Privacy Policy
Effective Date: July 8, 2026
At 1Key Financial (“Company,” “we,” “our,” or “us”), we value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, protect, and disclose your information when you visit our website, use our services, or communicate with us.
Information We Collect
We may collect personal information you voluntarily provide, including but not limited to:
- Name
- Address
- Email address
- Telephone number
- Date of birth
- Tax and financial information
- Insurance information
- Documents you upload through our secure client portal
- Any other information you choose to provide
We may also automatically collect certain technical information, including:
- IP address
- Browser type
- Device information
- Website usage statistics
- Cookies and similar technologies
How We Use Your Information
We use your information to:
- Prepare tax returns
- Provide bookkeeping and payroll services
- Assist with health insurance, Medicare, life insurance, and related services
- Schedule appointments
- Respond to inquiries
- Verify your identity
- Provide customer support
- Improve our website and services
- Comply with legal and regulatory requirements
We only collect information necessary to provide our services.
Cookies
Our website uses cookies and similar technologies to improve your browsing experience, analyze website traffic, remember preferences, and enhance website functionality.
You may disable cookies through your browser settings; however, some website features may not function properly.
SMS Communications
By providing your mobile phone number through our website, client portal, paper forms, or verbally, you consent to receive SMS messages from 1Key Financial.
These messages may include:
- Appointment reminders
- Tax preparation updates
- Document requests
- Bookkeeping notifications
- Payroll notifications
- Insurance enrollment updates
- Medicare appointment reminders
- Client portal notifications
- Account-related communications
- Customer support messages
Message frequency varies depending on your interaction with our office and the services you request.
Message and data rates may apply.
You may opt out of receiving text messages at any time by replying STOP to any message.
For assistance, reply HELP or contact us at:
Phone: (561) 570-6125
Email: info@1keyfinancial.com
SMS Privacy
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Text messaging originator opt-in data and consent will not be shared with any third parties except vendors who assist us in delivering SMS communications. These vendors are contractually obligated to protect your information and use it solely for providing messaging services.
Sharing of Information
We do not sell, rent, or trade your personal information.
We may share information only:
- With service providers who assist us in operating our business
- When required by law
- To comply with court orders or governmental requests
- To protect our legal rights
- With your express authorization
Data Security
We maintain administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction.
Although we strive to protect your information, no method of electronic transmission or storage is completely secure.
Third-Party Websites
Our website may contain links to third-party websites.
We are not responsible for the privacy practices or content of those websites. We encourage you to review their privacy policies before providing personal information.
Children’s Privacy
Our services are intended for adults and are not directed toward children under 13 years of age.
We do not knowingly collect personal information from children.
Your Rights
Depending on applicable law, you may have the right to:
- Access your personal information
- Correct inaccurate information
- Request deletion of your information
- Withdraw consent where applicable
- Request information about how your data is used
To exercise these rights, please contact us using the information below.
Data Retention
We retain personal information only as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time.
Any changes will be posted on this page with an updated Effective Date.
Contáctenos
If you have questions regarding this Privacy Policy or your personal information, please contact us:
1Key Financial
Phone: (561) 570-6125
Email: info@1keyfinancial.com
Website: https://1keyfinancial.com
Campaign’s privacy policy: https://1keyfinancial.com/Campaigns_privacy_policy
Campaign’s terms and conditions: https://1keyfinancial.com/Campaigns_terms_and_conditions
