CPA Firms Fort Worth AlternativePrivacy

What you send

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The form asks for your name, a phone number, an email, and a short note about the month. That note is the request. We use it to answer you and to decide whether a conversation is the right next step.

If you pick a time on the calendar, the booking page receives the time you chose. We see the time and the name you gave. We do not ask the form for a bank login, a social security number, or a card number.

Call the number in the footer if you want the note deleted. Say your name and the page you wrote from. We remove the note from the working inbox.

What we do with the note

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The note is read by the practice so we can reply. It is not sold. It is not handed to a list broker. It is not used to build an advertisement profile of you.

A page may remember a short visit marker in the browser so we can see which page was opened, and so a return visit is not counted as a brand new person. You can block that in the browser. The page still works. The marker is not your tax file.

The chat chip on the corner sends the words you type in that chip to the same practice. Do not type a full account number into the chip. Save the numbers for the call, where we can say where they should go.

How long the note stays

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A note that becomes a client file is kept with that file under the practice's ordinary record rules. A note that does not become a client file is kept only long enough to answer you and to show we answered, then it is deleted or left in a closed inbox that is not mined.

We do not publish your name, your phone number, or your email on this site. The only phone number printed here is the practice number in the footer.

If a processor stores the form for a short time so the message can be delivered, that storage is the pipe, not a second use of your note. The reply still comes from this practice.

Children and other people's files

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This site is written for owners. It is not written for children, and we do not want a child's information in the form. If you are writing about a company, write about the company, not about an employee's home life.

Do not send us someone else's tax document through the form. Bring the question. The documents can move after we have agreed on a way to receive them.

A shared book file, once we are working together, is not the same thing as the note on this form. The note is a request to talk. The file is the books, and it stays in the system you already own. We do not ask the public form for a bank login.