At Holbrook and Manter, CPAs, we value the privacy of our clients and those that visit our website. As a Certified Public Accounting firm, we adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of all client information. Our Firm follows industry and professional standards for protecting the confidentiality and security of the non-public personal information it collects. We have implemented various procedural safeguards to enhance the restrictions on access to such personal and confidential information.
Holbrook & Manter is committed to protecting your privacy. This section outlines our practices regarding the collection and use of mobile phone numbers for text messaging services:
- Information Collection: We collect your mobile phone number only when you explicitly provide it to us through our signed engagement letters, client onboarding process, or website contact forms.
- Use of Information: Your mobile number is used strictly for one-to-one professional communication, including appointment scheduling, tax document coordination, and service-related updates.
- No Sharing of Mobile Data: Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
- Opt-Out: You may opt out of receiving text messages at any time by replying STOP to any message you receive from us.
Information Retained
We manage our site by retaining information through a standard web log. The information received includes the domain name and IP address from which you connected, the date and time you accessed our site, and the searches that you completed while on our site. In order to make our site more useful and assist our clients with their professional needs, we summarize the information collected in our web logs and analyze certain data such as the number of visitors and the different areas of our site that are visited.
Our site does not use “cookies”.
Third Parties
As Certified Public Accounts we adhere to professional ethical standards and responsibilities and demand no less in regards toward the confidentiality of your personal information and the security of your privacy. Because of the confidentiality requirements of the accounting profession, we do not disclose any non-public personal information about our clients or former clients to any third party, except as required by law.
Third Party Links
Our site contains links to other websites. Once you link to another site our privacy policy no longer applies. We encourage you to read the privacy policy on all such sites as their policies may be different than ours.
Questions of Concerns
If you have any questions or concerns regarding your privacy, please feel free to contact us. Your privacy and our ability to provide you with quality financial services are very important to us.