Privacy Policy

Scope of this policy

This policy applies to information collected through the A.Topsy Financial Insights website and related customer-support communications. It does not replace the privacy policies of third-party services that process payments, deliver digital products, host the website, or provide other services.

Information we may collect

Information you provide

• Contact information, such as your name and email address.
• Order information, such as the product purchased, purchase date, transaction status, and delivery status.
• Support communications, including messages, questions, and information you choose to provide when requesting assistance.
• Optional communications information, such as an email address submitted to receive updates, if an email list is offered.

Information collected automatically

The website or its service providers may automatically receive limited technical information, such as your internet protocol address, browser type, device type, approximate location derived from an IP address, pages viewed, referring page, and the date and time of a visit. The exact information depends on the website tools and services in use.

Payment information

Payments are processed by Stripe. A.Topsy Financial Insights does not intend to receive or store your complete payment-card number or security code. Stripe may collect payment, billing, device, and transaction information under its own privacy terms. We may receive limited transaction information needed to confirm, support, refund, or reconcile an order.

Digital-product delivery

Digital products are delivered through BookFunnel. To fulfill an order, information such as your name, email address, product purchased, and delivery status may be provided to or processed by BookFunnel. BookFunnel may also collect technical information needed to deliver the file and provide download support.

Cookies and similar technology

The website and its service providers may use cookies, pixels, local storage, logs, or similar technology to operate the site, protect transactions, remember preferences, understand basic site performance, and prevent misuse. Browser settings may allow you to block or delete cookies, although some site or checkout functions may not work correctly afterward.

How we use information

Information may be used to:

• operate, maintain, secure, and improve the website;
• process purchases and confirm transactions;
• deliver the eBook Think Like an IRS Revenue Officer and other purchased digital products;
• respond to customer questions, delivery problems, refund inquiries, or other support requests;
• send requested communications and honor unsubscribe requests;
• keep business, accounting, tax, fraud-prevention, and compliance records;
• enforce applicable terms, protect rights and safety, and address suspected misuse; and
• comply with lawful requests and legal obligations.

How we may disclose information

Information may be disclosed only as reasonably necessary to:

• service providers, including payment, digital-delivery, website-hosting, email, security, analytics, and professional-service providers;
• comply with law, a valid legal process, or a lawful government request;
• protect rights and safety, including investigating fraud, security issues, or violations of applicable terms; or
• complete a business transition, such as a merger, acquisition, financing, reorganization, or sale of business assets, subject to appropriate protections.

Service providers are expected to use information only for the services they provide or as otherwise permitted by law.

Sale or sharing of personal information

A.Topsy Financial Insights does not sell personal information for money and does not knowingly share personal information for cross-context behavioral advertising. If those practices change, this policy and any legally required preference methods will be updated before the new practice begins.

How long information is retained

Information is retained only as long as reasonably necessary for the purposes described in this policy, including order fulfillment, customer support, business records, tax and accounting obligations, dispute resolution, security, and legal compliance. Retention periods may differ by record type and by the systems used by service providers.

Your choices and privacy requests

You may request access to, correction of, or deletion of personal information maintained directly by A.Topsy Financial Insights. You may also ask a question about how your information is handled. Some information may be retained when reasonably necessary to complete a transaction, maintain required business records, protect security, resolve disputes, or comply with law.

To protect customer information, we may ask for reasonable verification before acting on a request. Requests involving information held directly by Stripe, BookFunnel, or another third party may need to be directed to that provider.

If you receive optional marketing emails from us, you may unsubscribe using the link in the message or by contacting us. Transactional or support messages related to an order may still be sent when necessary.

Do Not Track and privacy signals

Some browsers provide a “Do Not Track” setting. Because there is not one universally accepted response standard for all websites, the site may not respond to that signal in a uniform way. Where legally required and technically supported, applicable browser-based opt-out preference signals will be honored.

Information security

Reasonable administrative, technical, and organizational safeguards are used to help protect information under our control. No website, transmission, or storage system can be guaranteed completely secure. Please avoid sending sensitive tax records, account numbers, passwords, or government identifiers through ordinary email unless specifically requested through an appropriate secure method.

Children’s privacy

The website and products are intended for adults and are not directed to children under 13. A.Topsy Financial Insights does not knowingly collect personal information from children under 13. If you believe a child has provided personal information, contact us so the matter can be reviewed and addressed.

Third-party websites and services

The website may link to or rely on third-party websites and services, including Stripe and BookFunnel. Their privacy, security, and data-handling practices are governed by their own policies. A.Topsy Financial Insights is not responsible for the privacy practices of a third party.

International visitors

A.Topsy Financial Insights is based in the United States. If you access the website from another country, information may be processed in the United States or in other locations where service providers operate, subject to applicable law.

Changes to this policy

This Privacy Policy may be updated to reflect changes in the website, services, vendors, or legal obligations. The revised version will be posted on this page with a new effective or “last updated” date. Material changes will be communicated in another reasonable manner when required by law.

Contact us

For privacy questions or requests, contact: