Privacy Policy

1. Introduction

Welcome to Glater CPA (“Company,” “we,” “our,” or “us”). We are committed to protecting your personal information and your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit https://www.glatercpa.com/ (the “Website”).

By using our Website, you agree to the terms described in this Privacy Policy. If you do not agree, please discontinue use of the Website.

2. Business Information

Glater CPA
2645 Executive Park Dr, Weston, FL 33331, United States
Email: mglater@glatercpa.com
Phone: (954) 874-3200

3. Information We Collect

We may collect information that identifies, relates to, describes, or could reasonably be linked to you. This includes:

A. Personal Information You Provide

  • Name

  • Email address

  • Phone number

  • Mailing address

  • Any details submitted through our contact form, AI chatbot, or appointment scheduling tools

  • Documents or information voluntarily uploaded or shared

B. Automatically Collected Data

We use various tools, including Google Analytics, to automatically collect technical data such as:

  • IP address

  • Browser type

  • Operating system

  • Device identifiers

  • Pages visited

  • Time spent on pages

  • Referring websites

C. Information Collected Through the GoHighLevel AI Chatbot

Our website uses a GoHighLevel AI Chatbot to improve communication and support. This chatbot may collect:

  • Chat logs

  • User-submitted messages

  • Contact details (if you provide them)

  • Website behavior data to improve support responses

D. Cookies and Tracking Technologies

We use CookieYes to manage cookie consent and disclosure. Cookies may store:

  • Preferences

  • Analytics data

  • Functional information

  • Marketing and retargeting data

You may manage your cookie preferences at any time using the CookieYes banner.

4. How We Use Your Information

We may use the information collected for various business purposes, including:

  • Providing accounting and tax services

  • Responding to inquiries and customer support requests

  • Improving our Website and user experience

  • Sending appointment confirmations or follow-up communication

  • Marketing, newsletters, or relevant service updates (with consent where required)

  • Analyzing website performance and visitor behavior

  • Ensuring compliance with legal obligations

5. Sharing Your Information

We do not sell your personal information. We may share information with:

A. Service Providers

Including but not limited to:

  • CookieYes (cookie consent management)

  • Google Analytics (website analytics)

  • GoHighLevel (CRM, AI chatbot, communication tools)

  • IT, hosting, and email service providers

B. Legal Compliance

We may disclose information:

  • To comply with applicable laws

  • In response to legal requests (court orders, subpoenas, etc.)

  • To protect our rights, safety, or property

6. Google Analytics

We use Google Analytics to understand how visitors interact with our site.
Google may collect:

  • Device data

  • IP address

  • User interactions

Google Analytics may use cookies or similar technologies.
You can review Google’s policies here:
https://policies.google.com/privacy

You may opt out of Google Analytics tracking using:
https://tools.google.com/dlpage/gaoptout/

7. CookieYes

CookieYes allows visitors to manage cookie preferences.
It may:

  • Log consent

  • Manage cookie categories

  • Store visitor preferences

No personally identifiable information is stored without consent.

8. GoHighLevel AI Chatbot

The chatbot may:

  • Log conversations

  • Capture user-provided contact details

  • Improve automated responses

  • Facilitate communication between you and our team

GoHighLevel stores data securely and adheres to global privacy standards.

9. Data Security

We implement security measures designed to protect your information. However, no method of data transmission over the Internet is completely secure. You use the Website at your own risk.

10. Your Rights

Depending on your location, you may have rights such as:

  • Access to personal data

  • Correction of inaccurate data

  • Deletion of personal data

  • Opting out of marketing communications

  • Restricting processing

To submit a request, contact us at mglater@glatercpa.com.

11. Third-Party Links

Our Website may include links to third-party websites. We are not responsible for their content or practices.

12. Children’s Privacy

We do not knowingly collect information from children under the age of 13. If you believe we have inadvertently collected such information, please contact us.

13. Changes to This Privacy Policy

We may update this Privacy Policy at any time. Updates will be posted on this page with a revised “Last Updated” date.

14. Contact Us

If you have questions or concerns about this Privacy Policy, contact us:

Email: mglater@glatercpa.com
Phone: (954) 874-3200
Address: 2645 Executive Park Dr, Weston, FL 33331, United States