Privacy Policy, Cookie policy, and terms & Conditions
Last Updated: January 3rd, 2026
Privacy Policy
This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or interact with our services. We are committed to protecting your personal information and your right to privacy. If you have any questions about this policy or our practices, please contact us.
1. Information We Collect
We may collect information in the following ways:
1.1 Information You Provide Directly
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Contact details such as your name, email address, phone number, or business information when you submit a form, request a consultation, or communicate with us.
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Any information you voluntarily provide when engaging our accounting services.
1.2 Information Collected Automatically
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When you visit our website, certain data may be collected automatically, including:
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IP address
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Browser type and version
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Device information
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Pages visited and time spent on the site
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Referring website or link
This information is used primarily for analytics and website performance.
1.3 Information from Third‑Party Tools
We may use third‑party applications or services (such as analytics tools or marketing platforms) that collect data related to:
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Website traffic patterns
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User engagement
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Marketing campaign performance
These tools may use cookies, tracking pixels, or similar technologies.
2. How We Use Your Information
We use the information collected for the following purposes:
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To provide and improve our accounting services
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To respond to inquiries and communicate with you
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To analyze website traffic and improve user experience
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To conduct direct marketing, such as sending newsletters or service updates (only if you opt in)
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To maintain the security and functionality of our website
We do not sell, rent, or trade your personal information to any third parties.
3. Sharing of Information
We may share your information only in the following limited circumstances:
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Service Providers: Trusted third‑party vendors who assist with website analytics, marketing tools, or technical support. These providers are permitted to use your information only as necessary to perform their services.
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Legal Requirements: If required by law, regulation, or legal process.
We do not share your information for any unrelated or unauthorized purposes.
4. Cookies and Tracking Technologies
Our website and third‑party tools may use cookies or similar technologies to:
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Understand how visitors use the site
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Improve website functionality
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Support marketing and analytics
You may adjust your browser settings to refuse cookies, though some features of the site may not function properly.
5. Data Security
We take reasonable administrative, technical, and physical measures to protect your information from unauthorized access, disclosure, alteration, or destruction. While no method of transmission over the internet is completely secure, we strive to use industry‑standard safeguards.
6. Your Choices
You may:
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Opt-out of marketing communications at any time
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Request access to or correction of your personal information
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Disable cookies through your browser settings
7. Links to Third‑Party Websites
Our website may contain links to external sites. We are not responsible for the privacy practices or content of those third‑party websites.
Cookie Policy
1. What Are Cookies?
Cookies are small text files placed on your device when you visit a website. They help websites function properly, improve user experience, and provide information to website owners.
Cookies may be:
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Session cookies (deleted when you close your browser)
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Persistent cookies (stored until they expire or are deleted)
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First‑party cookies (set by our website)
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Third‑party cookies (set by external services we use)
2. How We Use Cookies
We use cookies for the following purposes:
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Essential Cookies - These cookies are necessary for the website to function properly. They enable core features such as page navigation and secure access to certain areas.
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Analytics and Performance Cookies
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We use analytics tools (such as Google Analytics or similar services) to understand:
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How visitors use our website
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Which pages are most popular
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How users navigate through the site - This helps us improve website performance and user experience.
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Marketing and Advertising Cookies
We may use third‑party marketing tools to:
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Measure the effectiveness of marketing campaigns
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Provide relevant updates or promotional information (only if you opt in)
These cookies help us understand user engagement but do not track sensitive personal information.
3. Third‑Party Cookies
Some cookies are placed by trusted third‑party service providers that support:
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Website analytics
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Marketing tools
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Embedded content (such as maps or videos)
These third parties may collect information about your device or browsing activity for the purposes described above. They are not permitted to use your data for unrelated purposes.
We do not sell or share your data with third parties for their own marketing.
4. Managing Cookies
You can control or disable cookies through your browser settings. Most browsers allow you to:
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Block cookies
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Delete existing cookies
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Receive alerts before cookies are stored
Please note that disabling certain cookies may affect website functionality.
Terms and Conditions
Welcome to MetrixAccounting.com. By accessing or using our website, services, or any related materials (collectively, the “Services”), you agree to be bound by these Terms & Conditions (“Terms”). Please read them carefully. If you do not agree with any part of these Terms, you should discontinue use of our Services.
1. Purpose of Services
Our website provides general information about our accounting, bookkeeping, tax preparation, advisory, and related professional services. All information is provided for informational purposes only and does not constitute professional advice unless you have formally engaged us through a signed service agreement.
2. Client Engagement
Engaging our Services requires a separate written agreement outlining the scope of work, fees, responsibilities, and deliverables. No accountant‑client relationship is formed through the use of this website alone.
3. Accuracy of Information
We strive to ensure that all information on our website is accurate and up to date. However, we make no guarantees regarding completeness, accuracy, or suitability. You acknowledge that you use the information at your own discretion.
4. Website Accessibility
Metrix Accounting is committed to ensuring that our website and online services are accessible to all individuals, including people with disabilities. We strive to follow recognized accessibility standards and best practices to provide an inclusive digital experience.
4.1 Accessibility Standards
We aim to align our website with widely accepted accessibility guidelines, including:
• The Web Content Accessibility Guidelines (WCAG) 2.1 Level AA
• Industry‑standard usability and compatibility practices
• Reasonable accommodation for users who rely on assistive technologies
4.2 Ongoing Improvements
We regularly review our website to identify and address accessibility barriers. This may include:
• Updating content structure
• Improving keyboard navigation
• Enhancing screen‑reader compatibility
• Adjusting color contrast and visual hierarchy
4.3 Third‑Party Content
Some areas of our website may rely on third‑party tools or integrations. While we encourage these providers to maintain accessible practices, we cannot guarantee the accessibility of third‑party content or services.
4.4 Feedback & Assistance
If you have trouble accessing any part of our website or need accommodations, please contact us. We welcome feedback and will make reasonable efforts to address accessibility issues promptly.
4.5 Alternative Formats
Upon request, we can provide information or documents in alternative accessible formats when reasonably possible.
5. Data Security & Privacy
We take data security and client confidentiality seriously.
• We use commercially reasonable administrative, technical, and physical safeguards to protect your information.
• Any personal or financial information submitted through our website or client portal is handled in accordance with our Privacy Policy.
• You agree not to share login credentials or access to secure areas of our website with unauthorized individuals.
• While we work diligently to protect your data, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.
• Please see our privacy and cookie policy above for more information.
6. User Responsibilities
By using our website, you agree that you will not:
• Use the site for unlawful or fraudulent purposes
• Attempt to gain unauthorized access to our systems
• Upload harmful code, malware, or disruptive content
• Misuse or copy proprietary materials without permission
7. Intellectual Property
All content on this website—including text, graphics, logos, icons, and software—is the property of Metrix Accounting, LLC. You may not reproduce, distribute, or modify any content without prior written consent.
8. Third‑Party Links
Our website may contain links to third‑party websites. These links are provided for convenience only. We do not endorse or control these sites and are not responsible for their content, policies, or practices.
9. Limitation of Liability
To the fullest extent permitted by law, Metrix Accounting is not liable for:
• Any damages arising from your use of our website
• Errors, omissions, or inaccuracies in website content
• Unauthorized access to or use of your information
• Any interruption, delay, or failure of the website
Your sole remedy for dissatisfaction with the website is to stop using it.
10. No Guarantees
Accounting and tax outcomes depend on many factors, including information provided by you. We do not guarantee specific results unless explicitly stated in a signed engagement agreement.
11. Client Portal Terms
The Client Portal (“Portal”) is a secure online platform provided to clients for document exchange, communication, and access to certain Services. By using the Portal, you agree to the following terms:
11.1 Access & Authentication
• Portal access is granted solely to authorized clients of Metrix Accounting.
• You are responsible for maintaining the confidentiality of your login credentials.
• You agree to notify us immediately if you suspect unauthorized access to your account.
11.2 Use of the Portal
You agree to use the Portal only for legitimate business purposes related to your engagement with us. You must not:
• Upload harmful, illegal, or inappropriate content
• Share access with unauthorized individuals
• Attempt to bypass security features or interfere with Portal functionality
11.3 Document Exchange
• Documents uploaded to the Portal must be accurate, complete, and provided in a timely manner.
• You acknowledge that delays in uploading required documents may impact deadlines, filings, or deliverables.
• We may store, archive, or remove documents in accordance with our retention policies.
11.4 Communications
• Communications through the Portal may be used for sharing sensitive financial information.
• You acknowledge that Portal messages may form part of your client file.
• The Portal should not be used for urgent matters; response times may vary.
11.5 Security
• The Portal uses encryption and other safeguards to protect your data.
• Despite these measures, no system is completely secure. You acknowledge and accept this risk.
• We are not responsible for breaches caused by your failure to secure your devices, passwords, or network.
11.6 Availability
• We strive to maintain continuous Portal availability but do not guarantee uninterrupted access.
• Scheduled maintenance, technical issues, or third‑party service disruptions may affect availability.
11.7 Termination of Access
• Completion or termination of your engagement
• Security concerns
• Misuse of the Portal