We use external services to operate the practice. Current website, checkout, and digital-resource functions use Systeme.io; inquiry and assessment forms may use Tally. Payment processing, email, document storage, conferencing, and AI-assisted work also involve providers appropriate to the functions being used.
Payments are handled through external payment processing services and, where available, digital wallet providers. The providers involved depend on the payment method offered and selected at checkout. They may receive payment, contact, billing, device, and transaction information for processing the purchase, authenticating the payment, preventing fraud, handling refunds or disputes, and meeting their legal obligations. Their privacy notices govern their handling of that information. HFR receives information needed to confirm and administer the transaction. Payment processing is separate from disclosure of private consulting submissions or distribution of an email list for outside marketing.
Providers may process information needed to supply their services. This can include hosting or storing submissions, transmitting communications, maintaining transaction records, or supporting security. Their own privacy notices and contractual terms explain their separate processing activities. We do not represent that third-party systems are inaccessible to their authorized personnel or entirely free of risk.
We may disclose relevant information to recipients authorized within an engagement, professional advisers assisting with a necessary business or legal matter, or authorities where disclosure is required by law or valid legal process. Limited disclosure may also be necessary and permitted by law to address fraud, security incidents, disputes, or a serious risk to rights or safety.
If ownership or operation of the practice changes, any proposed transfer of personal information must be considered in light of applicable law, relevant confidentiality agreements, and the purposes for which information was collected. Appropriate notice will be provided where required.
Provider notices: Systeme.io privacy policy ↗ and Tally privacy notice ↗.