Privacy Policy

1. Information We Collect

We may collect the following categories of information:

Information You Provide Directly

• Name, email address, phone number, and firm name when you submit a contact form, book a call, or request information about our services
• Information provided in discovery questionnaires or diagnostic tools on our site
• Communications you send us via email or through our website

Information Collected Automatically

• IP address, browser type, operating system, and referring URLs
• Pages visited, time spent on pages, and other usage data collected through cookies and similar technologies
• Device identifiers and general location information based on IP address

2. How We Use Your Information

We use the information we collect for the following purposes:

• To respond to inquiries, book consultations, and provide the services you have requested
• To send you information about our services, case studies, or resources that may be relevant to your firm, where you have opted in or where we have a legitimate interest in doing so
• To improve our website, diagnose technical issues, and understand how visitors interact with our content
• To comply with legal obligations and protect against fraudulent or unauthorized activity
• To conduct analytics that help us understand which of our services and content are most useful to accounting firms

3. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your experience and collect usage data. Cookies are small text files stored on your device when you visit a website.

We use the following types of cookies:

• Essential cookies: Required for the website to function properly. These cannot be disabled without affecting site functionality.
• Analytics cookies: Help us understand how visitors use our site, including which pages are visited most frequently and how visitors navigate through the site.
• Marketing cookies: Used to track visitors across websites in order to display relevant advertisements. These are set by third-party advertising networks.

You can control cookie preferences through your browser settings or through our cookie consent tool. Note that disabling certain cookies may affect website functionality. For more details, see our Cookie Policy.

4. Third-Party Services

We work with third-party service providers to operate our website and deliver our services. These providers may have access to your information to the extent necessary to perform their functions, and are contractually obligated to protect it.

Third-party services we may use include:

• Analytics: Google Analytics and similar tools that help us understand website usage patterns
• CRM and email marketing: Platforms used to manage contact records and send marketing communications
• Scheduling: Calendar tools used to book discovery calls and consultations
• Hosting: Infrastructure providers used to host and deliver the website
• Advertising: Platforms such as Google Ads that may be used to display targeted advertising

Each of these providers operates under its own privacy policy. We encourage you to review their policies if you have questions about how your data is handled on their platforms.

5. Information Sharing and Disclosure

We do not sell your personal information. We may share information in the following circumstances:

• With service providers who assist in operating our website and delivering our services, subject to confidentiality obligations
• In response to a legal obligation, court order, or request from a governmental authority
• To protect the rights, property, or safety of SmartFirm, our clients, or others
• In connection with a merger, acquisition, or sale of all or a portion of our business, in which case your information may be transferred as part of that transaction

6. Data Retention

We retain personal information for as long as reasonably necessary to fulfill the purposes described in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. When information is no longer needed, we take reasonable steps to delete or anonymize it.

7. Your Rights and Choices

Depending on your location, you may have the following rights with respect to your personal information:

• Access: Request a copy of the personal information we hold about you
• Correction: Request that we correct inaccurate or incomplete information
• Deletion: Request that we delete your personal information, subject to certain exceptions
• Opt-out of marketing: Unsubscribe from marketing emails at any time using the unsubscribe link in our emails or by contacting us directly
• Data portability: Request that we provide your personal information in a structured, machine-readable format

To exercise any of these rights, contact us at the information below. We will respond to your request within a reasonable timeframe.

8. Security

We implement reasonable administrative, technical, and physical safeguards to protect the information we collect from unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot provide absolute assurances about the security of your information.

9. Children's Privacy

Our website and services are directed at businesses and professionals. We do not knowingly collect personal information from individuals under the age of 16. If we become aware that we have inadvertently collected such information, we will take steps to delete it promptly.

10. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. When we make material changes, we will update the "Last updated" date at the top of this page. We encourage you to review this policy periodically.

11. Contact Us

If you have questions about this Privacy Policy or wish to exercise your rights, you can reach us at: