Scope
This Privacy Policy explains how The CommonWealth Group, LLC, doing business as CommonWealth, collects, uses, discloses, and protects personal information when you visit this website, watch our videos, schedule a consultation, communicate with us, or interact with our professional services.
If you become a client, an engagement agreement or service-specific privacy notice may provide additional information about how professional-service records are handled. The more specific notice or agreement will control for those services if it conflicts with this website policy.
Information we collect
Depending on how you interact with us, we may collect:
- Identifiers and contact details, such as your name, email address, telephone number, and company name.
- Business and appointment information, such as your revenue range, business structure, current accounting or tax setup, scheduling preferences, and answers to qualification or preparation questions.
- Communications, including messages, requests, feedback, and records of our correspondence.
- Professional-service information and documents that you choose to provide through an approved secure method after we request them.
- Device and usage information, such as IP address, browser and device type, operating system, referring page, pages viewed, video and button interactions, approximate location derived from IP address, and date and time of access.
- Advertising and referral information, such as campaign, source, and landing-page data associated with your visit.
How we collect information
We collect information directly from you, automatically through this website and similar technologies, and from service providers that help us operate scheduling, communications, analytics, advertising, and professional-service workflows.
How we use information
- Respond to inquiries, assess fit, schedule and prepare for consultations, and provide requested services.
- Operate, maintain, personalize, measure, and improve the website, videos, scheduling flow, and communications.
- Send administrative messages and, where permitted, marketing communications.
- Understand campaign performance and how visitors use the website.
- Detect fraud, protect our systems, enforce our terms, and manage legal or professional obligations.
- Comply with applicable legal, regulatory, accounting, and tax requirements.
Cookies, analytics, and advertising
We and our service providers may use cookies, pixels, tags, local storage, and similar technologies for essential site functions, security, analytics, attribution, and advertising. These technologies may recognize a browser or device and record interactions such as page views, video activity, and scheduling-button clicks. Browser settings may allow you to block or delete cookies, but doing so may affect site functionality. Where required, we will request consent or provide additional choices.
How information may be disclosed
We may disclose personal information to vendors and professional advisers that support hosting, scheduling, customer relationship management, communications, document transfer, analytics, advertising, security, and business operations. We may also disclose information when required by law, to protect rights and safety, to investigate misuse, or in connection with a financing, merger, acquisition, reorganization, or sale of business assets.
We do not sell personal information for money. Some analytics or advertising activities may be treated as “sharing,” “targeted advertising,” or a “sale” under certain privacy laws even when no money changes hands. Where applicable, you may request the legally required choices by contacting us.
Email, telephone, and text communications
We may contact you about an inquiry, appointment, document request, or service. If you separately consent to promotional email or text messages, you may unsubscribe from email using the link provided or reply STOP to a text message. Message and data rates may apply. Opting out of marketing does not prevent necessary service or appointment communications.
Data retention and security
We retain personal information for as long as reasonably necessary for the purposes described above, including providing services, maintaining business and professional records, resolving disputes, enforcing agreements, and complying with law. Retention periods vary based on the type of information and the applicable obligation.
We use reasonable administrative, technical, and organizational safeguards designed to protect information. No electronic transmission or storage method is completely secure, and we cannot guarantee absolute security.
Your privacy rights and choices
Depending on your jurisdiction and subject to legal exceptions, you may have rights to request access to, correction of, deletion of, or a portable copy of personal information, and to opt out of certain uses or disclosures. We may need to verify your identity before completing a request. Authorized agents may be required to provide proof of authority. To submit a request, use the contact information below.
Children
This website is intended for adults and business owners. We do not knowingly collect personal information from anyone under 18.
Third-party services
This website may link to or integrate services operated by third parties, including video, scheduling, analytics, advertising, and document-transfer providers. Their privacy practices are governed by their own notices, and we encourage you to review them.
Changes to this policy
We may update this Privacy Policy as our practices or legal requirements change. The revised version will be posted on this page with a new effective date.
Contact us
For questions or privacy requests, contact The CommonWealth Group, LLC at [email protected] and use “Privacy Request” as the subject line.