Privacy Policy

Information you provide directly:

• Name, email address, phone number, and company name when you complete our contact form
• Financial data and business information you share during onboarding and service delivery
• Communications you send us via email, phone, or our website
• SMS consent preferences when you opt in to receive text messages from us

Information collected automatically:

• IP address, browser type, and device information
• Pages visited, time spent on pages, and referring URLs
• Cookies and similar tracking technologies (see Section 9)

We use the information we collect to:

• Provide, operate, and improve our AI accounting services
• Respond to your inquiries and schedule strategy calls
• Send transactional communications (appointment reminders, service updates, account notifications)
• Send marketing communications if you have opted in to receive them
• Comply with legal obligations and protect our legal rights
• Analyze website usage to improve user experience

Types of messages we send:

• Transactional messages: Meeting reminders, appointment confirmations, service updates, and account notifications related to your AI Accounting services.
• Marketing messages: Promotional offers, educational content, and updates about AI Accounting services (only if you have opted in to marketing communications).

Message frequency: Message frequency may vary depending on your service tier and account activity.

Fees: Message and data rates may apply. You are responsible for any charges from your mobile carrier.

How to opt out: Reply STOP to any text message to unsubscribe from all SMS communications. You will receive a confirmation message. After opting out, you will not receive further text messages unless you re-enroll.

How to get help: Reply HELP to any text message or contact us at [email protected] or (503) 507-9548.

Data sharing: SMS consent and phone numbers collected for SMS communications are not shared with third parties for their own marketing purposes. They may be shared with SMS service providers (such as Twilio or GoHighLevel) solely for the purpose of delivering messages on our behalf.

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

• Service providers: Third-party vendors who help us operate our website and deliver services (e.g., CRM platforms, SMS providers, cloud storage). These providers are contractually obligated to protect your data.
• Legal requirements: When required by law, court order, or government authority.
• Business transfers: In connection with a merger, acquisition, or sale of assets, with appropriate notice to you.
• With your consent: For any other purpose with your explicit consent.

We implement industry-standard security measures to protect your personal and financial information, including encryption of data in transit and at rest, access controls, and regular security reviews. However, no method of transmission over the internet is 100% secure. We encourage you to use strong passwords and contact us immediately if you suspect unauthorized access to your information.

Depending on your location, you may have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information
• Opt out of marketing communications at any time
• Opt out of SMS communications by replying STOP
• Request a copy of your data in a portable format

To exercise any of these rights, contact us at [email protected] or (503) 507-9548.

Our website uses cookies and similar technologies to improve your experience, analyze traffic, and understand how visitors use our site. You can control cookie settings through your browser preferences. Disabling cookies may affect some functionality of our website.

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites. We encourage you to review the privacy policies of any third-party sites you visit.

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately.

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on our website with a new "Last Updated" date. Your continued use of our website or services after changes are posted constitutes your acceptance of the updated policy.

If you have questions about this Privacy Policy or our data practices, please contact us: