Your Privacy Matters
Our privacy policy: how PSP Advisory collects, uses, and protects your information
PSP Advisory (“we,” “us”) provides bookkeeping, payroll, accounting, and tax services. This privacy policy explains how we collect, use, and protect your information.
Last updated: October 20, 2026
Information We Collect
- Contact details you provide (name, email, phone) through our website forms, appointment booking, or newsletter signup
- Financial and tax information you share with us as a client, such as income records, bank statements, payroll data, and identification needed to prepare returns
- Basic website usage data collected automatically by our site, such as browser type and pages visited
How We Use Your Information
- To provide the services you engage us for
- To schedule appointments and send reminders by email or text
- To send our newsletter, if you subscribe. You can unsubscribe at any time.
- To meet our legal and regulatory obligations
How Our Privacy Policy Protects You
We maintain a Written Information Security Plan (WISP) in line with IRS guidance and the FTC Safeguards Rule. In practice, here is what that means for you:
Restricted Access
Only authorized personnel who need your information to serve you can access it.
Multi-Factor Authentication
Our systems are password-protected and secured with multi-factor authentication.
Secure Document Exchange
Sensitive documents are exchanged through secure portals, not regular email.
Annual Security Review
We review and update our security practices at least once a year.
Information Sharing and Our Privacy Policy
First and foremost, we do not sell your personal information. Instead, we share it only:
- With the IRS and state tax agencies when filing on your behalf
- With trusted service providers we use to run our business, such as accounting software, secure file sharing, scheduling, and email services, who are required to protect it
- When required by law
Text Messaging Privacy Policy
If you opt in to text reminders, however, we will not share your mobile number or text messaging consent with third parties for marketing purposes. Reply STOP to opt out at any time.
Your Choices Under This Privacy Policy
At any time, you may request to review or update your personal information, or opt out of marketing communications, by contacting us.
Questions About This Privacy Policy?
Reach us anytime at info@pspadvisory.com