Important: Do not send Social Security numbers, tax returns, identity documents or other sensitive financial records through the public forms on this website. Our team will provide an appropriate secure method when documents are required.
1. Overview
CleverAct Solutions (“CleverAct Solutions,” “we,” “us” or “our”) respects your privacy. This Privacy Policy explains how we handle information collected through this website and our initial contact forms.
2. Information we collect
We may collect information that you voluntarily provide, including your name, email address, telephone number, selected service, preferred timeline, experience level and the contents of your message.
Our website and hosting provider may also collect limited technical information, such as your IP address, browser type, device information, requested pages, timestamps and security logs. This information is used to operate, protect and troubleshoot the website.
3. Sensitive tax information
The website enquiry forms are intended only for initial contact. Please do not use them to submit taxpayer identification numbers, Social Security numbers, tax documents, banking details or copies of identification. If you engage us for tax preparation, sensitive information will be handled through the secure process communicated by our team and may also be subject to separate engagement terms and privacy notices.
4. How we use information
We may use collected information to:
- Respond to enquiries and quote requests;
- Provide information about tax preparation, training or business-support services;
- Schedule follow-up communication and provide requested services;
- Maintain business and administrative records;
- Protect the website, prevent abuse and investigate security incidents; and
- Comply with applicable legal, regulatory and professional obligations.
5. How information may be shared
We may share information with service providers that support website hosting, email delivery, communications, security, professional services or other business operations. These providers may use information only as needed to perform services for us. We may also disclose information when required by law, to protect legal rights or safety, or as part of a business reorganization or transfer.
We do not sell or rent personal information submitted through this website.
6. Cookies and website operation
The website may use essential cookies or similar technologies for session management, security and basic functionality. We do not currently use the public website forms to build advertising profiles. If our cookie or analytics practices materially change, this policy will be updated.
7. Data retention
We retain information for as long as reasonably necessary to respond to requests, provide services, maintain appropriate records, resolve disputes, protect the website and satisfy legal or professional obligations. Retention periods may differ depending on the nature of the information and the service involved.
8. Security
We use reasonable administrative, technical and physical measures designed to protect information. However, no website, transmission method or storage system can be guaranteed to be completely secure. You are responsible for avoiding sensitive information in public website forms.
9. Your choices
You may contact us to request access to, correction of or deletion of personal information submitted through the website. Some information may need to be retained when required for legal, security, tax, accounting or professional purposes.
10. Children’s privacy
This website is intended for adults and is not directed to children under 13. We do not knowingly collect personal information from children under 13 through the website.
11. Third-party websites
Our website may contain links to third-party websites or services. Their privacy practices are governed by their own policies, and we are not responsible for their content or practices.
12. Policy changes
We may update this Privacy Policy as our services, technology or legal obligations change. The revised date at the top of this page indicates when the policy was last updated.
13. Contact us
For privacy questions or requests, contact CleverAct Solutions at info@cleveractsolutions.com or call (954) 698-2917.