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Privacy Policy

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Effective Date: March 20, 2026

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Introduction

Customer Portal ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you access or use our platform and related services.

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By using Customer Portal, you agree to the terms outlined in this Privacy Policy.

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1. Information We Collect

a. Personal Information

We may collect personal information that you voluntarily provide, including:

  • Name

  • Email address

  • Phone number

  • Billing and payment information

  • Business information

b. Account & Usage Data

  • Login credentials

  • User preferences

  • Activity within the platform

  • Project and client data entered into the system

c. Technical Data

  • IP address

  • Browser type

  • Device information

  • Cookies and tracking technologies

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2. How We Use Your Information

We use collected information to:

  • Provide and operate the platform

  • Process transactions and manage billing

  • Improve user experience and platform performance

  • Communicate updates, support, and service-related notices

  • Ensure security and prevent fraud

  • Comply with legal obligations

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3. Sharing and Disclosure of Information

We do not sell your personal information. We may share information with:

  • Service Providers: Payment processors, hosting providers, and analytics services

  • Legal Authorities: When required by law or to protect rights and safety

  • Business Transfers: In connection with mergers, acquisitions, or asset sales

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4. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your data. However, no system is completely secure, and we cannot guarantee absolute security.

 

5. Data Retention

We retain your information as long as necessary to:

  • Provide services

  • Comply with legal obligations

  • Resolve disputes

  • Enforce agreements

 

6. Your Rights and Choices

Depending on your location, you may have the right to:

  • Access your data

  • Correct inaccurate information

  • Request deletion of your data

  • Object to or restrict processing

To exercise your rights, contact us at [Insert Contact Email].

 

7. Cookies and Tracking Technologies

We use cookies and similar technologies to:

  • Maintain sessions

  • Analyze usage

  • Improve functionality

You can control cookies through your browser settings.

 

8. Third-Party Services

Customer Portal may integrate with third-party services (e.g., payment processors). These services have their own privacy policies, and we are not responsible for their practices.

 

9. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect data from children.

 

10. International Data Transfers

Your information may be transferred and processed in countries outside your jurisdiction. We take appropriate safeguards to protect your data.

 

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be posted with an updated effective date.

 

12. Contact Us

If you have any questions about this Privacy Policy, please contact us at:

Email: info@customerportal.solutions

Customer Portal Solutions: All-In-One Business Software

SaaS Automated Business Management & Secure Client Portal Software, Branded White Label Client Portals, Email Marketing + Drip Campaigns, Structured Onboarding, Integrated CRM, Appointment Scheduling, Proposals, Contracts & eSignature, Project & Task Management, Time Tracking, Wiki/Intranet, File Sharing, Client Dashboards, Secure Messaging, Support Tickets, LMS Learning, Community Forum, Staff Management, Chat / Direct Messaging with Staff AND with Clients, and much more...

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All-in-One Business Software optimized for any/all kinds of small/medium sized businesses (SMBs). Powering dozens of professional niches including Digital & Website Agencies, Marketing & SEO Agencies, Accounting Bookkeeping & CPA, Tax Return & Preparation, Financial Services & Wealth Management, Insurance Agencies & Agents, Law Firms & Attorneys, Real Estate, Construction & Property Management, Consulting & Coaching, Virtual Assistant, Travel Agencies & Travel Advisors and many more!

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Customer Portal Solutions is not affiliated with or endorsed by any of the organizations or software products that may be represented by a logo on this page any other page of the Customer Portal Solutions website, or associated advertising. Usage of these logos is only for the purposes of comparison.

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​Copyright © 2026 Customer Portal Management Solutions, LLC All rights reserved.

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