Privacy Policy

Last updated: September 23, 2026

SingleTrack Group LLC dba SingleTrack Accounting (“SingleTrack,” “we,” “our,” or “us”) respects your privacy. This Privacy Policy describes our collection, use, and disclosure of information in connection with our website, accounting services, and client communications, including our optional SMS/text messaging program. It applies to information about current and former clients as well as website visitors.

Our professional services are governed by a signed engagement agreement. This policy does not itself authorize a use or disclosure of tax-return information that requires a separate consent, or replace a financial-privacy notice that applicable law requires us to provide.

1. Information we collect

Contact information. Names, email addresses, telephone numbers, contact information, and information submitted through inquiries, onboarding forms, or other communications.

Client-service information. Tax, bookkeeping, payroll, and other financial information and documents provided in connection with the services you engage us to perform. Such records may include information about people associated with your business or tax filings.

Communications and preferences. The contents of your communications with us, including text conversations, and related information such as the telephone number involved and the date and time of a message. For SMS, we also collect records of consent, the consent method and date, and opt-out requests.

Information associated with our website and advertising technologies is addressed in Section 4. Please provide another person’s information to us only when you are authorized to do so.

2. How we use information

We use information to provide and administer tax, accounting, bookkeeping, and payroll services; respond to inquiries; coordinate appointments; request documents or signatures; follow up on bookkeeping questions; and communicate about service-related deadlines.

We also use information to maintain client and communication records, document and honor communication preferences, operate our business, protect information and systems, and meet applicable legal and professional obligations.

Where you separately opt in to email newsletters or marketing updates, that choice is distinct from SMS enrollment. Our SMS program is not used for advertising, sales solicitations, or promotional campaigns. An SMS opt-in does not enroll you in email marketing.

3. Disclosure, service providers, and AI tools

We do not sell or rent the personal or financial information entrusted to us for our accounting services. We may disclose information to service providers supporting our website and business, including communications, client-management, document-portal, storage, and AI-enabled services. Disclosures remain subject to applicable confidentiality requirements, consent requirements, and the SMS-specific restrictions in Section 5.

Text messaging originator opt-in data and consent will not be shared with any third parties, excluding aggregators and providers of the Text Message services.

We use VXT for business texting and Karbon for Clients as our client portal. Text conversations are copied into our client-management system, Karbon, and processed using AI-enabled tools. The restrictions on SMS opt-in data and consent also apply when we use these systems; the use of a client-management system or an AI tool does not create an additional exception to those restrictions.

We may disclose information when required by law or lawful legal process, or as otherwise permitted by applicable law to protect rights, security, or safety. These provisions do not authorize a disclosure prohibited by tax-information confidentiality requirements. Where a separate consent is required, this policy and an SMS opt-in are not substitutes for that consent.

4. Website cookies and advertising

Advertising measurement. We use Google Ads to advertise our business and cookies, tags, and similar technologies to understand how visitors interact with our advertisements and website. We use conversion tracking to measure actions taken after ad interactions, evaluate advertising effectiveness, and improve our campaigns.

Information collected and shared. These technologies allow Google to collect or receive information about ad interactions and website activity, including cookie identifiers, pages visited, and conversion events. Google’s advertising services may also receive technical information such as your IP address. We share this information with Google for advertising measurement. Online identifiers may qualify as personal information even when they do not include your name.

Your choices. You can manage or delete cookies through your browser settings. Google also provides advertising and activity controls through its ad settings and My Activity. Turning off personalized ads does not necessarily stop advertising measurement or all data collection. You can learn more in Google’s explanation of how it uses information from sites or apps that use its services.

SMS and confidential information. The restrictions on mobile information, SMS opt-in data, and consent in Section 5 apply to these advertising practices. Text messaging originator opt-in data and consent will not be shared with any third parties, excluding aggregators and providers of the Text Message services. This section does not authorize disclosures prohibited by those restrictions or by applicable tax-information confidentiality requirements.

5. SMS/text messaging

5.1 Program purpose and participants

The SingleTrack Accounting Client Support SMS Program is an optional communication channel for existing clients. Messages may concern appointment coordination and reminders, missing documents, signature requests, bookkeeping coordination, deadline reminders, return-call arrangements, and general service-related conversation. We also respond to client-initiated texts. Texting is not a channel for substantive, client-specific professional advice.

Messages are generally written and sent by our team. Automated appointment reminders may also be sent. Our SMS number is 970-291-1201. It is a shared firm number, so authorized team members may read and respond to your messages.

5.2 Voluntary consent

We request your permission to enroll through a separate SMS opt-in form. Providing a phone number or signing an engagement agreement does not, by itself, enroll you in the SMS program. A client-initiated conversation does not, by itself, enroll the client in future reminders or recurring messages.

Consent is not a condition of purchase or of receiving our professional services. You may decline or withdraw SMS consent and communicate with us by telephone, email, or our client portal instead.

5.3 Frequency and charges

Message frequency varies based on your appointments, service needs, and conversations with our team. Message and data rates may apply. Contact your mobile carrier about your plan and applicable charges.

5.4 Opting out and obtaining help

Reply STOP to opt out. You may also request that we stop texting you by emailing admin@singletrackaccounting.com, calling 970-291-1201, extension 4, or communicating another clear, reasonable request to us. We honor opt-out requests promptly and within applicable legal deadlines. After an opt-out, no further program texts will be sent unless you affirmatively opt in again, except for a single nonpromotional confirmation of your opt-out where permitted.

Reply HELP for assistance, email admin@singletrackaccounting.com, or call 970-291-1201, extension 4. Opting out of SMS does not terminate your engagement or prevent necessary service communications through other appropriate channels, subject to your preferences and applicable law.

5.5 SMS information and non-sharing protection

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes

Text messaging originator opt-in data and consent will not be shared with any third parties, excluding aggregators and providers of the Text Message services.

These SMS-specific restrictions control over any broader discretionary sharing language in this policy. They do not authorize sharing client financial information or tax-return information in violation of applicable law.

We use SMS-related information to conduct the conversations described above, administer the program, document consent, and honor opt-outs. Withdrawing SMS consent stops future program texts; it does not automatically require deletion of records we must retain for legal, professional, or consent-management purposes.

5.6 Sensitive information and delivery limitations

Do not send Social Security numbers, passwords, bank-account details, tax returns, or other sensitive documents by SMS. Please use Karbon for Clients for sensitive documents and financial information. Texting is not a substitute for our secure document and signature workflows.

SMS delivery and response times are not guaranteed. Do not rely on a text message alone for an urgent matter or a filing or payment deadline. Carriers are not liable for delayed or undelivered messages.

Additional program terms are available in our Terms and Conditions.

6. Data retention

We retain personal and financial information for as long as reasonably necessary to provide services, maintain required records, meet legal and professional obligations, resolve disputes, and protect legitimate rights. The appropriate period depends on the record and the applicable requirements. Consent and opt-out records may need to be retained after a client stops texting with us so we can document and honor the client’s preferences.

7. Privacy requests and communication choices

Depending on the law applicable to you and the information involved, you may have rights to request access, correction, or deletion, or to exercise other privacy choices. Contact us using the details below. We may need to verify your identity before responding to a data request; please do not send sensitive identification documents by ordinary text or email.

Some requests are subject to legal, professional, or record-retention exceptions. We will respond as required by applicable law and explain any applicable limitation. To stop marketing emails, use their unsubscribe instructions or contact us. To stop SMS messages, use the methods in Section 5.4; identity-verification procedures for data requests are not a condition of honoring a reasonable SMS opt-out.

8. Security and secure communication

We use administrative, technical, and physical safeguards intended to protect information. No transmission or storage method is completely secure. Please use the client portal for sensitive information and contact us promptly if you believe your information has been misdirected or accessed without authorization. This statement does not limit our obligations under applicable law.

9. Changes to this policy

We may update this policy and will post the revised version with an updated date. Where applicable law requires additional notice or consent, we will provide that notice or obtain that consent. Merely visiting our website or continuing an engagement does not supply SMS consent or a separate authorization required for tax-return information.

10. Contact us

SingleTrack Group LLC dba SingleTrack Accounting
1815 Central Park Dr, Ste 110 PMB 196
Steamboat Springs, CO 80487
Privacy and SMS support: admin@singletrackaccounting.com
Telephone support: 970-291-1201, extension 4
SMS number: 970-291-1201
Website: www.singletrackaccounting.com