Privacy Policy
1. Information We Collect
We collect information that identifies, relates to, describes, or is capable of being associated with you (“Personal Data”). We collect this information through two primary methods:
A. Information You Voluntarily Provide
You provide us with Personal Data when you schedule a consultation, contact us via email, sign up for services, or fill out a form on our website. This information includes:
• Contact Information: First Name, Last Name, Email Address, and Phone Number.
• Communication Preferences: Your consent status regarding receiving transactional, account-related, and marketing messages, offers, and promotions.
• Service Inquiry Details: Any information you choose to provide related to the professional bookkeeping, fractional CFO, tax, or immigration document preparation services you are interested in.
B. Information Collected Automatically (Usage Data)
When you access and use our website, we automatically collect certain information that helps us improve our service and marketing efforts. This includes:
• Device and Browser Information: Internet Protocol (IP) address, browser type and version, operating system, and unique device identifiers.
• Website Usage Details: Pages visited, time spent on pages, referral source, and other diagnostic data.
• Tracking Technologies: We and our third-party service providers use cookies, web beacons, and similar technologies to track activity on our website, remember your preferences, and deliver relevant marketing content.
2. Information We DO NOT Collect
We do not request, process, or store sensitive financial identifiers such as Social Security Numbers (SSNs), bank account numbers, or credit card numbers directly through our website contact forms or for initial consultation purposes. Any specific tax or financial information required for contracted services will be handled with appropriate security measures separate from the public website, as required by law for professional services.
3. How We Use Your Information
We use the collected Personal Data for general business operations, service fulfillment, and marketing purposes:
• To Provide Services: To deliver the professional services you contract us for, including Bookkeeping, Fractional CFO, Tax Services, and Immigration Document Preparation.
• Communication: To respond to your inquiries, schedule consultations, send transactional messages related to your account or orders (e.g., appointment reminders, service updates), and manage your requests.
• Marketing and Promotions: To send you newsletters, special offers, promotional materials, and general information about our services and events that may be of interest to you, in accordance with your consent preferences.
• Website Improvement: To monitor and analyze website usage, perform data analytics, and evaluate the effectiveness of our promotional campaigns to enhance our Service offerings and user experience.
• Compliance and Security: To comply with legal obligations, enforce our policies, and detect, prevent, and address technical issues or security concerns.
4. Professional Service Disclosure
AIS FIRM provides professional financial services and Immigration Document Preparation.
• AIS FIRM is NOT a law firm, and our personnel are NOT attorneys.
• In the context of immigration, we act solely as a document preparer and provide non-legal support services. We cannot provide legal advice, select forms, or represent clients in legal proceedings. We explicitly remove any services from our offering that should be performed by a licensed lawyer or attorney.
5. Sharing Your Information
We may share your Personal Data in the following circumstances:
• With Service Providers: We may share your information with trusted third-party companies and individuals who perform services on our behalf, such as website hosting, data analysis, email delivery, and marketing assistance. These parties are obligated to maintain the confidentiality of your information.
• For Business Transfers: In connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business by another company.
• With Your Consent: We may disclose your personal information for any other purpose with your explicit consent.
• Legal Obligations: When required to do so by law or in response to valid requests by public authorities (e.g., a court or government agency).
Note on Text Messaging: No mobile information (including text messaging opt-in data and consent) will be shared with third parties/affiliates for marketing or promotional purposes. This information will only be used to send you the transactional and marketing text messages for which you explicitly provided consent.
6. Data Security
We implement reasonable technical and organizational measures to protect your Personal Data from unauthorized access, use, alteration, and disclosure. However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your Personal Data, we cannot guarantee its absolute security.
7. Your Privacy Rights and Choices
• Marketing Opt-Out: You can opt-out of receiving marketing and promotional communications from us by following the unsubscribe link in any email or, for text messages, by replying STOP.
• Cookies: You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. If you do not accept cookies, you may not be able to use some parts of our Service.
• Access/Correction: Depending on your location, you may have the right to request access to or correction of the Personal Data we hold about you
8. Changes to this Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.
9. Contact Us
If you have any questions about this Privacy Policy, please contact us:
AIS FIRM