Privacy Policy

At Thrive Advisory Solutions, LLC, we are committed to protecting your privacy and ensuring the security of your personal and financial information. This Privacy Policy outlines how we collect, use, and safeguard the data you provide to us through our website and services.

1. Information We Collect

We collect information that you voluntarily provide to us when you communicate with us, schedule a consultation, or use our secure client portals. This may include:

• Contact Information: Name, organization name, email address, phone number.
• Financial Information: Accounting records, tax documents, and payment details processed via our secure third-party portals (e.g., Melio, Truss, or other secure methods).
• Usage Data: Basic analytics such as IP addresses, browser types, and interactions with our website to help us improve user experience.

2. How We Use Your Information

We use the collected information exclusively to provide our fractional CFO, accounting, tax, and advisory services. Specifically, we use your data to:

• Respond to your inquiries and schedule consultations.
• Provide ongoing financial, accounting, and tax compliance services.
• Process secure payments and document uploads.
• Communicate important updates regarding our firm or your account.

3. Information Sharing and Disclosure

Thrive Advisory Solutions maintains a strict confidentiality policy. We do not sell, trade, or rent your personal information to third parties. We only share information with:

• Trusted Service Providers: Platforms like QuickBooks, OnPay, Melio, Truss, and Setmore that facilitate our core financial and scheduling services. These partners are bound by strict security and confidentiality agreements.
• Legal and Regulatory Authorities: Only when strictly required by law or to comply with a valid legal process, such as IRS mandates.

4. Data Security

As a financial advisory firm, data security is our highest priority. We utilize industry-standard encryption, secure cloud infrastructure, and robust authentication protocols (via our trusted software integrations) to protect your sensitive financial data against unauthorized access, alteration, or disclosure.

5. Third-Party Links

Our website contains direct links to secure third-party portals (e.g., Setmore for scheduling, Melio for payments). Please be aware that these platforms have their own privacy policies, and your interactions with them are governed by their respective terms of service.

6. Your Rights

You have the right to request access to the personal information we hold about you, request corrections to any inaccuracies, or ask for the deletion of your data (subject to our legal and regulatory retention requirements as an accounting firm).

7. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:

Email: thrive@thriveadvisorysolutions.com
Phone: 803-620-4255
Location: South Carolina (Serving Clients Nationwide)