Privacy Policy

AssurancePoint respects your right to keep your personal information private and to avoid unwelcome solicitations.

Our Privacy Statement explains what type of information we collect, how we may use it, and under what circumstances we may share it.


Information Collected Through this Website and How We Use It

We collect personal information about you through our website only when that information is provided by you through our contact forms. We do not set any cookies, nor do we have any special relationships with ad server companies. The only information we collect through this website is the information you enter when you utilize the contact page to contact us. That information includes name, email, phone number, company, and any additional information you include in your message. To the extent you provide that information to us, we will only use that information for communication purposes to facilitate your request. That information will not be sold or shared with unauthorized third parties without your express, written, informed consent.

By using our website and contacting us through our contact form, you consent to our collection and use of this information according to the terms of this Privacy Statement.


Other Information We May Collect and How We Use It

Due to the nature of our services, we may also collect personal information regarding you or employees at your organization to facilitate our service offerings. We do not actively request personal information outside of personnel employment records and it is at the discretion of the individuals within your organization whether to anonymize such records provided to us and who has access to electronic folders that may contain such information. We use this information to fulfill our legitimate interest in facilitating the service offerings you have contracted us for.


Who Do We Share Your Information With?

Certain nonpublic information about you may be disclosed in the following specific situations:

1. To comply with a validly issued and enforceable subpoena or summons.

2. In the course of a review of AssurancePoint’s practices under the authorization of a state or national licensing board, review of our professional practice under AICPA or PCAOB authorization, or as necessary to properly respond to an inquiry or complaint from such a licensing board or organization.

3. As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.

We do not otherwise share personal information collected through this website or through our services offerings to third parties without your express consent.


Who Has Access to Your Information?

Information obtained through contact forms submitted through this website is routed to a designated email inbox accessible by authorized personnel who respond to your request for information.

In order to provide the best service possible, AssurancePoint personnel are permitted to access the information they need to perform their jobs, which may include personal information submitted to us by our clients. However, access to client information is restricted to only those personnel who need such access to service specific clients.


Changes to Our Privacy Statement

AssurancePoint reserves the right to change, modify, or update this Privacy Statement at any time without notice. Any substantial changes in the way we use your personal information will be posted on this site.

If you have questions or concerns about our Privacy Statement, please email us

Effective February 05, 2021.