Privacy Policy
Privacy Policy
Effective Date: 10/1/2024
1. Introduction
At Fusion Financial Services LLC ("we," "us," or "our"), your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal and financial information when you engage our bookkeeping services.
2. Information We Collect
We may collect the following types of information:
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Personal Identification Information: Name, address, phone number, email address, social security number (if applicable).
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Financial Information: Bank account details, payroll data, invoices, receipts, tax records, and other accounting-related documentation.
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Business Information: Company name, industry, registration numbers, and relevant tax identification details.
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Usage Data: If you visit our website, we may collect IP addresses, browser types, access times, and pages visited.
3. How We Use Your Information
We use the collected information to:
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Provide and manage bookkeeping and financial services
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Communicate with you regarding your account or services
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Prepare and submit financial reports and tax documents
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Comply with legal and regulatory obligations
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Improve our services and customer experience
4. Sharing and Disclosure
We do not sell your personal information. We may share information with:
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Government agencies or regulators, as required by law
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Our professional advisors (e.g., accountants, auditors) under confidentiality agreements
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Third-party service providers (e.g., secure cloud accounting software) who assist us in delivering services
5. Data Security
We take appropriate technical and organizational measures to protect your information against unauthorized access, loss, or misuse. These include data encryption, access controls, and secure storage.
6. Data Retention
We retain your information only for as long as necessary to provide our services and to comply with legal obligations, including tax and financial regulations.
7. Your Rights
Depending on your jurisdiction, you may have rights to:
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Access, correct, or delete your personal data
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Withdraw consent to data processing
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File a complaint with a data protection authority
To exercise any of these rights, please contact us at [contact@yourfirm.com].
8. Third-Party Links
Our website may contain links to third-party sites. We are not responsible for their privacy practices, and we encourage you to read their privacy policies.
9. Changes to This Policy
We may update this Privacy Policy from time to time. The latest version will always be posted on our website with the effective date.
10. Contact Us
If you have questions or concerns about this Privacy Policy or our data practices, please contact:
Fusion Financial Services LLC
816-406-0109
jackie@fusionfinancialserv.com