Effective Date: June 2025

Controllership Solutions LLC, doing business as The Quicken Coach and Sundial Virtual Family Office (“we,” “us,” or “our”), is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal information.

1. Information We Collect

We may collect the following types of personal and financial information:

Full name, email address, phone number, and mailing address
Financial data, including Quicken and QuickBooks files, account information, and budgets
Business records, where applicable for business clients
Communication records, including emails, phone calls, and messages
Website usage data, such as IP address, browser type, and pages visited, collected through analytics tools

2. How We Use Your Information

We use your information to:

Provide financial services, including Quicken and QuickBooks setup, support, and management
Communicate with you regarding services, updates, and support
Generate financial reports and maintain bookkeeping accuracy
Improve our services and provide a personalized client experience
Comply with applicable legal and regulatory requirements

3. Data Protection and Security

We implement the following safeguards to protect your information:

Secure cloud storage and file transfers
Encrypted remote access sessions
Password-protected documents and systems
Access controls, so that only authorized personnel can view your data
Confidentiality agreements signed by all team members
Regular system updates and monitoring

4. Sharing of Information

We do not sell, rent, or trade your personal data. Your information may be shared only in the following limited circumstances:

With your explicit consent
With trusted service providers, such as secure cloud storage and accounting software providers, under strict confidentiality agreements
As required by law or legal process

5. Cookies and Website Tracking

Our website may use cookies or analytics tools to understand visitor behavior and improve the site experience. This data is aggregated and does not personally identify you.

6. Your Rights and Choices

You have the right to:

Access or request a copy of your personal information
Correct inaccuracies in your records
Request deletion of your data, where legally permissible
Withdraw consent for marketing or service communications

To exercise any of these rights, please contact us using the information below:

Email: Stephen@QuickenCoach.com

Phone: (973) 224-5917

7. Use of Third-Party Technology and AI-Assisted Services

In providing professional services, our firm utilizes third-party technology platforms, which may include artificial intelligence (AI) tools, to support tasks such as communication management, document processing, research, and workflow automation. These platforms may process data associated with your engagement, including personally identifiable information (PII), financial information, and tax-related documents.

We exercise due diligence in selecting third-party providers and require that they maintain reasonable data security standards. However, please be aware that data processed through these platforms may be subject to the privacy policies and terms of service of those providers.

Our use of AI-assisted tools does not alter our professional obligations under IRS Circular 230, applicable state board of accountancy rules, or any other professional standards. All professional judgments and conclusions remain the responsibility of our licensed staff.

By signing an engagement letter with us, you consent to the use of these third-party technology tools in connection with your engagement.

Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of those sites.

8. Children’s Privacy

Our services are not directed to children under the age of 18, and we do not knowingly collect personal information from minors.

9. Changes to This Policy

We may update this policy from time to time. Any changes will be posted on this page along with an updated effective date.

10. Contact Us

If you have any questions or concerns about this policy or how we handle your data, please contact:

Controllership Solutions LLC

Email: Stephen@QuickenCoach.com

Phone: (973) 224-5917