WebsterRogers Privacy Policy

Updated 03.2025

The Gramm-Leach-Bliley Act, enacted by Congress on November 13, 2000, requires accountants to inform clients of their disclosure practices and establishes federal rules governing the disclosure of personal financial information. WebsterRogers has established and maintained rigorous policies and procedures that protect our clients and their information far beyond what government regulations require. We take your privacy very seriously. Below is the notice required by law.

PRIVACY POLICY

CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding the privacy of client information. CPAs have always been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.

Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that you provide to us or that we obtain with your authorization.

  • Identifiers: Your name, physical address, email address, telephone number, signature, government-issued identification numbers, and account credentials (e.g., username) if you access or use our online services.
  • Demographic Information: This may include sensitive personal information or information about protected classifications, such as your age, gender, race, or national origin.
  • User Content: Comments or other material you post to our social media pages, blogs, or other forums on our services.
  • Preferences: Your stated interests, how frequently you wish to receive our newsletters, or other communications.
  • Sensitive Personal Information: Social security numbers, driver’s license numbers, account log-in information (e.g., financial account or credit card numbers in combination with any required access codes or passwords), precise geolocation information, racial or ethnic origin, religious or philosophical beliefs, union membership, content of postal mail, email, and text messages, unless we are the intended recipient of the subject communications.
  • Any other information you may choose to provide.

 Information We May Generate or Collect Automatically

We may generate or collect automatically certain types of personal information when you interact with us and our services. The type of personal information we collect in this context may include:

  • Identifiers: Information that uniquely identifies you or the device through which you interact with our services, such as your name, email address, username, cookie identifiers, mobile advertising identifiers, and other unique identifiers.
  • Device Information: Information pertaining to the device through which you interact with our services, such as your IP address, the type of device used to interact with the services, that device’s operating system and version, MAC address, user settings, or your browser type.
  • Commercial Information: Record of services you obtained from us, including on behalf of an organization you are affiliated with.
  • Geolocation Information: The region or general location where your computer or device is accessing the internet.
  • Audio and Visual Information: Your voice and likeness as captured in photographs, video, or audio recordings if you attend our events, visit our offices, or leave us a voicemail.

Collection Technologies

We and our service providers or third parties engaged on our behalf may use cookies, pixel tags, or similar tracking technologies (“Collection Technologies”) to gather the information described above when you use, access, or otherwise interact with our services. Below we have described how we use Collection Technologies and the choices you may have.

  • Cookies: Small text files placed in device browsers that store preferences and facilitate and enhance your experience.
  • Web Beacons, Clear GIFs, Pixel Tags, and Scripts: These Collection Technologies are small transparent image files or lines of code to record how you interact with our services. For example, the use of these technologies may allow us to record that a user has visited a particular web page or clicked on a particular feature. We may also include these types of Collection Technologies in emails to understand whether messages have been opened, acted on, or forwarded.
  • Social Media Platforms: Our services may contain social media buttons, including widgets such as the “share this” button or other interactive functions. These features may collect personal information such as your IP address and which page you are visiting on our services. Your interactions with and on these platforms are governed by the privacy policy of the social media platform or network providing the button or other functionality.

How We Use Personal Information

We use personal information for a variety of purposes, including to conduct our business and to provide you with the best products, services, and experiences possible. We know transparency is important, so below are the ways we use personal information:

  • To provide you with access to the services, including to operate, troubleshoot, and improve our websites, mobile applications, and other digital properties.
  • To respond to or notify you, including when you reach out to us with a comment, request, or question.
  • To contact you and expand/maintain our list of contacts, including to send you newsletters, marketing communications, and other information or materials that may interest you.
  • To personalize your experiences with us, including to remember your interests and preferences, and facilitate interactions and introductions.
  • For research and analytical purposes, including to understand how you use our services, the methods you use to access our services, and to make improvements to our services.
  • For marketing and advertisement purposes, including to market, provide, and assess the effectiveness of our events, promotional campaigns, publications, podcasts, and other offerings.
  • For our business purposes, including to operate and improve our business and services, internal administration, data analysis, billing, detecting, preventing, and responding to actual or potential fraud, illegal activities, or intellectual property infringement, and for any other business purpose permitted by law.
  • For purposes that you have otherwise consented to, including at the time the personal information is collected.

Parties to Whom We Disclose Information

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required, permitted by law, or approved in writing by you. Permitted disclosures include, for instance, providing information to our employees, our affiliates, and in limited situations, to unrelated third parties who need to know that information to assist us in providing products and services to you. In all such situations, we stress the confidential nature of information being shared.

Protecting the Confidentiality and Security of Current and Former Clients' Information

We are committed to maintaining the confidentiality, integrity, and security of personal information we have about you. We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards and retention guidelines.

Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.

Managing Cookie and Other Collection Technologies Preferences

When you first visit our website, you will be presented with a banner which offers you a choice about whether to accept or reject cookies or Collection Technologies of different types, with the exception of those cookies which are necessary for a particular service. If you wish to amend your choices, you can do so by clicking here.

If you wish, you can also choose how web browser cookies are handled by your device via your browser settings. Some devices allow you to control this through your device settings. If you choose not to receive cookies at any time, websites may not function properly and certain services will not be provided. Each browser and device is different, so check the settings menu of the browser or device to learn how to change your settings and cookie preferences.

For questions, please contact the firm’s Chief Operating Officer at [email protected].