Privacy Policy

Certum Solutions (“Certum,” “we,” “us,” or “our”) operates this website and provides accounting, bookkeeping, ERP implementation, business automation, data analytics, and advisory services. This Privacy Policy explains how we collect, use, store, share, and protect your personal information when you use our website, software tools, or services.

By accessing our website or using our services, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We collect information in three main ways:
(a) information you provide, (b) information collected automatically, and (c) information received from third-party systems.

Information You Provide

This includes information you submit when you:

  • Request a consultation

  • Fill out a form (e.g., Jotform, contact forms, assessments)

  • Sign agreements or Proof of Receipt (POR)

  • Use client portals or shared tools

  • Communicate with us

This may include:

  • Name

  • Business name

  • Email address

  • Phone number

  • Billing and mailing address

  • Payment details (processed via secure third parties)

  • Accounting, payroll, inventory, or financial data you authorize us to access

  • System credentials for connected platforms (e.g., QuickBooks, Shopify, ERP tools)

Information Collected Automatically

When you visit our website, we automatically collect:

  • IP address

  • Device type

  • Browser type

  • Pages viewed

  • Time spent on pages

  • Referring URLs

  • Cookie identifiers

This data is used for analytics, security, marketing, and site performance.

Information from Third-Party Systems

When you hire Certum, you may authorize us to access or integrate with platforms such as:

  • Accounting software (e.g., QuickBooks, Xero)

  • Ecommerce platforms (e.g., Shopify, BigCommerce)

  • ERP and inventory systems (e.g., Odoo, Cin7, Katana)

  • Payment processors

  • Payroll and HR platforms

  • Microsoft 365, Power BI, Zapier, etc.

We receive and process data from those systems only for the purpose of providing contracted services.

2. How We Use Your Information

We use your information to:

  • Provide accounting, bookkeeping, ERP, payroll, and advisory services

  • Implement, configure, and support software systems

  • Process payments and invoices

  • Provide customer support

  • Improve our website and services

  • Deliver newsletters, insights, and marketing (you may opt out anytime)

  • Meet legal, regulatory, and contractual obligations

  • Prevent fraud, security threats, and misuse

We do not sell your personal or business data.

3. Cookies & Tracking Technologies

We use cookies and similar technologies to:

  • Improve website functionality

  • Analyze traffic and engagement

  • Support marketing and advertising campaigns

  • Remember user preferences

You may disable cookies through your browser settings. Some features may not function properly if cookies are disabled.

4. How We Share Information

We only share your data with:

  • Technology providers (e.g., Microsoft, QuickBooks, Zapier, payment processors)

  • Hosting and website platforms (e.g., Squarespace)

  • Analytics and marketing platforms and internal teams

  • Regulatory or legal authorities when required by law

These providers are contractually required to protect your information and use it only to provide services on our behalf.

We do not allow third parties to use your data for their own marketing.

5. Data Security

We use commercially reasonable safeguards including:

  • Secure cloud platforms

  • Access controls

  • Encryption where available

  • Vendor security standards

However, no system is 100% secure. By using our services, you acknowledge that electronic transmission carries some risk.

6. Data Retention

We retain personal and business data:

  • As long as necessary to provide services

  • As required by tax, accounting, or legal regulations

  • To resolve disputes and enforce agreements

When data is no longer needed, it is securely deleted or anonymized.

7. Your Privacy Rights

Depending on your location, you may have rights to:

  • Access your personal data

  • Request corrections

  • Request deletion

  • Opt out of marketing

  • Request a copy of stored data

To exercise these rights, email: help@certumsolutions.com

8. California & US Privacy Rights

If you are a California resident, you have rights under the California Consumer Privacy Act (CCPA) including:

  • Right to know what data we collect

  • Right to delete personal data

  • Right to opt out of data sharing

Certum does not sell personal data.

9. Children’s Privacy

Our services are intended for businesses and adults. We do not knowingly collect data from children under 13. If we discover such data, it will be deleted.

10. Third-Party Links & Software

Our website and services may link to or integrate with third-party platforms. We are not responsible for their privacy practices. Please review their policies separately.

11. Changes to This Policy

We may update this Privacy Policy periodically. The “Last Updated” date at the top reflects the current version. Continued use of our services means you accept any updates.

12. Contact Us

If you have questions about this policy or how your data is handled, contact:

Certum Solutions
📧 help@certumsolutions.com
🌐 www.certumsolutions.com