Skip to content

Privacy Policy

Updated: March 14, 2026

1. Introduction

Shanks CPA ("we," "our," or "us") is committed to protecting your privacy. As a provider of professional accounting services, we handle sensitive financial and personal information with the highest level of confidentiality and security. Use of our secure client portal is governed by this Privacy Policy and our Terms of Service.

2. Information We Collect

We collect non-public personal information about you that is provided to us by you or obtained by us with your authorization. This includes:

  • Contact Data: Name, address, email address, and phone number.
  • Financial Data: Tax returns, income statements, Social Security numbers, bank account details, and investment records.
  • Technical Data: IP addresses and usage data collected via our secure portal logs.

3. How We Protect Your Information

Unlike many firms that rely on third-party cloud storage, Shanks CPA utilizes a privately hosted, enterprise-grade server infrastructure.

  • Encryption: All data is encrypted at rest and in transit (SSL/TLS).
  • Access Control: Access to your non-public personal information is restricted to those employees who need to know that information to provide products or services to you.
  • Physical Security: Our hardware is maintained in a secure environment with monitored access.

4. Disclosure of Information

We do not disclose any non-public personal information about our clients or former clients to anyone, except as permitted or required by law. We do not sell, rent, or trade your personal information to third parties for marketing purposes.

5. FTC Safeguards Rule Compliance

In accordance with the FTC Safeguards Rule, we have implemented a comprehensive information security program to ensure the security and confidentiality of customer information and to protect against unauthorized access to or use of such information.

6. Secure Portal Data

Our secure portal is hosted on-site at our facility. While we take every precaution to secure the transmission of data, we recommend that clients utilize Multi-Factor Authentication (MFA) when available to add an additional layer of security to their financial records.

7. Contact Us

If you have any questions about our privacy practices, please contact us at:
Email: Info@ShanksCPA.com
Phone: (346) 546-9328