Privacy Policy

Effective Date: September 30, 2026

1. Introduction

SOAR Financial Operations (“SOAR,” “we,” “us,” or “our”) is a bookkeeping and operational finance service. We respect your privacy and are committed to protecting the information you share with us. This Privacy Policy explains what information we collect through this website, how we use it, and the choices available to you.

SOAR Financial Operations is a United States–based company. This website and our services are intended for businesses and individuals located in the United States, and we handle personal information in accordance with applicable U.S. laws.

2. Information We Collect

• Information you provide: When you submit our contact form, email us, or call us, we collect the information you choose to share — such as your name, email address, phone number, company name, and the details of your inquiry.
• Information collected automatically: When you visit this website, we collect technical information such as your IP address, browser type, device type, referring website, and the pages you view.
• Cookies and similar technologies: We use cookies to operate our contact form and measure website traffic. Our Cookie Policy describes each cookie we use and how to manage them.

We do not collect payment information through this website.

3. How We Use Information

We use the information we collect to:

• Respond to your inquiries and provide the services you request
• Scope, propose, and manage client engagements
• Communicate with you about SOAR services
• Operate, secure, and improve this website
• Understand how visitors use this website
• Meet our business, legal, and regulatory obligations

4. Client Financial Information

This Privacy Policy covers information collected through this website and in communications before an engagement begins. Financial records, accounting system access, and other business information you provide to us as a client are handled under the confidentiality and data-handling terms of your written engagement agreement, which govern that information.

5. Data Sharing

We do not sell personal information to any third parties, and we do not share it for targeted advertising. We may share limited information:

• With service providers that support our operations — such as website hosting, customer relationship management, and email — who are required to keep it confidential and use it only to provide services to us
• When required by law, subpoena, or other legal process, or to protect the rights, property, or safety of SOAR, our clients, or others
• In connection with a merger, acquisition, or sale of all or part of our business

6. Data Security and Retention

We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, or disclosure. No method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

We retain personal information only for as long as necessary to fulfill the purposes for which it was collected, or as required by applicable law.

7. Your Choices and Rights

You may request access to, correction of, or deletion of the personal information we hold about you by contacting us through our contact page. We will respond within a commercially reasonable timeframe and may need to verify your identity before fulfilling your request. Depending on your state of residence, you may have additional rights under applicable state privacy law, and we will honor those requests as required.

If you receive marketing emails from us, you can opt out at any time using the unsubscribe link in any message.

8. Third-Party Services

This website uses HubSpot to process contact form submissions and analyze website traffic, and Google Fonts to deliver the typefaces used on the site. These providers process information under their own privacy policies. This website may also link to external websites; we are not responsible for their content or privacy practices. See our Cookie Policy for details and preference options.

9. Children’s Privacy

This website and our services are intended for businesses and are not directed to children under 16. We do not knowingly collect personal information from children.

10. Policy Updates

We may update this Privacy Policy periodically to reflect changes in our operations or in legal or regulatory requirements. The “Effective Date” at the top of this page indicates when it was last revised.