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Privacy Policy

1. Introduction

At The MarginMind, your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you use our bookkeeping and related financial services.

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2. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, address, email, phone number, date of birth, Social Security Number or Tax ID, etc.

  • Financial Information: Bank account details, income, expenses, tax documents, payroll data, and other bookkeeping records.

  • Communication Data: Records of communication via email, phone, or SMS/text messages.

  • Website Data: IP addresses, browser type, usage data (if applicable to a client portal).​

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3. How We Use Your Information

We use your information to:

  • Provide bookkeeping and financial services

  • Communicate with you about your account or services

  • Send service updates, reminders, or regulatory notifications

  • Ensure compliance with applicable laws and regulations

  • Improve our services                                                                                                           â€‹

4. Text Message Communications & Consent

By providing your phone number and opting in, you consent to receive text messages (SMS) from The MarginMind related to:

  • Appointment reminders

  • Document requests

  • Service updates

  • Payment reminders or confirmations

  • Message frequency varies

Message and data rates may apply. You can opt out at any time by replying STOP to any message. For help, reply HELP.

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No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties

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5. How We Share Your Information

We may share your information with:

  • Authorized employees and contractors

  • Third-party service providers (e.g., accounting software, payment processors) under confidentiality agreements

  • Legal authorities, when required by law or to protect our rights

We do not sell or rent your personal information.

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6. Data Security

We implement administrative, technical, and physical safeguards to protect your information from unauthorized access, loss, misuse, or disclosure.

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7. Data Retention

We retain personal and financial data as required by law and for as long as necessary to provide services to you.

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8. Your Rights

Depending on your jurisdiction, you may have the right to:

  • Access the information we hold about you

  • Correct or update your personal information

  • Request deletion of your data

  • Withdraw consent for communications

To exercise these rights, contact us at info@themarginmind.com.

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9. Updates to This Policy

We may update this Privacy Policy from time to time. The most current version will always be posted on our website. If changes are significant, we will notify you.

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10. Contact Us

If you have questions or concerns about this policy or how we handle your data, please contact:

The MarginMind
info@themarginmind.com
210-858-8194

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