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Privacy policy

How We Scale Tax Firms handles information you share through this website.

Draft for legal review.

Who we are

We Scale Tax Firms. Contact: hello@wescaletaxfirms.com.

What we collect

When you complete our strategy call form we collect your name, firm, contact details and your answers about your firm. We also use analytics and advertising cookies to understand how the site is used.

How we use it

To respond to your enquiry, arrange and prepare for calls, and send relevant information about our services. You can opt out of marketing messages at any time.

Who we share it with

Only service providers who help us run our business, such as CRM, scheduling and email tools, under contracts that protect your data. We do not sell personal information.

How long we keep it

As long as needed to respond and, if we work together, for our relationship and any legal retention period after it.

Your rights

You can ask to access, correct or delete your information, or object to its use, by emailing hello@wescaletaxfirms.com. Depending on where you live, including under UK GDPR and US state privacy laws, you may have further rights.