Website Privacy Policy

Effective Date: April 29, 2026

Avant Accounting, LLC ("we," "us," or "our") values your trust. This Privacy Policy explains how we collect, use, and protect your information in accordance with professional standards and federal law.

Information We Collect

As a CPA firm, we collect nonpublic personal information (NPI) to provide professional accounting and tax services. This includes:

  • Personal Identifiers: Name, physical address, Social Security Number (SSN), and email.

  • Financial Data: Tax organizers, worksheets, bank statements, and income records.

  • Mobile Information: Phone numbers provided for SMS/text communication. [7, 8]

Website Privacy Policy

Effective Date: April 29, 2026

At Avant Accounting LLC, we are committed to protecting your privacy and the confidentiality of your Non-Public Information (NPI). This Privacy Policy explains how we collect, use, and safeguard your information.

Information We Collect

As a CPA firm, we collect nonpublic personal information (NPI) to provide professional accounting and tax services. This includes:


  • Personal Identifiers: Name, physical address, Social Security Number (SSN), and email.

  • Financial Data: Tax organizers, worksheets, bank statements, and income records.

  • Mobile Information: Phone numbers provided for SMS/text communication.

How We Use Your Information

How We Use Your Information

We use your information to provide professional services, manage your account, send appointment reminders, and, with your explicit consent, share marketing communications regarding our services.

We may share information as discussed below, but we won’t sell it to advertisers or other third parties.

Others working for and with Us. We use certain trusted third parties (for example, providers of customer support, eSign and IT services) to help us provide, improve, protect, and promote our Services. These third parties will access your information only to perform tasks on our behalf in compliance with this Privacy Policy, and we’ll remain responsible for their handling of your information per our instructions. For a list of trusted third parties that we use to process your personal information, please see our third party vendors below.

Other users. Our Services display information like your name, profile picture, device, and email address to other users in places like your user profile and sharing notifications. You can also share Your Stuff with other users if you choose. When you register your account with an email address on a domain owned by your employer or organization, we may help collaborators and administrators find you and your team by making some of your basic information—like your name, team name, profile picture, and email address—visible to other users on the same domain. This helps you sync up with teams you can join and helps other users share files and folders with you. Certain features let you make additional information available to others.

Team Admins. If you are a user of a team, your administrator may have the ability to access and control your team account. Please refer to your organization’s internal policies if you have questions about this. If you are not a team user but interact with a team user (by, for example, joining a shared folder or accessing stuff shared by that user), members of that organization may be able to view the name, email address, profile picture, and IP address that was associated with your account at the time of that interaction.

Law & Order and the Public Interest. We may disclose your information to third parties if we determine that such disclosure is reasonably necessary to: (a) comply with any applicable law, regulation, legal process, or appropriate government request; (b) protect any person from death or serious bodily injury; (c) prevent fraud or abuse of our platform or our users; (d) protect our rights, property, safety, or interest; or (e) perform a task carried out in the public interest.

Stewardship of your data is critical to us and a responsibility that we embrace. We believe that your data should receive the same legal protections regardless of whether it’s stored on our Services or on your home computer’s hard drive. We’ll abide by Government Request Policies when receiving, scrutinizing, and responding to government requests (including national security requests) for your data:

• Be transparent,

• Fight blanket requests,

• Protect all users, and

• Provide trusted services.


We may share information as discussed below, but we won’t sell it to advertisers or other third parties.

Others working for and with Us. We use certain trusted third parties (for example, providers of customer support, eSign and IT services) to help us provide, improve, protect, and promote our Services. These third parties will access your information only to perform tasks on our behalf in compliance with this Privacy Policy, and we’ll remain responsible for their handling of your information per our instructions. For a list of trusted third parties that we use to process your personal information, please see our third party vendors below.

Other users. Our Services display information like your name, profile picture, device, and email address to other users in places like your user profile and sharing notifications. You can also share Your Stuff with other users if you choose. When you register your account with an email address on a domain owned by your employer or organization, we may help collaborators and administrators find you and your team by making some of your basic information—like your name, team name, profile picture, and email address—visible to other users on the same domain. This helps you sync up with teams you can join and helps other users share files and folders with you. Certain features let you make additional information available to others.

Team Admins. If you are a user of a team, your administrator may have the ability to access and control your team account. Please refer to your organization’s internal policies if you have questions about this. If you are not a team user but interact with a team user (by, for example, joining a shared folder or accessing stuff shared by that user), members of that organization may be able to view the name, email address, profile picture, and IP address that was associated with your account at the time of that interaction.

Law & Order and the Public Interest. We may disclose your information to third parties if we determine that such disclosure is reasonably necessary to: (a) comply with any applicable law, regulation, legal process, or appropriate government request; (b) protect any person from death or serious bodily injury; (c) prevent fraud or abuse of our platform or our users; (d) protect our rights, property, safety, or interest; or (e) perform a task carried out in the public interest.

Stewardship of your data is critical to us and a responsibility that we embrace. We believe that your data should receive the same legal protections regardless of whether it’s stored on our Services or on your home computer’s hard drive. We’ll abide by Government Request Policies when receiving, scrutinizing, and responding to government requests (including national security requests) for your data:

• Be transparent,

• Fight blanket requests,

• Protect all users, and

• Provide trusted services.


Text Messaging (SMS) Privacy & Consent

Text Messaging (SMS) Privacy & Consent

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

  • Transactional Messages: Sent to users who provide their phone number for appointment reminders and account updates.

  • Marketing Messages: Sent only to users who provide express written consent via our optional marketing checkbox.

  • Opt-Out: You may opt-out of text messaging at any time by replying "STOP" to any message. Text "HELP" for assistance.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

  • Transactional Messages: Sent to users who provide their phone number for appointment reminders and account updates.

  • Marketing Messages: Sent only to users who provide express written consent via our optional marketing checkbox.

  • Opt-Out: You may opt-out of text messaging at any time by replying "STOP" to any message. Text "HELP" for assistance.

Limited Sharing for Service Delivery

Limited Sharing for Service Delivery

To provide high-quality services, we may share your NPI with trusted third parties as permitted by law:

  • Service Providers: We share data with subcontractors or software vendors (e.g., secure client portals, tax preparation software) who assist in our business operations.

  • Professional Requirements: These parties are contractually obligated to maintain the confidentiality and security of your data.

  • Legal Obligations: We may disclose information to comply with a subpoena, court order, or IRS inquiry.

Note: This professional sharing never includes your SMS opt-in consent data, which remains strictly confidential as noted in Section 3.

To provide high-quality services, we may share your NPI with trusted third parties as permitted by law:

  • Service Providers: We share data with subcontractors or software vendors (e.g., secure client portals, tax preparation software) who assist in our business operations.

  • Professional Requirements: These parties are contractually obligated to maintain the confidentiality and security of your data.

  • Legal Obligations: We may disclose information to comply with a subpoena, court order, or IRS inquiry.

Note: This professional sharing never includes your SMS opt-in consent data, which remains strictly confidential as noted in Section 3.

Data Security & Ohio Compliance

Data Security & Ohio Compliance

We implement industry-standard security measures, including encryption and secure portals, to protect your data from unauthorized access.

Your Rights

Your Rights

You have the right to access, correct, or request the deletion of your personal data, subject to legal and professional record-retention requirements.

Cookies, Tracking Technologies, and Analytics

Cookies, Tracking Technologies, and Analytics

We use cookies—small text documents stored on your computer’s hard drive—and similar technologies (like server logs and social media pixels) to collect information about how our Website is used.


  • Information Collected: Information collected through these automatic data collection technologies, which includes analytics service providers like Google Analytics, generally consists of non-personal information such as your IP address, browser type and language, date and time of visits, pages viewed, time spent on the site, and what sections of the Website you visit. This data is used for statistical purposes.

  • Purpose: The data is used to track user information, monitor traffic and usage patterns, authenticate your login, speed up searches, and improve our Website and services. If you voluntarily provide personal information, we may associate the automatically collected information with your personal information.

  • Third Parties: Third parties may use cookies and tracking technologies, including social media pixels, to collect information about your online activities over time and across different websites to offer you interest-based advertising or other specific content.

  • Your Choices: You may control cookies through your browser settings, but disabling them may limit your ability to use certain features of our website. Note that we do not currently respond to “Do Not Track” signals set by your browser.

Changes to This Policy

Changes to This Policy

We may update this policy from time to time. Any changes will be posted on our website with an updated effective date.

Contact Information

Contact Information

For questions regarding this policy or your data, please contact us:


Avant Accounting, LLC

670 Meridian Way Suite 193

Westerville, OH 43082

Phone: 380-256-2844

Email: partners@theavantway.com

A partnership model designed for the new world of accounting.

Avant Accounting, LLC

380-256-2844

partners@theavantway.com

670 Meridian Way Suite 193, Westerville, OH 43082

© 2026 Avant Accounting, LLC. All rights reserved.

Back to top

A partnership model designed for the new world of accounting.

Avant Accounting, LLC

380-256-2844

partners@theavantway.com

670 Meridian Way Suite 193, Westerville, OH 43082

© 2026 Avant Accounting, LLC. All rights reserved.

Back to top

A partnership model designed for the new world of accounting.

Avant Accounting, LLC

380-256-2844

partners@theavantway.com

670 Meridian Way Suite 193, Westerville, OH 43082

© 2026 Avant Accounting, LLC. All rights reserved.

Back to top