Privacy policy
Privacy Policy Effective Date: AUGUST 1, 2026
1. COMPANY IDENTITY AND SCOPE
This Privacy Policy describes how RD Digital Financial Solutions LLC, an LLC company (the
"Company"), collects, uses, discloses, and protects personal information.
This Privacy Policy applies to the Company's website, online tools, applications, client-facing
platforms, communications, and related business channels described as follows: Bookkeeping
&/or Web Design services (collectively, the "Services").
This Privacy Policy applies to personal information collected through the Services, in
communications with the Company, and through other interactions connected with the
Company's business operations, except to the extent a separate privacy notice applies to a
specific product, service, or relationship.
This Privacy Policy is effective as of 2026-08-01.
2. INFORMATION WE COLLECT
The Company may collect personal information that you provide directly when you use the
Services, communicate with the Company, request information, engage the Company for
services, submit forms, make inquiries, or otherwise interact with the Company. Categories of
personal information collected directly from you may include: Information We Collect and
Sources We collect personal data from several distinct sources to provide and improve our
services: • Information You Provide Directly: We collect information you voluntarily share when
you fill out forms, create an account, request a quote, upload financial documents, or
communicate with us. This includes your name, email address, physical address, phone
number, business financial records, tax identification numbers, and payroll details.
The Company may also collect certain information automatically through your use of the
Services and related technologies. This information may include device, browser, usage, log,
network, and interaction data, as well as similar technical information collected through the
following methods: When you navigate our Site, we automatically collect technical data through
cookies, server logs, and tracking pixels. This includes your IP address, browser type, device
information, operating system, and browsing behavior
(such as pages viewed and time spent on the Site).
In addition, the Company may obtain personal information from third parties, such as service
providers, business partners, referral sources, analytics providers, advertising or marketing
partners, publicly available sources, and other sources described as follows: We may receive
data from trusted third-party partners, including payment processors, marketing partners, or
social media networks when you link your profiles to our services.
The specific types of information the Company collects depend on how you interact with the
Services, the nature of your relationship with the Company, and the legal or operational
requirements applicable to the information.
3. HOW WE USE INFORMATION
The Company may use personal information for legitimate business and operational purposes,
including to provide and maintain the Services, communicate with users and clients, respond to
requests, manage accounts and relationships, operate and improve the Services, understand
usage patterns, perform analytics, protect the security and integrity of the Services, enforce
applicable terms, comply with legal obligations, and carry out other disclosed business
purposes. The Company's uses of personal information include: Purpose of Data Collection We
use the collected information to deliver, optimize, and secure our dual-service operations: • For
Bookkeeping Services: We process financial records, bank statements, and identity data to fulfill
our service contracts, balance ledgers, manage payroll, prevent financial fraud, and ensure
strict compliance with federal, state, and local tax laws. • For Web Design Services: We utilize
your data and content assets to manage project design, optimize website layouts, test platform
functionality, and monitor live website performance through analytics. • For Shared
Administrative Operations: Across both service lines, we use your information to manage client
accounts, process invoices, collect payment fees or monthly retainers, communicate project
updates, and maintain secure digital environments.
The Company may also use personal information to investigate suspected fraud or misuse,
troubleshoot technical issues, develop new services or features, maintain business records, and
otherwise support the administration of its business in a manner consistent with this Privacy
Policy and applicable law.
4. HOW WE SHARE INFORMATION
The Company may share personal information with categories of recipients that support its
business operations, service delivery, compliance activities, and related business needs. Such
recipients may include: We share your personal data with trusted third parties exclusively to
deliver our bookkeeping and web design services and ensure regulatory compliance. •
Bookkeeping Disclosures: We securely transmit financial, payroll, and identity data to
government tax authorities, banking institutions, and specialized accounting software providers
(such as QuickBooks or Xero). • Web Design Disclosures: We share necessary technical
assets, domain registration information, and site data with web hosting platforms, plugin
developers, and content delivery networks to launch and optimize your digital platforms. •
General Business Operations: We disclose information to secure payment gateway processors
to handle service fees, legal or financial advisors to protect our business operations, and
cybersecurity partners to prevent fraud. We do not sell, rent, or trade your personal data to third
parties for marketing purposes.
The Company shares personal information only as reasonably necessary for business,
operational, contractual, security, compliance, and other disclosed purposes, including the
following: We disclose information to secure payment gateway processors to handle service
fees, legal or financial advisors to protect our business operations, and cybersecurity partners to
prevent fraud. We do not sell, rent, or trade your personal data to third parties for marketing
purposes.
The Company may also disclose personal information when required by law, court order,
subpoena, or other legal process; to protect the rights, property, or safety of the Company, its
users, or others; in connection with investigating fraud, security issues, or violations of
applicable terms; or as part of an actual or proposed merger, acquisition, financing,
reorganization, sale of assets, or similar business transaction.
The Company does not disclose personal information except as described in this Privacy Policy,
as otherwise disclosed at the time of collection, or as permitted or required by applicable law.
5. COOKIES AND TRACKING TECHNOLOGIES
RD Digital Financial Solutions LLC (the "Company") uses cookies and similar tracking
technologies on its website and related online services to collect and store information about
how visitors access, navigate, and use those services. The tracking technologies the Company
uses may include: We implement industry-standard administrative, technical, and physical
security measures designed to protect your sensitive financial and personal data. This includes
encrypted data transfers (SSL/TLS), secure client portals, and restricted access protocols.
However, please note that no digital transmission or storage system can be guaranteed 100%
secure.
These technologies help the Company operate and secure the website, remember user
preferences, understand site traffic and engagement, improve content and functionality,
measure the effectiveness of communications and promotions, and support other legitimate
business and operational needs. The main purposes served by these cookies and tracking
technologies are: We implement industry-standard administrative, technical, and physical
security measures designed to protect your sensitive financial and personal data. This includes
encrypted data transfers (SSL/TLS), secure client portals, and restricted access protocols.
However, please note that no digital transmission or storage system can be guaranteed 100%
secure.
Depending on the technology used, information collected through cookies and similar tools may
be gathered directly by the Company or by service providers acting on its behalf. Some features
of the website may not function properly if certain cookies or tracking tools are disabled.
6. YOUR CHOICES
Users may make choices about how the Company collects, uses, and communicates personal
information. Available choice methods may include managing marketing email preferences,
adjusting browser or device settings to control cookies and similar technologies, updating
account information, and submitting requests relating to access, correction, deletion, or other
privacy preferences. The methods currently offered by the Company are: Depending on your
geographic location, you may have specific rights regarding your personal data under laws like
the GDPR or CCPA. These may include the right to access, correct, delete, or restrict the use of
your data. To exercise any of these rights, please contact us using the information below.
Users may also opt out of promotional communications by following the unsubscribe instructions
included in those messages, where applicable. Even if a user opts out of marketing
communications, the Company may still send transactional, service-related, security, or legally
required communications.
Cookie-related choices may also be available through browser settings, device controls, or any
cookie management tools made available on the website. Requests relating to personal
information will be handled in accordance with applicable law and the Company's reasonable
verification procedures.
7. DATA RETENTION
The Company retains personal information for as long as reasonably necessary to fulfill the
purposes described in this Privacy Policy, including to provide services, maintain business and
operational records, resolve disputes, enforce agreements, and comply with legal, accounting,
tax, or regulatory obligations. The Company's retention practices are as follows: We retain your
personal and financial data only for as long as necessary to fulfill the purposes outlined in this
policy, service your account, or comply with legal, tax, accounting, and regulatory reporting
requirements. (For example, bookkeeping records may be retained for several years to satisfy
government audit regulations).
In determining the appropriate retention period for particular categories of personal information,
the Company may consider the nature and sensitivity of the information, the reason the
information was collected and used, the need to maintain the information for customer service
or business operations, applicable legal requirements, and the risk of harm from unauthorized
use or disclosure. When retention is no longer reasonably necessary, the Company will delete,
de-identify, or otherwise dispose of the information in a manner appropriate to the
circumstances and as required by applicable law.
8. DATA SECURITY
The Company maintains administrative, technical, and organizational safeguards designed to
protect personal information against unauthorized access, use, disclosure, alteration, and
destruction. The security measures used by the Company include: We retain your personal and
financial data only for as long as necessary to fulfill the purposes outlined in this policy, service
your account, or comply with legal, tax, accounting, and regulatory reporting requirements. (For
example, bookkeeping records may be retained for several years to satisfy government audit
regulations).
These safeguards are intended to reflect the nature of the personal information the Company
processes and the risks associated with that processing. However, no method of transmitting
information over the internet or storing information electronically is completely secure, and the
Company cannot guarantee absolute security.
Users are responsible for using secure devices and networks, protecting account credentials
where applicable, and notifying the Company promptly of any suspected unauthorized access to
their information or interactions with the website.
9. CHILDREN'S PRIVACY
This Policy is intended for individuals who are at least 18 years old. We do not knowingly collect
personal information from children under that age through our websites, applications, or related
services.
If we learn that we have collected personal information from a child under the stated age
threshold without legally valid authorization, we will take reasonable steps to delete that
information or otherwise handle it in accordance with applicable law.
Parents or legal guardians who believe that a child has provided personal information to us may
contact us to request review, deletion, or other appropriate action regarding that information.
10. STATE PRIVACY RIGHTS
Depending on the state in which you reside, you may have certain rights regarding your
personal information under applicable U.S. privacy laws. Those rights recognized by the
Company include: Depending on your geographic location, you may have specific rights
regarding your personal data under laws like the GDPR or CCPA. These may include the right
to access, correct, delete, or restrict the use of your data. To exercise any of these rights,
please contact us using the information below.
You may submit a privacy rights request by using the following method or methods: If you have
any questions or concerns about this Privacy Policy or our data practices, please contact us at
contact@rddigitalfinacialsolutions.com.
We may take reasonable steps to verify your identity before processing a request and may deny
or limit a request where permitted by applicable law, including when we cannot verify the
requestor's identity or when an exception applies.
You may also have the right to appeal a decision on your request where required by applicable
law. If an appeal right applies, you should submit your appeal using the same contact channel
identified above and clearly describe the basis for the appeal.
11. THIRD-PARTY WEBSITES AND SERVICES
Our websites and services may contain links to, plug-ins for, or integrations with third-party
websites, platforms, tools, or services. Our use of such third-party websites and services is
described as follows: We implement industry-standard administrative, technical, and physical
security measures designed to protect your sensitive financial and personal data. This includes
encrypted data transfers (SSL/TLS), secure client portals, and restricted access protocols.
However, please note that no digital transmission or storage system can be guaranteed 100%
secure.
This Policy applies only to our own information practices and does not apply to the privacy,
security, or content practices of any third party. When you leave our website or interact with a
third-party feature, your information may be collected or used under that third party's own terms,
privacy notice, and policies.
We encourage you to review the privacy policies and terms of any third-party website or service
before providing personal information to it or using its features.
12. CHANGES TO THIS POLICY
We may update this Policy from time to time to reflect changes in our business practices,
technologies, legal requirements, or other operational needs. Our process for posting or
communicating changes is as follows: We may update this Privacy Policy from time to time to
reflect changes in our practices or legal obligations. We will notify you of any material changes
by posting the new policy on this page with an updated "Last Updated" date. via email.
Unless otherwise stated in the updated Policy or required by law, changes will become effective
when the revised Policy is posted. Your continued use of the websites, applications, or related
services after the effective date of the updated Policy constitutes acknowledgment of the
revised terms to the extent permitted by applicable law.
If applicable law requires additional notice or consent for specific changes, we will provide that
notice or obtain that consent in the manner required by law before those changes take effect.
13. DATA PROTECTION AND JURISDICTIONAL TERMS
13.1 Compliance with Privacy Laws. Both parties shall comply with all applicable data protection
and privacy laws worldwide relative to the processing of personal data under this Agreement.
This includes, to the extent applicable, the EU/UK General Data Protection Regulation
("GDPR") and various US State comprehensive privacy laws (collectively, "Applicable Privacy
Laws").
13.2 Incorporation of Data Processing Addendum (DPA). To the extent that the Processor
processes Personal Data (or "Personal Information" as defined under US State laws) on behalf
of the Controller that is protected by Applicable Privacy Laws, the parties agree that such
processing shall be governed by the terms of the separate Data Processing Addendum ("DPA")
executed by the parties, which is hereby incorporated into this Agreement by reference.
13.3 Mapping of Legal Terms. For the avoidance of doubt and to ensure compliance across
differing regional legal frameworks, the parties agree that:
(a) "Controller" shall include a "Business" as defined under the California Consumer Privacy
Act (CCPA) and similar US State privacy laws.
(b) "Processor" shall include a "Service Provider" or "Contractor" as defined under the CCPA
and similar US State privacy laws.
(c) "Personal Data" shall include "Personal Information" or "Consumer Data" as defined under
applicable US State frameworks.
13.4 Processing Restrictions for US State Laws. To the extent US State privacy laws apply to
the data, the Processor certifies that it understands and shall comply with the following
restrictions:
(a) Processor shall not "sell" or "share" the personal data.
(b) Processor shall not retain, use, or disclose personal data for any purpose other than the
specific business purposes specified in this Agreement, including retaining, using, or disclosing
personal data for a commercial purpose outside the direct business relationship.
(c) Processor shall not combine personal data received from the Controller with personal data
received from, or on behalf of, another person or entity, except as expressly permitted under
applicable law.
13.5 Conflict of Terms. In the event of any conflict or inconsistency between the terms of this
Main Agreement and the separate DPA regarding data protection obligations, the terms of the
separate DPA shall prevail.
14. CONTACT INFORMATION
If you have any questions about this Privacy Policy or would like to submit a request regarding
your personal information, please contact RD Digital Financial Solutions LLC through the
following privacy contact:
Contact Name: Rachele Deering
Email: contact@rddigitalfinancialsolutions.com
Mailing Address: 400 N TAMPA ST STE 1550 #553365
Requests relating to access, correction, deletion, or other applicable privacy rights should be
submitted using the contact information above. RD Digital Financial Solutions LLC will review
and respond to requests in accordance with applicable law.