Privacy Policy
Effective Date: June 2025
Controllership Solutions LLC, doing business as The Quicken Coach and Sundial Virtual Family Office, is committed to protecting your privacy. This Privacy Policy outlines 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 (Quicken/QuickBooks files, account information, budgets, etc.)
- Business records (if applicable for business clients)
- Communication records (emails, phone calls, messages)
- Website usage data (IP address, browser type, pages visited – via analytics)
2. How We Use Your Information
We use your information to:
- Provide financial services (Quicken/QuickBooks setup, support, and management)
- Communicate with you regarding services, updates, and support
- Generate financial reports and maintain bookkeeping accuracy
- Improve our services and ensure personalized client experiences
- Comply with legal and regulatory requirements
3. Data Protection and Security
We implement the following safeguards:
- Secure cloud storage and file transfers
- Encrypted remote access sessions
- Password-protected documents and systems
- Access controls (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 only be shared in the following limited cases:
- With your explicit consent
- With trusted service providers (e.g., secure cloud storage, accounting software) 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 communication
To exercise any of these rights, please contact us at:
📧Stephen@QuickenCoach.com
📞 973-224-5917
7. Third-Party Links
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 18, and we do not knowingly collect data from minors.
9. Changes to This Policy
We may update this policy from time to time. Any changes will be posted on this page 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
📧 Stephen@QuickenCoach.com
📞 973-224-5917