Privacy Policy.
Last updated: September 23, 2026
With Financial Team (“With FT,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, share, and safeguard personal information when you visit our website, contact us, request services, or otherwise interact with us.By using our website or providing information to us, you agree to the practices described in this Privacy Policy.
Information We Collect.
We may collect information you provide directly to us, including when you submit a contact form, request a consultation, become a client, apply for a role, subscribe to communications, or communicate with our team.
This information may include:
• Your name, business or organization name, title, email address, phone number, and mailing address
• Details about your business, financial needs, operational goals, or services you are interested in
• Information and documents needed to provide bookkeeping, payroll, tax preparation, financial reporting, consulting, or fractional finance and operations services
• Billing, payment, and transaction information
• Communications, inquiries, feedback, and other information you choose to share with us
We may also automatically collect limited technical information when you use our website, such as your IP address, browser type, device information, pages visited, referring website, and general usage activity.
How We Use Information.
We use personal information to operate our business and provide helpful, reliable service.
This may include:
• Responding to questions, consultation requests, and service inquiries
• Delivering bookkeeping, financial reporting, payroll, tax, consulting, and advisory services
•Managing client relationships, onboarding, billing, and support
• Communicating about your account, requested services, updates, or important notices
• Improving our website, services, systems, and client experience
• Protecting our business, clients, systems, and information from fraud, misuse, or security threats
• Meeting legal, regulatory, tax, accounting, and professional obligations
• Sending marketing communications when permitted by law and subject to your communication preferences
Financial Information.
Our work may require access to sensitive business and financial information. We use that information only as needed to provide the services you request, meet our legal and professional responsibilities, maintain accurate records, and improve our operations.
We do not sell your personal information or client financial information.
We use reasonable administrative, technical, and organizational safeguards designed to protect sensitive information. However, no method of transmitting information online or storing data electronically is completely secure, and we cannot guarantee absolute security.
How We Share Information.
We may share information only when reasonably necessary for business, service, legal, or security purposes. This may include sharing information with:
• Trusted service providers that help us operate our business, such as software, cloud-storage, payment-processing, communications, payroll, accounting, and technology providers
• Professional advisors, including attorneys, accountants, insurers, and auditors•
Government agencies, regulators, tax authorities, courts, or other parties when required by law or necessary to protect our rights or comply with legal obligations
• A successor organization in connection with a merger, acquisition, financing, restructuring, or sale of all or part of our business
Service providers that process information on our behalf are expected to use it only as necessary to provide services to us and in accordance with applicable privacy and security obligations.
Cookies and Analytics.
Our website may use cookies, pixels, analytics tools, and similar technologies to help the site function, understand visitor activity, improve performance, and support marketing efforts.
You may be able to control cookies through your browser settings. Disabling cookies may affect certain website features or functionality.
Marketing Communications.
If you subscribe to updates or otherwise opt in to receive marketing communications, we may send you information about our services, resources, insights, or events.
You may opt out of promotional emails at any time by using the unsubscribe link included in the email or by contacting us. Even if you opt out of marketing messages, we may still send service-related, account-related, or legally required communications.
Data Retention.
We retain personal and business information for as long as necessary to provide services, maintain business and financial records, comply with legal and professional obligations, resolve disputes, and enforce our agreements.
Retention periods may vary depending on the nature of the information, the services provided, and applicable legal, tax, accounting, regulatory, or contractual requirements.
Third-Party Links.
Our website may link to third-party websites, tools, platforms, or services. We are not responsible for the privacy practices, content, or security of those third parties. We encourage you to review the privacy policies of any third-party site or service before providing information.
Your Privacy Choices.
Depending on where you live and applicable law, you may have rights to request access to, correction of, or deletion of personal information we hold about you. You may also have the right to limit certain uses of your information or opt out of certain marketing communications.
To make a privacy-related request, contact us using the information below. We may need to verify your identity before completing a request, and some information may need to be retained to satisfy legal, professional, tax, accounting, or security obligations.
Children’s Privacy.
Our website and services are not intended for children under 13 years of age. We do not knowingly collect personal information from children. If you believe a child has provided personal information to us, please contact us so we can take appropriate action.
California Privacy Notice.
California residents may have additional rights under the California Consumer Privacy Act, as amended by the California Privacy Rights Act. Subject to applicable exceptions, California residents may request information about the personal information we collect, use, disclose, or retain, and may request correction or deletion of certain personal information.
With Financial Team does not sell personal information or share personal information for cross-context behavioral advertising as those terms are defined under applicable California law.
To submit a privacy request, contact us using the information below.
Changes to This Policy.
We may update this Privacy Policy from time to time to reflect changes in our practices, services, technology, or legal obligations. When we make changes, we will post the updated version on this page and revise the “Last Updated” date above.
Contact Us.
If you have questions about this Privacy Policy or how With Financial Team handles information, please contact us:
With Financial Team
tech@withfit.com
+1 714-312-6391