1. Introduction
At Stratifyd, we believe trust is the foundation of a strong business relationship. That includes being thoughtful and transparent about how we handle personal information.
This Privacy Policy explains how Stratifyd Finance, LLC, operating as Stratifyd ("Stratifyd," "we," "our," or "us"), collects, uses, and protects personal information through our website at https://www.stratifyd.co.
This policy applies to our public website and related business inquiries. Information collected in connection with an established professional services relationship may be subject to additional agreements, confidentiality obligations, and privacy practices.
2. Information We Collect
Information You Provide
When you contact us, request information, or schedule a consultation, we may collect:
- Your name and contact information.
- Your company name.
- Information about your business and accounting needs.
- The contents of your inquiry or other communications.
- Appointment details and related scheduling information.
Providing this information is voluntary, although certain details may be necessary for us to respond to your inquiry.
Our general contact form does not support file attachments and is not intended for transmitting sensitive financial or personal information.
Information Collected Automatically
When you visit our website, our hosting, analytics, and security infrastructure may process technical information, including:
- IP addresses and network request information.
- Browser and device characteristics.
- Pages visited and referring websites.
- Approximate geographic location.
- Website performance and usage information.
- Technical information used to detect spam, abuse, and automated activity.
The information collected depends on the services and security features used to operate our website.
3. How We Use Your Information
We use personal information to:
- Respond to inquiries and requests for information.
- Schedule and conduct consultations.
- Evaluate potential professional relationships.
- Communicate with prospective and existing clients.
- Maintain relevant business correspondence.
- Operate, secure, and improve our website.
- Understand website traffic and performance.
- Prevent spam, fraud, and other misuse.
- Comply with applicable legal obligations.
We do not use information submitted through our contact form to automatically enroll visitors in recurring marketing campaigns.
4. Marketing Communications
We do not currently operate recurring email marketing campaigns.
If we introduce newsletters or other recurring marketing communications, we may invite eligible contacts to subscribe, where permitted by applicable law.
Subscription will be voluntary, and we will send recurring marketing communications only to individuals who have affirmatively opted in.
Marketing communications will include an appropriate method for unsubscribing. We will honor opt-out requests in accordance with applicable law.
5. Website Hosting and Analytics
Our website uses Cloudflare infrastructure for website delivery, performance, and security.
Cloudflare may process technical information, including IP addresses, browser information, and network request data, as necessary to operate and protect the website.
We use Cloudflare Web Analytics to understand aggregate website traffic and performance, including page views, referring websites, device types, approximate geographic regions, and website performance.
Cloudflare Web Analytics is designed to operate without analytics cookies, browser storage used for tracking, or individual visitor fingerprinting.
We do not currently use Google Analytics, Meta Pixel, or similar third-party advertising tracking technologies.
Cloudflare's other infrastructure and security services may process information differently from Cloudflare Web Analytics.
For additional information, please review Cloudflare's Privacy Policy.
6. Contact Forms and Spam Protection
Our website uses Cloudflare Workers to process contact form submissions and arrange delivery of those submissions to Stratifyd by email.
Contact form submissions include the information you provide and may include associated technical information necessary to process and secure the request.
We use Cloudflare Turnstile to help distinguish legitimate visitors from automated traffic and protect our contact form against spam and abuse.
Turnstile may process technical information relating to your browser, device, and interaction with the website for security and verification purposes.
We do not use Turnstile information to build advertising profiles.
Contact form submissions are delivered to Stratifyd through our designated email systems. We do not intentionally maintain a separate permanent database of contact form messages within our website infrastructure.
7. Appointment Scheduling
Our website includes links to Zoom's external scheduling service.
When you select a scheduling link, you leave our website and interact with a scheduling page operated by Zoom.
Information you provide through that service may include your name, contact information, appointment preferences, and other information requested during booking.
We may receive and use this information to schedule consultations, coordinate meetings, and manage related business communications.
Zoom processes information in accordance with its applicable policies.
For additional information, please review Zoom's Privacy Statement.
8. Client Portal
Stratifyd uses Financial Cents, a third-party practice management platform, to support certain client communications, administrative activities, and document exchanges.
Our website includes links to an external Financial Cents client portal.
When you select these links, you leave the Stratifyd website and access a platform operated by Financial Cents.
Information collected through the client portal may be processed by Financial Cents and Stratifyd in accordance with their respective responsibilities, applicable service agreements, and privacy practices.
This website Privacy Policy does not replace the confidentiality and information-handling obligations that apply to an established professional services relationship.
For additional information, please review Financial Cents' Privacy Policy.
9. How We Share Information
We do not sell personal information.
We may disclose information to service providers that support our website and business operations, including providers of:
- Website hosting, infrastructure, and security.
- Email delivery and business communications.
- Appointment scheduling and video conferencing.
- Client and practice management systems.
- Website analytics and performance monitoring.
These providers may process information on our behalf or under their own applicable terms and privacy policies.
We may also disclose information when required by law, in response to valid legal requests, or when reasonably necessary to protect our legal rights, website security, or business operations.
We do not currently share personal information with advertising networks for cross-context behavioral advertising.
10. Cookies and Online Tracking
Cloudflare Web Analytics does not use cookies to track individual visitors for analytics purposes.
Other website infrastructure and security features may use cookies or similar technical mechanisms when necessary to deliver, protect, or operate the website.
We do not currently use technologies intended to track individual visitors across unrelated websites for targeted advertising.
Our website does not currently provide a separate mechanism for responding to browser Do Not Track signals. Because we do not use cross-site behavioral advertising technologies, such signals do not change our advertising-tracking practices.
Third-party services accessed through links on our website may have their own tracking practices, which are governed by their respective privacy policies.
We will update this policy if our use of analytics, cookies, advertising technologies, or other tracking mechanisms materially changes.
11. Information Security
We use reasonable administrative, technical, and organizational safeguards designed to protect personal information.
However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.
Please do not submit bank account details, Social Security numbers, login credentials, confidential financial records, or other highly sensitive information through our general website contact form.
When sensitive information is needed as part of a professional engagement, we will provide appropriate instructions for exchanging that information.
12. Data Retention
We retain personal information for as long as reasonably necessary to fulfill the purposes described in this policy, maintain appropriate business records, and comply with applicable legal obligations.
We generally review inactive prospective-client inquiries after 24 months and delete information that is no longer needed for legitimate business or legal purposes.
This review period is not a guarantee that every inquiry will be automatically deleted after 24 months.
Information associated with established client relationships may be subject to different retention requirements under applicable agreements and laws.
13. Your Privacy Choices
You may contact us to request access to, correction of, or deletion of personal information we maintain about you.
We will review such requests and respond as required by applicable law, subject to any relevant exceptions.
You may also request that we discontinue nonessential communications.
To make a privacy-related request, contact hello@stratifyd.co.
14. Children's Privacy
Our website is intended for business professionals and is not directed toward children under 13 years of age.
We do not knowingly collect personal information from children under 13.
If we become aware that such information has been collected, we will take appropriate steps to delete it.
15. Changes to This Policy
We may update this Privacy Policy periodically to reflect changes in our business practices, technology, or legal requirements.
Updates will be published on this page with a revised effective date.
If we make material changes, we will provide additional notice when required by applicable law.
16. Contact Information
For questions about this Privacy Policy or requests concerning personal information, please contact:
Stratifyd Finance, LLC
Operating as Stratifyd
San Diego, California, United States
Email: hello@stratifyd.co
Website: https://www.stratifyd.co