Privacy Policy

Certalion Standards Institute ("CERTALION") operates this website and provides bookkeeping-related services and educational resources. This policy describes how information submitted through our website is handled.

Information we collect

When you contact us, request a consultation, complete a business checklist, or register for workshop updates, we may collect your name, business name, email address, phone number, business category, service interests, assessment responses, and the preferences or consent choices you submit. Basic technical information such as IP address and browser data may be processed by our website hosting provider.

How we use information

We use information to respond to inquiries, schedule appointments, deliver requested resources, operate our website, maintain security, and provide services you request. We send optional promotional emails or text/WhatsApp messages only in accordance with the choices you make and applicable requirements. You can unsubscribe from promotional email using the message's unsubscribe method, and opt out of SMS by replying STOP where supported.

Service providers

We use third-party services to operate our website and appointments, including Netlify for hosting and forms and Calendly for scheduling. These providers may process information for us under their own terms and privacy notices. Other providers may be added as business operations develop; we will update this policy when material practices change.

Data protection and retention

We take reasonable steps to limit access to information and retain it only as reasonably needed for business, legal, security, or recordkeeping purposes. No internet transmission is guaranteed secure. Please do not submit bank credentials, Social Security numbers, or sensitive financial documents through public website forms.

Your choices and privacy requests

You may request access to, correction of, or deletion of information you submitted, subject to applicable law and verification of your request. For privacy questions or requests, email contact@certalion.com. This email address must be activated before public launch.

Advertising and analytics

If we introduce advertising pixels, analytics cookies, or data-sharing practices requiring additional notice or opt-out rights, we will update this policy and provide required controls before activating them.

Last updated: October 2026.