Privacy Policy

Effective Date: August 27, 2025

Palmer Advisory Group LLC (“we,” “our,” or “us”) values your privacy and is committed to protecting the personal information of our clients, partners, and users. This Privacy Policy explains how we collect, use, disclose, and safeguard information across all of our services, including managed IT services, support, monitoring, and communications.

1. Information We Collect

• Personal Information: Name, email address, phone number, billing details, and login credentials.
• Mobile Information: Phone numbers used for text messaging communications.
• Technical & Device Information: IP address, browser type, device identifiers, and operating system.
• Service Data: Logs, monitoring data, performance metrics, backup data, and system alerts from client devices and networks.
• Support Data: Information provided through service tickets, emails, chats, phone calls, and remote support sessions.
• Website & Portal Data: Information collected via contact forms, cookies, analytics, and client portal usage.

2. How We Use Your Information

• Deliver and support managed IT services, including remote monitoring, patching, backups, and security.
• Provide customer support, technical assistance, and troubleshooting.
• Communicate important updates, alerts, invoices, and account notices.
• Improve our services, website, and client experience.
• Ensure compliance with applicable laws, regulations, and contractual obligations.

3. Mobile & SMS Information

• No mobile information will be shared with third parties/affiliates for marketing or promotional purposes.
• All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
• SMS opt-in data and consent will only be used to provide the messaging services you have requested (such as appointment reminders, account alerts, or service notifications).
• Message frequency may vary. Standard message and data rates may apply.
• You can opt out of SMS communications at any time by replying STOP to any message.

4. Information Sharing

• We do not sell or trade your information. We may share limited information only when necessary:
• Service Providers & Subprocessors: With trusted vendors and cloud providers (such as Microsoft, backup providers, and security vendors) required to deliver services. These providers are contractually obligated to safeguard data.
• Legal Compliance: When required by law, regulation, or legal process.
• Protection: To protect the security, integrity, rights, or safety of our systems, clients, or others.

5. Data Security

• We implement administrative, technical, and physical safeguards to protect client data, including:
• Encryption of sensitive data in transit and at rest.
• Secure access controls and authentication measures.
• Continuous monitoring for security threats.
• Regular staff training on data protection.

6. Remote Monitoring & Management (RMM)

• As part of our managed services, we may collect system logs, performance data, and monitoring alerts from client devices, networks, and applications. This data is used exclusively to:
• Provide proactive monitoring, patching, and system maintenance.
• Detect, prevent, and respond to potential security incidents.
• Ensure service reliability and availability.
• We do not use RMM data for marketing purposes.

7. Client Support Interactions

• When clients contact us for support, we may collect information through:
• Service tickets and help desk communications.
• Remote desktop sessions (with client permission).
• Phone calls, chats, or email exchanges.
• This data is used solely to provide support and improve service quality.

8. Website & Cookies

• Our website and client portals may use cookies and similar technologies to:
• Analyze site usage and improve performance.
• Remember user preferences and enhance experience.
• Support authentication and security.
• Users may adjust their browser settings to reject cookies, but some features may not function properly.

9. Compliance with Regulations

• We comply with applicable privacy and data protection laws, including but not limited to:
• HIPAA (for healthcare-related clients, as applicable).
• PCI-DSS (for payment-related services, as applicable).
• GDPR/UK GDPR (for clients in the European Union/UK).
• CCPA/CPRA (for California residents).
• Clients with specific compliance requirements should contact us to discuss how we meet industry obligations.

10. Your Rights & Choices

• You may request access, updates, corrections, or deletion of your personal information by contacting us.
• You may opt out of non-essential communications at any time.
• You may opt out of SMS/text communications by replying STOP to any message.
• For cookie and tracking controls, adjust your browser or portal settings.

11. Changes to This Policy

• We may update this Privacy Policy from time to time. When changes are made, we will revise the “Effective Date” above.

12. Contact Us

• If you have any questions about this Privacy Policy or our data practices, please contact us at:
• Palmer Advisory Group LLC
• info@palmeradvisory.com
• Ph. 815-446-1744