Privacy Policy

1. Introduction

Welcome to Dynamic Proven Strategies, LLC (“we,” “our,” or “us”). This Privacy Policy applies to all information collected through our websites, dpstrategiesllc.com, mstaxstrategy.com, digitalstrategyondemand.com and/or any related services, sales, marketing, or events (we refer to them collectively in this Privacy Policy as the “Services”).

We understand that your privacy is important to you. We are committed to respecting your privacy and protecting your personal information. This privacy policy explains how we treat and protect your personal information in connection with our websites and our services provided as a part of the websites (collectively, the “Website”).

With the following privacy policy, we inform you in particular about the nature, scope, purpose, duration and legal basis of the processing of personal data, as we decide either alone or jointly with others on the purposes and means of the processing. In addition, we inform you below about the third-party components we use for optimization purposes and to increase the quality of use, insofar as third parties process data on their own responsibility.

If you have any questions or concerns about our policy or our practices with regards to your personal information, please contact us at info@dpstrategiesllc.com.

2. Information We Collect

What is personal data? Personal Data is information by which you can be directly or indirectly identified (“Personal Data”). This generally includes information such as your name, address, email address and telephone number; however, it may also include other information such as your IP address, or preferences and interests.

What is processing? “Processing” means any operation or set of operations which is performed upon personal data, whether or not by automatic means. The term is broad and covers virtually any handling of data.

We collect personal information that you voluntarily provide to us when expressing an interest in obtaining information about us or our products and services, when participating in activities on the Services (such as scheduling a discovery consult), or otherwise contacting us.

The personal information that we collect depends on the context of your interactions with us and the Services, the choices you make, and the products and features you use. The personal information we collect can include the following:

• Personal Identity Information: Name, email address, phone number, and business name.
• Financial Information: If you engage us for services (such as bookkeeping, payroll, tax preparation or tax advisory), we may collect necessary financial data, tax identification numbers, and bank account details through secure channels.
• Log Data: Like many website operators, we collect information that your browser sends whenever you visit our Site (“Log Data”).

Purchasing Digital Products & Courses – When you place an order for our digital products or courses, we collect your name and e-mail address and your payment data to fulfill the contract concluded between you and us.

Online Payment, Secure data transmission and Credit card information – The transmission of your personal information during an order transaction is encrypted using industry standard Secure Socket Layer (“SSL”) technology, (SSL encryption version 3). Any credit card or payment information you provide will not be stored by us, but will be encrypted and collected directly from our payment service provider via hypertext transfer protocol secure (“https”). We may share information with our payment service provider, and you may need to provide credit or debit card information directly to the provider in order to process payment details and authorize payment following a secure link. The information which you supply in such cases is not within our control and is subject to our payment service provider’s own Privacy Notice and Terms and Conditions.

3. How We Use Your Information

We use your personal information to process your requests, to offer you our services, to provide you with information upon request, to process your requests to attend meetings and events, to personalize content you view or receive on the websites, to evaluate or improve our services, to send emails, newsletters and notifications to you, analyze the performance and functionality of the Websites, prevent fraud, enforce our Terms and Conditions, comply with all applicable laws and Company reporting requirements, enforce contractual rights and obligations, and perform other tasks suggested or requested by you. In certain situations, collection may be necessary for the operation of the Sites or we may use it in the course of our business as noted:

We use personal information collected via our Services for a variety of business purposes described below:

• To provide and manage services: To facilitate account creation, perform monthly bookkeeping, bank reconciliation, and financial reporting.
• To communicate with you: We may use your information to request feedback, respond to inquiries, and send you administrative information (such as changes to our terms, conditions, and policies).
• To send marketing and promotional communications: We may use your personal information, such as name, email or phone number for our marketing purposes, such as our sending announcement to new or updated services or offerings, if this is in accordance with your marketing preferences. You can opt-out of our marketing emails at any time.

We and our service providers may use first- and third-party cookies and other tracking technologies, including web beacons, to administer our websites and services and to collect analytics data about how you use them. The Company and its service providers may collect data about whether you open or click on links in the knowledge, research and event-related messages we send you. The information in this Privacy Policy about cookies also applies to these other tracking technologies.

Our websites do not track your browsing behavior by collecting personal information about your online activities over time or via third-party websites or online services. Accordingly, we do not change our data collection and usage practices in response to receiving “do-not-track” signals sent by web browsers.

4. Data storage

We store personal data as required for the duration of the relevant business relationship. We may also retain personal data for longer than the duration of the business relationship if we need to retain it to defend ourselves against legal claims, for analytical or historical data retention purposes, or to comply with our information management policies and plans or legal and tax requirements. If you make a request for deletion of your personal information, we will make reasonable efforts to completely delete all units of information. For information about accessing, correcting or deleting personal information, please see the “Your Privacy Rights” section of this Privacy Policy.

5. Sharing Your Information

We only share information with your consent, to comply with laws, to provide you with services, to protect your rights, or to fulfill business obligations. We may process or share data based on the following legal basis:

• Vendors, Consultants, and Other Third-Party Service Providers: We may share your data with third-party vendors, service providers, contractors, or agents who perform services for us or on our behalf and require access to such information to do that work (e.g., Intuit, QuickBooks, Xero, Double, Anchor, payroll processing software, tax preparation and advisory software, or scheduling tools).
• Legal Obligations: We may disclose your information where we are legally required to do so in order to comply with applicable law, governmental requests, a judicial proceeding, court order, or legal process.

6. Data Security

We have implemented generally accepted technical and organizational security standards to protect personal information from loss, misuse, alteration or destruction. Only authorized Dynamic Proven Strategies, LLC employees and our third-party vendors are granted access to personal information, and these employees and third-party vendors are required to keep this information confidential. Despite these safeguards, please also remember that we cannot guarantee that the internet itself is 100% secure. Although we will do our best to protect your personal information, transmission of personal information to and from our Services is at your own risk. We cannot guarantee that unauthorized persons will not gain access to your personal information.

7. Third-Party Websites

Our website may contain links to other websites (such as our Facebook or Instagram pages). If you click on a third-party link, you will be directed to that site. Note that these external sites are not operated by us. Therefore, we strongly advise you to review the Privacy Policy of these websites. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.

8. Your Privacy Rights

Depending on your location, you may have certain rights regarding your personal information, such as the right to access, correct, or delete the data we hold about you. If you would like to review, change, or terminate your account/data, you can contact us at info@dpstrategiesllc.com.

9. Consent; Changes to the Privacy Policy

By using the Sites, you consent to the collection, use and storage of your personal information by us in the manner described in this Privacy Policy and elsewhere on the Sites. We reserve the right to make changes to this Privacy Policy from time to time. We will notify you of such changes by posting an updated version of this Privacy Policy. If we make material changes to this Privacy Policy that expand our rights to use the personal information we have previously collected about you, we will obtain your consent either by sending an email to your registered email address or by prominently posting a notice of the changes on our websites.

10. Contact Us

If you have questions or comments about this policy, you may contact us by email or phone:

Dynamic Proven Strategies, LLC