Privacy Policy

Privacy Policy Information

Last Updated: February 7, 2026

This Privacy Policy describes how Profit Inc Holdings, LLC, doing business as Profit Inc (“Profit Inc,” “we,” “us,” or “our”), collects, uses, protects, and shares information when you access or use our websites, applications, and services (collectively, the “Services”).

By using our Services, you agree to the practices described in this Privacy Policy. If you do not agree, please do not use our Services.

For questions, contact us at info@profitinc.com

1. What information do we collect?

A. Information You Provide to Us

We collect personal information you voluntarily provide, including:

  • Name
  • Email address
  • Phone number
  • Company name
  • Job title
  • Login credentials
  • Billing and contact details
  • Payment-related metadata (processed by third parties; see below)

We do not intentionally collect sensitive personal information such as government IDs, biometric data, or health data.

B. Financial & Accounting Data (With Your Authorization)

When you connect financial systems or submit financial data, we may collect and process:

  • Accounting data (e.g., income statements, balance sheets, cash flow data)
  • Transaction summaries and financial metrics
  • Aggregated financial performance indicators

How this data is collected:

  • Via secure order forms (powered by GoHighLevel)
  • Via accounting integrations authenticated through FIS Global using OAuth 2.0

Security standards:

  • Data in transit encrypted using TLS 1.2+
  • Data at rest encrypted using AES-256
  • Credentials are never visible to or stored by Profit Inc
  • Access can be revoked by you at any time

Important limitations on use:

  • Your financial data is never sold
  • Your financial data is never shared in identifiable form
  • Your financial data is never used to train AI models

C. Aggregated & Benchmarking Data

We may aggregate financial data across 10 or more customers to produce:

  • Industry benchmarks
  • Trend analysis
  • Statistical insights

These datasets:

  • Are fully de-identified
  • Cannot be traced back to any individual or company
  • Are used solely for analytical and benchmarking purposes

D. Automatically Collected Usage & Device Data

When you use our Services, we automatically collect certain technical data, including:

  • IP address
  • Browser type
  • Device identifiers
  • Operating system
  • Pages visited and features used
  • Date/time activity logs

This data is used for:

  • Security
  • System reliability
  • Analytics and product improvement

2. How We Use Your Information?

We use collected information to:

  • Provide and operate our Services
  • Create and manage accounts
  • Deliver financial analyses and reports only to you
  • Improve platform performance and usability
  • Monitor security and prevent fraud
  • Communicate service-related messages
  • Comply with legal and regulatory obligations

We do not use your data for:

  • Data resale
  • Public disclosure
  • AI training
  • Third-party advertising networks

3. Legal Bases for Processing (GDPR / Global Users)

We process personal data under the following legal bases:

  • Contractual necessity – to deliver Services you request
  • Consent – where you explicitly authorize data access
  • Legitimate interests – platform improvement, security, analytics
  • Legal obligations – compliance with applicable laws

You may withdraw consent at any time.

4. Sharing of Information

We do not sell or rent personal data.

We may share information only in these limited situations:

  • Service Providers (e.g., infrastructure, analytics, payment processors) under strict contractual confidentiality
  • Business Transfers (e.g., merger or acquisition)
  • Legal Requirements (e.g., subpoenas, court orders)

All service providers are contractually bound to protect your data.

5. Third-Party Services & Data Sources

Operational Vendors

  • GoHighLevel – secure form processing
  • FIS Global – financial data connectivity and security

Licensed Benchmarking Sources

  • DealStats (BVResources)
  • RMA Statement Studies
  • Public data sources (e.g., BEA, SEC, public market data)
  • These datasets are licensed and used strictly in compliance with their terms.

6. Cookies & Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance user experience, analyze site traffic, and improve platform performance. Cookies help us understand how visitors interact with our site and allow us to refine content, functionality, and user navigation. You may adjust your browser settings to decline cookies if preferred.

7. Data Retention

Unless otherwise agreed in writing, Profit Inc may use aggregated and anonymized data derived from client engagements for research, benchmarking, educational content, and case studies. This information will not include personally identifiable information, company names, or any data that could reasonably identify a specific client unless explicit written permission has been granted.

If a client wishes to be identified in a public case study, testimonial, or marketing material, written consent will be obtained in advance.

All confidential financial and operational data provided during consulting or platform engagements remains protected and is used solely for the purpose of delivering agreed-upon services.

8. Data Security

We maintain industry-standard safeguards, including:

  • Encryption at rest and in transit
  • Role-based access controls
  • Monitoring and audit logging

No system is 100% secure, but we take reasonable and appropriate measures to protect your data.

9. Your Privacy Rights

Depending on your location, you may have the right to:

  • Access your personal data
  • Correct inaccurate data
  • Request deletion
  • Restrict or object to processing
  • Data portability

Requests can be made at info@profitinc.com.

10. California Privacy Rights (CCPA / CPRA)

  • We do not sell or share personal data
  • We do not process sensitive personal information
  • We honor requests to access, delete, or correct data
  • We do not discriminate for exercising privacy rights

11. Virginia Privacy Rights (CDPA)

Virginia residents may exercise rights to:

  • Access
  • Correction
  • Deletion
  • Opt-out of targeted advertising (not applicable today)

12. Updates to This Policy

We may update this Privacy Policy periodically.
Changes take effect when posted.

13. Contact Information

Profit Inc Holdings, LLC
550 Bailey Ave, Suite 160
Fort Worth, TX 76107
United States
info@profitinc.com

14. Data Access & Deletion Requests

To review, update, or delete your data, contact:
support@profitinc.com