Last Updated: 12/12/2025

At TrueCount Advisor, we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains what information we collect, how we use it, and your rights regarding your data. By using our website and services, you agree to the terms of this policy.

1. Information We Collect

We may collect the following types of information:

Personal Information

Name

Email address

Phone number

Mailing address

Business information

Tax or financial documents you upload (through secure portals such as TaxDome)

Automatically Collected Information

When you visit our website, we may collect:

IP address

Browser type and device information

Cookies and usage data

Pages viewed and referring/exit pages

2. How We Use Your Information

We use your information to:

Provide bookkeeping, tax preparation, and notary services

Create and manage your client account in TaxDome

Respond to inquiries and customer support requests

Send appointment reminders, updates, and SMS/email notifications

Improve our website and service experience

Maintain legal and regulatory compliance

We do not sell your personal information.

3. How We Share Your Information

We may share your information only with:

Service providers such as TaxDome, QuickBooks, ProConnect, and payment processors

Government agencies when required by law (IRS, state departments, legal compliance)

Trusted third-party contractors assisting with business operations

Notary services, when applicable for notarization purposes

All parties are required to protect your information and use it solely for the intended purpose.

No personal information, mobile number, or messaging consent information will be shared with third parties or affiliates for marketing or promotional purposes.

4. Data Security

We use administrative, technical, and physical safeguards to protect your data, including:

Encrypted client portals (TaxDome)

Secure document upload

Role-based access controls

Encrypted communication channels

Despite our efforts, no system can guarantee absolute security.

5. Cookies & Tracking Technologies

We may use cookies and analytics tools to:

Improve website performance

Understand user behavior

Personalize your experience

You may choose to disable cookies in your browser settings.

6. SMS & Email Communications

By opting in, you agree to receive SMS or email messages from TrueCount Advisor.
Message and data rates may apply.
You may opt out anytime by clicking “unsubscribe” or replying STOP via SMS.

7. Your Rights

Depending on your location, you may have the right to:

Access the personal information we hold about you

Request corrections or updates

Request deletion of your data (unless required for legal compliance)

Opt out of marketing communications

Request a copy of your data

To exercise any of these rights, email us at: services@truecountadvisor.com

8. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for their privacy practices or content. Please review their privacy policies before providing information.

9. Children’s Privacy

We do not knowingly collect information from individuals under 18.
If you believe we have inadvertently collected such data, contact us immediately.

10. Updates to This Policy

We may update this Privacy Policy periodically.
The “Last Updated” date at the top will reflect the latest version.

11. Contact Us

If you have questions about this Privacy Policy or your personal data, contact:

TrueCount Advisor
Email: services@truecountadvisor.com
Phone: 210-304-7746
Website: www.truecountavisor.com