Privacy Policy
Effective Date: January 7, 2025
Last Updated: June 18, 2025
CompliSure Solutions (“we,” “us,” or “our”) respects the privacy of individuals who visit our website, engage our services, or otherwise interact with us.
This Privacy Policy explains how we collect, use, disclose, and safeguard personal information in the course of providing our services, which include but are not limited to: bookkeeping, payroll coordination, business entity formation, compliance assistance, and related administrative and support functions.
1. Scope - This Policy applies to information collected by CompliSure Solutions through our website askcomplisure.com, direct client communications, and related forms or tools.
It does not apply to third-party websites or software platforms that we do not operate or control.
2. Information We Collect
- a. Information You Provide
We may collect personal information you voluntarily provide, such as:
- Name and contact details (email, phone, mailing address)
- Business and entity information (company name, EIN, ownership details)
- Financial or transactional data required to perform contracted services
- Limited government or tax identifiers when necessary to complete filings or administrative processes
b. Information Collected Automatically
When you access our website, we may collect technical data such as:
- IP address and browser type
- Device and operating system information
- Referring URLs and general site usage statistics
This data is used only to maintain site security and improve performance.
3. Purpose of Collection and Use
We collect and process personal information solely for legitimate business purposes, including:
- Delivering and managing the services for which we are engaged
- Communicating with clients regarding accounts, inquiries, or projects
- Preparing and submitting filings or forms as authorized
- Maintaining records to meet legal, tax, or compliance obligations
- Improving our processes and client experience
We do not sell, lease, or trade personal information to any third party.
4. Legal Basis for Processing
We rely on one or more of the following bases:
- Performance of a contract or engagement with you
- Compliance with applicable laws and regulations
- Our legitimate business interests in operating efficiently and securely
- Your explicit consent, where required
5. Disclosure of Information
We may disclose information, as necessary and appropriate, to:
- Authorized third-party vendors or service providers engaged to perform specific business functions
- Government or regulatory authorities as required for filings or compliance
- Legal or accounting professionals assisting under confidentiality agreements
- Law enforcement or courts, where required by law
All third parties acting on our behalf are required to handle data securely and use it only for the intended purpose.
We are not responsible for the privacy practices of independent third-party platforms that you access directly.
6. Data Retention
We retain personal information only as long as reasonably necessary to:
- Fulfill the purposes for which it was collected,
- Comply with applicable laws or professional obligations, and
- Maintain accurate records for tax or audit requirements.
When data is no longer required, we securely delete or anonymize it.
7. Data Security
We maintain reasonable administrative, technical, and physical safeguards to protect information from unauthorized access, misuse, or disclosure.
While we apply industry-standard security measures, no method of data transmission or storage is completely secure.
By using our website or services, you acknowledge and accept this inherent limitation.
8. Cookies and Analytics
Our website may use limited cookies or analytics tools to ensure proper functionality and improve performance.
You may disable cookies through your browser settings, but some features may not function properly as a result.
9. Your Rights
Depending on your jurisdiction, you may have the right to:
- Access or request a copy of the personal information we hold about you
- Request correction or deletion of inaccurate data
- Withdraw consent for certain processing (where applicable)
We will respond to all verified requests within a reasonable timeframe, subject to legal and contractual limitations.
Requests can be made by contacting info@askcomplisure.com.
10. Third-Party Platforms
Our services may involve the use of secure, third-party tools or filing systems to facilitate our work.
Those platforms maintain their own privacy and security policies.
We are not liable for actions or data handling practices of such external platforms beyond our control.
11. Children’s Privacy
Our website and services are not directed to individuals under 13 years of age.
We do not knowingly collect personal information from minors.
If such information is inadvertently received, it will be promptly deleted.
12. Limitation of Liability
To the maximum extent permitted by law, CompliSure Solutions shall not be liable for any damages, losses, or claims arising from the use of our website, services, or any unauthorized access to client data, except where directly caused by our gross negligence or willful misconduct.
Use of our services constitutes acknowledgment and acceptance of this limitation.
13. Changes to This Policy
We may revise this Privacy Policy from time to time.
Any material updates will be posted here with a revised effective date.
Your continued use of our website or services after changes are posted constitutes your acceptance of the revised Policy.
14. Governing Law
This Privacy Policy shall be governed by and construed under the laws of the State of California, without regard to conflict-of-law principles.
15. Contact Us
For questions or concerns regarding this Policy or our privacy practices, please contact:
CompliSure Solutions
Oakland, CA 94612
info@askcomplisure.com
510-974-3748