This Privacy Policy describes how Solutions Group Accounting Firm LLC (“SGAF,” “we,” “us,” or “our”) collects, uses, and shares personal information in connection with our website, our client-facing tools, and our other communications with you (collectively, the “Services”). By using the Services, you agree to the practices described here. Terms defined in our Master Terms of Service have the same meaning in this Policy.
We collect information you provide directly, such as when you:
This may include your name, business name, email address, phone number, mailing address, billing information, and the contents of any documents or messages you share with us.
When you visit our website, we and our service providers automatically collect certain technical information, including your IP address, browser and device type, operating system, referring URL, and pages viewed. We collect this information primarily through cookies and similar technologies — see our Cookie Policy for details.
We may receive information about you from third parties — for example, if you sign in through a third-party platform, if you’re referred to us by another professional, or through security tools (such as bot-detection services) integrated into our website.
We use personal information to:
If you have signed an engagement letter or Scope of Work with us, nothing in this Privacy Policy is intended to waive any accountant-client privilege recognized under applicable Florida law.
We share information with vendors who perform services on our behalf — for example, our client relationship management platform (currently HubSpot), our practice management and secure document platform (currently Canopy). These providers are authorized to use your information only to provide services to us.
If SGAF is involved in a merger, acquisition, or sale of assets, personal information may be transferred as part of that transaction, subject to this Policy or a successor policy.
We may disclose personal information where required by law, for example, in response to a subpoena, court order, or lawful request from a government authority, or where we believe disclosure is necessary to protect our rights, your safety, or the safety of others.
We may share information as otherwise described to you at the time of collection or with your consent.
We use commercially reasonable safeguards, including encryption in transit and access controls. to protect personal information in our systems. That said, no method of transmission or storage is completely secure, and we cannot guarantee absolute security. To the extent permitted by law, you release us from liability for unauthorized access that occurs despite these safeguards, except to the extent caused by our own reckless or intentional misconduct.
We retain personal information for as long as needed to provide the Services, comply with our legal and professional obligations (including applicable recordkeeping requirements for accounting and tax work), resolve disputes, and enforce our agreements.
Depending on your location, you may have rights to access, correct, delete, or receive a copy of your personal information, or to object to or restrict certain processing. Where these rights apply, you can exercise them by contacting us using the information below. We may need to verify your identity before responding, and there are circumstances, such as information tied to our professional or recordkeeping obligations, where we may not be able to fully honor a deletion request.
You can opt out of marketing emails at any time using the unsubscribe link in those emails, or by contacting us directly. Opting out of marketing does not affect service-related communications about an active engagement.
Our Services are directed to businesses and professionals, not to individuals under 18, and we do not knowingly collect personal information from minors. If we learn we’ve collected information from a minor, we will delete it.
Our website may link to third-party websites we do not control. We are not responsible for the privacy practices of those sites, and we encourage you to review their policies directly.
We may update this Privacy Policy from time to time. We will post the revised version here with an updated effective date, and where changes are material, we will provide additional notice (such as by email).
This Policy is governed by the laws of the State of Florida. If you access our Services from outside Florida, you agree that this Policy and Florida law govern our handling of your information in connection with the Services.
Questions about this Privacy Policy, or requests relating to your personal information, can be directed to:
