Legal

Privacy Policy

Last updated: May 21, 2026

1. Introduction

Reliobooks Books & Advisory ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services.

2. Information We Collect

2.1 Information You Provide

We collect information you voluntarily provide when you:

  • Fill out our contact or lead capture forms (name, email address, annual revenue range, primary service need)
  • Subscribe to our newsletter
  • Communicate with us via email or phone
  • Engage our bookkeeping, tax, CFO, payroll, or advisory services

2.2 Information Collected Automatically

When you visit our website, we automatically collect certain information, including:

  • IP address and approximate geographic location
  • Browser type and version
  • Operating system
  • Pages visited and time spent on each page
  • Referring website or source
  • Device type and screen resolution

2.3 Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience. These include:

  • Essential cookies: Required for basic website functionality
  • Analytics cookies: Google Analytics 4 and Microsoft Clarity to understand how visitors use our site
  • Session storage: To remember UI preferences (such as dismissed banners)

You can control cookies through your browser settings. Disabling certain cookies may affect website functionality.

3. How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and provide requested services
  • Send you information about our services, pricing, and availability
  • Improve our website and user experience
  • Analyze website traffic and usage patterns
  • Comply with legal obligations
  • Protect against fraudulent or unauthorized activity

4. Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share your information with:

  • Service providers: Supabase (database hosting), Google Analytics (analytics), Microsoft Clarity (analytics), Firebase (website hosting) — all under strict data processing agreements
  • Legal authorities: When required by law, court order, or government regulation
  • Business transfers: In connection with a merger, acquisition, or sale of assets

5. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

  • Encryption of data in transit (HTTPS/TLS)
  • Secure database hosting with access controls
  • Regular security assessments
  • Employee training on data protection

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Lead capture data is retained indefinitely unless you request deletion.

7. Your Rights

Depending on your location, you may have the following rights regarding your personal information:

  • Access: Request a copy of the personal information we hold about you
  • Correction: Request correction of inaccurate or incomplete information
  • Deletion: Request deletion of your personal information
  • Objection: Object to the processing of your personal information
  • Portability: Request transfer of your data to another service
  • Withdrawal of consent: Withdraw consent at any time where processing is based on consent

To exercise any of these rights, contact us at hello@reliobooks.com.

8. CPA-Client Privilege

If you become a client of Reliobooks Books & Advisory, additional confidentiality protections apply under CPA-client privilege. Financial data, tax information, and business records shared during the course of our engagement are protected by applicable state and federal regulations governing CPA practice.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

10. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child, we will take steps to delete such information.

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date. Your continued use of our website after any changes constitutes acceptance of the updated policy.

12. Contact Us

If you have questions about this Privacy Policy or our data practices, contact us at: