Privacy Policy

Last updated: September 2026

At The Balance Co., confidentiality is an essential part of our work as an accounting firm. This policy explains what information we collect through our website thebalanceco.net, how we use it, and the rights you have over it.

1. Information we collect

Through the contact form we collect only the data you provide: name, company or business (optional), phone or WhatsApp, email (optional), service of interest and any message you choose to write. We do not request financial documents, tax returns or credentials through the website.

2. How we use your information

We use form data exclusively to respond to your inquiry, guide you about our services and schedule an initial consultation if you wish. We do not use your information for mass mailings or add it to marketing lists without your consent.

3. Who it is shared with

We do not sell, rent or share your personal information with third parties for commercial purposes. The site's form is processed through Formspree, a form provider that delivers your message to our email; its data handling is governed by its own privacy policy. WhatsApp messages are governed by that platform's terms.

4. Client information

The accounting, tax and financial information our clients entrust to us during a professional engagement is handled under strict confidentiality protocols and the professional duties applicable to Certified Public Accountants in the Republic of Panama. That relationship is governed by the corresponding service agreement, not by this website policy.

5. Retention

We keep inquiry data for as long as necessary to address your request and provide reasonable follow-up. You may ask us to delete it at any time.

6. Your rights

• Know what data of yours we hold and request a copy.
• Request correction or deletion of your data.
• Withdraw your consent and ask us not to contact you again.

To exercise any of these rights, write to info@thebalanceco.net or via WhatsApp at +507 6696-9096.

7. Cookies and measurement technologies

This site uses the Google tag (Google Ads) for advertising measurement purposes. Specifically, it lets us know how many people who reached our site from an ad went on to complete the contact form. This measurement may involve Google cookies being set in your browser and data being transmitted to Google.

We want to be clear about the scope: this tool reports aggregate conversion figures to us, not the identity of whoever submits the form. We do not use this data to individually profile our visitors, nor do we cross-reference it with our clients' accounting information.

You can limit this measurement through your browser settings, by blocking third-party cookies or by using Google's ad settings. Fonts are loaded from Google Fonts, which may also involve your browser making requests to Google servers.

8. Changes to this policy

We may update this policy from time to time. The "last updated" date above indicates the current version.