Privacy Policy

1. Introduction

This Privacy Policy describes how Abide & Thrive LLC, dba Abide & Thrive Financial (“we,” “us,” or “our”) collects, uses, and protects your personal information when you visit our website or use our services. We are committed to safeguarding your privacy and handling your information responsibly and transparently.

2. Information We Collect

We may collect the following types of information:

Personal Information

Name

Email address

Phone number

Business name

Billing information (processed securely through third-party providers)

Automatically Collected Information

IP address

Browser type

Device information

Pages visited and time spent on the site

SMS Communications & Consent

By providing your phone number through our website forms, scheduling tools, or other communication channels, you consent to receive SMS text messages from Abide & Thrive LLC dba Abide & Thrive Financial related to:

Appointment reminders

Service updates

Account notifications

Customer support

Occasional marketing or promotional messages

Message frequency varies based on client interaction.

Message and data rates may apply depending on your mobile carrier and plan.

You can opt out of SMS communications at any time by replying:

STOP to unsubscribe

HELP for assistance

Consent to receive SMS messages is not a condition of purchase.

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.

We do not sell, rent, or share your phone number or SMS consent information with third parties or affiliates for marketing purposes.

For assistance, contact us at:

[email protected]

3. How We Use Your Information

We use your information to:

Provide and manage bookkeeping services

Respond to inquiries and schedule consultations

Send service-related communications

Improve our website and services

Comply with legal and accounting obligations

We do not sell or rent your personal data.

4. Third-Party Services

We may use trusted third-party services such as:

Payment processors

Email marketing platforms

Scheduling tools

Accounting software (e.g., QuickBooks Online)

GoHighLever/LeadConnector

Twilio

These providers only receive the information necessary to perform their services and are required to protect your data.

4. Third-Party Services

We may use trusted third-party services such as:

Payment processors

Email marketing platforms

Scheduling tools

Accounting software (e.g., QuickBooks Online)

These providers only receive the information necessary to perform their services and are required to protect your data.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information. However, no online transmission is 100% secure, and we cannot guarantee absolute security.

6. Your Rights

You have the right to:

Request access to your personal information

Request corrections or deletion

Opt out of marketing emails at any time

To exercise these rights, contact us at [email protected]

7. Cookies

Our website may use cookies to enhance user experience and analyze site traffic. You can disable cookies through your browser settings.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated date.

9. Contact Information

If you have questions about this Privacy Policy, please contact:

Abide & Thrive LLC dba Abide & Thrive Financial
Email: [email protected]