Effective Date: August 22, 2026
Last Updated: October 24, 2026
Privacy Policy
Evolve Bookkeeping & Tax, a trade name of Evolve Bookkeeping LLC (“Evolve,” “we,” “us,” or “our”), respects your privacy. This Privacy Policy explains how we collect, use, and protect information when you visit our website, contact us, or request information about our services.
This Privacy Policy applies to information collected through this website. Information provided after you become a client may also be governed by separate engagement agreements, privacy notices, secure portal procedures, and other applicable policies.
Information We May Collect
We may collect information that you voluntarily provide to us, including your name, email address, telephone number, business name, and information you provide when contacting us, scheduling a consultation, or requesting services.
We may also collect limited technical information automatically when you visit our website, such as your IP address, browser type, device information, referring website, pages visited, and general website usage information. This information may be collected through cookies, analytics services, or similar technologies.
How We Use Information
We may use information collected through the website to:
- Respond to questions and inquiries
- Schedule and conduct consultations
- Evaluate whether our services may be appropriate for your needs
- Provide and improve our website and services
- Communicate with prospective and existing clients
- Maintain website security and prevent misuse
- Comply with applicable legal and regulatory requirements
We do not sell your personal information.
Sensitive Financial and Tax Information
Please do not send Social Security numbers, tax returns, bank account information, identification documents, passwords, or other sensitive financial or tax information through website forms, Calendly, or ordinary email.
Clients exchange sensitive documents and information through our secure client portal, provided by TaxDome. Clients receive portal access by invitation. For more information, see our Secure Client Portal page.
Online Payments
Clients may pay invoices online through TaxDome Payments, which is powered by Stripe. Payment card and bank account information is entered into and processed by these payment providers. We do not store full payment card numbers or full bank account numbers on our systems. Payment information is also subject to the privacy practices of TaxDome and Stripe.
Cookies and Analytics
Our website uses cookies and similar technologies to support website functionality and help us understand how visitors use our website.
We use Google Analytics, implemented through MonsterInsights, to collect information about website usage. This may include information such as pages visited, approximate geographic location, device and browser information, referring websites, and interactions with our website. This information helps us understand website traffic and improve our website and services.
Google Analytics may use cookies or similar technologies to collect and process information about website activity. Information collected through Google Analytics is also subject to Google’s applicable privacy practices.
You may be able to control or disable cookies through your browser settings. Disabling certain cookies may affect some website functionality.
Third-Party Services
We use third-party service providers to operate our website and business. These include website hosting, Google Workspace (email and file storage), Calendly (scheduling), TaxDome (secure client portal, client communications, and billing), Stripe (payment processing through TaxDome Payments), and Intuit (QuickBooks Online and ProConnect Tax for accounting and tax preparation).
These providers may process information as necessary to provide their services and are subject to their own privacy practices and policies.
Our website may also contain links to third-party websites. We are not responsible for the privacy practices or content of third-party websites.
Appointment Scheduling
Evolve Bookkeeping & Tax uses Calendly to schedule consultations and appointments. When you schedule a consultation, Calendly collects information such as your name, email address, telephone number, appointment date and time, and other information necessary to schedule and manage your appointment.
Information submitted through Calendly is processed using Calendly’s services and is also subject to Calendly’s privacy practices.
Please do not submit Social Security numbers, tax documents, bank account information, passwords, or other sensitive financial or tax information through Calendly.
How We Protect Information
We use reasonable administrative, technical, and physical safeguards designed to protect information under our control.
However, no website, email system, or method of electronic transmission can be guaranteed to be completely secure. For this reason, sensitive client information should be transmitted only through approved secure methods.
Information Retention
We may retain information for as long as reasonably necessary to respond to inquiries, provide services, maintain business records, comply with legal and regulatory obligations, resolve disputes, and enforce agreements.
Your Choices
You may contact us to request that we update or correct personal information you have provided through the website. Where applicable, you may also request information regarding the personal information we maintain about you.
Certain information may need to be retained to satisfy legal, regulatory, professional, tax, accounting, or recordkeeping obligations.
Children’s Privacy
Our website and services are intended for adults and businesses and are not directed to children under 13. We do not knowingly collect personal information from children under 13 through this website.
Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our website, services, business practices, or legal requirements.
When changes are made, the “Last Updated” date at the top of this page will be revised.
Contact Us
If you have questions about this Privacy Policy or our privacy practices, you may contact:
Evolve Bookkeeping & Tax
A trade name of Evolve Bookkeeping LLC
Virginia, United States
Email: chris@evolve-bookkeeping.com