DATA PRIVACY AGREEMENT
Effective Date: 6/5/25
This Data Privacy Agreement (the "Privacy Policy") is entered into by and between Bautista Strategic Accounting & Consulting Partners LLC, a registered entity in Missouri, having its principal office at 5008 Prospect Avenue, Kansas City, MO 64130 (hereinafter referred to as the "Company," "we," "us," or "our"), and any individual or legal entity ("User," "Data Subject," "you," or "your") submitting information via the website maintained by the Company at www.strategicaccountingandconsulting.com (the "Website").
This Agreement explains how we collect, use, disclose, retain, and protect your personal information when you interact with the Website and associated services. By using the Website and providing your personal information, you expressly consent to and agree to abide by the terms of this Agreement. Additionally, this document describes your rights regarding your personal data and outlines how the Company ensures regulatory compliance consistent with its role as a consulting and accounting business.
1. Information We Collect
We collect and process the following categories of personal information as part of our services on the Site:
1.1 Personal Information You Provide:
Contact Information: This includes your full name, email address, and phone number, all of which are needed to manage your inquiries and facilitate communication.
Appointment Details: We collect information relevant to booking appointments, such as the date, time, purpose of the appointment, and your preferences regarding the consulting or accounting services you require. This helps us better organize and tailor our interactions with you.
Service-Specific Information: If you share additional context about your consulting or accounting needs — such as the nature of your business inquiries or general concerns — we may collect this voluntary information to provide more efficient and customized solutions.
Information Related to Follow-Ups: To enhance your experience, we may also record details such as notes from past interactions or preferences you share for smoother follow-up consults or accounting services. This ensures we address your questions and needs more effectively.
1.2 Automatically Collected Information:
When you use the Site, we may collect the following categories of information automatically:
Device Information: Information about the device you use to access our Site, including your IP address, browser type, browser version, operating system, device model, screen resolution, and device settings. These details assist us in ensuring compatibility and improving performance across various devices and platforms.
Usage Data: Information about how you interact with the Site, such as your browsing patterns, the specific pages or features you access, your clickstream data (links you click and navigation patterns), the time spent on each page, the dates and times of your visits, and the frequency of access. This information is used to analyze and enhance the overall user experience, identify popular features, and optimize content delivery.
Geolocation Data: General location data derived from your IP address, such as the city or region, may be gathered to help us cater services relevant to your geographical area and ensure adherence to applicable regional data privacy requirements.
Cookies and Tracking Technologies: We use cookies, web beacons, and other similar tracking tools on our Site. These technologies enable us to collect data such as session duration, user preferences, authentication details to maintain sessions, and analytics for traffic monitoring. Detailed information on types of cookies and how they are utilized is provided in Section 7.
Log Information: Technical logs, such as error reports, success logs, and other operational details, may be collected automatically. These reports assist in maintaining the Site’s functionality, spotting issues, and making necessary performance improvements.
The automatically collected data is integral to our ability to provide a smooth and secure browsing experience while tailoring the Site to better meet user needs. Where required by law, users will be informed of the use of tracking technologies and provided the opportunity to manage their preferences. You may also adjust your browser or device settings to limit or block certain types of data collection.
1.3 Sensitive Data Restrictions:
We do not collect sensitive data (e.g., Social Security Numbers, financial account numbers) unless required for specific services requested by you. In such cases, explicit consent will be obtained.
Consulting and accounting services are subject to additional obligations to preserve strict confidentiality for any information shared with us related to business or financial matters.
2. How We Use Your Information
The automatically collected data, alongside the information you provide directly, enables us to deliver a smooth, secure, and personalized experience while ensuring the functionality and effectiveness of our Site and services. Specifically, we use your information for the following purposes:
2.1 Service Delivery
To provide the consulting and accounting services you request.
To facilitate communication and manage appointments efficiently.
To ensure our services are tailored to meet your needs.
2.2 User Experience Enhancement
To track how visitors interact with the Website and identify areas for improvement.
To personalize your interactions with us and remember your preferences for seamless navigation.
2.3 Security and Fraud Prevention
To detect, investigate, and prevent fraudulent or unauthorized activities.
To maintain secure sessions and protect your account and personal data.
2.4 Legal and Compliance Obligations
To adhere to applicable regulatory or legal requirements.
To ensure compliance with data protection laws and respond to lawful requests or disputes.
2.5 Business Operations
To analyze trends and behavior for strategic business insights.
To maintain the functionality and reliability of our IT systems.
2.6 Marketing and Communications (where applicable)
To provide you with relevant offers, updates, or newsletters if you have opted in.
To measure the effectiveness of promotional campaigns and adjust strategies accordingly.
We will only use your information based on a lawful basis and in compliance with data protection laws, such as fulfilling contractual obligations, complying with legal requirements, obtaining your explicit consent (where required), or pursuing legitimate business interests that do not override your rights and freedoms.
You can control how parts of your information are used by managing your preferences through your account settings, browser configurations, or by contacting us directly for assistance. Certain functionalities may be limited if you restrict the use of specific data or tracking technologies.
3. Sharing Information with Third Parties
We do not sell your personal information to third parties. However, we may share your information with the following categories of recipients under specific circumstances:
3.1 Third-Party Service Providers:
We may share your personal information with trusted third-party service providers that assist us in operating our business, delivering services, and managing the Site. These providers may include:
IT system providers who manage and support our website and data storage.
Appointment scheduling platforms that facilitate booking and reminders (e.g., [Insert Example Platform]).
Hosting providers that maintain our servers and ensure the Site's functionality.
Customer relationship management (CRM) tools that help us organize and manage interactions with clients (e.g., [Insert Example CRM]).
All third-party service providers are contractually obligated to maintain the confidentiality of your personal information and use it only for the specific purposes agreed upon.
3.2 Regulatory and Legal Disclosures:
We may disclose your personal information when such action is necessary to:
Comply with applicable laws, regulations, or legal obligations.
Respond to valid legal processes, such as subpoenas, court orders, or administrative requests.
Cooperate with government or law enforcement agencies as required.
3.3 Business Transactions:
In the event of a merger, acquisition, restructuring, or sale of all or part of our business assets, your personal information may be shared with or transferred to relevant parties involved in the transaction. In such cases, we will ensure that the parties receiving your information respect its confidentiality and use it solely for purposes related to the business transaction.
3.4 Professional Advisors:
Your information may be shared with our professional advisors, such as our legal counsel, accountants, or consultants, when necessary for legitimate business or compliance purposes. These advisors are also bound by confidentiality obligations.
3.5 Consent-Based Sharing:
In specific scenarios where sharing your information with a third party is not covered under the categories mentioned above, we will seek your explicit consent before proceeding. You have the right to withhold or withdraw your consent at any time, without affecting the services you receive from us.
4. Data Retention Policy
We retain your personal information only as long as necessary for the purposes described in this Agreement or as required by accounting, legal, or regulatory obligations.
Contact information and appointment-related records are retained for three (3) years following the last interaction unless legal retention periods mandate otherwise (e.g., financial record audits or tax compliance).
5. Security of Your Information
We implement robust and comprehensive security measures to safeguard your personal data from unauthorized access, alteration, disclosure, or destruction.
5.1 Technical and Organizational Measures
To ensure the security and confidentiality of your personal information, we apply the following safeguards:
Encryption: Sensitive information is encrypted during transmission using industry-standard protocols (e.g., TLS) to ensure secure communication and protect data integrity.
Access Controls: Access to personal data is strictly limited to authorized personnel, contractors, and service providers who need it to perform their duties. Permissions are role-based and regularly reviewed.
Network Security: Advanced firewalls, intrusion detection systems, and monitoring protocols are deployed to protect our systems from external threats, ensuring data is stored in a secure and isolated environment.
Regular Audits and Testing: We regularly audit our systems and conduct penetration testing to proactively identify and remediate vulnerabilities.
Data Minimization and Anonymization: Where possible, we limit the collection of personal data and use anonymized or pseudonymized datasets to reduce the risk of identification, particularly for analytics and research purposes.
5.2 Incident Response and Breach Notification Protocols:
In the event of a personal data breach, we follow a clear, documented response protocol to contain and address the issue swiftly:
Notification to Users: If a data breach that compromises your information occurs, we will notify you promptly, no later than 72 hours from discovery, in compliance with applicable regulations. This notification will outline the nature of the breach, the specific information affected, steps we are taking to mitigate the impact, and what actions you can take to protect yourself.
Regulatory Communication: Relevant legal authorities and regulators will be informed as required, and we will maintain transparency in our follow-up actions.
Remedial Actions: Post-incident, we will implement enhanced security measures as necessary to prevent a recurrence, whether by patching vulnerabilities, enhancing policies, or performing broader system upgrades.
While we employ extensive security practices to protect your data, no system can guarantee complete security. If you have concerns about the security of your personal information or wish to report a potential issue, please reach out to us at antonba1010@gmail.com.
6. Your Rights
Depending on your jurisdiction, you have rights regarding your personal data. These include:
6.1 Access and Correction: You can request details of the personal data we hold about you and request corrections to inaccuracies.
6.2 Right to Deletion: You may request deletion of your personal information, except where retention is mandated by law.
6.3 Opt-Out of Marketing Communications: You may opt out of receiving marketing emails or promotional communications by following the “unsubscribe” link provided or contacting us directly.
6.4 Data Portability: Subject to applicable laws, you may request an electronic copy of your personal data.
To exercise these rights, please contact us at antonba1010@gmail.com. We will respond promptly and within any legally required timeframes.
7. Cookie Policy and Tracking Technologies
We use cookies and similar tracking technologies on the Site to enhance functionality, provide analytics, improve user experiences, and, where applicable, deliver targeted advertising. These technologies are essential for delivering a seamless, personalized, and secure browsing experience.
7.1 Types of Cookies and Tracking Technologies Used
We deploy several types of cookies and related technologies to serve different purposes:
Essential Cookies: These cookies are critical to the operation of the Site. They enable key features such as secure login, session management, and maintaining essential functionalities. Without these cookies, certain services or features on the Site may not function properly.
Performance and Analytics Cookies: These cookies help us collect anonymized data about user activities and preferences, such as pages viewed, time spent on the Site, and features used. By analyzing this data, we can continuously improve the Site, resolve performance issues, and enhance usability.
Functional Cookies: These cookies ensure the Site retains user-specific settings, such as language preferences, previously accessed pages, or customized interface options, to deliver a tailored user experience.
Marketing and Targeting Cookies (where applicable): If approved by the user, these cookies gather information about browsing behavior and preferences. They enable us to provide personalized advertising content and track the effectiveness of marketing campaigns. Consent for such cookies will always be explicitly sought in regions requiring compliance with laws such as GDPR or CCPA.
Third-Party Cookies: Some features rely on third-party cookies, such as analytics platforms, social media integrations, or embedded content like videos and maps. These third parties have independent privacy policies governing their use of cookies.
7.2 How We Use Cookies
The cookies we use serve several purposes, including:
Securing and stabilizing the Site’s performance, including safe logins and session continuity.
Evaluating and refining user experience to make navigation intuitive and seamless.
Remembering user preferences and personalizing content delivery.
Supporting targeted advertising campaigns (where applicable) and tracking their efficacy.
Ensuring compliance with legal and regulatory directives, including delivering clear consent options.
7.3 Cookie Management and User Controls
We respect user decisions regarding the use of cookies and provide customizable controls to manage these preferences:
Consent Banner: Upon your first visit (or when cookies are reset), a banner will provide a breakdown of cookie categories in use and request consent. Users retain the option to accept all cookies, reject non-essential cookies, or customize their choices.
Browser-Level Settings: Most browsers allow users to manage cookie behaviors, such as blocking cookies, deleting previously stored cookies, or setting notifications for when cookies are placed. Adjusting these settings may limit the availability or functionality of certain features on the Site.
Preference Center: Users can access the Site’s cookie settings at any time to update their consent choices or disable specific categories of cookies, including marketing or tracking options.
7.4 Duration of Cookies
Cookies differ in their lifespans, with details outlined below:
Session Cookies: These exist only during the browsing session and are deleted once the session concludes.
Persistent Cookies: These remain on your device for a predetermined duration or until manually removed. They are especially useful for retaining settings and preferences across visits.
7.5 Third-Party Analytics and Tracking Tools
To enhance user experience and monitor traffic, we partner with third-party analytics providers. These providers may set cookies or use their tracking technologies on our Site to collect anonymized data about usage patterns and engagement. While we aim to collaborate only with providers who align with our privacy standards, we recommend reviewing their respective privacy policies to understand their data practices thoroughly.
Transparency about cookie usage remains integral to our philosophy, and this policy will be regularly reviewed and updated to reflect evolving technologies or regulatory requirements. For detailed information regarding specific cookies, you can contact us at antonba1010@gmail.com.
8. Children’s Privacy
This Site is not intended for individuals under the age of 13. We do not knowingly collect personal information from children. If we become aware that such data has been collected, we will take steps to delete it.
9. International Data Transfers
If your personal data is transferred outside your jurisdiction, we ensure that safeguards are in place, such as:
Standard contractual clauses approved by relevant regulatory authorities.
Transferring only to jurisdictions deemed to offer adequate data protection under applicable laws.
10. Updates to This Agreement
We reserve the right to revise, update, or modify this Agreement from time to time to reflect changes in our practices, services, legal obligations, or technological advancements. Any significant updates will be communicated to you through one or more of the following methods:
Prominent Notices on the Site: A clear notification will be displayed on the homepage or other key areas of the Site to inform visitors of the changes.
Direct Communication: Where appropriate, we may notify you via email or other direct contact methods you have provided, especially if the changes materially affect the way we handle your personal data.
All revisions to this Agreement will be effective as of the “Effective Date” stated at the top of the document, unless a different date is expressly specified for compliance or regulatory reasons. We encourage you to periodically review this Agreement to stay informed about how we are protecting your personal information and how our privacy practices may evolve.
Your continued use of the Site after such updates constitutes your acknowledgment and acceptance of the revised terms. If you do not agree with the changes, you may discontinue using the Site or exercise any applicable rights outlined under this Agreement by contacting us directly.
11. Contact Information
If you have questions or concerns regarding this Agreement, please contact us:
Email: antonba1010@gmail.com
Phone: 816-729-9132
Mailing Address: 5008 Prospect Avenue, Kansas City, MO 64130
Acknowledgment
By using the Site, you acknowledge that you have read and understood this Data Privacy Agreement and agree to its terms.
Compliance Certification:
This agreement has been designed to meet applicable obligations under GDPR, CCPA, CPA, CTDPA, and other relevant laws, as they apply to consulting and accounting services. If additional jurisdictional compliance is required, this Agreement will be updated accordingly.