Privacy policy
How SquareBooks Advisory Partners handles the information you share with us. Last updated October 7, 2026.
What we collect
When you contact us, we collect the details you choose to share — such as your name, email, phone number, and a description of your needs. We also record how you found the site (for example, the referring page or campaign link) so we understand which channels are working.
How we use it
We use your information only to respond to your inquiry and, if you become a client, to deliver our services. We do not sell, rent, or trade personal information.
Service providers
- Contact form submissions are processed by Web3Forms and delivered to our email.
- Meeting scheduling is handled by Calendly.
- The website is hosted on Cloudflare.
Each provider handles data under its own privacy policy.
Client financial information
Financial records and tax documents shared during an engagement are kept confidential, accessed only as needed to perform the work, and exchanged through secure tools — never by plain-text email or chat.
Your choices
You can ask us to update or delete the information you've shared at any time by emailing [email protected].