Privacy Policy
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Effective Date: 2/27/2026
1. IntroductionWelcome to ControlPoint Financial (“Company,” “we,” “our,” or “us”). We respect your privacy and are committed to protecting the personal information you provide through our website.
This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website.
If you do not agree with the terms of this Privacy Policy, please do not access the site.
2. Information We CollectWe may collect the following types of information:
Personal Information
Information you voluntarily provide, including:
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Name
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Email address
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Phone number
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Business name
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Billing information
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Any information submitted through contact forms or onboarding forms
Financial Information
If you engage our services, we may collect financial data necessary to provide bookkeeping and payroll services.
Automatically Collected Information
When you visit our website, we may collect:
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IP address
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Browser type
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Device type
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Pages visited
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Date and time of visit
This information helps us improve website performance and user experience.
3. How We Use Your Information
We use collected information to:
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Provide bookkeeping and payroll services
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Communicate with you regarding inquiries or services
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Process payments
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Improve our website
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Maintain compliance with legal and regulatory requirements
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Prevent fraud and enhance security
4. Sharing Your Information
We do not sell your personal information.
We may share information with:
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Trusted third-party service providers (e.g., payroll processors, payment processors, cloud storage providers)
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Legal or regulatory authorities when required by law
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Professional advisors (accountants, attorneys) as necessary
All third parties are required to maintain confidentiality and safeguard your information.
5. Data Security
We implement reasonable administrative, technical, and physical security measures to protect your personal information.
However, no electronic transmission or storage system is 100% secure. While we strive to protect your data, we cannot guarantee absolute security.
6. Data Retention. We retain personal and financial information for as long as necessary to:
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Provide services
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Comply with legal obligations
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Resolve disputes
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Enforce agreements
7. Cookies and Tracking Technologies. Our website may use cookies to:
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Enhance user experience
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Analyze website traffic
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Improve functionality
You may disable cookies through your browser settings.
8. Your Rights. Depending on your location, you may have the right to:
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Request access to your personal data
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Request correction of inaccurate information
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Request deletion of your data
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Withdraw consent
To exercise these rights, contact us using the information below.