Smart Virtual Solutions

Effective date: 01/01/2026

 

Smart Virtual Solutions ("SVS," "we," "us," or "our") provides remote bookkeeping, payroll coordination, and financial consulting services to small businesses. This policy explains what information we collect through our website at smartvirtualsolutions.com and through our client services, how we use it, and the choices you have.

Information we collect

Information you provide directly. When you fill out a contact form, lead form, or consultation request on our website, we collect what you submit, which may include your name, business name, email address, phone number, and any message or details you include.

Information collected automatically. Like most websites, ours uses cookies and similar tracking technologies (through our website platform and through Google Ads and analytics tools) to understand how visitors use the site. This may include your IP address, browser type, device information, pages viewed, and how you arrived at our site.

Financial and business information from clients. If you engage SVS for bookkeeping, payroll, or related services, we collect the financial information necessary to perform that work. This can include bank and credit card transaction data, payroll and employee timesheet information, QuickBooks Online data, Gusto payroll data, and related business records. This information is provided directly by clients or accessed through connected accounts the client authorizes, such as QuickBooks Online or Gusto.

How we use your information

We use the information we collect to:

• Respond to inquiries and consultation requests

• Provide bookkeeping, payroll, and financial consulting services to clients

• Communicate with clients about their accounts and ongoing work

• Improve our website and understand how visitors use it

• Measure the performance of our advertising, including Google Ads campaigns

We do not use client financial data for marketing purposes, and we do not sell personal or financial information to third parties.

Cookies and advertising

Our website uses cookies and similar technologies through our website platform (Wix) and through Google Ads and Google Analytics. These tools help us understand site traffic and measure whether our advertising is reaching the right audience. You can control cookies through your browser settings, and you can opt out of personalized Google advertising through Google's Ads Settings.

Third-party service providers

We work with a small number of service providers to run our business and deliver services, including QuickBooks Online (Intuit), Gusto, our website host (Wix), and Google (for advertising and analytics). These providers process information on our behalf and are bound by their own privacy and security practices. We share only what is necessary for them to perform their function, and we do not authorize them to use client data for their own purposes beyond providing the service.

Client financial data confidentiality

Because SVS handles sensitive financial records, we treat client data with particular care:

• Access to client financial data is limited to the personnel performing the work

• Client data is not shared with any third party except the service providers necessary to deliver bookkeeping or payroll work (such as QuickBooks Online or Gusto), or as required by law

• We retain client financial records only as long as needed to provide services and to meet any applicable recordkeeping or tax requirements

How we share information

We do not sell personal information or client financial data. We may share information:

• With the service providers listed above, solely to perform our services

• If required by law, subpoena, or valid legal process

• With your consent, or at your direction

Data security

We take reasonable steps to protect the information we collect, including relying on the security practices of established platforms like QuickBooks Online, Gusto, and Wix. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your privacy choices and rights

Depending on where you live, you may have rights under state privacy laws (such as the California Consumer Privacy Act) to know what personal information we hold about you, request that it be corrected or deleted, and opt out of the sale of personal information. SVS does not sell personal information. To make a request regarding your information, contact us using the information below.

Changes to this policy

We may update this policy from time to time to reflect changes in our practices or for legal reasons. The effective date at the top of this page will reflect the most recent update.

Contact us

If you have questions about this privacy policy or how your information is handled, contact us at:

Smart Virtual Solutions

smartvirtsolutions@gmail.com