🔐 Privacy Policy for TideLine CPA
Effective Date: 11/10/2025 (Last Revised)
TideLine CPA (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website https://www.tidelinecpa.com or interact with our services.
1. Information We Collect
We may collect personal information you voluntarily provide, including:
Name, email address, phone number, and mailing address
Information submitted via contact forms, appointment requests, or newsletter signups
Technical data such as IP address, browser type, and device information
We may also use cookies and analytics tools (e.g., Google Analytics) to understand site usage and improve performance.
2. Appointment Scheduling via Google Calendar
When you book an appointment with TideLine CPA using our online scheduling system, your name, email address, and selected appointment details are collected through Google Calendar’s booking platform. This information is used solely to confirm your appointment, send reminders, and prepare for your consultation.
Google Calendar is part of Google Workspace and is governed by Google’s Privacy Policy. TideLine CPA does not share or sell your appointment data and uses it only for internal scheduling and client service purposes.
3. Client Portal via Financial Cents
To facilitate secure document exchange and client collaboration, TideLine CPA uses a client portal hosted by Financial Cents. When you access the portal, you may be asked to provide personal information such as your name, email address, and uploaded documents relevant to your engagement.
Financial Cents is a third-party platform governed by its own Privacy Policy. TideLine CPA uses this portal solely to support client services, including document sharing, messaging, and task tracking. We do not sell or disclose your portal data except as required to deliver services or comply with legal obligations.
All data shared through the portal is encrypted and protected using industry-standard security protocols. Access is restricted to authorized users only.
4. How We Use Your Information
We use your information to:
Respond to inquiries and provide services
Schedule appointments and send confirmations
Facilitate secure document exchange and client collaboration
Improve website functionality and user experience
Comply with legal obligations
We do not sell your personal information.
5. Sharing Your Information
We may share your data with trusted third-party service providers (e.g., appointment platforms, email services, client portal providers) solely to support our operations. These providers are contractually obligated to protect your data.
We may disclose information if required by law or to protect our rights and safety.
6. Your Rights and Choices
Depending on your location, you may have rights to:
Access or correct your personal data
Request deletion of your data
Opt out of marketing communications
To exercise these rights, contact us at info@tidelinecpa.com.
7. Data Security
We implement reasonable safeguards to protect your data. However, no method of transmission over the internet is 100% secure.
8. Third-Party Links
Our website may contain links to third-party sites. We are not responsible for their privacy practices.
9. Updates to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with a revised effective date.
10. Contact Us
If you have questions about this policy or your data, contact:
TideLine CPA
818 Smoky Bay Way PMB 441, Homer, AK 99603
📧 info@tidelinecpa.com
📞 (907) 953-9580