Blue Sage Tax and Accounting Inc.
Last updated: October,2025

Blue Sage Tax and Accounting Inc. (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or communicate with us via phone, email, or SMS.

1. Information We Collect

We may collect the following types of information:

a. Personal Information

Full name

Email address

Phone number

Mailing address

Tax-related and financial information voluntarily provided

Any other information you submit through forms, bookings, or communications

b. Communication Data

SMS messages, call records, and email communications

Opt-in and opt-out records for messaging compliance

c. Technical Information

IP address

Browser type

Device information

Website usage data (via cookies or analytics tools)

2. How We Use Your Information

We use your information to:

Provide tax preparation, accounting, and advisory services

Schedule appointments and respond to inquiries

Send transactional messages (appointment reminders, document requests, service updates)

Send marketing or informational messages only with your explicit consent

Comply with legal and regulatory obligations

Improve our website and services

3. SMS Messaging & A2P Compliance

By providing your phone number and opting in, you consent to receive SMS messages from Blue Sage Tax and Accounting Inc. including:

Appointment confirmations and reminders

Requests for documentation

Service notifications

Important account or tax-related updates

Message frequency may vary.
Message and data rates may apply.

Opt-Out

You may opt out at any time by replying STOP to any SMS message.
For help, reply HELP or contact us directly.

👉 We do not share or sell SMS consent to third parties.

4. Sharing of Information

We do not sell, rent, or trade your personal information. We may share information only with:

Service providers assisting in operations (e.g., SMS, CRM, hosting platforms)

Government authorities when required by law

Professional advisors under confidentiality obligations

All third parties are required to maintain confidentiality and data security.

5. Data Security

We implement administrative, technical, and physical safeguards to protect your information. While no method of transmission is 100% secure, we take reasonable steps to protect your data from unauthorized access or disclosure.

6. Cookies & Tracking Technologies

Our website may use cookies or similar technologies to enhance user experience and analyze website traffic. You may disable cookies through your browser settings.

7. Your Rights

Depending on your location, you may have the right to:

Access your personal data

Request correction or deletion

Withdraw consent for communications

Lodge a complaint with a regulatory authority

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices or content.

9. Updates to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.

10. Contact Information

Blue Sage Tax and Accounting Inc.
📧 Email: [your email]
📞 Phone: [your phone number]
🌐 Website: [your website URL]