Privacy Policy

Last updated:September 24, 2025

At Seven Figure Profits (“Company,” “we,” “us,” or “our”), your privacy is critically important. This Privacy Policy describes how we collect, use, and protect your personal data when you engage with our services, including but not limited to Tax Strategy Consultations, Accounting Mentorships, Tax Resolution Services, Tax Planning Services, Profit Psychology Consultations, Mood Makeover Coaching, online events, webinars, promotional emails, and newsletters.

1. What Information We Collect

 

A. Information You Provide

  • Contact Information: Name, email, phone number, business name
  • Client Details: Intake forms (coaching goals, mindset challenges), financial data for tax strategy
  • Event Registration Info: Preferences, attendance history, questionnaire responses
  • Payment Details: Billing name, last 4 digits of credit card (processed through Stripe, PayPal, 17 hats etc.)

B. Information Collected Automatically

  • IP address, browser/device type, geographic region
  • Pages visited on our site, links clicked in emails
  • Email open rates, click-through rates from newsletters

C. Third-Party Integrations

  • CRM and email platforms (e.g., GoHighLevel/LeadConnector)
  • Payment processors and scheduling tools
  • Webinar software (e.g., Zoom)
  • Analytics and advertising partners (e.g., Google, Meta)

    We collect only the information strictly necessary to provide the services you’ve requested, and we do not profile or track you beyond those purposes (Data Minimization).

2. How We Use Your Information

We use your personal information to:

  • Provide tax planning, coaching, and wellness services
  • Register and manage attendance for webinars and live events
  • Send personalized emails, updates, offers, and educational content
  • Administer newsletters and client onboarding sequences
  • Track marketing performance and improve client experiences
  • Fulfill legal and contractual obligations (e.g. tax compliance, recordkeeping)

You may receive emails that relate to both business strategy and wellness psychology themes if you’ve opted into either list.

3. Legal Basis for Processing (GDPR)

For users in the European Economic Area (EEA), our legal bases include:

  • Consent: For newsletters, webinars, and promotional content
  • Contractual Necessity: To deliver programs and client services
  • Legal Obligation: For accounting, tax reporting, or compliance with authorities
  • Legitimate Interests: For improving services, tracking engagement, and segmenting audiences

4. Marketing Communications

We send promotional emails and newsletters only to users who:

  • Have explicitly opted in via forms, event registration, or checkboxes
  • Have the option to unsubscribe at any time using a visible link in every message

We may also use your contact info to:

  • Send webinar reminders and replay links
  • Invite you to related programs in the same service pillar (e.g., Profit Psychology follow-up series)

Note: Consent for promotional messages is separate from transactional emails such as appointment confirmations or service delivery notices.

5. Event and Webinar Data

When you register for a webinar or event, we may collect:

  • Session attendance and engagement data
  • Responses to polls or surveys during the session
  • Post-event feedback for improvements

This data helps us refine future programs and personalize your experience.

6. Data Sharing and Disclosure

We do not sell your personal data. We may share information with:

  • CRM & Marketing Tools: For managing communications (e.g., LeadConnector)
  • Tax and Legal Platforms: For preparing and filing documents securely
  • Webinar Hosting Services: For access management and session delivery
  • Regulatory Authorities: If required to comply with law

All vendors are contractually bound to follow privacy and data protection standards.

7. Data Retention

We retain your data:

  • As long as needed for ongoing services
  • For at least 3–7 years for tax and legal records (per IRS requirements)
  • Until you request deletion of non-mandatory records

8. Your Rights (GDPR / CCPA)

You have the right to:

  • Access your personal data
  • Correct inaccurate details
  • Delete non-essential records
  • Opt Out of marketing at any time
  • Withdraw Consent where applicable

Please contact us at [insert email] to exercise your rights.

9. Data Security

We protect your information with:

  • SSL encryption
  • Secure cloud file storage
  • Access control protocols for financial and intake information
  • Role-based access within our team

Even though we do not store Protected Health Information (PHI) under HIPAA, we treat all intake responses with strict confidentiality and discretion.

In the unlikely event of a data breach, we will notify affected individuals promptly in accordance with applicable laws, and we will take immediate steps to mitigate risk and prevent recurrence.

10. Cookie Policy

Our website may use cookies and similar tracking tools to:

  • Personalize your user experience
  • Monitor website and email engagement
  • Serve relevant ads or reminders across platforms

You can manage or disable cookies in your browser settings.

11. Children’s Data

We do not knowingly collect or process data from individuals under 18 years of age.

12. International Transfers

If you access our services from outside the U.S., your data may be transferred to and stored in the U.S., where our systems and partners operate.

13. Policy Updates

We reserve the right to update this policy to reflect changes in practices or legal obligations. The most recent version will always be posted with the effective date.

14. Contact Us

If you have any questions or need assistance with your data:

Seven Figure Profits
 Email: renee@sevenfigureprofits.com