Privacy Policy

Last updated: January 2025

1. Introduction

Otterstax ("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 visit our website and use our services.

By using our website or submitting information through our contact forms, you consent to the practices described in this policy. If you do not agree with this policy, please do not use our services.

2. Information We Collect

We collect information that you voluntarily provide to us when you fill out our "Book a Call" form:

  • Name - To address you properly during communications
  • Email Address - To respond to your inquiry and schedule meetings
  • Company Name - To understand your business context (optional)
  • Phone Number - For alternative contact methods (optional)
  • Preferred Date/Time - To schedule consultations (optional)
  • Message - To understand your specific needs (optional)

We do not collect any information automatically. We do not use cookies for tracking purposes.

3. How We Use Your Information

We use the information we collect for the following purposes:

  • To respond to your inquiry about our data platform services
  • To schedule and conduct consultation calls
  • To send follow-up communications related to your inquiry
  • To improve our services based on feedback

We will never sell, rent, or share your personal information with third parties for marketing purposes.

4. Data Storage & Security

Your data is stored securely using the following measures:

  • Data is transmitted over encrypted HTTPS connections
  • Form submissions are processed through Make.com (formerly Integromat) automation platform
  • Data is stored in Google Spreadsheets with restricted access
  • Only authorized team members have access to submitted information

While we implement reasonable security measures, no method of transmission over the Internet is 100% secure. We cannot guarantee absolute security of your data.

5. Third-Party Services

We use the following third-party services to process your data:

These services have their own privacy policies governing how they handle data.

6. Your Rights Under GDPR

If you are a resident of the European Economic Area (EEA), you have the following data protection rights:

  • Right to Access - You can request a copy of the personal data we hold about you
  • Right to Rectification - You can request correction of inaccurate or incomplete data
  • Right to Erasure - You can request deletion of your personal data ("right to be forgotten")
  • Right to Restrict Processing - You can request that we limit how we use your data
  • Right to Data Portability - You can request your data in a machine-readable format
  • Right to Object - You can object to our processing of your personal data
  • Right to Withdraw Consent - You can withdraw your consent at any time

To exercise any of these rights, please contact us at privacy@otterstax.com.

Legal Basis for Processing: We process your data based on your explicit consent provided when submitting the contact form.

7. California Privacy Rights (CCPA)

If you are a California resident, you have the following rights under the California Consumer Privacy Act (CCPA):

  • Right to Know - You can request information about the categories and specific pieces of personal information we have collected about you
  • Right to Delete - You can request deletion of your personal information
  • Right to Non-Discrimination - We will not discriminate against you for exercising your privacy rights
  • Right to Opt-Out - You have the right to opt-out of the sale of your personal information. Note: We do not sell personal information.

To submit a request, please contact us at privacy@otterstax.com. We will respond to verified requests within 45 days.

Do Not Sell My Personal Information: Otterstax does not sell personal information to third parties.

8. Data Retention

We retain your personal information for as long as necessary to:

  • Fulfill the purposes for which it was collected
  • Comply with legal obligations
  • Resolve disputes and enforce agreements

Typically, contact form submissions are retained for up to 2 years unless you request earlier deletion. You can request deletion of your data at any time by contacting us.

9. Contact Us

If you have questions about this Privacy Policy or wish to exercise your data rights, please contact us:

Email: privacy@otterstax.com

General Inquiries: info@otterstax.com

We aim to respond to all privacy-related inquiries within 30 days.

10. Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. When we make changes:

  • We will update the "Last updated" date at the top of this page
  • Material changes will be highlighted on our website
  • Continued use of our services after changes constitutes acceptance of the updated policy

We encourage you to review this Privacy Policy periodically.

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