Privacy & Cookie Policy

This Privacy Policy (the “Policy”) summarizes the ways Accelerate-U Financial Management (“Accelerate-U”, “we”, “us”, “our”) collects, uses, stores, and discloses Information you provide or that we collect when you use accelerateufm.com (the “Website”) or communicate with us online.
It is our goal to provide helpful information and services while protecting your privacy.

By accessing or using the Website, submitting information through the Website, booking a meeting, or otherwise communicating with us online, you agree that we may collect and use Information as described in this Policy.

This Policy does not cover information collected offline (for example, through in-person events) or on third-party sites that may be linked from our Website.

1) Definitions

1. “Information” means information that identifies you or could reasonably be linked to you, such as your name, contact details, and other personal information, as well as technical information collected through Website usage (as applicable).
2. “Client Data” means information we receive or access on behalf of a client organization during service delivery (for example, financial records, payroll-related information, donor/grant information, vendor/customer details, and internal operational data).
3. “Service Providers” means third parties we use to operate our Website and business systems (e.g., hosting, analytics, CRM, scheduling).

2) The Types of Information We Collect

We may collect Information in the following ways:
1. Information you provide directly

  • When you contact us, submit a form, download a resource, or book a meeting, we may collect: name, email, phone number, organization, role/title, and the content of your message or request.
  • If you become a client, we may collect business contact details needed to administer the relationship (e.g., invoicing contacts and related communications).

2. Information Collected Automatically

  • Our servers and tools may automatically collect information about your device and usage, such as: browser type, operating system, referral page, pages viewed, approximate location (based on IP), and IP address.

3. Information from other sources

  • We may receive business contact information from referrals, public sources, or professional networks, and use it to contact you in a reasonable, context-appropriate way.

3) How We Use Information

We use Information for the following purposes:
1. To respond and provide what you request

  • To respond to inquiries, provide information, schedule meetings, and communicate about services.

2. To operate and improve the Website

  • To administer the Website, diagnose technical issues, improve content, and enhance Website functionality and security.

3. To communicate

  • To send information you request, and where permitted, updates about services, resources, or events. You may unsubscribe from marketing communications at any time.

4. For security and compliance

  • To protect our rights and systems, prevent fraud or misuse, and comply with legal and professional obligations.

5. To create aggregated insights

  • We may create aggregated or anonymized information (that does not identify you) for analytics and business improvement.

4) Client Data & Confidentiality (Service Delivery)

1. When we deliver services, we may receive or access Client Data. We treat Client Data as confidential and use it only to provide agreed services and perform related administrative activities.
2. We use reasonable measures designed to protect Client Data, including limiting access to those who need it to perform services, using secure systems, and applying appropriate access controls.
3. Please do not send highly sensitive information through standard email unless secure methods have been agreed.

5) Service Providers and Tools (WordPress, Calendly, Hubspot)

We may share Information with Service Providers who help us operate our Website and business systems, including:
1. WordPress (Website platform) and our Website hosting/security providers
2. Calendly (meeting scheduling)
3. HubSpot (CRM, forms, communications, and related analytics/marketing tools)

Service Providers are permitted to access and process Information only to provide services to us and are expected to apply appropriate safeguards.

6) How We Disclose Information

We do not sell your personal Information. We may disclose Information:
1. To Service Providers (as described above)
2. To professional advisors (legal, accounting, insurance) where necessary
3. To comply with law or respond to lawful requests (court orders, regulatory inquiries, subpoenas)
4. In business transactions (e.g., merger, acquisition, restructuring), where Information may be transferred as part of the transaction subject to appropriate safeguards

7) Cookies and Similar Technologies

We use cookies and similar technologies on the Website. For details, please review our Cookie Policy.

8) Data Storage, Cross-border Processing, and Retention

1. Cross-border: Information may be stored or processed in Canada, the United States, or other jurisdictions depending on where our Service Providers operate.
2. Retention: We retain Information only as long as necessary to fulfill the purposes described in this Policy and to meet legal, tax, insurance, and professional recordkeeping obligations. We then delete or anonymize it where feasible.

9) Information Security and Notification

1. We use reasonable administrative, technical, and organizational safeguards designed to protect Information against loss, theft, and unauthorized access, use, or disclosure.
2. No system is 100% secure. If we become aware of a security incident that materially affects your Information, we will take reasonable steps to investigate and respond, and where required, notify affected individuals and/or regulators.

10) Third-Party Links

The Website may include links to third-party sites or embedded tools. Their privacy practices are governed by their own policies, and we are not responsible for their practices.

11) Children’s Privacy

The Website is not intended for children under 16, and we do not knowingly collect personal information from children under 16.

12) Your Rights

Depending on where you live, you may have rights relating to your personal information, including access, correction, deletion, portability, restriction, or objection to certain processing.
A) Canada (general)
You may request access to, or correction of, the personal information we hold about you, subject to legal and professional limitations.
B) EU/UK/Swiss data protection rights (if applicable)
If you are located in the EU, EEA, UK, or Switzerland, you may have additional rights under applicable data protection laws, including the right to withdraw consent where processing is based on consent.
C) California privacy rights (if applicable)
If you are a California resident, you may have rights to request access to or deletion of personal information, and to receive additional information about collection and disclosure practices. Accelerate-U does not sell personal information.

13) Updates to This Policy

We may update this Policy from time to time. The “Last Updated” date at the top will reflect the most recent revision.

14) Contact

If you have questions about this Policy or wish to make a privacy request, contact:
info@accelerateufm.com

Cookie Policy

This Cookie Policy explains how Accelerate-U uses cookies and similar technologies when you visit accelerateufm.com.

1) What Are Cookies?

Cookies are small data files placed on your device when you visit a website. Cookies can be first-party (set by us) or third-party (set by another company whose tools are used on our Website).

2) Why We Use Cookies

We use cookies and similar technologies for purposes such as:
1. Strictly necessary: to make the Website function securely and reliably
2. Preferences: to remember settings (where applicable)
3. Analytics/performance: to understand Website usage and improve content
4. Marketing measurement (where enabled): to measure the effectiveness of communications and campaigns

3) Cookies That May Be Used on Our Website

Depending on your interaction with the Website, cookies may be set by:
1. WordPress (and related hosting/security plugins) for basic site operation and security
2. HubSpot for forms, CRM tracking, analytics, and (if enabled) marketing measurement
3. Calendly when you view or use scheduling features

4) How to Control Cookies

You have choices:
1. Cookie preferences tool (if enabled): you can accept or reject non-essential cookies and update your preferences at any time via our cookie banner or settings link.
2. Browser settings: you can block or delete cookies using your browser controls. If you block cookies, parts of the Website may not function properly.

5) Updates

We may update this Cookie Policy to reflect changes to cookies used for operational, legal, or regulatory reasons. The “Last Updated” date will change when updates are made.