Protecting Your Privacy

We value your privacy. This Privacy Policy outlines how we collect, utilize, share, and safeguard your information when you use our website (“Site”) and services, including text messaging. By using our services, you agree to the terms of this policy.

Information we may collect:

We collect the following Personally Identifiable Information from users who buy our products and services: name, email address, telephone number, address, and credit card number.

In addition, upon using the Service, individual transaction data obtained from your third-party invoicing or accounting application (“Quickbooks,” “Xero,” “Clio” etc.) information collected via the browser, user-generated content, and other information uploaded to the website by the user, in conjunction with your use of the Service, may be collected. Information obtained through these means that relates to the user’s client or customer is to be invoiced through Bayside Business Advisors may at times be referred to as “Third-Party Client Information” throughout this Privacy Policy.

Additional information from or about you may also be collected in other ways, including responses to customer surveys and any communications with our customer service team.

We use “cookies” so that our Website can remember you and provide you with the information you’re most likely to need. For instance, when you return to the Website, cookies identify you and prompt the site to provide your username (not your password), so you can sign in more quickly. Cookies also allow our Website to remind you of your past usage and to suggest similar products and services. Finally, we use information gained through cookies to compile statistical information about use of our Website, such as the time users spend at the site and the pages they visit most often. Those statistics do not include PII.

Our Use of Personally Identifiable Information:

We use your Personally Identifiable Information to create your account, to communicate with you about products and services you’ve purchased, to offer additional products and services, and to bill you. We also use this information to the extent necessary to enforce our Website terms of service and to prevent imminent harm to persons or property.

When you use the Service, including accepting a payment, contacting customer service, or requesting technical support, in addition to many other interactions with, we will apply the information that we have collected. Knowing this information allows us to verify your identity, communicate with you, and enforce our agreements with you, as well as secure the best possible experience for all Bayside Business Advisors customers by ensuring compliance with applicable US state and federal laws and our own policies. We may also use this information to improve and enhance our offerings to you.

Bayside Business Advisors may use certain information about you without identifying you as an individual to third parties. We do this for purposes such as analyzing how the Service is used, diagnosing service or technical problems, maintaining security, and personalizing content.

Protecting Personal Information:

Information that can be used to identify a person is “Personally Identifiable Information”. This does not include information that has been aggregated or made anonymous. All information is securely stored on our servers in the United States. We employ the highest industry standards to protect Personally Identifiable Information, as well as any information provided relating to your invoiced customers.

Third-party client and customer information, provided to Bayside Business Advisors by users, shall be considered confidential and shall not be disclosed to any third party, unless required to do so by law or subpoena or if we believe that such action is necessary to conform to the law, or comply with legal process served on us. Such information shall be utilized only for the purpose for which Bayside Business Advisors was created to facilitate the billing and collection process for electronic billing of customers and clients.

Although Bayside Business Advisors utilizes the highest reasonable levels of data security in the industry, but we cannot guarantee the security of PII or other information provided to us. By using our Website, you acknowledge and agree that we make no such guarantee, and that you use our Website at your own risk.

Sharing Personal Information:

Bayside Business Advisors will not rent or sell your Personal Information to others. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. We may store personal information in locations outside the direct control of Bayside Business Advisors (for instance, on servers or databases co-located with hosting providers).

Except as otherwise described in this Privacy Policy, Bayside Business Advisors will not disclose Personal Information to any third party unless required to do so by law or subpoena or if we believe that such action is necessary to (a) conform to the law, comply with legal process served on us or our affiliates, or investigate, prevent, or take action regarding suspected or actual illegal activities; (b) to enforce our User Agreement, take precautions against liability, to investigate and defend ourselves against any third-party claims or allegations, to assist government enforcement agencies, or to protect the security or integrity of our site; and (c) to exercise or protect the rights, property, or personal safety of Bayside Business Advisors, our customers, or others.

Compromise of Personal Information:

In the event that personal information is compromised as a result of a breach of security, Bayside Business Advisors will promptly notify those persons whose personal information has been compromised, in accordance with the notification procedures set forth in this Privacy Policy, by email, or as otherwise required by applicable law.

Bayside Business Advisors shall not be liable for the transfer of any personal identification information resulting from loss or distribution of data, the delineation or corruption of storage media, power failures, natural phenomena, riots, acts of vandalism, sabotage, terrorism, or any other event beyond the control of Bayside Business Advisors.

Your Choices About Your Information:

You may, of course, decline to submit personally identifiable information through the Service, in which case Bayside Business Advisors may not be able to provide certain services to you. You may update or correct your account information at any time by logging in to your account. You can review and correct the information about you that Bayside Business Advisors keeps on file by contacting us as described below.

Information Relating to Minors:

Bayside Business Advisors does not knowingly collect or solicit personal information from anyone under the age of 18 or knowingly allow such persons to register with our Service. If you are under 18, please do not send any information about yourself to us, including your name, address, telephone number, or email address. No one under age 18 is allowed to provide any personal information to or on Bayside Business Advisors. In the event that we learn that we have collected personal information from a minor under age 18 without verification of parental consent, we will delete that information as quickly as possible. If you believe that we might have any information from or about a child under 18, please contact us as described below.

SMS Program Description:

Our SMS program provides text messages for appointment reminders, events, receipts, customer service, and occasionally promotional messages when you opt in. Message frequency varies depending on your interaction with our services.

SMS Opting Out:

You can cancel the SMS service at any time by simply texting 'STOP' to +1 786-789-1529. Upon sending a 'STOP' message, we will confirm your unsubscribe status via SMS. Following this confirmation, you will no longer receive SMS messages from us. To rejoin, you can sign up as you did originally or text 'START' to resume receiving messages.

SMS Help and Support:

jIf you have questions about this policy or our data practices related to text messaging, contact us at: [email protected]

SMS Carrier Liability:

Carriers are not liable for delayed or undelivered messages.

SMS Message and Data Rates:

Message and data rates may apply for messages sent to you from us and from you to us. Message frequency varies. For questions about your text plan or data plan, contact your wireless provider.

SMS Recurring Message Disclosure:

By opting into our SMS program, you authorize us to send recurring text messages to the mobile phone number you provide. Depending on your service selection, you may receive regular recurring messages. You are not required to agree to receive recurring messages as a condition of purchasing any goods or services.

SMS Prohibited Content:

Our SMS messages will never contain:

Phishing attempts, smishing, or social engineering to manipulate you into sharing private information or legal content (all content complies with federal and state laws).

SMS Opt-In Data Protection:

Our messaging originator opt-in data and consent information will not be shared with any third parties, excluding aggregators and providers of the Text Message, unless necessary to deliver the SMS service. Your mobile information will not be shared with third parties or affiliates for marketing and promotional purposes.

Links to Other Websites:

Bayside Business Advisors is not responsible for the practices employed by websites linked to or from our website, nor the information or content contained therein. Please remember that when you use a link to go from our website to another website, our Privacy Policy is no longer in effect. Your browsing and interaction on any other website, including those that have a link on our website, is subject to that website’s own rules and policies. Please read over those rules and policies before proceeding.

Notification Procedures:

It is our policy to provide notifications, whether such notifications are required by law or are for marketing or other business-related purposes, to you via email notice, written or hard copy notice, or through conspicuous posting of such notice on our website, as determined by Bayside Business Advisors in its sole discretion. We reserve the right to determine the form and means of providing notifications to you.

Modifications:

Bayside Business Advisors may revise these terms of service for its website(s) at any time without notice. By using this website, you are agreeing to be bound by the current version of these terms of service. Changes to this Privacy Policy are effective when they are posted on this page.

Contact and Support:

For questions about our Privacy Policy, please email us at [email protected]