Privacy Policy

At Tidal Solutions ("we," "us," or "our"), we respect your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard personal information when you visit our website and when we provide virtual assistant services, including bookkeeping, payroll, administrative support, customer support, and social media content creation & management (collectively, the "Services").

1.1 Information you provide to us

  • Contact & business details: name, company, job title, email, phone, mailing address.

  • Account credentials you authorize us to use: limited‑purpose access to systems like QuickBooks, email, calendars, social platforms, or file storage (shared securely).

  • Financial & payroll data (client‑provided): invoices, bills, bank records, payroll details, employee information necessary to perform the Services.

  • Content & files: documents, spreadsheets, forms, transcriptions, testimonials, images, and any information you upload or ask us to process.

  • Communications: messages, emails, and meeting notes regarding your projects.

  • Marketing preferences (e.g., newsletter opt‑in).

1.2 Information collected automatically (website)

  • Usage & device data: IP address, browser type, pages visited, timestamps, and referrer URLs, collected via cookies or similar technologies.

  • Approximate location derived from IP address.

1.3 Information from third parties

  • Service providers & integrations: platforms you connect (e.g., accounting, email, calendar, social media) may provide data necessary to perform the Services.

  • Public sources & social networks: professional profiles or business pages you ask us to manage.

2. How we use information

  • Provide and operate the Services (e.g., bookkeeping, payroll processing, admin support, customer engagement, and social media management).

  • Set up and administer accounts, manage projects, and communicate with you.

  • Process payments and billing (via third‑party processors; we do not store full payment card numbers).

  • Improve and secure our Services, including troubleshooting, analytics, and fraud prevention.

  • Comply with law, legal process, and enforce agreements.

  • Send service‑related or marketing communications consistent with your preferences (you can opt out of marketing anytime).

3. Legal bases (EEA/UK)

If you are located in the European Economic Area or United Kingdom, we process personal data under these legal bases:

  • Contract: to perform our agreement with you.

  • Legitimate interests: to operate, secure, and improve the Services and to communicate with you about them.

  • Consent: for certain marketing or optional cookies, where required.

  • Legal obligation: to meet record‑keeping, tax, or compliance requirements.

4. How we share information

  • Service providers/Processors: hosting, email, file storage, accounting, calendar, analytics, communications, and project tools used to deliver the Services.

  • Payment processors: to process invoices and payments.

  • Professional advisors: accountants, auditors, lawyers, as needed.

  • Legal & safety: to comply with law, enforce agreements, or protect rights, safety, and security.

  • Business transfers: in connection with a merger, acquisition, or asset sale.

We do not sell personal information. We also do not share personal information for cross‑context behavioral advertising as defined by certain U.S. state laws.

5. Cookies & tracking

We may use cookies and similar technologies to operate our website and understand usage. You can control cookies through your browser settings. If required by law in your region, we will display a consent banner for non‑essential cookies.

6. Client system access & confidentiality

  • We request least‑privilege access to your systems (e.g., QuickBooks, email, calendars, social media) and encourage multi‑factor authentication.

  • We use client data only to provide the Services and according to your instructions and applicable agreements (e.g., NDA/MSA/SOW).

  • We maintain commercially reasonable administrative, technical, and physical safeguards to protect client information we process on your behalf.

7. HIPAA & health information

We are not a healthcare provider and do not act as a Covered Entity. For work that involves Protected Health Information (PHI), we can operate as a Business Associate under a signed Business Associate Agreement (BAA). Do not transmit PHI to us unless and until a BAA is in place. When handling PHI, we follow HIPAA‑aligned workflows and security practices consistent with the BAA and applicable law.

8. Security

We implement appropriate safeguards designed to protect personal information. However, no method of transmission or storage is 100% secure. If you believe your information has been compromised, please contact us immediately.

9. Retention

We retain personal information for as long as necessary to provide the Services, comply with our legal obligations, resolve disputes, and enforce agreements. We may also retain backups for a limited time for business continuity.

10. Your privacy rights

Your rights may include the ability to request access, correction, deletion, or a copy of your personal information. You may also object to or restrict certain processing and withdraw consent where processing is based on consent. To exercise rights, contact us using the details below. If you reside in a region with specific privacy laws (e.g., California, Colorado, Virginia, EEA/UK), you may have additional rights under those laws.

Marketing emails: You can opt out at any time using the unsubscribe link or by contacting us.

11. International transfers

If we transfer personal information internationally, we rely on appropriate safeguards (such as Standard Contractual Clauses) where required by law.

12. Children’s privacy

Our website and Services are intended for business users and are not directed to children under 13 (or under 16 in certain jurisdictions). We do not knowingly collect personal information from children.

13. Changes to this policy

We may update this Privacy Policy from time to time. The “Effective date” above indicates when this policy was last revised. Material changes will be posted on this page and, where appropriate, notified to you.

14. Contact us

If you have questions or requests regarding this Privacy Policy or our handling of personal information, contact us at:

Tidal Solutions