Legal

Privacy Policy

Danclare Financial Group — Bothell, WA 98021

Website: danclare.com

Effective Date: January 22, 2025

1. Introduction

Danclare Financial Group (“Company,” “we,” “our,” or “us”) is committed to safeguarding your privacy and protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit danclare.com or engage our services.

By accessing our website or using our services, you acknowledge and agree to the terms outlined in this Policy.

2. Information We Collect

Personal Information

We may collect personal information that you voluntarily provide, including:

  • Full name
  • Email address
  • Phone number
  • Mailing address
  • Financial, tax, and business-related information

This information is collected when you complete forms, schedule appointments, communicate with us, or engage our services.

Automatically Collected Information

We may also collect certain information automatically, including:

  • IP address
  • Browser and device information
  • Website usage data
  • Cookies and similar tracking technologies

3. How We Use Your Information

We use your information for legitimate business purposes, including to:

  • Provide bookkeeping, tax, and financial services
  • Communicate with you regarding appointments, services, and updates
  • Respond to inquiries and support requests
  • Improve our website functionality and client experience
  • Fulfill legal, regulatory, and compliance obligations

4. SMS Communications and Consent (A2P 10DLC Compliance)

By providing your phone number through danclare.com or any associated platform, you expressly consent to receive SMS messages from Danclare Financial Group.

These communications may include:

  • Appointment confirmations and reminders
  • Service-related updates and notifications
  • Follow-ups related to your inquiry or engagement

Message frequency may vary. Message and data rates may apply.

You may withdraw your consent at any time by:

  • Replying STOP to opt out
  • Replying HELP for assistance

Your consent to receive SMS messages is not a condition of purchasing any services.

5. Disclosure of Information

No Sale or Marketing Use

Danclare Financial Group does not sell, rent, or share your personal information with third parties or affiliates for marketing or promotional purposes.

Limited Operational Sharing

We may share your information with trusted third-party service providers and affiliates solely for operational purposes, including:

  • Customer service support
  • CRM and communication platforms
  • Payment processing

All such parties are required to maintain the confidentiality of your information and are prohibited from using it for any unauthorized purpose.

Legal Compliance

We may disclose your information when required to do so by law, regulation, or legal process, or when necessary to protect our rights and prevent fraud or misuse.

6. Mobile Information Protection (Carrier Compliance Requirement)

  • No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
  • Information may be shared with subcontractors, service providers, or affiliates only as necessary to support operational functions such as customer service and platform delivery.
  • All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties or affiliates.

7. Data Retention

We retain personal information only for as long as necessary to fulfill the purposes outlined in this Policy, including compliance with legal, tax, and regulatory requirements, and for resolving disputes and enforcing agreements.

8. Data Security

We implement commercially reasonable administrative, technical, and physical safeguards to protect your personal information. While we strive to protect your data, no method of transmission or storage can be guaranteed to be completely secure.

9. Your Privacy Rights

Subject to applicable laws, you may have the right to:

  • Access your personal information
  • Request correction of inaccurate data
  • Request deletion of your information

To exercise these rights, please contact us at: info@danclare.com

10. Third-Party Websites

Our website may contain links to third-party websites or services. Danclare Financial Group is not responsible for the privacy practices or content of such third parties.

11. Updates to This Policy

We reserve the right to modify this Privacy Policy at any time. Any updates will be posted on this page with a revised effective date.

12. Contact Information

If you have any questions or concerns regarding this Privacy Policy or our data practices, please contact us:

Danclare Financial Group

🌐 danclare.com

📧 info@danclare.com

📞 206-922-7008 / 425-400-2774

📍 22722 29th Drive SE, Suite 100, Bothell, WA 98021

For privacy-related questions, contact us at:

info@danclare.com

22722 29th Drive SE
Suite 100
Bothell, WA 98021