Collection of Your Personal Information

In order to better provide you with products and services offered, the Company may collect personally identifiable information, such as your:

• First and last name
• Email address
• Phone number
• Business name and website
• Industry type and business information

If you purchase the Company's products and services, we collect billing and credit card information. This information is used to complete the purchase transaction.

We do not collect any personal information about you unless you voluntarily provide it to us. However, you may be required to provide certain personal information to us when you elect to use certain products or services. These may include: (a) registering for an account; (b) entering a sweepstakes or contest sponsored by us or one of our partners; (c) signing up for special offers from selected third parties; (d) sending us an email message; (e) submitting your credit card or other payment information when ordering and purchasing products and services. We will use your information for, but not limited to, communicating with you in relation to services and/or products you have requested from us. We also may gather additional personal or non-personal information in the future.

Use of Your Personal Information

The Company collects and uses your personal information in the following ways:

• To operate and deliver the services you have requested
• To provide you with information, products, or services that you request from us
• To provide you with notices about your account
• To carry out the Company's obligations and enforce our rights arising from any contracts entered into between you and us
• To notify you about changes to SourceOneSoftware.com or any products or services we offer
• To inform you of other products or services available from the Company and its affiliates
• To send marketing and promotional communications (where you have consented or where permitted by law)
• To send SMS/text messages where you have provided express written consent
• In any other way we may describe when you provide the information
• For any other purpose with your consent

Sharing Information with Third Parties

The Company does not sell, rent, or lease its customer lists to third parties.

The Company may share data with trusted partners to help perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services to the Company, and they are required to maintain the confidentiality of your information.

We use the following categories of third-party service providers who may receive or process your personal information:

• CRM and Marketing Automation — GoHighLevel (go.mysourceone.com) for customer relationship management, email, and SMS communications
• Analytics — Web analytics providers to measure website traffic and performance
• Payment Processing — PCI-compliant payment processors for billing and transactions
• Cloud Hosting — Third-party hosting providers for data storage and infrastructure

The Company may disclose your personal information, without notice, if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on the Company or the site; (b) protect and defend the rights or property of the Company; and/or (c) act under exigent circumstances to protect the personal safety of users of the Company, or the public.

Cookies and Tracking Technologies

The Company uses cookies, web beacons, pixels, and similar tracking technologies to enhance your experience on our website and to collect information about how you interact with our content.

Cookies are small text files placed on your device. We use the following types:

• Essential Cookies — Required for the website to function. These cannot be disabled.
• Analytics Cookies — Help us understand how visitors interact with our site (e.g., pages visited, time spent, referral sources).
• Marketing Cookies — Used to deliver relevant advertisements and track the effectiveness of our marketing campaigns.
• Functional Cookies — Remember your preferences and settings to personalize your experience.

Web Beacons and Pixels are small electronic images embedded in web pages or emails that allow us to track whether a page was accessed or an email was opened. We may use tracking pixels from advertising and analytics platforms.

You can control cookie settings through your browser preferences. Disabling certain cookies may limit your ability to use some features of our website. To learn more about cookies and how to manage them, visit allaboutcookies.org.

Tracking User Behavior

The Company may keep track of the websites and pages our users visit within the Company, in order to determine which of the Company's services are the most popular. This data is used to deliver customized content and advertising within the Company to customers whose behavior indicates that they are interested in a particular subject area.

Data Retention

The Company retains personal information for as long as necessary to fulfill the purposes for which it was collected, including to satisfy legal, accounting, or reporting requirements.

• Active customer data — Retained for the duration of the business relationship and for a reasonable period afterward
• Lead and inquiry data — Retained for up to 3 years from the date of last contact, unless you request deletion sooner
• Financial and billing records — Retained for a minimum of 7 years to comply with tax and accounting obligations
• Marketing consent records — Retained for the duration of any marketing relationship plus 3 years to demonstrate compliance
• Website analytics data — Retained in accordance with our analytics provider's data retention policies

When personal information is no longer needed, it is securely deleted or anonymized in accordance with applicable law.

Automatically Collected Information

The Company may automatically collect information about your computer hardware and software. This information can include your IP address, browser type, domain names, access times, and referring website addresses. This information is used for the operation of the service, to maintain quality of the service, and to provide general statistics regarding the use of the Company's website.

SMS and Text Message Communications

By providing your phone number and checking the SMS consent box on any form on this website, you expressly consent to receive text messages from Source One Software LLC regarding your inquiry, scheduled appointments, and related service communications.

• Message frequency varies based on your activity and interactions with the Company
• Standard message and data rates may apply depending on your mobile carrier and plan
• You may opt out of SMS communications at any time by replying STOP to any text message you receive from us
• Reply HELP for assistance or contact us at [email protected]
• We do not sell or share your phone number with third parties for their own marketing purposes

Links

This website contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.

Security of Your Personal Information

The Company secures your personal information from unauthorized access, use, or disclosure using the following measures:

• SSL/TLS encryption for all data transmitted through our website
• Secure data storage with access controls and authentication requirements
• Regular security assessments and vulnerability monitoring
• Contractual data security requirements with all third-party service providers

We strive to take appropriate security measures to protect against unauthorized access to or alteration of your personal information. Unfortunately, no data transmission over the Internet or any wireless network can be guaranteed to be 100% secure. As a result, while we strive to protect your personal information, you acknowledge that: (a) there are security and privacy limitations inherent to the Internet that are beyond our control; and (b) the security, integrity, and privacy of any and all information and data exchanged between you and us through this site cannot be guaranteed.

Right to Deletion

Subject to certain exceptions set out below, on receipt of a verifiable request from you, we will:

• Delete your personal information from our records
• Direct any service providers to delete your personal information from their records

Please note that we may not be able to comply with requests to delete your personal information if it is necessary to:

• Complete the transaction for which the personal information was collected, fulfill the terms of a written warranty or product recall, or otherwise perform a contract between you and us
• Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity; or prosecute those responsible for that activity
• Debug to identify and repair errors that impair existing intended functionality
• Exercise free speech, ensure the right of another consumer to exercise his or her right of free speech, or exercise another right provided for by law
• Comply with the California Electronic Communications Privacy Act
• Engage in public or peer-reviewed scientific, historical, or statistical research in the public interest
• Enable solely internal uses that are reasonably aligned with your expectations based on your relationship with us
• Comply with an existing legal obligation
• Otherwise use your personal information, internally, in a lawful manner compatible with the context in which you provided the information

State-Specific Privacy Rights

Source One Software LLC serves customers across the United States. Residents of the following states may have additional privacy rights under their respective state laws. To exercise any of these rights, please contact us using the information in the Contact section below.

We will respond to verifiable consumer requests within the timeframe required by the applicable state law (typically 45 to 60 days). We will not discriminate against you for exercising any of your privacy rights.

California Privacy Rights (CCPA/CPRA)

If you are a California resident, the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA) provide you with specific rights regarding your personal information.

Right to Know: You have the right to request that we disclose what personal information we collect, use, disclose, and sell about you.

Right to Delete: You have the right to request that we delete personal information we have collected from you, subject to certain exceptions.

Right to Correct: You have the right to request correction of inaccurate personal information we maintain about you.

Right to Opt-Out: You have the right to opt out of the sale or sharing of your personal information. We do not sell personal information, but we may share it with advertising partners in ways that qualify as "sharing" under the CPRA.

Right to Non-Discrimination: We will not discriminate against you for exercising any of your CCPA/CPRA rights.

Shine the Light: California Civil Code Section 1798.83 permits California residents to request certain information regarding our disclosure of personal information to third parties for their direct marketing purposes. To make such a request, please contact us at [email protected].

To submit a verifiable consumer request, contact us at [email protected]. We may need to verify your identity before processing your request.

Do Not Sell or Share My Personal Information

Source One Software LLC does not sell your personal information to third parties for monetary consideration.

However, under California law, certain sharing of personal information with advertising or analytics partners may qualify as a "sale" or "sharing." If you are a California resident and wish to opt out of any such sharing of your personal information, you may submit a request by:

• Emailing us at [email protected] with the subject line "Do Not Sell My Information"
• Adjusting your cookie preferences through your browser settings

Nevada residents may also submit opt-out requests under Nevada SB 220 using the same contact method above.

Florida Information Protection Act (FIPA) Compliance

As a Florida-based company, Source One Software LLC complies with the Florida Information Protection Act (FIPA). FIPA requires businesses to implement reasonable security measures to protect electronic data containing personal information and to notify affected individuals in the event of a data breach.

Data Breach Notification: In the event of a data breach that compromises your personal information, we will:

• Notify affected individuals as expeditiously as possible and no later than 30 days after we determine that a breach has occurred
• Notify the Florida Attorney General if the breach affects 500 or more Florida residents
• Notify nationwide consumer credit reporting agencies if the breach affects 1,000 or more individuals
• Provide notice that includes the date of the breach, description of information involved, and steps being taken to protect against further unauthorized access

We implement reasonable technical, physical, and administrative safeguards to protect your personal information from unauthorized access, use, or disclosure in compliance with FIPA requirements.

Children Under Eighteen

The Company does not knowingly collect personally identifiable information from children under the age of 18. If you are under the age of 18, you must ask your parent or guardian for permission to use this website.

Our software platform may be used by studios, schools, and child care centers to manage programs that serve minors. In those cases, any personal information relating to minors is collected and processed by our customers (the studio or school operator) in their capacity as data controllers. We act as a data processor on their behalf and process such information only as directed. Our customers are solely responsible for ensuring their collection and use of children's data complies with the Children's Online Privacy Protection Act (COPPA) and all applicable laws.

If you believe we have inadvertently collected personal information from a child under 13, please contact us immediately at [email protected] and we will take prompt steps to delete it.

Email Communications

From time to time, the Company may contact you via email for the purpose of providing announcements, promotional offers, alerts, confirmations, surveys, and/or other general communication. In order to improve our services, we may receive a notification when you open an email from the Company or click on a link therein.

All marketing emails from the Company comply with the CAN-SPAM Act and include a valid physical mailing address, a clear identification that the message is an advertisement, and an easy mechanism to unsubscribe.

If you would like to stop receiving marketing or promotional communications via email from the Company, you may opt out at any time by clicking the unsubscribe button in any marketing email or by contacting us at [email protected]. Please allow up to 10 business days to process your request.

External Data Storage Sites

We may store your data on servers provided by third-party hosting vendors with whom we have contracted. These vendors are required to maintain appropriate technical and organizational security measures to protect your personal information.

Changes to This Statement

The Company reserves the right to change this Policy from time to time. For example, when there are changes in our services, changes in our data protection practices, or changes in the law. When changes to this Policy are significant, we will inform you. You may receive a notice by sending an email to the primary email address specified in your account, by placing a prominent notice on SourceOneSoftware.com, and/or by updating any privacy information. Your continued use of the website and/or services available after such modifications will constitute your: (a) acknowledgment of the modified Policy; and (b) agreement to abide and be bound by that Policy.

Contact Information

The Company welcomes your questions or comments regarding this Policy. If you believe that the Company has not adhered to this Policy, or to submit a privacy rights request, please contact us: