Last Updated: April 14, 2026
At MaxScale Accounting, we are committed to protecting the privacy and confidentiality of the personal and financial information entrusted to us. This Privacy Policy explains how we collect, use, protect, and disclose your information when you visit our website or engage our professional services.
We collect information that identifies, relates to, or could reasonably be linked to you (“Personal Information”). This includes:
Contact Information: Name, email address, phone number, and mailing address.
Financial & Tax Information: Social Security Numbers (SSN), Taxpayer Identification Numbers (TIN), income statements, bank records, and investment data provided for service fulfillment.
Professional & Employment Data: Payroll records, employer details, and business entity information.
Technical Data: IP address, browser type, and usage patterns collected via cookies to improve our website performance and security.
We use the information collected for the following professional purposes:
Service Delivery: To provide tax preparation, auditing, bookkeeping, and financial consulting services.
Compliance: To meet legal and regulatory obligations required by the IRS, state boards of accountancy, and other governing bodies.
Communication: To respond to inquiries, provide project updates, and send relevant tax alerts or firm newsletters.
Security: To protect our website and client portals from unauthorized access or fraudulent activity.
MaxScale Accounting does not sell your personal information to third parties. We only disclose information in the following circumstances:
Third-Party Service Providers: To vetted software providers (e.g., cloud accounting platforms, secure document portals) necessary to perform our services.
Legal Requirements: When required by law, subpoena, or other legal processes.
Regulatory Authorities: To government agencies (like the IRS) as part of your tax filings or authorized audits.
We implement industry-leading security measures, including:
Encryption: Data is encrypted both in transit and at rest.
Secure Portals: We utilize multi-factor authentication (MFA) for client document exchanges.
Retention: We retain records in accordance with professional standards and statutory requirements (typically 7 years for tax-related records).
Depending on your location, you may have the right to:
Request access to the personal data we hold about you.
Request the correction of inaccurate information.
Request the deletion of your data (subject to legal retention requirements).
Opt-out of marketing communications at any time.
Our website uses cookies to enhance user experience and ensure the security of our client portal. You can manage your cookie preferences through your browser settings; however, disabling cookies may limit your ability to use certain secure features of our site.
We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We encourage you to review this page regularly for the latest information on our privacy practices.
If you have any questions about this Privacy Policy or how MaxScale Accounting handles your data, please contact us at:
MaxScale Accounting Corp
Program Description
By opting into Maxscale Accounting SMS Alerts, you agree to receive text messages from
Maxscale Accounting related to accounting updates, tax deadlines, service notifications, and
promotional offers.
1. Opt-Out Instructions
You can cancel the SMS service at any time. Simply text “STOP” to [Short Code or Phone
Number]. After sending “STOP,” you will receive a confirmation message, and you will no longer
receive SMS messages from us. To rejoin, you can sign up again at any time.
2. Customer Support
If you are experiencing issues with the SMS service, you can reply with the keyword “HELP” for
assistance. Alternatively, you can contact us directly at:
Email: [email protected]
Phone: 954-686-2922
3. Message Frequency
Message frequency will vary based on your interaction with Maxscale Accounting services.
Typical messages include tax reminders, important updates, and promotional offers.
4. Data Rates
Standard message and data rates may apply for messages sent to you and from you. If you
have questions about your text or data plan, contact your wireless provider.
5. Carrier Disclaimer
Carriers are not liable for delayed or undelivered message
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