privacy policy

Last Updated: May 1, 2026

1. Introduction

Lotus Financial Solution, Inc. (“Company,” “we,” “our,” or “us”) is a bookkeeping, accounting, and HR support services firm committed to protecting the privacy and confidentiality of personal information entrusted to us.

This Privacy Policy describes how we collect, use, disclose, and safeguard personal information in connection with your use of our website and related online interactions.

This Privacy Policy is provided in accordance with applicable U.S. privacy laws, including the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), and other applicable laws.

We recognize that some information collected through our website may relate to clients or prospective clients and may include sensitive financial or business information. We apply appropriate confidentiality standards consistent with professional accounting and advisory practices.

2. Scope and Applicability

This Privacy Policy applies to personal information collected through our website and related online interactions, including:

Website visitors
Individuals who submit contact forms or inquiries
Individuals who schedule meetings or request services

To the extent personal information is collected in connection with client engagements, such information may also be subject to separate agreements or professional obligations.

Certain rights described in this Policy apply specifically to residents of California.

This policy does not apply to publicly available information, de-identified or aggregated information, or information governed by other applicable laws (such as GLBA, where applicable).

3. Categories of Personal Information Collected

We may collect the following categories of personal information through our website:

Identifiers
- Name, email address, phone number, and other contact details submitted through forms, including information provided when you contact us or subscribe to our mailing list
Customer Records Information
- Information you provide in inquiries or service requests, which may include business or financial context
Internet or Network Activity
- IP address, browser type, device information, and interactions with our website
Professional or Employment Information
- Business name, role, or related information provided through inquiries
Sensitive Personal Information (if voluntarily provided)
- Limited financial or business-related details submitted through forms or communications

We collect only the information reasonably necessary for responding to inquiries, providing services, sending communications you have opted into, or improving website functionality.

4. Sources of Personal Information

We collect personal information from:

You directly (e.g., contact forms, scheduling tools, email communications)
Automated technologies (e.g., cookies, analytics tools)
Third-party tools integrated with our website (e.g., scheduling or payment platforms)

5. Purposes for Collection and Use

We use personal information collected through our website to:

Respond to inquiries and communicate with you
Schedule consultations or services
Provide requested information or services
Send newsletters and other communications to individuals who subscribe to our mailing list
Improve website functionality and user experience
Maintain system security and prevent misuse
Comply with legal and regulatory obligations

We may process personal information based on consent, performance of a contract, compliance with legal obligations, and our legitimate business interests, including operating our Website, communicating with users, improving services, and maintaining Website security.

We do not use personal information for materially different or unrelated purposes without providing notice.

6. Disclosure of Personal Information

We may disclose personal information to:

Service providers supporting website functionality (e.g., hosting, scheduling tools, analytics providers)
Professional advisors (e.g., legal or compliance support, if needed)
Regulatory authorities if required by law

All service providers are required to use personal information only for specified purposes and maintain appropriate confidentiality and security.

7. Communications and Marketing

We may use your contact information to:

Respond to inquiries and provide requested information
Send newsletters, updates, or other communications if you subscribe to our mailing list

You may opt out of marketing or newsletter communications at any time by:

Clicking the unsubscribe link in email communications
Contacting us directly

We comply with the CAN-SPAM Act and do not send misleading or unsolicited communications.

8. Sale or Sharing of Personal Information

We do not sell personal information or share personal information for cross-context behavioral advertising.

9. Use of Sensitive Personal Information

We use any sensitive personal information provided through our website only as necessary to respond to inquiries, provide requested services, or comply with legal obligations.

10. Data Retention

We retain personal information collected through our website only as long as necessary to:

Respond to inquiries
Provide requested services
Comply with legal obligations

11. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information collected through our website from unauthorized access, use, disclosure, alteration, or destruction.

These measures may include access controls, authentication requirements, secure storage practices, and the use of encryption where appropriate.

We limit access to personal information to those who have a legitimate business need and require personnel and service providers to maintain the confidentiality of such information.

While we take commercially reasonable steps to protect personal information, no method of transmission over the internet or method of electronic storage can be guaranteed to be completely secure.

12. International Data Transfers

Information collected through our website may be processed by third-party service providers located outside your state or country.

Where applicable, we take reasonable steps to ensure that appropriate safeguards are in place to protect personal information.

13. Additional Rights for California Residents

Under applicable California law, residents have the right to:

Request access to the personal information we collect about them
Request deletion of personal information, subject to legal exceptions
Request correction of inaccurate personal information
Limit the use of sensitive personal information, where applicable
Not be discriminated against for exercising these rights

To exercise these rights, contact us at: info@lotusfinancialservice.com.

We will verify your identity before responding and comply with applicable legal timeframes.

14. Authorized Agents

You may designate an authorized agent to submit requests on your behalf. We may require written authorization and identity verification.

15. Cookies and Tracking Technologies

We use cookies and similar technologies to support website functionality and analytics. You can control cookies through your browser settings. Disabling cookies may affect functionality.

Our website does not currently respond to “Do Not Track” signals.

16. Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for their privacy practices and encourage you to review their policies.

17. Children’s Privacy

Our website is not directed to individuals under 18, and we do not knowingly collect personal information from minors.

18. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date at the top of this page.

19. Contact Information

Lotus Financial Solution, Inc
info@lotusfinancialservice.com