Privacy Policy
Effective date: September 22, 2026
Proteris, PLLC, doing business as Proteris CPA Advisory (“Proteris,” “we,” “us,” or “our”), operates the website at proteris.com. This policy explains what information we collect through this website, how we use it, and the choices available to you.
This policy covers our website only. Information you provide to us in the course of a professional engagement is governed by our engagement letter and by the confidentiality obligations that apply to licensed certified public accountants.
Information you provide
You may choose to give us information directly:
- Contact form. Name, email address, company name, and whatever you include in your message.
- Scheduling. When you book a consultation, our scheduling provider collects your name, email address, company, industry, approximate revenue range, information about who handles your accounting, what you are looking for, and any detail you choose to share about what prompted you to reach out.
- Email and telephone. Anything you send us directly.
We ask for this information so that we can respond to you and prepare for a conversation. We do not require any of it to browse the site.
Information collected automatically
When you visit the site, we and our analytics provider may collect standard technical information: IP address, browser type, device type, referring page, pages viewed, and time spent. This is collected through cookies and similar technologies, and is used in aggregate to understand how the site is used and how it can be improved.
How we use information
We use the information described above to respond to inquiries, schedule and prepare for consultations, provide the services you request, improve the website, and comply with our legal and professional obligations.
We do not sell your personal information. We do not share it with third parties for their own marketing purposes.
Service providers
We use a small number of third-party services to operate the site. Each receives only the information necessary to perform its function:
- Website hosting — hosting, security, and delivery of the site
- Google Analytics and Google Tag Manager — website analytics
- Calendly — consultation scheduling and intake
- SMTP2GO — delivery of email generated by the contact form
- Microsoft 365 — our email and calendar
Each of these providers maintains its own privacy policy governing its handling of information.
Cookies
The site uses cookies for analytics. Most browsers allow you to refuse or delete cookies through their settings. Google also offers a browser add-on that opts you out of Google Analytics collection across all sites. Disabling cookies will not prevent you from using this website.
Retention
We retain inquiry and scheduling information for as long as needed to respond to you and to maintain reasonable business records. Information relating to a professional engagement is retained in accordance with our professional record retention obligations.
Security
We use commercially reasonable measures to protect information transmitted through this website. No method of transmission or storage is completely secure, and we cannot guarantee absolute security. Please do not send confidential financial information, account numbers, or tax identification numbers through the contact form.
Your choices
You may request access to, correction of, or deletion of the personal information you have provided through this website by emailing website@proteris.com. We will respond within a reasonable period. Some information may be retained where required by law or professional standards.
Children
This website is directed to businesses and is not intended for anyone under the age of eighteen. We do not knowingly collect information from children.
Links to other sites
This website may link to third-party websites. We are not responsible for the privacy practices or content of those sites.
Changes
We may update this policy from time to time. The effective date above will reflect the most recent revision.
Contact
Proteris, PLLC d/b/a Proteris CPA Advisory