Patrick Accounting Privacy Policy

Privacy & Security

Your information is safe

We use secure portals, encryption, and multi-factor authentication to protect sensitive data.

Only what’s needed

We collect business, financial, and contact information solely to provide accounting, payroll, and compliance services.

Trusted partners only

Data is shared only with select service providers (like Qount, HubSpot, or regulatory bodies) under strict safeguards.

Seven-year retention

Client records are kept for at least seven years per IRS guidelines, then securely destroyed.

Cookies & tools

We use HubSpot, Google Analytics, and similar tools to improve your experience. You can opt out anytime.

Your rights matter

You can request, correct, or delete your data (where legally permitted).

Your Trust, Our Priority

At Patrick Accounting, we know that sharing your financial information requires trust. Protecting that trust is at the heart of everything we do. This page explains how we collect, use, and protect your data — in plain language.

privacy@patrickaccounting.com | (901) 755-5858 | 5570 Murray Avenue, Memphis, TN 38119

What We Collect & Why

We only collect the information needed to serve you well:

Business and financial information (accounting records, payroll data, tax documents, reporting details).
Contact information (emails, phone numbers, addresses).
Website information (submitted forms, cookies, and usage data).

We use this information to:

Provide accurate accounting, payroll, and compliance services.
Communicate with you about your business and our services.
Improve our website, marketing, and client experience.

How We Protect Your Information

We take multiple steps to safeguard sensitive information:

Secure client portals like Qount and Whirks systems.
Encryption of data both in transit and at rest.
Multi-factor authentication and role-based access to limit who can see your information.
Regular security updates and monitoring of our systems.

How We Use & Share Information

Your data is used only to deliver services and comply with regulations. We may share your information with trusted partners such as:

Payroll processors.
Technology and software providers (like Qount, HubSpot, or analytics tools).
Regulatory bodies when required by law.

We carefully select these partners and require that they also protect your information.

Your Choices & Rights

You have the right to:

Request a copy of the data we hold about you.
Ask us to correct or update information.
Request that we delete your data, when legally permitted.

To make a request, contact us at privacy@patrickaccounting.com or call (901) 755-5858.

Data Retention & Secure Disposal

We retain client records for at least seven years in line with IRS and accounting industry guidelines. After that period, information is securely deleted or destroyed using industry-standard methods.

Compliance & Industry Standards

We follow strict U.S. data protection standards, including:

IRS and state guidelines for handling taxpayer data.
Accounting industry best practices for confidentiality and security.
Privacy expectations under state laws like the California Consumer Privacy Act (CCPA), where applicable.

Website & Cookies

Like most businesses, we use cookies and third-party tools to improve your experience:

HubSpot (to manage communication and improve service).
Google Analytics (to understand website performance and improve usability).
Other tools that help us provide a better client experience.

You can adjust your browser settings to block cookies or opt out of tracking at any time.

Updates to This Policy

We may update this page to reflect changes in our practices. If we make significant changes, we’ll update this page and note the revision date.

Contact Us

If you have questions or concerns about privacy or security, please contact us:
privacy@patrickaccounting.com
(901) 755-5858
5570 Murray Avenue, Memphis, TN 38119