Privacy Policy

Pretty Basic Consulting

Effective Date: May 2026
Last Updated: May 2026

1. Overview

Pretty Basic Consulting (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us.

This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website, submit forms, book services, or communicate with us through SMS, email, or other platforms.

By using our services, you agree to the terms outlined in this Privacy Policy.

2. Information We Collect

We may collect the following types of personal information:

Personal Information You Provide

Full name

Email address

Phone number

Billing or mailing address

Business information (if applicable)

Financial or tax-related information (when voluntarily submitted for services)

Automatically Collected Information

IP address

Browser type and device information

Website usage data (pages visited, time spent, clicks)

Cookies and tracking data

3. How We Use Your Information

We use the information collected to:

Provide tax, consulting, and financial services

Schedule and manage appointments

Deliver SMS, email, and service updates

Respond to inquiries and customer support requests

Process payments and transactions

Send important account or service notifications

Share promotional offers (only when consent is given)

Improve website performance and user experience

4. SMS & Communication Consent (A2P Compliance)

By providing your phone number, you consent to receive SMS messages from Pretty Basic Consulting, which may include:

Appointment reminders

Service updates

Account notifications

Follow-ups related to services

Occasional promotional messages

Message Frequency

Message frequency may vary depending on your interaction with our services.

Opt-Out Instructions

You may opt out at any time by replying:

STOP to unsubscribe

HELP for assistance

Message and data rates may apply depending on your carrier.

5. Information Sharing

We do not sell, rent, or trade your personal information.

We may share information only in the following limited circumstances:

With trusted service providers (e.g., CRM systems, payment processors, tax software)

To comply with legal obligations, subpoenas, or regulatory requirements

To protect our rights, property, or safety, or that of our clients

With your explicit consent

All third-party providers are required to maintain confidentiality and data protection standards.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information.

However, no system is completely secure, and we cannot guarantee absolute security of data transmitted online.

7. Cookies & Tracking Technologies

We may use cookies and similar technologies to:

Improve site functionality

Track user behavior for analytics

Enhance marketing and retargeting efforts

You may disable cookies through your browser settings at any time.

8. Data Retention

We retain personal information only as long as necessary to:

Provide services

Comply with legal and tax obligations

Maintain business records

After that period, data is securely deleted or anonymized.

9. Your Rights

Depending on your location, you may have rights to:

Access the personal data we hold about you

Request corrections or updates

Request deletion of your data (where legally permissible)

Withdraw consent for marketing communications

To exercise these rights, contact us using the information below.

10. Third-Party Services

We may use third-party tools and platforms such as:

Payment processors

CRM systems (e.g., GoHighLevel)

Email and SMS delivery providers

Tax and financial software platforms

We are not responsible for the privacy practices of these third parties.

11. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from minors.

12. Changes to This Policy

We reserve the right to update or modify this Privacy Policy at any time. Updates will be posted on this page with a revised effective date.

Continued use of our services after changes constitutes acceptance of the updated policy.

13. Contact Information

If you have questions about this Privacy Policy or how your data is handled, please contact:

Pretty Basic Consulting
Email: [Insert Business Email]
Website: [Insert Website URL]