Last Revised: April 9, 2026.
Walsh Accounting operates the https://www.walshaccounting.com website (our “Website”), in support of our accounting and advisory services (the “Service”).
This page is used to inform Website visitors and our clients regarding our policies with the collection, use, and disclosure of the Personal Information of anyone receiving our Service, and/or utilizing the Walsh Accounting Website.
If you choose to use our Service, then you agree to the collection and use of your Personal Information in accordance with this policy. The Personal Information that we collect is used for providing and improving the Service. We will not use or share your Personal Information with anyone except as described in this Privacy Policy.
Personal Information Collection and Use
To provide a better experience, or in order for us to provide you with the requested Service, we may require you to provide us with certain categories of personally identifiable information (“Personal Information”), including, but not limited to, the following:
- Identifiers. Your name, phone number, postal address, email address, IP address, payment card or financial account numbers and related information required to process payments, and other similar identifiers. This information may be collected for identity and information verification, communications, payment processing, and to provide you with access to your account.
- Log Data. The Personal Information your browser sends to us, which may include, but is not limited to, your browser version, pages of our Website that you visit, the time and date of your visit, the time spent on those pages, and other statistics.
- Consumer Records. Your social security number, employer identification number, and other government issued identification information. This information may be required in connection with providing our Service.
In addition to the categories described above, we also may collect each category of Personal Information for purposes of performing the Service and maintaining our relationship with you, which include, but are not limited to, the following purposes:
For other purposes consistent with the context of the collection of your information, or as otherwise disclosed to you prior to the use of your Personal Information.
Onboarding you as a client, maintaining or servicing your account, processing and fulfilling your requests, and other activities included in our Service.
Conducting verification and background checks as part of our business acceptance and administration processes, including anti-money laundering, conflict, reputational, and financial checks, if applicable.
Taking steps to improve our Service to you, including to run analytics, assess the quality of our Service, and for other related internal business purposes.
Administering and improving our Service, including to measure the effectiveness of our Website, help diagnose problems with our server, and to identify our Website’s users.
Complying with our legal, regulatory and risk management obligations.
How We Disclose Your Personal Information
We may share your Personal Information only as necessary to provide the Service as described herein. We may share your Personal Information with companies or individuals that we contract with in order to provide our Service. These services may include, among other things, storing documents and files, creating or maintaining our databases, payment processing, preparing distribution communications or responding to inquiries. Our policy is to inform our service providers not to use or disclose your Personal Information for any purpose other than for providing services to us.
We may be required to share your Personal Information with companies, individuals, or entities outside of Walsh Accounting in the following instances:
- From time to time, we may be required to provide Personal Information to a third party in response to a court order, subpoena, government investigation, or as otherwise required by law or legal process.
- We may share your Personal Information with third parties, such as law enforcement agencies, other government agencies, or health authorities (i) when we, in good faith, believe you or others are acting unlawfully, (ii) when we believe it is necessary or appropriate to satisfy any law, regulation or other governmental request, (iii) to operate our business and Website properly, or (iv) to protect or defend our rights, even without a subpoena, warrant or court order.
We may, as a result of a sale, merger, consolidation, change in control, transfer of assets, reorganization or liquidation of our company, transfer or assign your Personal Information to parties involved in such an event. You acknowledge that such transfers may occur and are permitted by and subject to this Privacy Policy.
Your Rights
You have the following rights, subject to any applicable exemptions or limitations:
- The right to know and access your Personal Information, such as the categories of Personal Information we have collected, the sources of Personal Information, the purposes of collection, and how we used, disclosed, or shared your Personal Information;
- The right to correct your inaccurate Personal Information;
- The right to delete your Personal Information under specific circumstances;
- The right to request the restriction of processing of your Personal Information;
- The right to request a copy of your Personal Information in an accessible format; and
- The right to withdraw your consent under certain circumstances.
You may exercise your rights by contacting us at hello@walshaccounting.com. If you choose to exercise your rights, Walsh Accounting will not discriminate against you in any way. However, if you choose to exercise certain rights, understand that Walsh Accounting may be unable to perform the Service.
Cookies
Cookies are files with small amount of data that is commonly used an anonymous unique identifier. These are sent to your browser from the website that you visit and are stored on your computer’s hard drive.
Our Website uses these “cookies” to collect information and to improve our Service. You have the option to either accept or refuse these cookies, and know when a cookie is being sent to your computer. Cookies track where you travel on the Website and what you view. In doing so, cookies may enable us to relate your use of the Website to your Personal Information. If you choose to refuse our cookies, you may not be able to use some portions of our Service.
For more general information on cookies, please read “What Are Cookies”.
Third-Party Service Providers
We may employ third-party companies and individuals We may employ third-party companies and individuals due to the following reasons:
- To facilitate our Service;
- To provide the Service on our behalf;
- To perform Service-related services; or
- To assist us in analyzing how our Service is used.
Third-party vendors, including Google, use cookies to serve ads based on a user’s prior visits to our Website or other websites. Google’s use of advertising cookies enables it and its partners to serve ads to your users based on their visit to your sites and/or other sites on the Internet. Users may opt out of personalized advertising by visiting Ads Settings. (Alternatively, you can direct users to opt out of a third-party vendor’s use of cookies for personalized advertising by visiting www.aboutads.info.)
We want to inform our Service users that these third parties have access to your Personal Information. The reason is to perform the tasks assigned to them on our behalf. However, they are obligated not to disclose or use the information for any other purpose.
Google Analytics
We use Google Analytics to collect statistical information regarding how the Website is used. This information is not personally identifiable. To learn how Google Analytics collects and processes data, visit: “How Google uses information from sites or apps that use our services” located at Google Privacy & Terms.
Microsoft Clarity
We partner with Microsoft Clarity and Microsoft Advertising to capture how you use and interact with our Website through behavioral metrics, heatmaps, and session replay to improve and market our products/services. Website usage data is captured using first and third-party cookies and other tracking technologies to determine the popularity of products/services and online activity. Additionally, we use this information for site optimization, fraud/security purposes, and advertising. For more information about how Microsoft collects and uses your data, visit the Microsoft Privacy Statement.
Security and Retention
We value your trust in providing us your Personal Information, thus we are striving to use commercially acceptable means of protecting it from loss, misuse, alteration or destruction. Without limitation of any other terms contained on our Website or this Privacy Policy, you understand that no method of transmission over the internet or method of electronic storage is 100% secure and reliable and we cannot guarantee the absolute security of your Personal Information.
Take caution when providing Personal Information via email. Email is not a secure means of transferring information. When possible, please utilize our file-sharing function to share with us files containing Personal Information about you, your employees, customers and other individuals from whom you collect Personal Information.
We may retain your Personal Information as is reasonably required to perform our Service, run our business, and comply with our legal obligations. In determining when your Personal Information is retained or disposed, we may consider the nature and sensitivity of your Personal Information, the potential risk of harm from unauthorized use or disclosure of your Personal Information, the purposes for which we process your Personal Information, and applicable legal requirements.
Links to Other Sites
Our Service may contain links to other sites. If you click on a third-party link, you will be directed to that site. Note that these external sites are not operated by us. Therefore, we strongly advise you to review the Privacy Policy of these websites. We have no control over, and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.
Children’s Privacy
We do not provide our Service to anyone under the age of 13. We do not knowingly collect personal identifiable information from children under 13. In the case we discover that a child under 13 has provided us with Personal Information, we will take all reasonable measures to delete the information as soon as possible and to not use such information for any purpose, except where necessary to protect the safety of the child or others as required or allowed by law. If you are a parent or guardian and you are aware that your child has provided us with Personal Information, please contact us so that we will be able to take necessary actions.
Changes to This Privacy Policy
We may update our Privacy Policy from time to time. We advise you to review this page periodically for any changes. We will notify you of any changes by posting the new Privacy Policy on this page and revising the “Last Revised” date at the top of our Privacy Policy. These changes are effective immediately, after they are posted on this page.
Contact Us
If you have any questions or suggestions about our Privacy Policy, do not hesitate to contact us.