1. Introduction
 

Global Expert Systems Inc. (“Global Expert Systems,” “we,” “us,” or “our”) respects your privacy and is committed to handling personal and business information responsibly.

This Privacy Policy explains how we collect, use, disclose, retain, and protect information when you:

• Visit our website

• Submit a contact or consultation form

• Communicate with us

• Request information about our services

• Engage us for bookkeeping, payroll administration, financial reporting, or business advisory services

Additional agreements or notices may apply when you become a client.
 

2. Information We May Collect

The information we collect depends on how you interact with us.

Contact and business information

We may collect:

• Name

• Business name

• Job title

• Email address

• Telephone number

• Mailing or business address

• Industry and business type

• Company size

• Number of employees or contractors

• Services requested

• Accounting or payroll software used

• Information included in messages, forms, or consultation requests
   

Information used to provide services

When necessary to provide contracted services, we may process:

• Bookkeeping and accounting records

• Financial transactions

• Bank and credit-card statements

• Invoices, receipts, bills, and expense records

• Payroll records

• Employee and contractor information

• Compensation and withholding information

• Tax-related records

• Vendor and customer records

• Accounts payable and accounts receivable information

• Financial statements and business reports
   

Website and device information

Our website platform and configured service providers may automatically collect:

• Internet Protocol address

• Browser and device type

• Operating system

• Pages visited

• Links selected

• Date and time of visits

• Referring website or search source

• Approximate location based on an IP address

• Cookie identifiers and similar technical information
   

Billing information

We may maintain billing contacts, invoices, payment status, and transaction records.

Payment information may be processed by a third-party payment provider. We do not intend to store complete payment-card numbers unless necessary and appropriately protected.
 

3. Sensitive Information

Do not submit any of the following through a standard website form or ordinary email:

• Social Security numbers

• Banking passwords or login credentials

• Full payment-card information

• Tax returns

• Payroll files

• Government identification documents

• Voided checks

• Employee identification records

• Other highly sensitive financial information

When sensitive information is required, Global Expert Systems will provide instructions for an approved transmission method.
 

4. How We Use Information

We may use information to:

• Respond to inquiries

• Schedule consultations

• Evaluate service needs

• Prepare proposals and service agreements

• Provide bookkeeping, payroll, reporting, and advisory services

• Communicate with clients

• Process invoices and payments

• Maintain financial and business records

• Provide customer and technical support

• Operate and improve our website

• Measure website performance

• Prevent fraud, misuse, and security incidents

• Comply with legal, tax, accounting, contractual, and regulatory requirements

• Establish, exercise, or defend legal rights

• Send marketing communications where permitted

We do not use sensitive client financial or payroll information for unrelated advertising.
 

5. How We Disclose Information

We may disclose information to service providers that help us operate our website and business, including providers of:

• Website hosting

• Business email

• Cloud storage

• Accounting and bookkeeping systems

• Payroll systems

• Payment processing

• Scheduling

• Customer relationship management

• Analytics

• Cybersecurity

• Data backup

• Legal, accounting, insurance, and professional services
   

Our current core technology providers may include Wix for website services and Google Workspace for email, documents, and business productivity.

Service providers may process information only as necessary to provide services to us or as otherwise permitted by law.
 

We may also disclose information:

• At your direction or with your consent

• To comply with a subpoena, court order, or lawful government request

• To investigate fraud, misuse, or security incidents

• To protect our legal rights or the safety of others

• In connection with a merger, financing, restructuring, acquisition, or sale of business assets
   

6. Sale and Sharing of Information

Global Expert Systems does not sell personal information for monetary compensation.

Our website may use analytics, advertising, or similar technologies depending on the settings and integrations enabled. Certain disclosures through advertising technologies may be considered “sharing” under some privacy laws.

Where required by applicable law, we will provide appropriate notices and methods for visitors to manage applicable privacy choices.
 

7. Cookies and Similar Technologies

Our website may use cookies and similar technologies for:

Essential functions

These technologies may support:

• Website operation

• Security

• Form functionality

• Session management

• Accessibility preferences
   

Analytics

Where enabled, analytics technologies may help us understand:

• How visitors find our website

• Which pages visitors view

• How visitors interact with website features

• Whether the website is functioning correctly
   

Advertising

Advertising or remarketing technologies may be used only when enabled and disclosed through appropriate website settings.

Where available, visitors may use our cookie controls to accept, reject, or manage nonessential cookies. Visitors may also control cookies through their browser settings, although blocking cookies may affect certain website functions.
 

8. Do Not Track and Privacy Signals

Some browsers offer a “Do Not Track” setting. Because there is no universally accepted standard for responding to every Do Not Track signal, our website may not respond consistently to those settings.

Where applicable law requires recognition of an opt-out preference signal, such as Global Privacy Control, we will take reasonable steps to honor that signal.
 

9. Information Security

We use administrative, technical, and organizational safeguards intended to protect information based on its sensitivity and the nature of our services.

These measures may include:

• Multifactor authentication

• Access restrictions

• Password protection

• Secure document-sharing systems

• Software updates

• Data backups

• Confidentiality requirements

• Limited access based on business need

• Vendor and service-provider review

No website, email service, electronic transmission, or storage system can be guaranteed to be completely secure.
 

Clients are responsible for using the approved transmission methods provided by Global Expert Systems and for protecting their own passwords, devices, accounts, and authorized users.
 

10. Information Retention

We retain information for as long as reasonably necessary to:

• Provide requested services

• Administer client relationships

• Maintain appropriate business and financial records

• Comply with legal, tax, accounting, and contractual obligations

• Resolve disputes

• Prevent fraud

• Respond to security incidents

• Establish or defend legal claims
   

Retention periods depend on the type of information and applicable requirements.

When information is no longer reasonably required, we may delete, destroy, or anonymize it, subject to backup systems, legal holds, and recordkeeping obligations.
 

11. Information Processed for Clients

When Global Expert Systems receives employee, contractor, customer, vendor, financial, or payroll information from a business client, we generally process that information on behalf of the client and according to the client’s instructions and our written agreement.

Individuals seeking access to information supplied by one of our business clients should generally contact that business first.
 

12. Your Privacy Choices

Subject to applicable law and legal exceptions, you may ask us to:

• Provide information about personal information maintained about you

• Correct inaccurate information

• Delete information that we are not required to retain

• Stop sending promotional messages

• Review a privacy concern

We may request information reasonably necessary to verify your identity and protect information from unauthorized disclosure.

Unsubscribing from promotional messages does not prevent necessary client, billing, security, or service communications.
 

13. California Privacy Rights

Where applicable, California residents may have rights to:

• Know what personal information is collected

• Access certain personal information

• Correct inaccurate personal information

• Request deletion, subject to exceptions

• Know the categories of sources and recipients

• Opt out of certain sales or sharing

• Limit certain uses of sensitive personal information

• Exercise privacy rights without discriminatory treatment

These rights may not apply in every circumstance. We may retain information needed to provide services, perform agreements, maintain security, comply with accounting or tax obligations, or establish legal claims.

The CCPA applies only to businesses meeting specified legal criteria, but using “where applicable” preserves the rights language without falsely representing that Global Expert Systems is necessarily subject to every CCPA requirement.
 

14. Children’s Privacy

Our website and services are intended for businesses and adults. They are not directed toward children under 13.

We do not knowingly collect personal information directly from children under 13 through our website.

Contact us if you believe a child has submitted personal information so that we can review and, where appropriate, delete it.
 

15. Third-Party Websites

Our website may include links to third-party websites, platforms, applications, or services.

Global Expert Systems does not control the privacy, security, accessibility, availability, or content practices of third parties. Visitors should review the applicable third party’s policies before providing information.
 

16. Changes to This Privacy Policy

We may update this Privacy Policy when our services, technology, vendors, or legal obligations change.

The updated policy will be posted on this page with a revised “Last Updated” date. Material changes may also be communicated through the website, email, or another appropriate method.
 

17. Contact Us

For privacy questions, concerns, or requests, contact:

Global Expert Systems Inc.
Hercules, California

Email: info@globalexpertsystem.com
Telephone: (650) 440-8266

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