Privacy Policy

Last Updated:?May 22, 2024

We believe everyone has a right to privacy. We also believe in providing transparency on how we collect, process, and share personal information. Review this Privacy Statement thoroughly, as it is a legal agreement between you and Bennett Financials LLC, and any parent, subsidiary, and affiliate or related company of Bennett Financials (collectively referred to as “Bennett Financials,” “we,” “our,” or “us”).

Scope of this Privacy Statement

This Privacy Statement (“Privacy Statement”) describes our privacy practices for individuals in the United States when we process:

a) Personal information for the purposes of providing general business financial- and tax-related educational material.

b) Personal information for the purposes of providing the benefits of education services and other affiliated services, including professional services fulfilled by licensed individuals and firms (collectively, Bennett Financials); and/or

c) Personal information as necessary to manage, run, and improve our business.

Information We Collect When You Use Our Products and Services
We may collect certain information about you when you access or use the Bennett Financials websites or services. This may include:

Device Information
We may collect information about your device, such as Internet Protocol (“IP”) addresses, log information, error messages, device type, and unique device identifiers. For example, we may collect IP addresses as part of our privacy notice and preference management and for security and compliance purposes.

Content
We may receive information about you, your business, your finances, expenses, invoices, financial statements, details of your financial transactions, payroll details, payment details, tax return details, details about your customers, vendors, or employees, income and wage information, and/or investment information.

Third-Party Service Content
We receive information about you when you sign into a third-party service with your Bennett Financials Account or when you connect your Bennett Financials Account to a third-party service. For example, you may choose to connect your Bennett Financials Account with your bank accounts. To sync your financial account information, we must access that information.

Usage Information
We may collect usage information such as the pages you viewed, the features you use, your browser type, and details about any links with which you interact.

Location Information
Certain features on our platform may collect your precise location information, device motion information, or both if you grant permission to do so in your device settings.

Expert Advice
Our Services provide opportunities for you to connect with experts, including Certified Public Accountants (CPAs), accountants, tax preparers, law firms, or attorneys. When you interact with these experts, we may receive information about the questions you ask, account details, and general guidance provided to you.

Information from Cookies and Other Technologies
Bennett Financials and our service providers may use cookies, web beacons, pixels, local shared objects, and similar technologies (collectively, “cookies”) to collect information about you (“Cookie Information”) to provide the experiences you request, recognize your visit, track your interactions, and improve the user experience. Bennett Financials websites are not currently configured to respond to “Do Not Track” signals, as no formal standard has been adopted. You can manage cookie preferences in your browser or use our cookie preferences tool.

Information Provided by Others
At Bennett Financials, we believe you have rights to information that pertains to you, your household, and your business. If another person has input or processed information on the Bennett Financials websites or otherwise provided information on behalf of you, your family, or your business (and we are processing such information as an Information Controller), you may request a copy of your information. To help protect the privacy and security of your information, you may be asked to verify your identity before receiving a copy of the information.

Other Information Sources
We may also obtain information about you from other sources where permitted by applicable law. For example:

• Supplemental Information and Identity Verification Providers: We use third-party service providers to validate your mailing address, phone number, and additional details about your business.
• Support Providers: We may obtain information about you from support providers related to your interaction with Bennett Financials websites.
• Risk Management and Anti-Fraud Providers: We may receive information to help assess risks associated with our offerings, prevent fraud, and protect your information.
• Content Providers: We may receive information from user-generated content providers, such as business reviews or public social media posts.
• Publicly-Available Sources: We collect information from publicly available sources, such as open government databases.

Required Information
Some services and features of Bennett Financials require you to provide information to function properly. If you do not wish to provide this information, you may not be able to use certain services or features.

How We Use Personal Information
We collect and process personal information from you only where:

• We have your consent,
• We need the personal information to perform a contract or provide a service,
• It is in our legitimate business interests,
• To comply with legal requirements.

We use personal information to operate our business, including:

• Providing Bennett Financials Services and creating your Bennett Financials Account,
• Improving our products and services,
• Resolving billing and financial disputes,
• Evaluating eligibility for other offers, products, and services,
• Connecting you with experts,
• Advertising and marketing our services,
• Personalizing your experience,
• Providing support and resolving disputes,
• Complying with legal and regulatory requirements.

Bennett Financials may also combine the information you provide with anonymous or aggregate information about other users for analytics or public-interest purposes.

How We Share Your Information
We may share your information under the following circumstances:

• With Your Consent: We share information when we have your consent to do so.
• For Research: We may share information for research purposes or policy-related materials.
• For Joint Sales, Promotions, and Events: We may share information with third parties who jointly provide sales initiatives or events.
• With Financial Services Providers: We may share personal information with financial service providers related to issues of fraud, credit, or debt collection.
• With Service Providers: Service providers help us provide services on our behalf, implementing privacy protection consistent with this Privacy Statement.
• For Mergers and Acquisitions: If we are involved in a business transaction, we may share your information with the other company involved.
• For Legal Reasons: We may share information to comply with legal obligations, protect our rights or safety, prevent fraud, or enforce our Terms of Service.

Your Information Rights and Choices
If you are a resident of certain states or countries, you may have the right to:

• Access: Request access to personal information we have collected about you.
• Deletion: Request deletion of personal information, subject to legal limitations.
• Correction: Correct or update your personal information.
• Manage Marketing Communications: Update communication preferences by contacting us.
• Non-Discrimination: You have the right not to be discriminated against for exercising your privacy rights.

Security of Your Personal Information
We use technical and organizational safeguards to protect your information. However, no data transmission can be guaranteed as 100% secure. By providing personal information to us, you agree that we may communicate with you electronically regarding security issues.

How to Contact Us
If you have questions or comments about this Privacy Statement, please contact us:

• Email: [contact@bennettfinancials.com]
• Mail: Bennett Financials, Attention: Privacy, 800 S. Gay Street, Suite 700, Knoxville, TN 37929.

Changes to Our Privacy Statements
We reserve the right to update this Privacy Statement periodically. Please review it periodically to stay informed about how Bennett Financials protects your privacy.