Effective Date: 03/24/2024

Impact Financials is a trade name of D & PIE LLC (dba Impact Financials).

At Impact Financials, your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your information.

Information We Collect

• Personal information (name, email, phone number, billing address)
• Financial information you provide for services (tax info, business details)
• Non-identifying information (browser type, site usage, cookies)

How We Use Your Information

• To provide services such as tax preparation, business registration, and coaching
• To improve our website, courses, and customer experience
• To send you updates, resources, and promotional offers (you can opt out anytime)
• To comply with legal and regulatory obligations

Information Sharing

We do not sell your personal data. We may share information with trusted third-party service providers (payment processors, CRM tools) only as needed to deliver our services.

SMS Communications

When you opt in to receive text messages from Impact Financials, we collect your mobile phone number to send appointment confirmations, appointment reminders, and responses to your inquiries. Message frequency varies. Message & data rates may apply. Reply STOP to opt out at any time or HELP for assistance, or call 1-844-660-3635.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties. The information sharing described in this policy excludes all text messaging originator opt-in data and consent.

Data Security

We use industry-standard security measures to protect your information. However, no online system is 100% secure, and you share data at your own risk.

Your Rights

• Request access to your information
• Request corrections or deletion
• Opt out of promotional communications

For privacy questions, contact us at: contact@impactfinancials.io