Privacy Policy

Fry, Trowbridge and Associates respects your privacy and is committed to protecting the personal information you provide when you visit our website, communicate with us, subscribe to our newsletter, schedule a consultation, or use our online services.

This Privacy Policy explains how we collect, use, disclose, and protect information obtained through our website and related online services.

1. Information We Collect

We may collect information that you voluntarily provide to us, including:

  • Your name
  • Email address
  • Telephone number
  • Business or company information
  • Information you provide when requesting a consultation
  • Information submitted through contact or inquiry forms
  • Information provided when subscribing to our newsletter
  • Information you provide when communicating with our team
  • Other information you choose to provide to us

We may also automatically collect certain technical information when you visit our website, such as:

  • IP address
  • Browser type and version
  • Device type
  • Operating system
  • Pages visited
  • Date and time of visits
  • Referring website or page
  • General website usage information

2. How We Use Your Information

We may use the information we collect to:

  • Respond to inquiries and requests
  • Schedule and manage consultations
  • Provide accounting, tax, payroll, advisory, and related professional services
  • Communicate with current and prospective clients
  • Provide access to client resources and online services
  • Send newsletters, tax updates, financial information, and other requested communications
  • Improve our website, services, and user experience
  • Maintain website security and prevent fraudulent or unauthorized activity
  • Comply with applicable legal and regulatory requirements
  • Fulfill other purposes disclosed at the time information is collected

3. Newsletter Communications

If you subscribe to our newsletter, we may use your email address to send you tax updates, financial insights, QuickBooks information, important deadlines, and other relevant information.

You may unsubscribe from our marketing or newsletter communications at any time by using the unsubscribe option included in the email or by contacting us directly.

Unsubscribing from marketing communications does not necessarily prevent us from sending service-related or other communications that are necessary for an existing business relationship.

4. Cookies and Similar Technologies

Our website may use cookies and similar technologies to operate the website, remember preferences, understand website usage, and improve our services.

Cookies may be used for purposes such as:

  • Website functionality
  • Analytics and performance measurement
  • Remembering user preferences
  • Understanding how visitors interact with our website
  • Improving website content and functionality

You can adjust your browser settings to refuse or restrict cookies. Some website features may not function properly if cookies are disabled.

5. Analytics and Third-Party Services

We may use third-party services to help us operate, analyze, secure, and improve our website and communications.

These providers may collect information about your device, browser, website activity, or interactions with our website in accordance with their own privacy policies.

Third-party services may include website analytics, email/newsletter platforms, scheduling services, security services, embedded content, and other technologies necessary to provide our online services.

We do not control the privacy practices of third-party services. We encourage you to review the privacy policies of any third-party services you use through our website.

6. Data Security

We take reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, disclosure, alteration, or destruction.

However, no website, electronic transmission, or storage system can be guaranteed to be completely secure. We therefore cannot guarantee the absolute security of information transmitted to or through our website.

7. Data Retention

We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, maintain our business and professional relationships, comply with legal and regulatory obligations, resolve disputes, and enforce our agreements.

The appropriate retention period may vary depending on the nature of the information and the purpose for which it was collected.

8. Third-Party Websites and Links

Our website may contain links to third-party websites, services, or resources, including online services used by our clients.

These third-party websites operate independently and may have their own privacy policies and terms of use. We are not responsible for the privacy practices, security, or content of third-party websites.

We encourage you to review the privacy policy of any third-party website before providing personal information.