Privacy Policy

SmartAccounting Firm — Kathryn Lui
Last Updated: 12/10/25

SmartAccounting Firm (“we,” “our,” or “us”) is committed to protecting your privacy.
This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website, book a call, or interact with our services.

By using this site, you consent to the practices described below.

1. Information We Collect

We may collect the following types of information:

A. Personal Information You Provide

This includes information submitted through forms, booking pages, or direct communication:

Name

Email address

Phone number

Business information

Any information voluntarily submitted through contact or intake forms

B. Automatically Collected Information

Our site may automatically collect data such as:

IP address

Browser type

Device information

Pages visited

Time spent on site

Cookies and tracking data

C. Payment Information

If you purchase a digital product or service, payment is processed securely through a third-party provider (e.g., Stripe, PayPal).
We do not store or access your full payment details.

2. How We Use Your Information

We use the information collected to:

Respond to inquiries or requests

Schedule and conduct consultations

Provide services you requested

Send emails, reminders, or updates

Improve website performance and user experience

Deliver marketing or educational content (only with your consent)

Analyze engagement for internal business purposes

We do not sell your personal information to any third parties.

3. Cookies & Tracking Technologies

We may use cookies and similar technologies to:

Improve website performance

Personalize user experience

Track engagement for analytics

Support advertising or retargeting

You may disable cookies in your browser settings, though some site features may not function properly.

4. Third-Party Services

We may use third-party tools for:

Payment processing

Email marketing

Calendar booking

Analytics

Advertising

Funnel or CRM management

These providers have their own independent privacy policies.
We are not responsible for their practices.

Common tools may include (but are not limited to):

Stripe / PayPal

Google Analytics

Calendly

Meta (Facebook/Instagram)

HighLevel or similar CRM platforms

5. How We Protect Your Information

We take reasonable measures to protect your personal information, including:

Secure servers

Limited access to sensitive data

Encrypted transmission (HTTPS)

While we strive to protect your data, no method of transmission or storage is 100% secure.

6. Your Rights & Choices

Depending on your location, you may have the right to:

Access the personal information we have about you

Update or correct your information

Request deletion of your information

Opt out of marketing emails (one-click unsubscribe)

Restrict certain processing activities

To make any requests, contact us at:
[email protected]

7. Data Retention

We retain your information only as long as necessary to:

Provide services

Fulfill contractual obligations

Comply with legal requirements

Maintain business records

8. Children’s Privacy

This website and services are not intended for children under 13.
We do not knowingly collect information from minors.

9. External Links

Our website may contain links to third-party websites.
We are not responsible for their privacy practices or content.

10. Updates to This Policy

We may update this Privacy Policy from time to time.
Changes will be posted on this page with an updated effective date.

11. Contact Us

If you have questions or concerns about this Privacy Policy, contact:

SmartAccounting Firm
Email: [email protected]
Phone: (903) 603-0060