Privacy Policy

This page explains what information Integrated Financial Services collects through this website and how we use it. We keep it short because we collect very little.

Information you send us

When you use our Contact Us form or request a ShareFile account, we collect what you type in, such as your name, email address, phone number and message. The form is delivered to our office by email through Web3Forms, a form-delivery service. We use this information only to reply to you and to set up your account.

Please don't send tax documents or Social Security numbers through these forms. Use our Secure Portal instead.

Visitor statistics

We use Cloudflare Web Analytics to count visits and see which pages are viewed, which websites send visitors to us, and general information such as country and type of device. It does not use cookies and does not track you across other websites or build a profile of you.

Content from other companies

Some pages include content from other companies, which may collect information under their own privacy policies:

  • ShareFile, our secure document portal
  • YouTube, which hosts our ShareFile training videos
  • Google, which provides the map on our Directions page and the fonts used on this site

What we don't do

  • We don't sell or rent your information.
  • We don't use advertising or tracking cookies.
  • We don't share what you send us except as needed to deliver it to our office, or when required by law.

Information you share with us as a tax or accounting client is kept confidential as required by law, including the IRS rules that apply to tax preparers.

Children

This website is not meant for children under 13, and we don't knowingly collect information from them.

Questions

If we change this policy, we'll update this page. Last updated November 2026.