Last updated: October 29, 2026
Information we collect
- Contact details such as your name, phone number, email address, and mailing address.
- Business and tax information you provide so we can deliver bookkeeping, payroll, tax, and advisory services.
- Information you submit through our questionnaires, scheduling tools, client portal, or AI assistant.
- Your SMS opt-in consent and messaging preferences.
- Basic website usage data, such as pages visited and browser type.
How we use your information
- To provide, schedule, and support the services you request.
- To communicate with you by phone, email, or text message, including appointment reminders, document requests, account notifications, and replies to your questions.
- To meet legal, regulatory, and recordkeeping obligations.
- To improve our website and services.
Who we share your information with
We do not sell your personal information. We share it only with service providers who help us operate our business (such as our secure client portal, scheduling, payroll, and tax software providers), with taxing authorities when filing on your behalf, or when required by law. These providers may use your information only to perform services for us.
SMS consent is not shared with third parties or affiliates. 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.
Security
We use reasonable administrative, technical, and physical safeguards to protect your information, including a secure client portal for documents.
Your choices
You may opt out of text messages at any time by replying STOP. You may ask us to update or correct your information by contacting us.
Related terms
See our Terms & Conditions and SMS Terms of Service.
Contact us
Marlow Accounting · 3970 Avenue D, Suite D, Billings, MT 59102 · (406) 290-1214 · cory@marlowaccounting.com