Privacy Policy

Introduction

At Tanager Services, we understand that your financial information is sensitive. We are committed to protecting your privacy and being transparent about how we handle your data. This policy applies to all visitors of tanager-services.com and clients engaging our services, including TruePosition™, professional bookkeeping, and fractional CFO services. By accessing our site or engaging our services, you agree to the practices described in this policy.

Information We Collect

We collect information that allows us to provide financial operations services and fulfill our engagements with you.

• Information you provide directly: your name, email address, business name, and financial records or documents you submit in connection with a service engagement.
• Information collected automatically when you visit our website: technical data including your IP address, browser type, and general browsing patterns. This data is used solely to maintain and improve site functionality.

How We Use Your Information

We use your information to provide the services you request, communicate regarding your engagement, process payments, maintain business records, comply with legal obligations, and protect our legal rights when necessary.

Data Sharing

Tanager Services does not sell your data. We do not share your information with third parties except as necessary to deliver our services or when required by law.

Third-Party Service Providers

We may use trusted third-party service providers to help operate our business, including payment processing, document storage, scheduling, communication, and website analytics. These providers receive only the information necessary to perform their services and are expected to maintain appropriate security and confidentiality protections.

Data Security

We use commercially reasonable administrative, technical, and physical safeguards, including secure cloud-based systems, to protect your information from unauthorized access, use, or disclosure. No method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

Data Retention and Deletion

Unless otherwise agreed in writing, financial source documents submitted for diagnostic engagements such as TruePosition™ are generally deleted within 30 days following delivery of the completed work product. Certain business records, communications, invoices, and payment records may be retained longer as required for legal, accounting, operational, or recordkeeping purposes.

Cookies and Analytics

Our website may use cookies and similar technologies to improve site functionality, understand website usage, and enhance user experience. You may disable cookies through your browser settings, though some website functionality may be affected.

Your Rights

California residents may have the right to request access to, correction of, or deletion of certain personal information, as well as information regarding how their data is collected and used, subject to applicable legal exceptions. To exercise your rights, contact us at hello@tanager-services.com. We will respond to verified privacy requests within the timeframes required by applicable law.

Updates to This Policy

We may update this policy to reflect changes in our services or legal requirements. Changes become effective upon posting to tanager-services.com. Continued use of our website or services after such changes constitutes acceptance of the revised policy. We encourage you to review this page periodically.

Contact

For questions about this policy or how we handle your data, contact us at hello@tanager-services.com.