Privacy Policy
How Brevade collects, uses, and protects your information.
Quick summary
Brevade Tax & Accounting respects your privacy. Here's the short version:
- We collect contact information you give us through the lead form
- We use it to respond to your inquiry and provide accounting services
- We do not sell your personal information
- We use industry-standard security and trusted vendors
- You can request access, deletion, or correction at any time
- Questions? Email info@brevade.com
1.Who we are
Brevade Tax & Accounting is a California professional accounting firm providing bookkeeping, tax preparation, and CFO advisory services to small and medium businesses.
Contact: info@brevade.com
Website: brevade.com
For privacy-related questions, email info@brevade.com with subject line "Privacy Request."
2.Information we collect
2.1 Information you give us directly
When you submit our consultation request form, you provide:
- Your name and business name
- Your email address and phone number
- Your industry and revenue range
- Your current bookkeeping situation
- Your timing for engagement
- Any additional notes you share
- Which service tier interests you
If you become a client, we collect additional information necessary to provide our services. The handling of client tax information is governed by a separate Engagement Letter and §7216 Consent Form you sign before any tax-related work begins.
2.2 Information collected automatically
When you visit brevade.com, our hosting infrastructure (Cloudflare Pages) automatically logs your IP address, browser type, pages visited, visit timestamps, and referring website. This is used to operate and secure the website, not for marketing or analytics tracking.
2.3 Information from third parties
We do not buy or receive personal information about you from data brokers or third parties.
3.How we use your information
- Respond to your inquiry — A Brevade partner reviews your submission and contacts you within one business day
- Provide our services — If you become a client, we use your information to deliver services per your engagement letter
- Communicate with you — Service-related communications only. No marketing without your separate opt-in
- Improve our services — Aggregated, de-identified data only (governed by §7216 Consent Form for clients)
- Comply with legal obligations — Tax recordkeeping requirements (generally seven years)
- Protect our business — Investigate fraud or violations
We do not sell or rent your information, send unsolicited marketing, target you with ads, or build a profile of you outside our services.
4.Vendors we share information with
To operate our business, we share information with trusted vendors. Each is contractually bound to confidentiality.
| Vendor | Role | What they see |
|---|---|---|
| Formspree | Lead form processing | Lead form fields you submit |
| Cloudflare | Hosting, DNS, email routing | Web traffic logs, email metadata |
| Google (Gmail) | Email service | Emails to info@brevade.com |
| TaxDome | Practice management (clients only) | Engagement records, documents |
| Plaid | Bank feeds (clients only) | Transactions you authorize |
| QuickBooks / Xero | General ledger (clients only) | Categorized financial data |
| Anthropic Claude / Google Gemini | AI categorization (clients only) | Transaction descriptions, PII removed |
| Stripe | Payment processing (clients only) | Payment method, billing amount |
About AI processing: Before any transaction data is sent to an external AI service, our system removes personally identifiable information (PII). AI returns categorization suggestions which a Brevade partner reviews and approves before applying to your books.
5.How we share information
Beyond the vendors listed above, we share your information only in limited circumstances:
- With your direction — Sharing with your attorney, banker, etc. per your written instructions
- For legal compliance — If required by law, subpoena, or court order (we'll notify you when permitted)
- For business transfers — In the unlikely event Brevade is sold or merges, subject to this Privacy Policy
- To protect rights and safety — Investigate fraud, enforce terms, protect users
We do not sell your personal information. We do not share with advertisers or data brokers.
6.Your rights (California residents)
Under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), you have specific rights:
6.1 Right to know
You may request the categories and specific pieces of personal information we have about you, sources, purposes, and third parties we share with.
6.2 Right to delete
You may request deletion of personal information we have about you, subject to legal exceptions (e.g., tax records we must retain).
6.3 Right to correct
You may request correction of inaccurate personal information.
6.4 Right to opt out of sale or sharing
Brevade does not sell personal information and does not share it for cross-context behavioral advertising.
6.5 Right to limit use of sensitive personal information
For sensitive information (like financial data), you have the right to limit our use to what's necessary to provide our services.
6.6 Right to non-discrimination
We will not discriminate against you for exercising any of these rights.
6.7 How to exercise your rights
Email info@brevade.com with subject "Privacy Request." We will confirm receipt within 10 business days, verify your identity, and respond within 45 days (extendable to 90 days for complex requests). All requests are free.
7.Your rights (non-California residents)
If you live outside California, you may still have rights under Virginia's CDPA, Colorado's CPA, Connecticut's CTDPA, or other state privacy laws. We aim to provide the same rights to all users. Contact info@brevade.com to exercise any rights.
8.Cookies and tracking
Brevade.com uses minimal cookies:
- Essential cookies — Required for the site to function (Cloudflare session, form security)
- No analytics cookies — No Google Analytics, Facebook Pixel, or similar tracking
- No advertising cookies — We don't serve ads or participate in ad networks
We do not respond to "Do Not Track" signals because we do not track users in the first place.
9.Data security
We protect your information with industry-standard security:
- Encryption in transit — All connections use HTTPS/TLS
- Encryption at rest — Submissions stored encrypted by Formspree
- Access controls — Only authorized Brevade personnel can access information
- Vendor security — SOC 2 certified vendors where commercially reasonable
- §7216 compliance — Strict IRS protocols for tax information
In the event of a data breach affecting your information, we will notify you within 72 hours of confirmation, as required by California law.
10.Data retention
| Information type | Retention period |
|---|---|
| Lead form submissions (non-clients) | 24 months from submission |
| Client engagement records | 7 years after end of engagement (IRS) |
| Tax returns and supporting documents | 7 years (IRS) |
| General communications | 7 years after end of engagement |
| Website logs | 12 months |
You may request earlier deletion of non-required information at any time per Section 6.
11.Children's privacy
Brevade does not knowingly collect information from anyone under 18. Our services are for businesses, and we don't market to or accept inquiries from minors.
12.International users
Brevade is California-based, serving primarily US clients. If you access brevade.com from outside the US, your information will be transferred to and processed in the United States. By using our website, you consent to this transfer.
13.Changes to this Privacy Policy
We may update this Privacy Policy periodically. We will update the "Last Updated" date, and for material changes we will provide notice through the website and client portal. We will not apply changes retroactively in a way that reduces your rights without your explicit consent.
14.Contact us
Brevade Tax & Accounting
Email: info@brevade.com
Subject line: "Privacy Request"
For California residents, you may also contact the California Privacy Protection Agency at cppa.ca.gov.
For tax-information questions, contact the Treasury Inspector General for Tax Administration (TIGTA) at 1-800-366-4484.
This Privacy Policy applies to brevade.com and all services provided by Brevade Tax & Accounting. It is governed by California law. v1.0 — Approved by Founders, May 18, 2026.