Privacy Policy for Milestone Consulting Inc.
Effective Date: March 10, 2026
1. Information We Collect
When you provide feedback through the OptiTax Strategy App or our feedback forms, we collect the following personal information:
- Contact Data: Your name and email address.
- Business Data: Information regarding your business structure (Sole Prop vs. Incorporation) and financial goals.
- Feedback Data: Your specific comments, "Aha!" moments, and suggestions for the app.
2. How We Use Your Information
We use the data collected to:
- Provide you with personalized tax strategy insights.
- Improve the functionality and accuracy of the OptiTax App.
- Contact you regarding your results if you have requested a 15-minute Strategy Review.
- Comply with our requirements as an Independent QuickBooks Consulting Professional.
3. Data Storage and Security
Your data is securely stored within the Dashnex platform. We do not sell, rent, or trade your personal information to third parties. We implement industry-standard security measures to protect your data from unauthorized access or disclosure.
4. Third-Party Services
We use the following third-party providers to process your data:
- Dashnex: For lead capture and data storage.
- Glide: For the OptiTax App interface.
- Calendly: For scheduling Strategy Reviews. Each of these providers has its own privacy policy regarding how they handle your data.
5. Email Communications (CASL Compliance)
By providing your email, you consent to receive a follow-up regarding your OptiTax results. You may unsubscribe from our marketing communications at any time by clicking the "Unsubscribe" link in our emails or contacting us at [email protected].
6. Contact Us
If you have questions about this Privacy Policy or wish to access or delete your data, please contact:
Coco Chen CPA, CGA
Milestone Consulting Inc.
Email: [email protected]