PRIVACY POLICY

At Reinhardt Financial Solutions, PLLC, we respect your privacy and are committed to protecting the personal and financial information you share with us. This Privacy Policy outlines how we collect, use, and safeguard data when you visit our website or interact with our services.

1. Scope & Relation to Client Engagement Agreements

This Privacy Policy applies to visitors of our website and prospective clients making inquiries.

Please note that the collection, processing, and strict confidentiality of sensitive client financial records, general ledger data, tax documents, and payroll information provided during active engagements are governed primarily by our separate Client Engagement Letter / Terms and Conditions Addendum and professional ethics standards, in addition to the protections outlined below.

2. Information We Collect

We collect information that you voluntarily provide to us, as well as limited technical data automatically generated by your site visit:

*Contact & Inquiry Data: When you submit a form or contact us via our website, we may collect personal identification information such as your name, business name, email address, phone number, and any details you provide regarding your bookkeeping, payroll, or consulting needs.

*Sensitive Client Onboarding Data: We do not request or collect sensitive personal credentials (such as Social Security Numbers, Employer Identification Numbers, or direct deposit banking details) through unencrypted website forms. Any sensitive onboarding or payroll information requested for active client services is collected through secure, encrypted client portals (e.g., QuickBooks Online or secure client portals).

*Automatically Collected Technical Data: Our website hosting platform (Squarespace) automatically collects basic technical data, including your IP address, browser type, operating system, referring URLs, and general site navigation patterns.

3. How We Use Your Information

We use the collected information strictly for legitimate business operations, including:

*Responding to your website inquiries, scheduling consultations, and providing requested proposals or services.

*Communicating administrative updates, project details, or billing information.

*Ensuring the security, stability, and functionality of our website.

4. Third-Party Software & Service Providers

We do not sell, rent, or trade your personal or financial information to third parties for marketing purposes.

We may share data with trusted third-party service providers solely to the extent necessary to deliver our financial, payroll, and consulting services (e.g., web hosting platforms, cloud accounting tools, and secure communication software). All third-party software partners are selected with strict industry-standard encryption and data security requirements.

We may also disclose information if required to do so by applicable law, court order, or regulatory authority.

5. Cookies and Web Analytics

Our website is hosted on Squarespace, which utilizes functional and analytical cookies—small text files placed on your device—to allow the site to navigate smoothly and gather aggregate usage analytics. You can adjust or disable cookies through your browser settings, though doing so may affect basic site functionality.

6. Data Security

We maintain appropriate physical, technical, and administrative safeguards to protect personal and financial data against unauthorized access, loss, alteration, or misuse. However, please note that no method of transmission over the internet or electronic storage is 100% secure.

7. Third-Party Links

Our website may contain links to external portals or third-party tools. We are not responsible for the privacy policies or content of external sites, and we encourage you to review their privacy statements upon visiting them.

8. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy as necessary to reflect operational, legal, or regulatory changes. Any updates will be posted directly to this page.

9. Contact Us

If you have questions or concerns regarding this Privacy Policy or how your information is handled, please contact us at:

Reinhardt Financial Solutions, PLLC‍ ‍
[email protected]