Data Statement for Key Forecasts
Effective Date: January 27, 2025
At Key Forecasts, we prioritize the security, transparency, and ethical handling of all client data. This Data Statement outlines our practices for collecting, using, storing, and protecting your information to ensure compliance with privacy regulations and to build trust with our clients.
1. Data Collection
We collect only the information necessary to provide our services effectively. This includes:
- Personal Information: Name, email address, and phone number.
- Business Information: Company name, location, annual revenue, type of business, and industry.
- Service-Specific Information: Details related to your accounting, bookkeeping, and financial reporting needs.
We collect data through our website contact forms, customer intake forms, Calendly scheduling, and other secure third-party tools like ContentSnare.com.
2. How We Use Your Data
The data we collect is used for the following purposes:
- To provide customized accounting and financial reporting services.
- To communicate with you about your inquiries and service requests.
- To ensure compliance with California and federal laws for small businesses and nonprofits.
- To enhance your experience with tailored bookkeeping and financial forecasting solutions.
3. Data Storage and Security
- Secure Storage: All client data is stored securely using third-party cloud platforms such as Google Workspace, HubSpot, and Stripe, which adhere to industry standards for data security.
- PCI Compliance: We do not store financial data on our website. All payment processing is handled securely by Stripe.
- Retention Policy: Data related to inactive clients is retained for up to 365 days. For active clients, data is stored in accordance with IRS record retention policies for businesses.
4. Data Protection Practices
To ensure your data remains secure, we implement:
- Encryption: Protecting sensitive information during transmission and storage.
- Access Restrictions: Limiting access to client data to authorized personnel only.
- Regular Monitoring: Ensuring compliance with privacy regulations, including the California Consumer Privacy Act (CCPA).
5. Your Data Rights
Key Forecasts respects your rights to control your data. You have the right to:
- Access and Update: Request access to or updates of your personal information.
- Opt-Out: Unsubscribe from marketing communications or limit data collection via cookies.
- Data Deletion: Request the deletion of your data within legal retention limits.
To exercise these rights, please contact us at info@keyforecasts.com.
6. Third-Party Data Use
We work with trusted third-party providers, including Google Analytics, Calendly, HubSpot, and ContentSnare.com, to deliver our services. These providers follow their own privacy and data security policies.
7. Compliance with Laws
Our data practices align with California and federal laws, including the CCPA, to ensure your privacy and rights are respected.
8. Policy Updates
We reserve the right to update this Data Statement to reflect changes in laws or business practices. Updates will be posted on our website at keyforecasts.com.
Contact Us
If you have questions or concerns about how we handle your data, please contact us:
Mail: 770 S Grand Ave, Los Angeles, CA 90017
Email: info@keyforecasts.com
Phone: 562-643-7435