Privacy Policy

Privacy Policy

At ThinkForward Business Solutions, we are committed to protecting your privacy and ensuring that your personal information is handled in a secure and responsible manner. This Privacy Policy outlines the types of information we collect, how we use it, and your rights regarding that information. By using our website and services, you agree to the terms outlined in this policy.

1. Information We Collect

We collect two types of information from our users:

• Personal Information: When you interact with us, such as when you fill out forms, make inquiries, or sign up for our services, we may collect personal details including but not limited to your name, email address, phone number, billing address, and financial data.
• Usage Data: We collect information about how you use our website, such as IP addresses, browser types, device information, and website usage data, through the use of cookies.

2. How We Use Your Information

We use your information for the following purposes:

• To provide accounting services and fulfill our contractual obligations with you.
• To communicate with you regarding your account, services, and updates.
• To send marketing messages via email (with your consent).
• To send conversational SMS messages about your account (with your consent).
• To improve our website and services based on user feedback and usage patterns.

3. SMS Marketing and Opt-In

If you choose to opt-in to receive SMS messages, we may send you conversational messages related to your account. We may send clients SMS messages requesting information or documents that pertain to their account (which they can then upload to their client portal), to schedule meetings or notify them of available reports. Message frequency varies. Message and data rates apply. By providing your phone number, you consent to receiving SMS messages from ThinkForward Business Solutions. You can opt out at any time by replying “STOP” to any SMS message you receive, or by contacting us directly. SMS consent and phone numbers are not shared with any third parties/affiliates for marketing purposes.

4. Sharing of Information

We respect your privacy and will not sell or rent your personal information to third parties. We may share your information with trusted service providers who assist in the operation of our business (such as software support or accounting/tax partners), but only to the extent necessary to fulfill our contractual obligations to you and improve our services. SMS consent and phone numbers are not shared with any third parties/affiliates for marketing purposes.

5. Security of Your Information

We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, please be aware that no data transmission over the internet or method of electronic storage can be guaranteed 100% secure.

6. Cookies

We use cookies on our website to enhance your experience. Cookies are small text files stored on your device that allow us to track and personalize your experience on our site. You can manage your cookie preferences through your browser settings.

7. Your Rights

You have the following rights regarding your personal data:

• Access: You can request a copy of the information we hold about you.
• Correction: You can update or correct any inaccurate information.
• Deletion: You can request that we delete your personal information, subject to legal obligations.
• Opt-Out: You may opt-out of receiving marketing communications (emails), or SMS conversational messages, by following the instructions in each message (you can opt out at any time by replying “STOP” to any SMS message you receive), or by contacting us directly.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. Any changes will be posted on this page with an updated date. We encourage you to review this policy periodically to stay informed about how we are protecting your information.

9. Terms and Conditions

By using our website and services, you agree to comply with our Terms and Conditions, which govern the use of our website and outline the rights and responsibilities of both you and ThinkForward Business Solutions. These Terms and Conditions are a legal agreement between you and ThinkForward Business Solutions, and by accessing or using our services, you agree to be bound by them.

a) Use of Services

You agree to use our accounting services only for lawful purposes and in compliance with all applicable laws and regulations. You are responsible for providing accurate and complete information, and we are not liable for any inaccuracies in the data you provide.

b) Limitation of Liability

ThinkForward Business Solutions will not be liable for any indirect, incidental, special, or consequential damages arising from the use of our services. We do not guarantee the completeness or accuracy of any information provided.

c) Termination

We reserve the right to terminate or suspend your access to our services at our sole discretion, without notice, for any violation of our terms or policies.

d) SMS Disclosures

If you consent to receive SMS from ThinkForward Business Solutions, you agree to receive conversational SMS messages about your account from us. Reply STOP to opt-out; Reply HELP for support; Message & data rates may apply; Messaging frequency may vary. Visit our Privacy Policy to see our privacy policy and terms and conditions.

10. Contact Us

If you have any questions or concerns about our Privacy Policy or Terms and Conditions, please feel free to contact us at:

• Email: info@thinkforwardbusiness.com
• Phone: (951) 541-2076
• Mailing Address: P.O. Box 891602, Temecula, CA 92589

Thank you for trusting ThinkForward Business Solutions with your accounting needs!

Last Updated: 02/27/2025