Privacy Policy

This Privacy Policy explains how Sierra Managed Accounting Services Inc. ("Sierra Managed Accounting Services," "Canopyfax.com," "we," "us," or "our") collects, uses, and protects information when you visit canopyfax.com (the "Site") or submit a request through it. Canopyfax.com is a business-to-business website intended for CPA firms, tax advisors, and financial planning professionals, and is not directed at consumers or children.

1. Who We Are

Canopyfax.com is operated by:

SIERRA MANAGED ACCOUNTING SERVICES INC.
2140 Eastman Ave Ste 112
Ventura, California, US 93003-7786
D-U-N-S® Number: 08-222-0656

2. Information We Collect

We collect information in the following ways:

• Information you provide directly. When you submit the Request Access form, we collect your name and email address, and any other information you choose to include.
• Automatically collected information. Like most websites, our hosting infrastructure may log standard technical data (such as IP address, browser type, device type, and pages visited) for security and site-performance purposes.
• Font delivery. This Site loads typefaces from Google Fonts (fonts.googleapis.com / fonts.gstatic.com). Loading a web font causes your browser to make a direct request to Google's servers, which may receive your IP address in the process. Google's handling of that data is governed by Google's own privacy policy.

We do not currently use cookies for advertising or analytics tracking on this Site. If that changes — for example, if we begin using Google Ads conversion tracking, remarketing tags, or analytics tools — we will update this Policy to describe what is collected and how you can opt out.

3. How We Use Information

• To respond to Request Access submissions and follow up about your firm's use of the platform;
• To operate, secure, and improve the Site;
• To comply with legal obligations and enforce our Terms of Service.

We do not sell your personal information, and we do not use it to make automated decisions that produce legal or similarly significant effects.

4. How Information Is Shared

We use FormSubmit (formsubmit.co) as a third-party form-processing service to deliver Request Access submissions to our team by email. We do not share your information with other third parties for their own marketing purposes. We may disclose information if required by law, to protect our rights, or in connection with a merger, acquisition, or sale of assets, subject to standard confidentiality protections.

5. Data Retention

We retain Request Access submissions for as long as reasonably necessary to respond to your inquiry and maintain business records, after which we delete or anonymize the information unless a longer retention period is required by law.

6. Your Choices & Rights

Depending on your location, you may have the right to request access to, correction of, or deletion of your personal information, or to object to certain processing. California residents may have additional rights under the California Consumer Privacy Act (CCPA). To exercise any of these rights, contact us using the details below. We do not sell personal information, so there is no need to submit an opt-out-of-sale request.

7. Data Security

We use reasonable administrative and technical safeguards designed to protect information submitted through the Site. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

8. Children's Privacy

This Site is intended for business professionals and is not directed at, nor knowingly collects information from, individuals under 16 years of age.

9. Changes To This Policy

We may update this Privacy Policy from time to time. Material changes will be reflected by an updated "Last updated" date above.

10. Contact Us

Questions about this Privacy Policy or requests regarding your information can be sent through our Contact page, or by mail to:

Sierra Managed Accounting Services Inc.
Attn: Privacy
2140 Eastman Ave Ste 112
Ventura, California, US 93003-7786