Privacy Policy

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Effective Date: 12.15.2025

SmartBalance Business Solutions LLC (“SmartBalance,” “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, disclose, and safeguard your information when you visit our website, use our services, or communicate with us.

Information We Collect

We may collect personal information in the following ways:

Personal Information You Provide

When you contact us, complete forms, schedule appointments, or engage our services, you may voluntarily provide information such as:

• Name
• Email address
• Phone number
• Mailing address
• Business information
• Financial information (including tax-related data, income details, or insurance-related information)
• Any other information you choose to provide

Automatically Collected Information

When you visit our website, we may automatically collect certain information, including:

• IP address
• Browser type
• Device information
• Pages visited and time spent on the site
• Referring website URLs

This information is used for analytics, website functionality, and security purposes.

How We Use Your Information

We may use the information we collect to:

• Provide and manage our services
• Prepare tax returns, financial reports, bookkeeping, insurance, or consulting services
• Communicate with you about appointments, services, updates, or inquiries
• Improve our website, services, and customer experience
• Comply with legal and regulatory obligations
• Protect against fraud, unauthorized access, or misuse

Sharing Your Information

We do not sell your personal information.

We may share your information only in the following circumstances:

• With trusted service providers who assist us in operating our business (such as software providers, payment processors, or scheduling platforms)
• When required by law, regulation, court order, or governmental request
• To protect our rights, property, or safety, or that of our clients
• With your consent or at your direction

All third parties are required to keep your information confidential and secure.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. While no method of transmission over the internet is 100% secure, we strive to use commercially acceptable means to protect your data.

Data Sharing Policy

• Customer data is used only to provide our services.
• We do not transfer or share your personal information with any external organizations for any reason, even with your consent.

• Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data.

Messaging Terms and Conditions

• By providing your phone number and agreeing to receive texts, you consent to receive text messages from SmartBalance Business Solutions, from 817-905-8434 regarding account notification, customer care, delivery notification, marketing. Consent is not a condition of purchase. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time or HELP for assistance. You can also contact us at 817-905-8434 or Hello@smartbalance.co. Mobile opt-in information is never shared with third parties.

Cookies and Tracking Technologies

Our website may use cookies or similar technologies to enhance your experience, analyze website traffic, and improve functionality. You may choose to disable cookies through your browser settings, though some features of the site may not function properly.

Your Privacy Rights

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

• Request access to your personal information
• Request correction of inaccurate information
• Request deletion of your information, subject to legal and contractual obligations

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

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies before providing any information.

Children’s Privacy

Our services are not directed to children under the age of 13, and we do not knowingly collect personal information from children.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. Continued use of our website or services after changes are posted constitutes acceptance of those changes.

Contact Us

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

SmartBalance Business Solutions LLC

📧 Email: hello@smartbalance.co

🌐 Website: www.smartbalance.co

📞 Phone: 817-905-8434