01Information We Collect

We collect only the information we need to deliver our services and run our business.

• Contact information: name, email address, phone number, mailing address, and business name.
• Payment information: billing details, processed securely through third party payment providers. We do not store full card numbers.
• Business information: business structure, EIN, brand assets, onboarding and intake responses, and project details.
• System and account access: logins, domains, integrations, and settings needed to build or support your website, CRM, client portal, or social media accounts.
• Content you provide: logos, images, copy, files, and documents you share for design or build projects.
• Booking information: details you share when you schedule a call or session.
• Usage data: IP address, browser type, device information, and how you interact with our website.
• Communication data: emails, text messages, form submissions, and support requests.

02How We Use Your Information

We use your information to:

• Deliver our services, including website and funnel design, CRM builds, client portals, VA and social media support, graphic design, and coaching
• Schedule and manage calls, sessions, and projects
• Provide access to digital products, courses, and templates
• Process payments and send receipts and confirmations
• Send onboarding steps, project updates, and support messages
• Send marketing and promotional content, if you've agreed to receive it
• Improve our website, services, and client experience
• Meet legal, tax, and accounting requirements

03Text Messages and Email

Text messages (SMS)

When you give us your mobile number and agree to receive texts, Crest Suite Agency may send you messages about appointments, project updates, support, and offers.

Email

You can unsubscribe from marketing emails at any time using the link in any email. We will still send emails about your account, purchases, and active projects.

04How We Share Information

We do not sell your personal information.

We share information only with trusted providers who help us deliver our services, such as:

• CRM and client portal platforms, including HighLevel and SuiteDash
• Website, hosting, and online store platforms
• Payment processors
• Scheduling, email, and text messaging tools
• Software providers connected to services you purchase
• Team members and contractors, including virtual assistants, who need access to complete your work. Each works under a signed confidentiality agreement.

We may also share information when required by law, to protect our rights, or as part of a business sale or transfer.

Each third party platform has its own privacy policy and terms. We are not responsible for their security, outages, or policy changes.

05Client Data Inside the Systems We Build and Support

When we build or manage your website, CRM, client portal, or social media accounts, we may see information about your own customers and contacts.

• We access that information only to complete the work you hired us for.
• We do not use your customer data for our own marketing.
• We do not sell or share your customer data, except with the platforms needed to run your system.
• You own your accounts and your data. You are responsible for having the right to collect it and for following the laws that apply to your business and your industry.
• When a project or support plan ends, we will return or remove our access as agreed.

06Cookies and Tracking

We use cookies and similar tools to keep our website working, remember your preferences, and understand how visitors use our site. You can turn off cookies in your browser settings, but some features may not work as expected.

07Payments

Payments are processed by secure third party providers. We receive confirmation of your payment and limited billing details, but not your full card number.

08Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. No system is completely secure, so we cannot guarantee absolute security.

You are responsible for keeping your own logins secure and managing who has access to your accounts. We are not responsible for unauthorized access caused by shared or compromised credentials on your side.

09Data Retention

We keep information as long as needed to deliver services, maintain business records, and meet legal requirements. Inactive data may be archived or deleted after 12 months.

10Your Rights

Depending on where you live, including Texas, you may have the right to:

• Access the personal information we hold about you
• Correct information that is inaccurate
• Request that we delete your information
• Get a copy of your information
• Opt out of marketing messages
• Appeal if we decline your request

To make a request, email us at [email protected]. We will respond within 45 days.

11Children's Privacy

Our website and services are for adults 18 and older. We do not knowingly collect information from anyone under 18. If you believe a child has given us information, contact us and we will delete it.

12Links to Other Websites

Our website links to other sites, including our family of brands such as Tax Pro HQ, Trillionlytics Agency, and WealthCrest Financial. Each site has its own privacy policy. We are not responsible for the practices of sites we do not control.

13Changes to This Policy

We may update this policy from time to time. When we do, we will change the effective date at the top. Continuing to use our website or services after an update means you accept the revised policy.

14Contact Us

Questions about this policy or your information? Reach us here:

Last updated: 10/01/2026