Privacy Policy
Privacy Policy
This Privacy Policy explains how JTPS Collective LLC, doing business as JTPS Advisory Co. (“we,” “us,” or the “Company”), collects, uses, and handles information when you visit jtpsadvisoryco.com, contact us, book an appointment, make a payment, or use our client services and secure document-submission tools. JTPS Advisory Co. provides virtual services to clients nationwide.
This Website is operated by JTPS Collective LLC, doing business as JTPS Advisory Co.
By accessing and using the Services, you acknowledge that you have read and understood the content of this Privacy Policy. We reserve the right to update this Privacy Policy from time to time. If we make changes, we will notify you by revising the date at the top of the Privacy Policy and, in some cases, we may provide you with additional notice (such as adding a statement to our homepage or sending you a notification). We encourage you to review the Privacy Policy whenever you access the Services or otherwise interact with us to stay informed about our information practices and the ways you can help protect your privacy.
INFORMATION YOU PROVIDE TO US THROUGH THE SERVICES
We collect information you provide when you contact us, complete a form, schedule an appointment, sign an agreement, submit documents, or request services. This may include your name, contact details, service requests, appointment details, and invoice and payment records. Client services may also involve tax, income, identity, and financial information needed for the agreed work. Please use the secure submission method we provide for sensitive documents rather than the general website contact form. Payments are processed by the payment provider used for your transaction, such as PayPal or Stripe when available. That provider handles payment credentials under its own privacy policy. We retain payment information needed to associate the transaction with your client record.
INFORMATION WE COLLECT AUTOMATICALLY WHEN YOU USE THE SERVICES
When you access or use the Services we automatically collect information about you, including:
Our website and technology providers may collect technical information such as IP address, browser type, access times, pages visited, and device information to operate, secure, and maintain the website. Cookies and similar technologies may support website functions and usage measurement. You can manage cookies through your browser settings; disabling them may affect some features.
INFORMATION WE COLLECT FROM OTHER SOURCES
We may receive information when you contact us through connected social-media services, from the providers used for booking, messaging, or payments, or from sources you authorize for your engagement. We use that information for the relevant request or service and as permitted by law.
USE OF INFORMATION
We may use information about you to:
We use information to respond to inquiries; schedule appointments; provide agreed services; maintain your client record; prepare agreements and invoices; record payments; send service updates; operate and secure our systems; and meet applicable legal and recordkeeping obligations. We may send promotional communications where permitted and subject to your messaging preferences and consent.
SHARING OF INFORMATION
We may share your personal information as follows or as otherwise described in this Privacy Policy:
We may disclose information to service providers who support our client records, secure document handling, communications, scheduling, payment processing, and agreed services, to the extent needed for those functions and permitted by law. We may also disclose information when required or permitted by applicable law or legal process, to protect lawful rights or address fraud, or with your authorization. Tax-return information is subject to applicable confidentiality and disclosure restrictions; this website policy does not itself authorize disclosures for which separate consent is required.
We may also share aggregated or de-identified information, which cannot reasonably be used to identify you.
Mobile Information Sharing
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with service providers is permitted solely for the purpose of delivering SMS communications on our behalf and supporting our business operations, and such providers are contractually obligated to protect your information and use it only for authorized purposes.
EXTERNAL LINKS
The Website may, from time to time, contain links to external sites. If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any personal data to these websites. We are not responsible for the privacy policies or the content of such sites.
MARKETING
Where permitted in our legitimate interest or with your prior consent where required by law, we will use your personal information for marketing and to provide you with promotional update communications by email about our products/services. You can object to further marketing at any time by selecting the “unsubscribe” link at the end of all our marketing and promotional electronic communications to you, or by contacting us using the contact details set out at in the Your Choices and Your Rights sections of this Privacy Policy.
SMS Opt-Out and Help
You may opt out of receiving SMS messages from JTPS Advisory Co. at any time by replying STOP to any text message you receive from us. After opting out, you will no longer receive SMS messages unless you re-enroll. For help, reply HELP to any message or contact us at [email protected].
Your consent to receive SMS messages is not a condition of purchasing any goods or services from JTPS Advisory Co.
SMS Communications
If you choose to opt in to receive SMS or text messages from JTPS Advisory Co., we will collect and process your mobile phone number. By providing your mobile number and opting in, you consent to receive recurring SMS or MMS messages from us, which may include service-related messages, account notifications, promotional content, offers, and updates related to our products and services. Message frequency may vary. Message and data rates may apply depending on your mobile carrier.
SECURITY
We take reasonable steps, including physical, technical and organizational measures, to protect your personal information from unauthorized access and against unlawful processing, accidental loss, destruction and damage. Unfortunately, transmission of information via the internet is not completely secure. Although we do our best to protect your personal information, we cannot guarantee the security of your personal information submitted to us.
We retain client information as needed to provide agreed services and meet applicable tax, legal, security, and recordkeeping obligations, including after an engagement ends. We may also retain records needed to resolve disputes and enforce agreements.
We may retain a record of your stated objection to the processing of your data, including in respect of an objection to receiving marketing communications, for the sole legitimate purpose of ensuring that we can continue to respect your wishes and not contact you further, during the term of your objection.
PRIVACY REQUESTS
Contact [email protected] to request access to, correction of, or deletion of your personal information, or to ask about its use. We may need to verify your identity. We handle requests according to applicable law. Some information must be retained for tax, legal, security, or recordkeeping purposes; a deletion request does not override those obligations. Nothing in this policy limits privacy rights available under applicable law.
YOUR CHOICES
To update your contact information or discuss your client record, email [email protected].
Cookies
Most web browsers are set to accept cookies by default. If you prefer, you can usually choose to set your browser to remove or reject browser cookies. Please note that if you choose to remove or reject cookies, this could affect the availability and functionality of our Services.
Promotional Communications
You may opt out of receiving promotional emails from JTPS Advisory Co. by following the instructions in those emails or by emailing [email protected]. If you opt out, we may still send you non-promotional emails, such as those about your account or our ongoing business relations.
CONTACT US
If you have questions or concerns about this Privacy Policy, please contact JTPS Advisory Co. at [email protected]. We provide virtual services to clients nationwide and do not offer a walk-in office location.
