Key Forecasts

Text or Call: 562-643-7435

Hablamos Español

KEY FORECASTS PRIVACY POLICY

Effective Date: January 25, 2025

Key Forecasts (we, us, or our) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect your personal information, as well as your rights regarding that information. By using our website or services, you agree to the terms outlined below.

1. Information We Collect

We collect information that you provide to us directly through:

  • Contact Forms: Name, email address, and phone number.
  • Customer Intake Forms: Company name, city, state, annual revenue, type of business, industry, and the services you request.
  • Calendly Scheduling: Name, email, and other necessary information to schedule initial consultations.

We also collect data through cookies and tracking technologies to improve your website experience.

2. How We Collect Information

We collect information through:

  • Website Contact and Intake Forms: For inquiries and quotes.
  • Calendly: For scheduling accounting consultations.
  • Third-Party Tools: Google Analytics, HubSpot, and cPanel tracking systems.

3. How We Use Your Information

A modern accounting setup featuring a professional working on a laptop displaying financial reports and graphs, representing customized bookkeeping and financial reporting for small businesses and nonprofits in California. The desk includes organized documents and a calculator, with a California cityscape visible through the office window, symbolizing local expertise and trust.

We use the information collected for the following purposes:

  • To provide and improve our services.
  • To schedule consultations via Calendly.
  • To communicate with you about your inquiries or requested services.
  • To process payments securely via Stripe.
  • To analyze website performance and user behavior for optimization.
  • To comply with legal and regulatory requirements.

4. Sharing Your Information

We share your information only with trusted third-party service providers, including:

  • Calendly: For appointment scheduling.
  • Google: Analytics, email, and cloud services.
  • Stripe: Secure payment processing.
  • HubSpot: Customer relationship management.
  • Namecheap: Domain and website management.
  • ContentSnare.com: Intake form management.

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

5. Data Storage and Retention

Customer inputs, quotes, and consultations are stored securely in the cloud using third-party services.

If no service is provided, we retain data for up to 365 days.

For active customers, data is retained according to IRS record retention policies for businesses.

Financial information is processed securely by Stripe and is not stored on our website.

6. Security Measures

We implement the following security measures to protect your data:

  • Cloud storage with encryption.
  • PCI compliance for financial transactions.
  • Restricted access to customer information.

7. Your Rights

Access and Corrections: You can request access to or corrections of your personal information.

Opt-Out: You can unsubscribe from our emails or other communications by clicking the unsubscribe link or contacting us directly.

8. Cookies and Tracking

Our website uses cookies and similar technologies for:

  • Analytics (via Google Analytics and cPanel tracking).
  • Improving website performance and user experience.

You can disable cookies through your browser settings, but doing so may limit your use of certain features on our site.

9. Legal Compliance

We comply with all applicable California and federal laws, including the California Consumer Privacy Act (CCPA).

We do not knowingly collect information from individuals under 18.

10. Third-Party Plugins

We use third-party plugins, such as:

  • Calendly (for consultation scheduling)
  • WordPress
  • Monster Insights
  • AI tools
  • Other integrations essential for website functionality and services.

These tools may collect data based on their own privacy policies.

11. Policy Updates

We reserve the right to update this Privacy Policy at any time. Changes will be posted on our website at keyforecasts.com. Please review the policy periodically for updates.

12. Contact Us

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