Privacy Policy

Your privacy is important to EPW Small Business Law PC (“EPW”), and EPW is committed to protecting your personal information. Here in this policy EPW is letting you know about all the ways EPW could use your information, so you can make an informed choice regarding whether you will visit this website.

By using this website, you consent to the terms of this Privacy Policy, so take the time to review the terms so you can make an informed choice about whether you will continue to use this site.

This privacy policy was last changed on May 24, 2018 to comply with the General Data Protection Regulation (GDPR).

What Personal Information Do We Collect and How Do We Use Your Information?

If you subscribe to our email newsletter, we collect your name and email and will use your name and email to send you quarterly email newsletters and occasional business announcements.

If you send us a message via our contact form, we collect your name and email and will use your name and email to reply to your message.

If you schedule a call, we collect your name, email, and phone number and we use them to contact you about your call and to call you for your session. We may use your name and email to contact you after your call with follow-up information related to your session and a survey request.

If you become a client, we may collect your your name, email, address, and phone number and use them to provide services to you per your request. We may also use your name and email to contact you after we provide your services with follow-up information related to your services and a survey request.

We use first-party and third-party cookies to help us remember and process the items in your shopping cart, to compile aggregate data about site traffic and site interaction (so we can optimize our website and create a better user experience for you), and for marketing purposes. We may use cookies via Google Analytics Advertising Features and Facebook Advertising for remarketing, impression reporting, and interest reporting. Click here to opt-out of Google Analytics cookies. If you want to block cookies completely, you can disable them in your browser: Chrome, Firefox, Safari, or Internet Explorer.

We do not respond to DNT (“Do Not Track”) privacy settings in your website browser. We may use third-party tracking services to provide data to optimize the services available on this website.

How Do You Unsubscribe?

If at any time you would like to unsubscribe from receiving future emails, EPW includes the one-step unsubscribe instructions at the bottom of each email newsletter. It’s easy to unsubscribe–you just click on a link. You may also send Elizabeth Potts Weinstein a request to remove you from our email list.

How Do We Protect Your Information?

EPW uses various security measures to maintain the safety of your personal information, including hosting your name and email using third-party password-protected, secure services. These services keeps your information confidential, will not sell or share your information, and will not contact you directly. The third-party services we currently use are: Insightly (CRM), Airtable (database), Slack (staff communication), Google services (email, drive/documents, calendar), RightSignature (document signatures), PayPal (payment processing), Stripe (payment processing), Harvest (invoicing), Basecamp (archive client documents), Dropbox (client documents), Backblaze (hard drive backups), Backupify (backup), EarthClassMail (mailbox), vCita (scheduling), and ConvertKit (email marketing).

EPW will not trade, share, or sell your information to any other company without giving you express notification, except for specific third parties who assist us in taking care of you, as listed above. These third parties all agree to keep your information confidential. EPW will also release your information as required by law and if necessary to protect EPW’s legal rights and/or to comply with a judicial proceeding or court order, to prevent threats to others or illegal activities, or to prevent abuse of this website.

Information Regarding Children

This website is not directed to people who are under 13 years of age. We do not collect any information from anyone under 13 years of age. Please notify us at Elizabeth Potts Weinstein if you are a parent whose child has provided us with personally identifying information, and we will delete such information from our files.

California Residents Privacy Rights

If you are a California resident, under “Shine the Light law” (Cal Civ Code Section 1798.83) you can request the disclosure of certain personal information that we have disclosed to third parties for marketing purposes in the last year, if any. To make a request, contact us at Elizabeth Potts Weinstein.

European Union / Switzerland Residents Privacy Rights

The European Union enacted the General Data Protection Regulation (GDPR), which gives individuals in the EU/EEA and Switzerland the right to correct, update, review, or delete their personally identifiable data. If you would like to make such a request, please contact us at Elizabeth Potts Weinstein. EPW is located in the United States and any data you submit will be transferred to the United States. If you are an European Union resident and you are dissatisfied with how we have managed a complaint, you are entitled to contact your local data protection authority.

Our data retention policy is that members of the EU have control over us deleting your data; in other words, we will keep your data until you tell us to delete it. For tax purposes, we are required to keep the names and other financial and transactional information about anyone who makes a purchase for at least six years after any transaction. For legal compliance purposes, we are required to keep client files indefinitely, but clients may request a copy of their file.

Questions Regarding This Policy

If there are any questions regarding this privacy policy, please direct them to: Elizabeth Potts Weinstein.

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