data: Personally identifiable information, such as your name, email address, and potentially your phone number, that you voluntarily give to us when you schedule a consultation (e.g., via our integrated Cal.com scheduling page) or otherwise contact us. You are under no obligation to provide us with personal information of any kind, however your refusal to do so may prevent you from using certain features of the Site or our services (like booking a consultation).
  • Derivative Data: Information our servers automatically collect when you access the Site, such as your IP address, your browser type, your operating system, your access times, and the pages you have viewed directly before and after accessing the Site.
  • Data From Scheduling Tools (Cal.com & Microsoft Teams): When you schedule a consultation using our integrated Cal.com link (cal.com/walsh-cpa/consultation), Cal.com collects the information you provide (like name, email) to facilitate the booking and integrates with Microsoft Teams to create the meeting link. Walsh CPA receives this information to manage the appointment. Both Cal.com and Microsoft have their own privacy policies governing their respective platforms.

We use the information collected primarily to:

  • Schedule and manage consultations and appointments, including generating meeting links (via Microsoft Teams integration).
  • Respond to your inquiries and provide customer support via email (using Microsoft Outlook).
  • Send you service-related communications, such as appointment confirmations, reminders, and follow-up information.
  • Monitor and analyze usage trends using derivative data to improve your experience with our Site and services.
  • Maintain the security and operation of our Site hosted on Vercel.

We will only contact you for marketing purposes (e.g., newsletters about services or general updates) if you have given us your explicit consent to do so, typically through a separate sign-up process. You can browse our website without giving any personal information required for direct contact.

Security of Your Information

We use administrative, technical, and physical security measures to help protect your personal information. We use Secure Sockets Layer (SSL) technology (HTTPS) to encrypt the personal information you submit via our website and scheduling forms, ensuring it is transmitted securely. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse. All information gathered on this website is stored securely via our hosting provider (Vercel) and other service providers.

Use of Cookies

A cookie is a small text file containing information that a website transfers to your computer's hard drive for record-keeping purposes. We use cookies and similar tracking technologies (like pixels) necessary for the website to function correctly (e.g., session management, security) and potentially to analyze site traffic patterns and monitor performance based on aggregated or anonymous data derived from server logs or basic functional cookies. These may include first-party cookies set by our Site and third-party cookies set by essential services integrated into our site (like components of the scheduling or hosting platform necessary for operation).

A cookie cannot give us access to your computer or any specific information about you, other than the data you choose to share with us or that is collected as part of standard web protocols necessary for site function. You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. However, this may prevent you from taking full advantage of the website or using certain features like scheduling.

Disclosure of Your Information (Third-Party Sharing)

We do not sell, rent, or trade your personal information. However, we may share information we have collected about you in certain situations with third-party service providers that perform services for us or on our behalf, including:

  • Domain Name Registrar: Squarespace (Handles domain name registration and DNS).
  • Website Hosting: Vercel (Hosts the website files and infrastructure).
  • Scheduling & Meeting Provider: Cal.com (for managing consultation bookings) and Microsoft Teams (as the platform where virtual meetings are held).
  • Email Service Providers: Microsoft Outlook / Microsoft 365 (for handling communications via info@walsh-cpa.com).

We only authorize these service providers to use or disclose the information as necessary to perform services on our behalf or comply with legal requirements.

We may also disclose your personal information if required to do so by law or in the good faith belief that such action is necessary to (i) comply with a legal obligation, (ii) protect and defend the rights or property of Walsh CPA, (iii) act in urgent circumstances to protect the personal safety of users of the Site or the public, or (iv) protect against legal liability.

Data Retention

We will retain your personal information only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use your information to the extent necessary to comply with our legal obligations (for example, if we are required to retain your data to comply with applicable laws), resolve disputes, and enforce our legal agreements and policies. Non-personally identifiable usage data may be retained for longer periods for internal analysis purposes.

Your Data Protection Rights

Depending on your location, you may have the following rights regarding your personal information:

  • The right to access: You have the right to request copies of your personal data that we hold.
  • The right to rectification: You have the right to request that we correct any information you believe is inaccurate or complete information you believe is incomplete.
  • The right to erasure: You have the right to request that we erase your personal data, under certain conditions (e.g., it's no longer needed for the purpose it was collected, or legal obligations don't require retention).
  • The right to restrict processing: You have the right to request that we restrict the processing of your personal data, under certain conditions.
  • The right to object to processing: You have the right to object to our processing of your personal data, under certain conditions.
  • The right to data portability: You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.

To exercise any of these rights, please contact us using the contact details provided below. We will respond to your request within a reasonable timeframe and in accordance with applicable laws.

Links to Other Websites

Our website may contain links to other websites of interest, such as our Cal.com scheduling page. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites, and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.

Children's Privacy

Our Site and services are not intended for use by children under the age of 13, and we do not knowingly collect personal information from children under this age. If we become aware that we have collected personal information from a child under the relevant age without verification of parental consent, we will take steps to remove that information from our servers.

Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, or if you wish to exercise your data protection rights, please contact us at:

Walsh CPA
Email: info@walsh-cpa.com