Privacy Policy for Markology
Last Updated: May 19, 2026
Markology ("we," "us," or "our") is a marketing agency built specifically for accountants, CPAs, bookkeepers, tax professionals, and any other businesses, organizations, or individuals who interact with our site, services, or company. We're committed to protecting the privacy of every firm owner, partner, team member, prospect, visitor, vendor, or other party who visits our site, requests a marketing audit, books a strategy call, works with us as a client, or otherwise engages with Markology. This Privacy Policy explains what we collect, how we use it, and how we keep your information safe when you visit https://www.markology.io/ (the "Site") or engage with our marketing services.
Who This Policy Applies To
This policy applies to accounting and bookkeeping firm owners, partners, staff, prospects, and any other visitors, users, vendors, or third parties who interact with Markology — whether you're requesting a free marketing audit, booking a discovery call, subscribing to our content, working with us as an ongoing client, or otherwise engaging with our site, services, or company in any capacity.
Information We Collect
We collect information about you in two ways: directly from you, and automatically through your use of the Site.
Information You Provide Directly to Us
We collect personal and business information you voluntarily provide when you interact with us. This may include:
Contact Information: Your name, email address, phone number, and firm or business name when you fill out a form, book a Calendly call, or request a marketing audit.
Firm or Business Information: Details about your accounting or bookkeeping practice (or any other business you operate) — services offered, niche, firm or company size, current website, current marketing efforts, geographic market, ideal client profile, and growth goals — shared during discovery calls, audits, onboarding, and ongoing strategy work.
Account Information: Username, password, and login credentials when you create an account or access a client portal.
Payment Information: Billing address and payment details when you become a paying client. Card data is handled by our payment processor; we do not store full card numbers.
Marketing Platform Access: If you become a client, you may grant us access to your Google Analytics, Google Search Console, Google Business Profile, Google Ads, Meta Ads, LinkedIn Ads, hosting/CMS, social accounts, CRM, or any other platforms necessary to deliver the marketing work you've hired us to do.
Information We Collect Automatically
When you visit the Site, we automatically collect certain information about your device, including:
Log Information: IP address, browser type, operating system, referring URLs, pages viewed, and dates/times of access.
Device Information: Device type, unique device identifier, and mobile network information.
Cookies and Other Tracking Technologies: We use cookies, analytics pixels, and similar technologies (including Google Analytics, Meta Pixel, and LinkedIn Insight Tag) to understand how visitors use the Site, measure ad performance, and improve our marketing.
How We Use Your Information
We use the information we collect about you for purposes including:
To deliver our services: Running SEO, content marketing, paid ads, GEO (Generative Engine Optimization), lead funnels, and website work for our accounting firm clients and any other clients or parties we serve.
To personalize and improve the Site: Showing you relevant case studies, content, and offers aligned with your firm or business type — tax, bookkeeping, fractional CFO, niche specialty, local practice, or any other business, industry, or interest area applicable to you.
To communicate with you: Responding to inquiries, sending audits and proposals, sharing marketing tips for accountants and other professionals, and notifying you of service updates.
To run our own marketing: Building remarketing audiences, sending email newsletters (you can unsubscribe at any time using the link in any email), and measuring the performance of our own campaigns.
To protect our rights and your data: Detecting fraud, preventing misuse of the Site, and meeting our legal obligations.
To power AI agents and AI-generated processes: We may use the information we collect to operate AI agents, AI-assisted workflows, and AI-generated content processes that support our internal operations, service delivery, and our own marketing — including drafting communications, generating reports, building strategy recommendations, producing content, automating routine tasks, and improving the quality and speed of the work we do for clients and any other parties we serve. AI tools are used by our team with human oversight applied where appropriate, and we do not sell your personal information to AI providers.
Confidentiality of Firm and Client Information
Because we work inside accounting firms and other businesses, we routinely see sensitive business information — client lists, revenue, pricing, niche strategy, internal processes, and team structure. We treat all of this as confidential, regardless of whether you are an accounting firm, another type of business, or any other party that shares information with us.
How We Share Your Information
We may share your personal information with the following parties:
Service Providers: Trusted third parties that help us run our business. Each is bound by their own privacy and security obligations.
Ad Platforms: Aggregated or hashed data shared with Google Ads, Meta Ads, and LinkedIn Ads and other platforms, to measure performance and build lookalike audiences for our own marketing.
Legal and Safety: When required by law, subpoena, or court order, or as necessary to protect our rights, your safety, or the safety of others.
Business Transfers: If Markology is involved in a merger, acquisition, or sale of assets, your information may transfer as part of that transaction.
We do not sell your personal information.
Your Choices
You can choose not to provide us with certain information, though this may limit your ability to receive an audit or work with us. You can control the use of cookies through your browser settings; if you disable cookies, some features of the Site may not function properly. You can unsubscribe from our marketing emails at any time using the link at the bottom of any email. You can also request access to, correction of, or deletion of your personal information by emailing hello@markology.io.
Client Data and Access Credentials
If you've shared logins or granted access to your marketing platforms (Google Ads, Meta Ads, GA4, Search Console, GBP, CMS, CRM, or any other platforms), you can revoke that access at any time. We remove our access from your accounts and delete stored credentials within 30 days of contract end
Security
We take reasonable measures — including encrypted password management, role-based access, and secure cloud storage — to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee the absolute security of your information.
Children's Privacy
The Site and our services are intended for business owners, professionals, and other adults. We do not knowingly collect personal information from children under 13. If you are under 13, please do not use or provide any information on the Site.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time as our services, tools, or legal requirements change. We will post the new Privacy Policy on the Site and update the "Last Updated" date at the top. You are advised to review this Privacy Policy periodically.
Contact Us
If you have any questions about this Privacy Policy, please contact us at hello@markology.io.
Notice for California Residents
If you are a California resident, California law may provide you with additional rights regarding our use of your personal information — including the right to know what we collect, the right to delete, and the right to opt out of the sale of personal information (note: we do not sell personal information). To exercise these rights, please email hello@markology.io.
