TrueInsights CFO, LLC ("TrueInsights," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.
Information We Collect
Information You Provide Directly:
- Contact Information: When you submit our contact form, we collect your name, email address, phone number, and message content.
- Communication Preferences: Your preferred contact person and how you heard about us.
- Scheduling Information: When you book an appointment through our Calendly integration, Calendly collects your name, email, and appointment details according to their privacy policy.
Information Collected Automatically:
- Anonymous Usage Analytics: We operate a first-party analytics system that records which pages are visited, how long visitors spend on each page, the approximate city and state of the visitor (derived from the visitor's IP address — the IP address itself is never stored), the type of device used (mobile, tablet, or desktop), and the external website that referred the visitor to our site. Each visit is assigned a random anonymous session identifier that is stored in your browser's sessionStorage and is automatically deleted when you close the tab. This data is collected for internal marketing analysis only and is never shared with third parties.
- Log Data: Our web host (Netlify) automatically collects standard server logs including browser type and access times in accordance with their standard practices.
How We Use Your Information
We use the information we collect to:
- Respond to your inquiries and communicate with you
- Schedule and manage appointments
- Provide fractional CFO and financial consulting services
- Improve our website and services
- Comply with legal and regulatory obligations
Third-Party Services
We use the following third-party services that may collect or process your data:
- QuickBooks: We use QuickBooks for accounting and financial management services. Client financial data is securely processed and stored in accordance with Intuit's security standards.
- Less Annoying CRM: We use this customer relationship management platform to manage client information and communications securely.
- Encyro (Secure File Sharing & E-Signature): We use Encyro as our secure file sharing and electronic signature platform for document exchange with clients. Encyro provides bank-level encryption for all file transfers and complies with industry security standards. For more information, visit Encyro's Privacy Policy.
- Web3Forms: Processes contact form submissions. Your form data is transmitted securely to our email.
- Calendly: Handles appointment scheduling. When you book an appointment, you are subject to Calendly's privacy policy.
- Contentful: Content management system for our website.
- Netlify: Hosts our website and may collect standard server logs.
We do not sell, rent, or trade your personal information to third parties for marketing purposes.
Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. All data transmissions through our contact forms are encrypted using industry-standard HTTPS protocols.
Data Retention
We retain contact form submissions and correspondence for as long as necessary to respond to your inquiry and maintain our business records. Client engagement records are retained in accordance with professional standards and applicable legal requirements.
Your Rights
You have the right to:
- Request access to the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your personal information (subject to legal retention requirements)
- Opt out of marketing communications
To exercise these rights, please contact us using the information provided below.
External Links
Our website may contain links to third-party websites, including LinkedIn and scheduling services. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any personal information.
Children's Privacy
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 minor, please contact us immediately.
Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically.
Contact Us
If you have questions about this Privacy Policy or our data practices, please contact us through our website contact form or reach out to:
TrueInsights CFO, LLC
Email: jarrett@trueinsightscfo.com
