Privacy Policy
Last updated: October 2026
Information we collect
When you submit our contact form we collect the details you provide: your name, email address, business name, phone number, the services you’re interested in, and your message.
How we use it
We use this information only to respond to your inquiry, schedule a consultation, and prepare a quote. We do not sell or rent your personal information.
Client financial data
Clients grant us access to their accounting software and financial statements under a separate engagement agreement. We access only what is needed to perform our services and never request your online banking passwords.
Service providers
Form submissions are delivered to us by email through a third-party email provider, and this website is hosted by a third-party hosting provider. These providers process data on our behalf.
Contact
Questions about this policy? Email us at hello@purebalancefinancials.com.