Privacy Policy
Zimmerman, Boltz & Company ("ZBCO," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you provide through our website, client portal, telephone, email, text messaging, and professional accounting services (collectively, the "Services").
This Privacy Policy explains how we collect, use, disclose, and protect your information when you use our Services.
1. Information We Collect
Information You Provide
We may collect information you voluntarily provide, including:
- Name and contact details (email, phone number, mailing address)
- Practice or company name and job title
- Client account and portal registration information
- Messages, inquiries, or other communications, including SMS/text messages
- Financial, tax, payroll, and practice-management information you provide as a client so we can perform accounting, tax, and advisory services
Information Collected Automatically
When you use our website, we may automatically collect:
- IP address
- Browser type and device information
- Operating system information
- Pages visited and website activity
- Date and time of visits
- Analytics and usage information
2. How We Use Information
Zimmerman, Boltz & Company may use collected information to:
- Provide and maintain our accounting, tax, and advisory Services
- Respond to client and visitor requests and inquiries
- Create and manage client accounts and portal access
- Improve website functionality and user experience
- Communicate updates, service notices, appointment reminders, and support information
- Send informational or transactional text messages if you opt in
- Prevent fraud and protect security
- Comply with applicable legal, tax, and professional requirements
3. Cookies and Tracking Technologies
We may use cookies, analytics tools, and similar technologies to improve our website, understand visitor activity, and enhance user experience.
You may adjust your browser settings to disable cookies. However, some features of our Services may not function properly without cookies.
4. Sharing of Information
We may share information with:
- Service providers that support our business operations (including website hosting, client portal, and messaging providers)
- Hosting, technology, and analytics providers
- Professional advisors
- Government authorities when required by law
- Parties involved in a merger, acquisition, or business transfer
We do not sell personal information unless disclosed and permitted under applicable law. Client tax and financial information is used only to provide professional services and as required by law or professional standards.
5. Data Security
We implement reasonable administrative, technical, and organizational measures designed to protect your personal information. However, no electronic storage or transmission method is completely secure.
6. Your Privacy Rights
Depending on your location, you may have rights regarding your personal information, including:
- Accessing personal information we hold about you
- Requesting corrections
- Requesting deletion of personal information (subject to legal and professional record-retention requirements)
- Opting out of certain data processing activities, including SMS messages
- Requesting information about our privacy practices
California residents may have additional rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA).
7. Children's Privacy
Our Services are not intended for children under 13 years of age. We do not knowingly collect personal information from children under 13.
8. Third-Party Links
Our website may contain links to third-party websites, including our client login portal. We are not responsible for the privacy practices or content of third-party services. Those sites are governed by their own terms and privacy policies.
9. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.
10. Contact Us
If you have questions about this Privacy Policy, contact us:
Zimmerman, Boltz & Company
5071 Forest Drive, Suite A
New Albany, Ohio 43054
Phone: 614-939-4700
Fax: 614-939-4705
Website: https://zbco.net/