Privacy Policy

Effective Date: January 1, 2026
Business Name: Thrive Accounting, LLC (the "Company," "we," "us," or "our")
Website: https://www.thrive-tax.com

This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website or interact with us online.

1. Information We Collect

A. Information you provide to us
We may collect information you provide directly, including:

  • Contact details (such as name, email address, phone number, mailing address)

  • Intake or onboarding information you submit through forms

  • Information you upload or send to us (such as tax documents or financial records) when you choose to do so

  • Messages you send us (such as emails or contact form submissions)

B. Information collected automatically
When you use our website, we may automatically collect:

  • IP address, device type, browser type, operating system

  • Pages viewed, links clicked, referring pages, and time spent on pages

  • Approximate location (derived from IP address)

C. Cookies and similar technologies
We may use cookies and similar technologies to operate the website, understand usage, and improve performance. You can control cookies through your browser settings. Disabling cookies may affect site functionality.

2. How We Use Information

We may use information we collect to:

  • Provide requested services and respond to inquiries

  • Schedule appointments and communicate with you

  • Deliver tax, accounting, and related professional services

  • Improve our website, services, and client experience

  • Maintain security, prevent fraud, and protect our business

  • Comply with legal and professional obligations

3. How We Disclose Information

We do not sell your personal information.

We may disclose information in limited circumstances, including:

  • Service providers: We may share information with vendors who help us operate our business (for example, website hosting, document portals, e-signature providers, payment processors, practice management software), only as needed for them to perform services on our behalf and subject to confidentiality and security obligations.

  • Legal and compliance: We may disclose information to comply with applicable laws, regulations, subpoenas, court orders, or lawful government requests.

  • Business transfers: If we are involved in a merger, acquisition, financing, or sale of assets, information may be transferred as part of that transaction, subject to appropriate safeguards.

4. Tax Return Information and Professional Confidentiality

If you become a client, we may receive sensitive tax and financial information. We protect this information and handle it consistent with professional standards and applicable law.

In general, we do not use or disclose tax return information for purposes other than providing services to you, except as permitted by law or with your written consent.

5. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect information. No method of transmission or storage is 100 percent secure, so we cannot guarantee absolute security.

6. Data Retention

We retain information for as long as reasonably necessary to:

  • Provide services and maintain business records

  • Meet legal, regulatory, and professional requirements

  • Resolve disputes and enforce agreements

Retention periods vary depending on the type of information and our obligations.

7. Your Choices and Rights

Depending on your location and applicable law, you may have rights to request access to, correction of, or deletion of certain personal information. To make a request, contact us using the information below. We may need to verify your identity before responding.

8. Third Party Websites

Our website may link to third party sites. We are not responsible for the privacy practices of third parties. Review their policies before providing information.

9. Children’s Privacy

Our website is not intended for children under 13, and we do not knowingly collect personal information from children under 13.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a new effective date.

11. Contact Us

If you have questions about this Privacy Policy or our privacy practices, contact:

Thrive Tax

603-420-9303

Hello@thrivetax.com