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PRIVACY POLICY

Last Updated: July 8, 2026

Nivela Services LLC ("Nivela Services," “Nivela,” “we,” “our,” or “us”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, contact us, submit an inquiry, schedule a call, or use our services.

This Privacy Policy applies to our website located at www.nivelaservices.com and to information collected through our online forms, email communications, scheduling tools, and related business interactions.

1. Information We Collect

We may collect the following types of information:

 

Information You Provide to Us

 

When you contact us, submit a request, book a call, or communicate with us, we may collect:

  • Name

  • Email address

  • Phone number

  • Business name

  • Job title or role

  • Information about your business needs

  • Service inquiries or messages you submit

  • Information you choose to provide during consultations or onboarding

 

If you become a client, we may also collect information needed to provide consulting, coaching, financial analysis, bookkeeping, back-office, administrative, or business support services. This may include business records, financial documents, vendor information, customer information, invoices, receipts, employee information, org charts, payroll-related records, or other documents you provide to us.

Please do not submit highly sensitive information through general website contact forms unless we specifically request it and provide a secure method for submission.

Website and Technical Information

When you visit our website, we may automatically collect certain technical information, such as:

  • IP address

  • Browser type

  • Device type

  • Pages visited

  • Referring website

  • Date and time of visit

  • General website usage information

  • Cookies or similar tracking technologies

 

Payment Information

If payments are accepted through a third-party payment processor, payment information may be collected and processed directly by that provider. We do not intend to store full credit card numbers or complete payment credentials on our website.

2. How We Use Information

We may use the information we collect to:

  • Respond to inquiries

  • Schedule consultations or service calls

  • Provide requested services

  • Prepare proposals, engagement documents, or onboarding materials

  • Communicate with clients and prospective clients

  • Manage bookkeeping, back-office, administrative, or business support work

  • Process payments

  • Improve our website and services

  • Maintain business records

  • Comply with legal, tax, accounting, and regulatory obligations

  • Protect our rights, business, website, and clients

 

We do not use your information for purposes that are materially different from those described in this Privacy Policy unless we provide notice or obtain consent where required.

 

3. Cookies and Analytics

Our website may use cookies, pixels, analytics tools, or similar technologies to understand how visitors use the website and to improve performance and user experience.

These tools may collect information such as pages visited, time spent on the website, device type, browser type, and general usage patterns.

You may be able to disable cookies through your browser settings. However, some website features may not function properly if cookies are disabled.

If we use analytics, advertising, or tracking tools in the future, we may update this Privacy Policy to identify those tools and explain how users may opt out where applicable.

4. How We Share Information

We do not sell your personal information.

We may share information only as reasonably necessary for our business operations, including with:

  • Website hosting providers

  • Email and communication tools

  • Scheduling platforms

  • Payment processors

  • Cloud storage or document management providers

  • Accounting, bookkeeping, or administrative software providers

  • CRM or client management tools

  • Professional advisors, such as attorneys, accountants, or consultants

  • Government authorities or other parties when required by law

 

We may also disclose information when necessary to enforce our agreements, protect our business, prevent fraud, respond to legal requests, or complete a business transaction such as a merger, sale, or transfer of assets.

5. Client Records and Business Information

Because Nivela Services may provide consulting, bookkeeping, back-office, and business support services, clients may provide confidential business, financial, or operational records.

We use client information only for the purpose of providing services, managing the client relationship, complying with legal and accounting obligations, and maintaining appropriate business records.

Additional confidentiality, document handling, access, and retention terms may be included in a separate service agreement, engagement letter, or client onboarding document. If there is a conflict between this Privacy Policy and a signed client agreement, the signed client agreement will control to the extent allowed by law.

6. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal and business information from unauthorized access, disclosure, misuse, loss, or alteration.

However, no website, email system, cloud platform, or electronic transmission method is completely secure. For that reason, we cannot guarantee absolute security.

Clients should avoid sending sensitive financial, payroll, tax, banking, or login information through unsecured email or general website forms unless specifically instructed.

7. Data Retention

We retain information for as long as reasonably necessary to:

  • Respond to inquiries

  • Provide services

  • Maintain business and client records

  • Comply with legal, tax, accounting, and regulatory obligations

  • Resolve disputes

  • Enforce agreements

  • Protect our business interests

 

When information is no longer needed, we may delete, archive, de-identify, or securely retain it as appropriate.

8. Your Privacy Rights

Depending on where you live and which privacy laws apply, you may have the right to:

  • Request access to personal information we maintain about you

  • Request correction of inaccurate information

  • Request deletion of personal information

  • Request a copy of certain personal information

  • Opt out of certain uses of personal information, such as targeted advertising or sale of personal data, if applicable

  • Appeal a decision regarding a privacy request, where required by law

 

To submit a privacy request, contact us at:

Email: info@nivelaservices.com
Mailing Address: 940 W FM 544, #411, Wylie, TX 75098

We may need to verify your identity before responding to a request. We will respond within the timeframe required by applicable law.

9. Texas Privacy Notice

Nivela Services is based in Texas. To the extent the Texas Data Privacy and Security Act or other Texas privacy laws apply to us, Texas residents may have certain rights regarding their personal data, including rights to access, correct, delete, obtain a copy of personal data, and opt out of certain processing activities.

We do not knowingly sell personal data, sensitive personal data, or biometric data.

We do not knowingly process personal data for targeted advertising unless disclosed and permitted by applicable law.

If we ever change our practices regarding the sale of personal data, sensitive data, biometric data, or targeted advertising, we will update this Privacy Policy and provide required notices and opt-out rights.

10. Children’s Privacy

Our website and services are intended for adults and business users. We do not knowingly collect personal information from children under 13.

If we learn that we have collected personal information from a child under 13 without appropriate consent, we will take reasonable steps to delete it.

11. Third-Party Websites and Tools

Our website may link to third-party websites, platforms, or tools. We are not responsible for the privacy practices, content, or security of third-party websites or services.

Examples may include scheduling platforms, payment processors, email tools, cloud storage providers, or social media platforms.

You should review the privacy policies of any third-party tools or websites you use.

12. Email Communications

If you contact us or provide your email address, we may use your email to respond to you, provide service-related updates, send requested information, or communicate about Nivela Services.

You may opt out of non-essential marketing emails by following the unsubscribe instructions in the email or by contacting us directly.

Even if you opt out of marketing communications, we may still send service-related, transactional, legal, or administrative communications.

13. Changes to This Privacy Policy

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

The updated version will be effective when posted on our website unless otherwise stated.

14. Contact Us

If you have questions about this Privacy Policy or how we handle personal information, you may contact us at:

Nivela Services LLC
Email: info@nivelaservices.com
Mailing Address: 940 W FM 544, #411, Wylie, TX 75098
Website: https://www.nivelaservices.com

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