Privacy Policy

This privacy notice (“Privacy Notice”) describes how Make It Easy Financial collects, use, and disclose your Personal Data. Throughout this document, we will use a few defined terms “Personal Data” when used in this Privacy Notice means any data relating to an identified or identifiable natural person that is processed by Make It Easy Financial as described in this Privacy Notice when such information is protected as “personal data” or “personal information” or a similar term under applicable data protection laws. All other defined terms used in this Privacy Notice will have the meanings associated with them in our Terms.

This Privacy Notice applies to Personal Data Make It Easy Financial collects when you visit or use our Website and Services as described in the “Information We Collect” section of this Privacy Notice below. Make It Easy Financial is the controller of that Personal Data.  Make It Easy Financial will not not share customer data for marketing/promotional purposes. 

We collect information about you directly from you and automatically through your use of our Website and through Employee interactions. To help you protect yourself and your information, we encourage you to provide and collect only that information that is necessary for your use of our Website or Services. For example, to schedule a meeting, the only information that may be necessary is names, email addresses, date, and time. Please note that if you choose not to share certain Personal Data with us, or refuse certain contact permissions, we might not be able to provide certain parts of the Services.

Make It Easy Financial is not directed to children under eighteen (18) years of age, and we do not knowingly collect personal Data from children under 18. If we discover that a child under 18 has provided us with Personal Data, we will promptly delete such Personal Data from our systems.

Make It Easy Financial collects the following information directly from clients

• Contact Information. A client may voluntarily give us certain information when scheduling and setting up appointments. This can include name, email address, phone number; email addresses of other people and/or Invitees; the subject of the meeting; and any other information a User provides or collects upon scheduling

• Personal Financial Information. A client will provide certain information needed to complete engaged services. 

• Meeting Information. If you participate in a recorded virtual meeting where we use meeting assistant functionality, we will collect a recording of the meeting. We use third party partners to assist us with recording and creating a transcription of the meeting. You may opt out of recording at any time. When recording a virtual meeting you attend, we will gather audio and visual information of you as applicable and as you appear in the meeting (for example, if you do not turn on your video at a meeting, we will not record visuals of you). We will also gather any of your personal information shared on screen during the meeting (for example, by using a “screen share” feature to present materials).

• Information Received from Third Parties. If you choose to connect your account to your account with a third-party service, we may receive or be granted access to information from such third-party service, including Personal Data. 

• Account and Billing Information. Users provide Make It Easy Financial with certain information, including name, email address, username, and password, when you set up your account. If you become a client of Make It Easy Financial, our third party payment processors will collect and store your billing address and credit card information. 

• Marketing Information. Users, Invitees, or Visitors interested in Make It Easy Financial's Services may contact us through forms made available on the Website and voluntarily give information such as name, work email, phone number, company, and role. Clients, Invitees, or Visitors interested in our newsletter may also submit their name and email addresses to join our mailing list. We also receive other similar information provided by you if you participate in an event hosted by or attended by Make It Easy Financial or its partners (such as webinars, conferences, and trade shows) and in your interactions with our social media accounts. 

• Additional Information. We may also receive certain Personal Data as you interact with Make It Easy Financial through activities such as surveys, focus groups, customer support tickets, or any other product education initiatives aimed at receiving User, Invitee or Viewer feedback.

If you have any questions or comments about this Privacy Notice or anything related to privacy, please contact us via email at support@makeiteasyfinancial.com

You may opt out of any contacts by replying STOP to the email and/or text. 

You may also write to us at: 

Attn: Privacy Department
Make It Easy Financial