SageDigits Accounting

Privacy Policy

Effective Date: August 2025

At SageDigits Accounting LLC (“we,” “us,” or “our”), we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains what information we collect, how we use it, and the choices you have regarding your information when you interact with our website (the “Site”) or services.

1. WHAT INFORMATION WE COLLECT AND HOW IT IS USED

When you access the Site, you may provide personally identifiable information including, but not limited to, your name, email address, phone number, mailing address, company name, payment information, avatar image, and any other details you submit via forms, live chat, comments, surveys, or purchase orders.

We collect this information when you:
  • Register on the Site
  • Place an order or request services
  • Subscribe to newsletters Fill out forms or provide feedback
  • Participate in surveys, promotions, or contests
  • Contact us via email, phone, or chat
  • Engage with us on social media platforms

  • Additionally, we automatically collect information through log data and analytics tools (e.g., Google Analytics), including your IP address, browser type, device information, referring URLs, pages visited, time spent, and geographic location.
    We use this information to:
  • Provide and manage accounting, tax, and advisory services
  • Process transactions securely
  • Personalize and improve your website experience
  • Provide customer support and respond to inquiries
  • Tailor advertisements, promotions, and offers to you
  • Solicit reviews of services or products
  • Send newsletters and marketing communications (with consent)
  • Analyze website usage patterns and improve Site performance
  • 2. COMMENTS AND SOCIAL MEDIA

    If you leave a comment, the comment and its metadata are retained indefinitely. Your name, email address, and website (if provided) will not be shared with third parties. Social media interactions are public and governed by the privacy policies of those platforms. We are not responsible for the use, storage, or dissemination of personal information you share publicly on social media.
    3. USE OF COOKIES

    We use cookies to:
  • Facilitate website navigation
  • Save user preferences
  • Track analytics and website usage
  • Serve personalized ads and promotions
  • Enable affiliate marketing tracking

  • You can manage cookie preferences via your browser settings. Disabling cookies may impact Site functionality.
    4. USE OF WEB BEACONS AND PIXELS

    We may use web beacons, also known as pixels or GIFs, to track user activity and behavior for analytics, retargeting, and advertising purposes. Third-party platforms (e.g., Facebook, Google) may also use cookies and pixels for remarketing and tracking conversions. You can opt-out via their ad settings.

    5. THIRD-PARTY LINKS AND EMBEDDED CONTENT

    Our Site may contain links to third-party websites and embedded content (e.g., videos, images). These sites may collect data about you, use cookies, and track interactions independently of our policies. We are not responsible for their data practices.
    6. DISCLOSURE OF YOUR INFORMATION


    We do not sell, rent, trade, or otherwise disclose your personal information to any third party for marketing or commercial purposes. Your information will only be shared with trusted service providers, professional advisors, or other authorized parties as necessary to provide our services, comply with legal obligations, or protect our rights.
  • Service providers (e.g., hosting, CRM, email marketing, payment processors)
  • Professional advisors (e.g., accountants, legal counsel)
  • Affiliates and successors in business transfers
  • Law enforcement, regulators, or legal obligations
  • SMS/Mobile Data Privacy:
    No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
    7. EMAIL MARKETING

    By subscribing to our mailing list, you consent to receive emails from us, including newsletters, updates, offers, and promotions. You can unsubscribe at any time via the link in our emails or by contacting admin@sagedigitsaccounting.com.

    8. OPT-OUT

    We comply with CAN-SPAM and GDPR regulations. You can opt-out of receiving marketing communications by:
  • Clicking “unsubscribe” at the bottom of our emails
  • Contacting us directly For third-party sites, you must opt-out through their channels.
  • 9. DATA SECURITY

    We implement industry-standard security measures to protect your personal data. However, no method of transmission over the Internet is 100% secure. Payment transactions are processed securely via third-party vendors, and we do not store credit card information.

    10. DATA RETENTION

    We retain your data for as long as necessary to provide services, comply with legal obligations, and maintain business records (typically seven years for financial data).
    9. DATA SECURITY

    We implement industry-standard security measures to protect your personal data. However, no method of transmission over the Internet is 100% secure. Payment transactions are processed securely via third-party vendors, and we do not store credit card information.

    10. DATA RETENTION

    We retain your data for as long as necessary to provide services, comply with legal obligations, and maintain business records (typically seven years for financial data).
    11. YOUR RIGHTS UNDER GDPR & CCPA

    If you reside in the EU or California, you have rights to:
  • Access, correct, or delete your personal information
  • Restrict or object to data processing
  • Data portability
  • Withdraw consent at any time
  • Request information on how your data is shared with third parties

  • To exercise these rights, email admin@sagedigitsaccounting.com with sufficient information to verify your identity.
    12. DO NOT TRACK SIGNALS

    Our Site does not respond to Do Not Track signals from web browsers.

    12. CHILDREN’S PRIVACY

    Our Site is not intended for children under 13 years of age. We do not knowingly collect personal data from children.

    13. REMOTE OPERATIONS & DATA STORAGE

    SageDigits Accounting LLC operates as a fully remote firm. All client data, including financial documents and communications, are managed electronically through secure, cloud-based platforms. We do not maintain physical office storage for client records. Access to sensitive data is restricted to authorized personnel who follow strict confidentiality protocols, regardless of their physical location.

    14. CROSS-BORDER DATA ACCESS

    As a remote firm, our team members and authorized contractors may access your data from locations outside of your state or country of residence. We ensure that all remote access complies with our strict data security protocols and confidentiality agreements. By using our services, you consent to this international access as necessary to provide our services.
    16. COOKIE POLICY

    We use cookies and similar tracking technologies to enhance your browsing experience, analyze website traffic, personalize content, and serve targeted advertisements. Cookies are small text files that are stored on your device when you visit our Site. You can manage your cookie preferences via your browser settings at any time. Types of cookies we use:
  • Essential Cookies: Necessary for the Site to function and cannot be disabled.
  • Performance & Analytics Cookies: Help us understand how visitors interact with our Site by collecting information anonymously.
  • Functional Cookies: Enable enhanced functionality and personalization.
  • Advertising & Marketing Cookies: Used to deliver relevant advertisements and track the effectiveness of marketing campaigns.
  • You may opt-out of non-essential cookies by adjusting your browser settings or through our cookie consent banner when visiting the Site. Please note that disabling certain cookies may impact the functionality of the Site.
    17. CHANGES TO THIS PRIVACY POLICY

    We reserve the right to modify this Privacy Policy at any time. Updates will be posted on this page with a revised effective date. Continued use of the Site constitutes your acceptance of the updated terms.

    18. LEGAL & TAX DISCLAIMER The content provided on this website, including but not limited to blog articles, downloadable resources, and general information, is intended for informational purposes only and does not constitute legal, tax, accounting, or financial advice. SageDigits Accounting LLC makes no warranties or representations regarding the accuracy, completeness, or timeliness of any content provided.
    You should not act or refrain from acting on the basis of any content included on this website without seeking appropriate professional advice specific to your individual circumstances. Any reliance you place on information from this Site is strictly at your own risk.
    Use of this Site does not create a client relationship with SageDigits Accounting LLC unless a formal engagement agreement has been signed. Communications submitted through this website or by email do not establish a professional relationship unless expressly agreed in writing.
    While we strive to maintain up-to-date information, tax laws and regulations frequently change, and we cannot guarantee that all content on this website reflects the latest changes or interpretations. You are advised to consult with a qualified tax professional or legal advisor before making any decisions based on the information provided on this Site.
    SageDigits Accounting LLC disclaims any and all liability for any loss, damage, or injury resulting from reliance on information provided on this website.
    19. USER ELIGIBILITY

    This Site is intended for use by individuals who are at least 18 years of age and possess the legal capacity to enter into binding agreements. By using this Site, you represent that you are of legal age and sound mind, and have the authority to agree to these terms. If you do not meet these requirements, you must not use this Site.

    20. INDEMNIFICATION

    You agree to indemnify, defend, and hold harmless SageDigits Accounting LLC, its affiliates, officers, directors, employees, agents, and contractors from and against any claims, liabilities, damages, losses, costs, or expenses (including reasonable attorneys’ fees) arising out of or related to your violation of this Privacy Policy, misuse of the Site, infringement of intellectual property, or violation of applicable laws or regulations.

    21. STATE-SPECIFIC RIGHTS

    California Residents: In addition to the rights outlined under the California Consumer Privacy Act (CCPA), California residents may request information regarding the disclosure of personal information to third parties for direct marketing purposes under California’s “Shine the Light” law (California Civil Code Section 1798.83). To make such a request, please contact us using the contact information below. Nevada Residents: Nevada law allows residents to opt-out of the sale of certain personal information to third parties. SageDigits Accounting LLC does not currently sell personal information. If you are a Nevada resident and would like to make a future request to opt-out of any potential sale, please contact us at the information below.

    22. CONTACT US

    For any questions or requests regarding this Privacy Policy, contact us at: Email: admin@sagedigitsaccounting.com Mailing Address: Saint Marys, GA, United States Phone: 770-341-7330