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Privacy Policy

Snap Advisory Inc · Effective October 30, 2026

This policy explains how Snap Advisory Inc handles information collected through snapadvisory.com. Client engagements, tax documents, payments, and client portals may be subject to additional notices and professional confidentiality requirements.

Information we collect and why

Please do not enter Social Security numbers, account numbers, tax documents, or other sensitive financial information in a general inquiry or scheduling form. Use the secure client upload service for documents we request.

Cookies and your choices

Required features support website delivery, security, and remembering your privacy choice. Our preference cookie, snap_cookie_preferences, records your selected categories, policy version, and the time you saved your choice for up to 180 days. It applies to this domain and its www address.

For visits identified by Cloudflare as originating in the United States, Google Analytics and Microsoft Clarity start automatically unless a saved preference or detected browser privacy signal disables them. These tools may collect information before you interact with the banner. We do not record automatic activation or continued browsing as your affirmative consent.

For visits outside the United States, or when the location cannot be determined, these tools stay off until you permit their respective categories. Closing the preferences window or continuing to browse does not grant consent. We also leave automatic tracking off if your browser blocks the storage needed to remember an opt-out. Location detection is based on the network connection and may be affected by a VPN or proxy.

Choose Accept all to save a preference allowing both categories, or Customize to choose separately. To opt out, turn off Analytics and Website experience and select Save preferences. Turning one category off does not disable the other.

Google Analytics may use cookies named _ga and _ga_…; Clarity may use _clck and _clsk. These support visitor and session measurement. Our site sends advertising storage and advertising personalization consent as denied.

Use here or in the footer to change your selection. Turning a category off stops future loading of that tool, removes its accessible first-party analytics cookies, and reloads the page if needed to stop already-running scripts. Your opt-out applies going forward. It does not undo collection before your choice, erase information previously received by a provider, or remove cookies on that provider's own domain. You can also use your browser's cookie controls. Clearing cookies or using another browser may require a new choice.

Browser privacy signals: when this site detects Global Privacy Control or a Do Not Track value of “1,” it keeps Google Analytics and Clarity off, even if a prior selection allowed them. This does not prevent information needed to deliver the website or information you deliberately send through a form, calendar, or external link.

Providers and external services

We share information with providers that help host and secure our site, measure its use with your permission, process inquiries, schedule appointments, deliver communications, and provide requested services. Providers receive information relevant to those functions. Their own practices are described in their policies:

The Calendly calendar loads automatically on pages that include scheduling, connecting your browser to Calendly without requiring a separate click. The embedded Zoho inquiry form connects to Zoho only when you select the button to load it. These providers receive technical information and information you submit and may use their own cookies. Opening a direct link also connects to the provider. Our optional analytics choices do not control those providers' own websites. Client login, secure upload, payment, map, and other external links are also governed by the relevant provider's notices.

Third-party providers may process information across their services or combine it with information they already hold, as described in their policies. We may also disclose information when required by law or reasonably necessary to respond to legal proceedings, prevent fraud, or protect people, our services, and our rights.

Email and text communications

Accepting website cookies does not subscribe you to marketing emails or text messages. We use contact details you provide to respond to inquiries and communicate about appointments and services. You can unsubscribe from marketing emails through the link in those messages.

Text messaging consent is obtained separately from cookie consent. Where you agree to text messages, the notice presented when you sign up describes the messages covered. Message frequency varies; message and data rates may apply. Reply STOP to stop text messages or HELP for assistance. Consent to marketing texts is not a condition of purchasing services.

We do not sell or rent your inquiry contact information. We do not share mobile numbers or SMS opt-in information with third parties or affiliates for their marketing or promotional purposes. Messaging providers may process this information to deliver communications on our behalf.

Retention and security

Retention depends on the purpose of the information, our client relationship, applicable professional and legal recordkeeping requirements, and the settings and retention practices of the providers involved. Cookie expiration and deletion do not necessarily delete information already collected. Contact us with a question about a specific record.

This website uses HTTPS to encrypt information in transit. No website or transmission method can guarantee absolute security. Use our secure upload service rather than public forms for confidential client documents.

Requests and contact

You may contact us to ask about information you have provided, request access, correction or deletion, or raise a privacy concern. We will assess requests under applicable law and may need to verify your identity. Some records must be retained for legal, professional, security, or business purposes.

Call (408) 241-4100, use our contact page, or write to Snap Advisory Inc, 6203 San Ignacio Ave Ste 110, San Jose, CA 95119.

Policy changes

We will post changes on this page and update the effective date. Where applicable law requires additional notice or consent for a change in how information is used, we will provide it before making that change.

Required features: always active

Site delivery, security, and remembering your privacy choice.

These choices do not subscribe you to email or text messages. Forms and scheduling tools load separately when you request them. Read our Privacy Policy.