Privacy Policy

Information We Collect

We collect information you choose to provide, information collected automatically through our website, and information needed to provide marketing, website, reporting, consulting, and related business services.

• Contact details, including name, business name, email address, mailing address, and phone number.
• Messages, form submissions, appointment requests, emails, phone call details, text message exchanges, and other communications with us.
• Business information, project details, marketing preferences, website requirements, account access details you authorize, and service history.
• Billing, invoice, payment status, and accounting-related information needed to manage our client relationship.
• Website usage information, including IP address, browser type, device information, referring pages, pages viewed, and general analytics data.

QuickBooks and Connected Business Data

If you authorize ClickIt Digital to access QuickBooks, Intuit, or another third-party business account, we use that access only for the business purpose you approved, such as billing, bookkeeping coordination, invoice review, payment reconciliation, reporting, or related client service work.

We do not share QuickBooks data except as needed to provide requested services, comply with law, protect our rights, or work with authorized service providers under appropriate confidentiality obligations. For Intuit’s own privacy practices, review the Intuit Global Privacy Statement.

How We Use Information

We use collected information to operate our business, provide services, respond to inquiries, prepare proposals, manage projects, communicate with clients, process billing, improve our website, protect our systems, and comply with legal obligations.

We may also use contact information to send service updates, appointment reminders, project notices, invoices, marketing communications, and other business-related messages. You may opt out of marketing emails or texts as described below.

Email, Phone Calls, and Text Messages

When you provide your email address or phone number, you authorize us to contact you about your inquiry, account, project, services, appointments, invoices, and related business matters. Communications may occur by email, phone call, voicemail, or text message.

Marketing texts are sent only where permitted by law and consent. Message and data rates may apply. You can opt out of marketing text messages by replying STOP. You can opt out of marketing emails by using the unsubscribe link where available or by contacting us directly. Transactional or service-related messages may still be sent when needed to fulfill services or manage an active client relationship.

Cookies, Analytics, and Advertising Tools

Our website may use cookies, pixels, analytics tools, security tools, embedded content, and similar technologies to operate the site, understand visitor behavior, improve performance, protect against spam or abuse, and measure marketing effectiveness. These tools may collect device, browser, IP address, and interaction data.

You can adjust cookie settings through your browser. Some website features may not work correctly if cookies are disabled.

Sharing, Security, Retention, and Rights

How We Share Information

We share information only when reasonably necessary for business operations, service delivery, legal compliance, or protection of rights. This may include sharing information with hosting providers, email and messaging providers, analytics providers, payment processors, accounting platforms, customer relationship tools, contractors, professional advisors, and other vendors that support our services.

We may also share information if required by law, subpoena, court order, government request, fraud prevention need, security investigation, business transfer, or to enforce our agreements.

Data Security and Retention

We use reasonable administrative, technical, and organizational safeguards designed to protect personal and business information. No website, internet transmission, or storage system can be guaranteed completely secure.

We retain information for as long as needed to provide services, manage client records, meet legal and accounting obligations, resolve disputes, enforce agreements, maintain security, and support legitimate business purposes.

Your Choices and Rights

You may request access to, correction of, deletion of, or restriction of certain personal information, subject to legal, accounting, contractual, and security limitations. You may also ask us to disconnect authorized third-party account access when it is no longer needed for services.

Depending on your location, you may have additional privacy rights under applicable law. We will respond to valid requests as required by law.

Children, Third-Party Websites, and Updates

Our services are intended for businesses and adults. We do not knowingly collect personal information from children under 13. If you believe a child has provided information to us, contact us so we can review and delete it when appropriate.

Our website may link to third-party websites, platforms, social media pages, payment tools, or client resources. We are not responsible for the privacy practices of third parties. Review their privacy policies before providing information to them.

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised date. Continued use of our website or services after an update means the revised policy applies going forward.