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Omnia Financial Privacy Policy

Effective Date: 10/23/2023

1. Introduction

At Omnia Financial, we are committed to protecting your privacy and the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and protect your personal information in the course of providing bookkeeping, tax, and insurance services. By using our services or visiting our website, you consent to the practices described in this Privacy Policy.

2. Information We Collect

We may collect the following types of personal information:

2.1. Personal Information

- Name

- Contact Information (email address, phone number, address)

- Social Security Number or Tax Identification Number

- Financial Information (income, expenses, bank statements, etc.)

- Insurance Policy Information

- Other personal information necessary for the provision of our services.

2.2. Non-Personal Information

We may also collect non-personal information, such as aggregated data and usage statistics, to improve our services and for analytical purposes. This information is not personally identifiable.

3. How We Use Your Information

We use your personal information for the following purposes:

3.1. Providing Services: We use your information to provide bookkeeping, tax, and insurance services, including filing tax returns, managing insurance policies, and other related tasks.

3.2. Communication: We may use your contact information to communicate with you about your services, updates, or other relevant information.

3.3. Legal and Regulatory Compliance: We may use your information to comply with legal and regulatory obligations, including tax laws and insurance regulations.

3.4. Marketing: With your consent, we may use your information to send you marketing communications about our services and relevant updates.

4. Information Sharing

We do not sell, trade, or rent your personal information to third parties. However, we may share your information with:

4.1. Service Providers: We may engage trusted service providers to assist us in delivering our services, including IT support, tax authorities, and insurance companies.

4.2. Legal Requirements: We may disclose your information to comply with legal obligations, including requests from government authorities.

4.3. Business Transactions: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new entity.

5. Data Security

We take the security of your information seriously and have implemented measures to protect it from unauthorized access, disclosure, alteration, and destruction. These measures include encryption, access controls, and regular security assessments.

6. Your Privacy Choices

6.1. Access and Correction: You have the right to access and correct your personal information. Please contact us if you need to update or access your data.

6.2. Opt-Out: You can opt out of marketing communications at any time by following the instructions provided in the communication.

7. Retention of Information

We will retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy or as required by applicable laws.

8. Updates to the Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices and services. We will notify you of any significant changes.

9. Contact Information

If you have questions or concerns about our Privacy Policy or the way we handle your personal information, please contact us at 864-524-9445.

By using our services, you agree to the terms and practices described in this Privacy Policy.

Omnia Financial, LLC