Privacy Policy

Depending on how you interact with Symplifi, we may collect the following categories of information.

Contact Information

We may collect information such as:

• Name
• Email address
• Telephone number
• Mailing or business address
• Company name
• Job title or role
• Communication preferences

Business and Financial Information

When providing services to clients, we may receive or access information necessary to perform those services, including:

• Business financial records
• Bank and credit card transaction information
• Accounting records and general ledger data
• Invoices and payment information
• Accounts receivable and accounts payable information
• Payroll-related information
• Tax identification information
• Financial statements
• Budgeting and forecasting information
• Information contained in accounting platforms such as QuickBooks
• Information from payment processors, payroll systems, point-of-sale systems, CRM platforms, and other systems connected to a client's accounting processes

The specific information we access depends on the services a client asks us to provide.

Information You Submit Through Our Website

When you contact us through our website, we may collect your name, email address, phone number, company name, and any information you choose to include in your message.

Please do not submit confidential financial information, passwords, Social Security numbers, bank credentials, or other highly sensitive information through a general website contact form.

Scheduling Information

If you schedule a consultation using a third-party scheduling service, we may receive information associated with the appointment, including your name, email address, appointment time, and information you provide when booking.

The scheduling provider may separately collect information subject to its own privacy policy.

Communications

We may maintain records of communications with you, including:

• Emails
• Telephone communications
• Text messages
• Meeting notes
• Support requests
• Documents or information you provide to us

Website and Device Information

When you visit our website, certain information may be collected automatically, such as:

• IP address
• Browser type
• Device type
• Operating system
• Referring website
• Pages viewed
• Date and time of visits
• Approximate geographic location derived from an IP address
• Website interactions and usage information

We may collect this information through cookies, analytics services, server logs, and similar technologies.

We may use information we collect to:

• Provide Client Accounting Services and other services requested by clients
• Maintain and reconcile accounting records
• Prepare financial statements and management reports
• Support budgeting, forecasting, and cash-flow management
• Manage accounts receivable and accounts payable processes
• Configure, migrate, support, or integrate accounting software
• Analyze and improve accounting workflows and business processes
• Respond to inquiries and consultation requests
• Communicate with clients regarding their accounts and services
• Schedule appointments
• Request documents or information needed to perform services
• Process and administer our business relationship with clients
• Protect our systems, clients, website, and business from fraud, misuse, and security threats
• Maintain business records
• Comply with applicable legal, regulatory, tax, accounting, and contractual requirements
• Improve our website, services, and client experience
• Enforce our agreements and protect our legal rights

We may also use information for other purposes with your consent or as otherwise permitted by law.

If you provide a mobile telephone number and consent to receive text messages from Symplifi, we may use text messaging for communications such as:

• Service notifications
• Account updates
• Appointment reminders or confirmations
• Document requests
• Follow-up questions
• Communications relating to services you have requested

Consent to receive text messages is not a condition of purchasing our services.

Message frequency may vary. Message and data rates may apply depending on your mobile carrier and service plan.

You may opt out of SMS communications at any time by replying STOP to a message from us or by contacting us directly. You may reply HELP for assistance where supported.

Mobile information, SMS opt-in information, and text messaging consent will not be sold, rented, or shared with third parties or affiliates for their marketing or promotional purposes.

We may share information with service providers that facilitate delivery of our text messages solely as necessary to provide those communications.

Our website may use cookies and similar technologies to operate properly, understand website traffic, improve performance, and learn how visitors interact with the site.

These technologies may include:

• Essential website cookies
• Analytics cookies
• Preference cookies
• Security technologies

We may use third-party analytics services, such as Google Analytics or similar services. These providers may collect information about your interactions with our website in accordance with their own privacy policies.

You can control or delete cookies through your browser settings. Disabling certain cookies may affect how some portions of the website function.

We do not sell or rent personal information.

We may disclose information in the following circumstances.

Service Providers

We may provide information to vendors that help us operate our business or provide services to clients, including providers of:

• Accounting and bookkeeping software
• Cloud storage and document management
• Email and communications
• Scheduling
• SMS messaging
• Information technology and cybersecurity
• Payment processing
• Website hosting
• Analytics
• Professional services

These providers are permitted to use information only as necessary to perform services for us or as otherwise permitted by their agreements and applicable law.

Client-Authorized Third Parties

At a client's direction, we may share financial records or other information with individuals or organizations such as:

• Certified public accountants
• Tax professionals
• Attorneys
• Payroll providers
• Financial institutions
• Software providers
• Business advisors
• Other representatives authorized by the client

Legal Requirements

We may disclose information if we reasonably believe disclosure is required to:

• Comply with applicable law, regulation, subpoena, court order, or other legal process
• Respond to lawful requests from governmental authorities
• Protect the rights, property, security, or safety of Symplifi, our clients, or others
• Detect or prevent fraud, misuse, or security incidents
• Establish, exercise, or defend legal claims

Business Transactions

If Symplifi is involved in a merger, acquisition, financing, restructuring, sale of assets, or similar business transaction, information may be disclosed or transferred as part of that transaction, subject to applicable law and appropriate confidentiality protections.

Because our services may require access to confidential financial and business information, we treat client information as confidential and limit access to individuals and service providers who need that information to perform authorized work.

Clients are responsible for providing appropriate authorization before giving Symplifi access to information belonging to employees, customers, vendors, or other third parties.

Our treatment of client information may also be governed by a separate service agreement, engagement letter, confidentiality agreement, or other contract between Symplifi and the client. If such an agreement provides greater protections for client information, those contractual protections will also apply.

We use administrative, technical, and organizational safeguards designed to protect information against unauthorized access, disclosure, alteration, loss, or misuse.

These safeguards may include measures such as:

• Access controls
• Authentication controls
• Encryption where appropriate
• Secure cloud services
• Restricted access to client records
• Security monitoring
• Employee and contractor access limitations

No internet transmission, electronic storage system, or security measure can guarantee absolute security. Accordingly, we cannot guarantee that information will never be accessed, disclosed, altered, or destroyed without authorization.

We retain information for as long as reasonably necessary to:

• Provide services
• Maintain our client relationship
• Fulfill contractual obligations
• Maintain appropriate business and accounting records
• Comply with legal and regulatory requirements
• Resolve disputes
• Enforce agreements
• Protect our legitimate business interests

Retention periods vary depending on the type of information, the services provided, contractual requirements, and applicable law.

When information is no longer reasonably required, we may delete, destroy, or anonymize it in accordance with our policies and legal obligations.

Depending on your relationship with Symplifi and applicable law, you may contact us to:

• Request information about personal information we maintain about you
• Request correction of inaccurate information
• Request deletion of certain information
• Update your contact information
• Withdraw consent where processing is based on consent
• Opt out of non-essential communications
• Opt out of SMS communications

Certain information may need to be retained to comply with legal obligations, complete contracted services, maintain financial or business records, prevent fraud, resolve disputes, or exercise legal rights.

To submit a privacy request, contact us using the information below. We may need to verify your identity before processing certain requests.

Our website may contain links to third-party websites, software, scheduling systems, accounting platforms, or other services.

Symplifi does not control the privacy or security practices of those third parties. Your use of third-party services is governed by their respective terms and privacy policies.

We encourage you to review those policies before providing information to a third party.

Our website and services are intended for businesses and adults and are not directed to children under 13.

We do not knowingly collect personal information directly from children under 13 through our website. If we learn that such information has been collected unintentionally, we will take reasonable steps to delete it.

Some web browsers provide a "Do Not Track" signal. Because there is not currently a universally accepted standard for responding to these signals, our website may not respond to all Do Not Track requests.

You may still manage cookies and tracking technologies through your browser or device settings.

We may update this Privacy Policy periodically to reflect changes in our services, technology, legal requirements, or business practices.

When we make changes, we will update the "Last Updated" date at the top of this page. Material changes may also be communicated through additional means when appropriate.

We encourage you to review this Privacy Policy periodically.

Questions about this Privacy Policy or our privacy practices may be directed to:

Symplifi LLC

Email: sales@symplifi.us
Phone: (321) 802-2555