Privacy Policy

Last updated : Nov 16, 2023

1. Introduction The Financial Smith ("we," "us," or "our") respects your privacy. This policy explains how we collect, use, and protect the sensitive financial information of our non-profit and small business clients.

2. Information We Collect

  • Personal Information: Name, email, phone number, and business address.

  • Financial Data: Bank account details, transaction history, payroll data, tax documents, and grant information (for non-profits).

  • Technical Data: IP address, browser type, and interaction with our website or client portals.

3. How We Use Your Information We use your data strictly to provide financial "smithing" and stewardship services:

  • To build financial forecasts and strategic roadmaps.

  • To set up and optimize financial systems (e.g., connecting your bank to accounting software).

  • To process payments for our services.

  • To communicate with you regarding your financial health.

4. AI and Automated Processing As a tech-enabled firm, we may use Artificial Intelligence (AI) tools to process large volumes of financial data to identify trends and anomalies.

  • Data Safety: We do not use your proprietary financial data to train public AI models.

  • Processing: Data may be processed by trusted third-party AI vendors subject to strict confidentiality agreements.

5. Sharing Your Information We do not sell your personal data. We only share data with:

  • Service Providers: Third-party software you authorize us to use (e.g., QuickBooks Online, Gusto, Stripe) to perform our services.

  • Legal Compliance: If required by subpoena or law enforcement.

6. Data Security We implement industry-standard encryption and security protocols to protect your financial data. However, no digital transmission is 100% secure. We encourage clients to use secure portals for document transfer rather than standard email.

7. Your Rights Depending on your location, you may have the right to access, correct, or delete your personal data held by us. To make a request, contact support@thefinancialsmith.com.

8. Children's Privacy Our services are intended for businesses and organizations. We do not knowingly collect data from children under 13.

9. Changes to This Policy We may update this policy as our technology evolves. Significant changes will be communicated via email or a notice on our website.

10. Contact Us The Financial Smith Atlanta, GA 30314 Email: support@thefinancialsmith.com