Privacy Policy
What Data We Collect and How We Use It We may collect the following categories of information on our website and use them for the purposes explained below.
- Website activity: Data about your browsing activity on our website.
- Device and browser information: Technical information about the device or browser you use to access our website. For example, your device’s IP address, and (in the case of mobile devices) your device type and mobile device’s unique identifier such as the Apple IDFA or Android Advertising ID.
- Contact Information: If you choose to provide your name, email address, or phone number.
- Customer Service Information: Information you may provide to customer service, including survey responses.
- Third-party information: We may collect additional information about you from third-party sources where we have the rights to do so.
We use this data to:
- Provide Heartfelt CFO & Tax Services and customer support.
- Customize, measure, and improve our website and services.
- Deliver targeted marketing to you.
- Contact you by email or phone about your account or our services, including marketing our services to you.
Data Sharing We may disclose information about you:
- With our service providers: Companies we contract with who help with parts of our business operations. We require that our service providers only use your information in connection with the services they perform for us.
- With our subsidiaries and related companies.
- In connection with legal proceedings: When we are under a legal obligation to do so, for example, to comply with a binding order of a court, or where disclosure is necessary to exercise, establish, or defend the legal rights of Heartfelt CFO & Tax Services or any other third party.
- In connection with a sale of our business: If a third party acquires some or all of our business or assets, we may disclose your information in connection with the sale.
Cookies and Related Technologies The Heartfelt CFO & Tax Services website uses cookies, tracking pixels, and related technologies. Cookies are small data files that are served by our platform and stored on your device. Our site uses cookies dropped by us or third parties for a variety of purposes, including to operate and personalize the website. Also, cookies may be used to track how you use the site to target ads to you on other websites.
Your Choices and Opting-Out We recognize how important your online privacy is to you, so we offer the following options for controlling the targeted ads you receive and how we use your data:
- You can opt out of receiving targeted ads served by us or on our behalf by clicking on the opt-out options provided on our website. Please note that if you delete your cookies or upgrade your browser after opting out, you will need to opt out again. Further, if you use multiple browsers or devices, you will need to execute this opt-out on each browser or device. If you opt out, we may collect some data about your online activity for operational purposes (such as fraud prevention), but it won’t be used by us for the purpose of targeting ads to you.
- You can request that we stop email marketing to you. You can use the unsubscribe link in our marketing emails or contact margo@heartfeltcfoandtaxservices.com.
- Some internet browsers allow users to send a “Do Not Track” signal to websites they visit. We do not respond to this signal.
- If you are located in the European Economic Area, you may also have the right to access, correct, or update some of the information we hold about you. You can also request that we delete your information. If you wish to exercise any of these rights, please contact us at margo@heartfeltcfoandtaxservices.com.
Data Retention Identifiable information about you is held no longer than necessary for our business purposes or to meet legal requirements.
Security We apply technical, administrative, and organizational security measures to protect the data we collect against accidental or unlawful destruction and loss, alteration, unauthorized disclosure, or access, in particular where the processing involves the transmission of data over a network, and against other unlawful forms of processing.
