Privacy policy.
Effective Date: January 2, 2025
1. Introduction
This Privacy Policy describes how Shona Bell Financial Services ("we," "our," or "us") collects, uses, shares, and safeguards your information when you visit our website https://beyondaccountingtax.com or interact with us in any manner including marketing, events, or service inquiries (collectively, “Services”).
By using our Services, you agree to the collection and use of information in accordance with this Privacy Policy. If you do not agree, please do not use our Services.
2. What Information We Collect
Information You Provide to Us
Full name
Email address
Phone number
Contact preferences
Financial information (when required)
Authentication data (e.g. logins or passwords)
Automatically Collected Data
IP address
Browser type and device information
Operating system and language
Referring URL
Location (via IP or GPS if enabled)
Usage data and analytics
We also collect information through cookies, pixels, and similar tracking technologies.
3. How We Use Your Information
We process your personal information to:
Provide, personalize, and improve our Services
Respond to your inquiries and provide customer support
Communicate service updates and policy changes
Send marketing and promotional emails (with your consent)
Display targeted advertisements
Improve our security, fraud prevention, and legal compliance
Post testimonials (with your explicit consent)
Analyze usage trends and site effectiveness
4. Disclosure of Your Information
We may share your personal information:
With trusted service providers and contractors
During mergers, sales, or business transitions
With Google Maps and Analytics APIs (if enabled on our website)
When required by law or to protect our legal rights
We do not sell or share your personal information for third-party marketing.
5. Use of Cookies and Tracking Technologies
We use cookies, web beacons, and pixels to:
Analyze traffic and usage
Remember your preferences
Provide personalized ads
We may permit third-party advertisers and analytics providers (e.g. Google Analytics) to use these tools. You can manage your cookie preferences in your browser settings or via opt-out links (e.g., Google Ads Settings).
6. Retention of Data
We retain your personal information as long as necessary for business purposes or as required by law. Once no longer needed, we securely delete or anonymize your data.
7. Data Security
We implement appropriate technical and organizational safeguards to protect your information. However, no online platform can be completely secure. We encourage users to access our Services through secure networks and devices.
8. Children's Privacy
Our Services are not intended for children under 18. We do not knowingly collect or process data from minors. If we learn we have done so, we will delete the information promptly.
9. Your Privacy Rights
Depending on your location, you may have rights to:
Access, correct, or delete your data
Withdraw consent at any time
Opt out of marketing communications
Request copies of your data
You can exercise these rights by contacting us at: info@beyondaccountingtax.com
10. Do Not Track (DNT) Signals
Our website currently does not respond to DNT browser signals. As the technology evolves, we may update our practices accordingly.
11. U.S. Residents – State-Specific Rights
If you reside in states like California, Colorado, Florida, or others with data protection laws, you may also have the right to:
Know what data we collect and why
Correct or delete inaccurate information
Opt out of targeted ads or automated profiling
Appoint an authorized agent for privacy requests
To file a request or appeal, email us at info@beyondaccountingtax.com.
12. Updates to This Policy
We may update this Privacy Policy from time to time to reflect changes in practices or legal requirements. Updates will be noted with a revised "Effective Date" and, where material, notified via email or our website.
13. Contact Us
For questions or concerns, please contact:
Shona Bell Financial Services
Email: info@beyondaccountingtax.com