1. Scope
This policy applies to information handled through the Y2Solution website, inquiry and demo forms, support communications, consulting engagements, and Vantage OS. It does not apply to third-party websites or services that maintain their own privacy policies.
2. Information We Collect
Information you provide
- Contact and business information, such as your name, email address, telephone number, company, title, and service interests.
- Account information and credentials used to access Vantage OS.
- Business, accounting, operational, and financial information you upload, import, connect, or otherwise provide to us.
- Communications, support requests, meeting details, and other information you choose to share.
- Billing information. Payment-card information may be processed directly by a third-party payment provider rather than stored by Y2Solution.
Information collected automatically
When you use our website or platform, we may receive technical information such as your IP address, browser type, device type, referring page, pages viewed, dates and times of access, and platform activity. We may collect this information through logs, cookies, and similar technologies.
Information from integrations and other sources
At your direction, we may receive information from accounting systems, ERP providers, cloud-storage services, or other platforms you connect to Vantage OS. We may also receive business contact information from referrals, professional partners, or publicly available sources.
3. How We Use Information
We use information to:
- Respond to inquiries, schedule demonstrations, and communicate with you.
- Provide, configure, support, secure, and improve Vantage OS and our consulting services.
- Import, organize, analyze, report on, and display financial information as requested by the client.
- Manage accounts, subscriptions, billing, and customer relationships.
- Diagnose technical issues, prevent misuse, and protect our users, systems, and business.
- Meet legal, regulatory, contractual, accounting, and recordkeeping obligations.
- Send service-related messages and, where permitted, information about services that may be relevant to you.
6. Data Retention
We retain information for as long as reasonably necessary to provide services, maintain business and tax records, resolve disputes, enforce agreements, and comply with legal obligations. Retention periods vary based on the type of information, the services involved, contractual requirements, and applicable law.
7. Data Security
We use administrative, technical, and organizational safeguards designed to protect information against unauthorized access, loss, misuse, alteration, or disclosure. No method of transmission or storage is completely secure, and we cannot guarantee absolute security. Clients are responsible for protecting their credentials and promptly notifying us of suspected unauthorized use.
8. Your Choices and Privacy Rights
You may update certain account information, unsubscribe from nonessential marketing communications, or request assistance by contacting us. Depending on where you reside and subject to applicable exceptions, you may have rights to request access, correction, deletion, or a copy of certain personal information, or to object to or restrict certain processing.
To submit a request, email accounting@y2solutionconsulting.com. We may need to verify your identity and authority before completing a request. Authorized agents may be required to provide proof of authorization.
9. Third-Party Services and Integrations
Our services may link to or integrate with third-party accounting systems, ERP platforms, payment providers, calendar services, and other tools. Your use of those services is governed by their own terms and privacy policies. We are not responsible for a third party’s independent privacy or security practices.
10. Children’s Privacy
Our website and services are intended for businesses and adults and are not directed to children under 13. We do not knowingly collect personal information from children under 13. If you believe a child has provided information to us, please contact us so we can address the request.
11. Changes to This Policy
We may update this Privacy Policy to reflect changes in our services, practices, or legal obligations. We will post the revised policy on this page and update the “Last updated” date. Material changes may also be communicated through the service or by other appropriate means.
12. Contact Us
Questions or requests concerning this Privacy Policy may be directed to:
Y2Solution Consulting, LLC
Email: accounting@y2solutionconsulting.com
Telephone: (786) 261-5071