Introduction
Brief Financial, LLC (“Brief Financial,” “we,” “us,” or “our”) is committed to protecting your privacy and ensuring transparency in how we collect, use, and safeguard your personal information. This Privacy Notice explains our data handling practices when you visit our website, interact with us, or use our services. By accessing our website or engaging with our services, you acknowledge and consent to the terms described in this Privacy Notice.
Information We Collect
We may collect personal information when you voluntarily provide it to us, such as, but not limited to, when you request our bookkeeping, payroll processing, or financial consulting services, communicate with us via email, phone, text message, or WhatsApp, or fill out forms on our website or third-party websites, provided these third parties are linked to our official communications.
The personal information we collect may include, but is not limited to, your full name, email address, phone number, and company details. Additionally, for financial services, including but not limited to payroll management, tax compliance, and bookkeeping, we may collect relevant business tax information, such as Employer Identification Numbers (EINs), passport numbers, credit card information, Social Security Numbers (SSNs), driver’s license details, financial statements, and banking details, but only when required to perform the requested services.
We also maintain a blog on our website where users can voluntarily post comments. If you engage with our blog, any information you provide, including personal details, may be collected.
We do not collect sensitive personal information such as biometric data, political opinions, medical records, or precise geolocation data. Any financial data we collect is strictly for the purpose of providing our services and is handled with the highest level of security and confidentiality.
How We Use Your Information
We may use the personal information you provide to deliver and manage our services, maintain communication with you, and ensure efficient business operations. This includes processing financial transactions, managing payroll services, handling tax-related filings, and providing customer support. Your information may also be used to improve our website functionality, respond to inquiries, and send service-related notifications.
From time to time, we may conduct advertising campaigns on third party platforms. If you are an existing client, we may use limited, non-sensitive client data to create targeted advertising for individuals or businesses with similar profiles. However, we do not sell, rent, or share your personal information for third-party marketing.
While we may use your contact information to provide updates about our services or regulatory changes relevant to your business, you will always have the option to opt out of receiving non-essential communications. Additionally, we do not use your data for behavioral tracking, targeted advertising by third parties, or any form of automated decision-making that could impact your privacy.
How We Share Your Information
Your personal information is never sold, rented, or shared with third parties for marketing purposes. However, we may share necessary data with trusted third-party service providers who assist in delivering our services. This may include but not limited to cloud-based accounting software, payment processors, or banking partners. In such cases, these providers are contractually obligated to handle your information securely and only for the purposes specified by us.
Additionally, in order to render specific services, we may engage independent contractors, firms, or other businesses. In these cases, necessary personal or financial data may be shared with these contractors solely for service fulfillment. Any third parties with whom we share data are contractually obligated to handle your information securely and only for the purposes specified by us.
We may also disclose your information when required by law, such as in response to a legal request, a subpoena, or compliance with regulatory authorities. If we undergo a business transaction such as a merger, acquisition, or asset sale, your personal information may be transferred as part of that process, and we will ensure you are notified in advance of any significant changes.
Data Retention and Security
We retain your personal information only for as long as necessary to fulfill our service obligations, comply with legal and tax regulations, and resolve disputes. Our data security measures include encryption, access controls, and other safeguards designed to protect against unauthorized access, loss, or misuse of personal information. While we take every precaution to secure your data, no system can be entirely foolproof. If we detect a data breach that affects your personal information, we will notify you in accordance with applicable legal requirements.
Your Rights and Choices
Depending on your location, you may have specific rights regarding your personal information. You can request access to, modification of, or deletion of your personal data by contacting us at info@brieffinancial.com. Additionally, you have the right to opt out of non-essential communications at any time. If you are a resident of California, you may also request details about how we collect, use, and disclose your information under the California Consumer Privacy Act (CCPA).
Legal Compliance and International Considerations
As a U.S.-based company, Brief Financial complies with Florida data protection laws and other relevant privacy regulations. If you are located outside the United States and choose to use our services, please note that your personal information may be processed and stored in the U.S., where data protection laws may differ from those in your home country.
Third-Party Links on Our Website
Our website may contain hyperlinks to third-party websites. These external sites are not under our control, and we are not responsible for their privacy practices or content. We encourage users to review the privacy policies of any external sites they visit through our links, as their data collection and handling may differ from ours.
Changes to This Privacy Notice
We may periodically update this Privacy Notice to reflect changes in our practices, regulatory requirements, or business operations. Any modifications will be posted on our website with an updated effective date. Your continued use of our website or services after these changes constitutes acceptance of the updated Privacy Notice.
Contact Information
If you have any questions or concerns about this Privacy Notice or how we handle your data, please contact us at:
📧 Email: info@brieffinancial.com
