Marshall & Shaw Privacy Policy

Marshall & Shaw, LLC (the “Firm”) has adopted this Privacy Policy (the “Policy”) recognizing that protecting the privacy and security of the personal information (“Information”) we obtain about our clients is an important responsibility. To serve our clients in an accurate and efficient manner, we must collect and maintain certain personal information about them. We are committed to protecting our client’s information and their right to privacy. By using our website or services, you agree to the terms of this Policy.

Information We Collect

We collect certain Information about you (including, but not limited to, your name, address, email address, driver’s license and passport number, bank account number, credit or debit card number, social security number, date of birth, payroll information, etc.) from information that you or your authorized representatives (such as your attorney, accountant, etc.) provide to us (electronic, telephone, written or in person). We also collect information about your bank accounts, credit cards and transactions (such as bills and invoices paid, account balances, inquiries, etc.), as well as information to process transactions or to conduct online transactions or provide payroll services. We only collect medical information to the extent that you send us medical bills and invoices for payment. It is important that the personal information we hold about you is true, complete, accurate and current. Accordingly, you must notify us of any changes to the information you have provided to us.

How we use Information

We use collected information to provide bookkeeping services, communicate with clients and respond to inquiries, process payments and maintain records, improve our website and services, comply with legal, tax, and regulatory requirements and protect against fraud or unauthorized activity.

Information We Share, Disclose and/or Store

We do not sell Information. We share Information with third parties only in a limited way to conduct business and provide service to customers, or as required by applicable law or court order. We share Information with your advisors such as financial planners, investment advisors and tax accountants as is authorized in the contract which you signed upon retaining our services. We may disclose your Information for any other purpose with your consent, including with any person who you have named as a person we can contact to discuss your account and any agent or representative of yours.
Your Information may be shared or stored with third-party technical service providers (including Microsoft, Kintone, Plaid, Quicken, PayChex, Amazon Web Services, etc.), mail carriers, hosting providers, IT companies and communications agencies. Such third parties will only have access to your Information to the extent that they need to perform those services. They are required to keep your Information confidential and may not use it other than as we ask them to and always in accordance with this Policy.

Protection Of Your Information

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal and financial information from unauthorized access, disclosure, alteration, or destruction. Security measures may include secure document storage, password-protected systems, encryption where appropriate, limited access to confidential information, secure third-party software providers. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security. We retain information for as long as necessary to provide services, comply with legal, tax, and regulatory obligations, resolve disputes and enforce agreements.

Questions Regarding this Policy

Please contact us at office@marshallandshaw.com with any questions or concerns about our Policy or about our practices with regards to personal Information.

This Policy was last updated on May 8, 2026.