ClearPalm, Inc. — Privacy Policy

Last Updated: [Month Day, 2025]

ClearPalm, Inc. (“ClearPalm,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website clearpalminc.com, use our services, or interact with us in any way.

By accessing or using our website, you agree to the terms of this Privacy Policy.

If you do not agree with the terms, please discontinue use of the website and services.

1. Information We Collect

We may collect the following types of information:

A. Personal Information

Information that identifies you as an individual, such as:

  • Full name

  • Email address

  • Phone number

  • Mailing address

  • Business name

  • Job title or role

  • Login or account credentials

  • Employment-related information (for payroll clients)

B. Financial & Business Information

Depending on the service you request (Insurance, Payroll, Bookkeeping, Taxes, Accounting), we may collect:

  • Tax identification numbers

  • Payroll records

  • Banking and payment information

  • Insurance policy data

  • Employment documents

  • Financial statements or bookkeeping records

C. Automatically Collected Information

When you visit our website, we may automatically collect:

  • IP address

  • Browser type

  • Device information

  • Pages viewed

  • Time spent on the site

  • Cookies and tracking technologies

D. Information From Third Parties

We may receive information from:

  • Insurance carriers

  • Payroll platforms

  • Government agencies

  • Public databases

  • Business partners or advisors

2. How We Use Your Information

We use the information we collect for purposes including:

  • To provide and manage our Services (insurance, payroll, bookkeeping, accounting, taxes)

  • To process payments and maintain client accounts

  • To communicate with you about your account or inquiries

  • To send administrative updates, service notices, and confirmations

  • To personalize your website experience

  • To comply with legal, regulatory, and tax obligations

  • To improve our website, services, and customer support

  • For fraud prevention and security monitoring

3. How We Share Your Information

We may share your information with:

A. Service Providers

Third-party vendors that help us operate our business, such as:

  • Insurance carriers and brokers

  • Payroll systems

  • Accounting software providers

  • Cloud storage providers

  • Email or communication tools

These providers only receive information necessary to perform their tasks and are required to protect your data.

B. Legal & Regulatory Requirements

We may disclose information:

  • To comply with federal, state, or local laws

  • In response to court orders or subpoenas

  • To government agencies such as the IRS, DOL, or state insurance departments

C. Business Transfers

If ClearPalm merges, acquires, or transfers assets, client information may be part of the transferred assets.

D. With Your Consent

We may share your information with third parties for other reasons only when you give us explicit permission.

4. Cookies & Tracking Technologies

We use cookies and similar technologies to:

  • Improve website performance

  • Understand user behavior

  • Analyze website traffic

  • Personalize content

You can modify cookie settings through your browser preferences.

5. Data Security

We implement reasonable technical, administrative, and physical safeguards to protect your information, including:

  • Data encryption

  • Access controls

  • Secure servers

  • Regular security monitoring

However, no method of transmission over the internet is completely secure.

6. Data Retention

We retain your information for as long as necessary to:

  • Fulfill the purposes outlined in this Privacy Policy

  • Comply with legal or regulatory obligations

  • Maintain business records

7. Your Rights & Choices

Depending on your location, you may have rights to:

  • Access personal information we have about you

  • Correct or update your information

  • Request deletion of your data

  • Opt-out of marketing communications

  • Restrict certain processing activities

To submit a request, contact us at info@clearpalminc.com.

8. Children’s Privacy

Our website and services are not directed to individuals under the age of 13.

We do not knowingly collect personal information from children.

9. Links to Third-Party Websites

Our website may contain links to external sites. We are not responsible for the privacy practices or content of third-party websites.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

The “Last Updated” date at the top will reflect the most recent changes.

11. Contact Us

If you have questions or concerns about this Privacy Policy, please contact us:

ClearPalm, Inc.

Email: sales@clearpalminc.com

Phone: 813-944-0348

Location: Tampa, Florida, USA