Privacy Policy

Effective Date: October 6, 2026
Last Updated: October 6, 2026

ENSIGHT Financial Solutions LLC (“ENSIGHT,” “we,” “us,” or “our”) respects the privacy of individuals who visit our website, contact us, schedule appointments, or otherwise interact with our business. This Privacy Policy explains the types of information we may collect, how we use and protect that information, and the choices available to you.

This Privacy Policy applies to information collected through ensightfinancial.com, our general inquiry forms, Microsoft Bookings scheduling pages, and other business communications covered by this Policy.

Information We Collect

Depending on how you interact with ENSIGHT, we may collect information that you provide directly to us, including:

  • Name
  • Business name
  • Business email address
  • Telephone number
  • Business website
  • Industry
  • Approximate annual revenue range
  • Accounting software
  • Information about current bookkeeping responsibilities
  • Services you are interested in
  • Information about bookkeeping or financial-reporting needs
  • Appointment and scheduling information
  • Messages and other information submitted through our contact forms or communications

Please do not submit passwords, bank credentials, Social Security numbers, tax documents, bank statements, or other sensitive financial information through our public website forms or scheduling pages.

How We Use Information

We may use information we collect to:

  • Respond to inquiries and communications
  • Schedule and manage discovery calls and other appointments
  • Evaluate whether ENSIGHT’s services may be appropriate for a prospective client
  • Prepare for discovery conversations and sevice assessments
  • Provide proposals, onboarding information, and requested services
  • Maintain business and client records
  • Communicate regarding appointments, services, or business matters
  • Operate, maintain, secure, and improve our website and business systems
  • Comply with applicable legal, regulatory, accounting, or recordkeeping requirements
  • Protect ENSIGHT, our clients, and our systems against misuse, fraud, security incidents, or other improper activity

Microsoft Forms and Microsoft Bookings

ENSIGHT uses Microsoft 365 services, including Microsoft Forms and Microsoft Bookings, to support certain website, inquiry, communication, and scheduling functions. When you submit a general inquiry or schedule a Discovery Call, information you provide may be processed through Microsoft services on ENSIGHT’s behalf.

Microsoft Bookings may be used to collect scheduling and business information, create appointments, send appointment communications, and provide Microsoft Teams meeting information for virtual consultations.

Microsoft’s processing of information through its products and services is also subject to applicable Microsoft terms and privacy practices.

Cookies and Website Information

Our website and the third-party services embedded in or linked from our website may use cookies or similar technologies that are necessary for website functionality, security, preferences, embedded content, or service operation.

If ENSIGHT introduces additional analytics, advertising, or tracking technologies in the future, this Privacy Policy may be updated to describe those practices and any choices available to website visitors.

How We Share Information

ENSIGHT may disclose information to service providers and technology partners when reasonably necessary to operate our business, provide requested services, manage communications and scheduling, maintain our website and systems, or satisfy legal obligations.

  • Website hosting and technology providers
  • Microsoft 365 and related business technology providers
  • Professional advisers and service providers, where appropriate
  • Government, regulatory, legal, or law-enforcement authorities when required or permitted by law
  • Other parties when reasonably necessary to protect ENSIGHT’s rights, security, property, clients, or sytems

ENSIGHT does not sell personal information for monetary consideration and does not use personal information submitted through our inquiry or scheduling forms for third-party targeted advertising.

Data Security

ENSIGHT uses reasonable administrative, technical, and organizational measures intended to protect information against unauthorized access, loss, misuse, alteration, or disclosure. However, no internet transmission, electric storage system, or technology environment can be guaranteed to be completly secure.

Visitors should not use public website forms or ordinary email to transmit passwords, account credentials, Social Security numbers, tax documents, bank statements, or other sensitive financial information. When sensitive information or account access is required as part of an engagement, ENSIGHT will provide appropriate instructions for secure onboarding and information exchange.

Data Retention

ENSIGHT retains information for as long as reasonably necessary for the purpose described in this Privacy Policy, including responding to inquiries, evaluating prospective engagements, providing services, maintaining business records, resolving disputes, protecting our rights, and satisfying applicable legal, accounting, contractual, or recordkeeping requirements.

Retention periods may vary depending on the type of information, the nature of the relationship, and applicable requirements.

Your Choices and Privacy Rights

Depending on where you reside and applicable law, you may have rights concerning certain personal information, including rights to request access, correction, deletion, or information about how personal data is processed.

To submit a privacy-related request, contact ENSIGHT using the information provided in the Contact Us section below. ENSIGHT may need to verify your request before taking action and will respond as required by applicable law.

Third-Party Services

Our website may contain links to, integrations with, or embedded content from third-party services. Those services may collect or process information according to their own terms and privacy practices. ENSIGHT is not responsible for the privacy practices of third-party websites or services that are not controlled by ENSIGHT.

We encourage visitors to review applicable third-party privacy notices when interacting with those services.

Children’s Privacy

ENSIGHT’s website and services are intended for businesses that are not directed to children. We do not knowingly use the website to solicit personal information from children.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, services, or legal requirements. When we make changes, we will update the “Last Updated” date at the top of this page.

Contact Us

If you have questions about this Privacy Policy or ENSIGHT’s handling of personal information, please contact:

ENSIGHT Financial Solutions LLC

Email: info@ensightfinancial.com

Phone: (856) 594-3500

Website: www.ensightfinancial.com

New Jersey, United States