Privacy Policy

Thrive Advisory Solutions, LLC (“Thrive,” “we,” “us,” or “our”) respects your privacy. This policy explains what information our website collects, why we use it, how long we retain it, the service providers that process it, and the choices available to you.

1. Information We Collect

• Inquiry information: first and last name, organization, email address, phone number, service interest, and the message you submit through our contact form.
• Scheduling and portal information: information you provide directly to Cal.com, Nickel, Truss, or another linked provider when scheduling, paying, or uploading documents.
• Technical information: IP address, browser and device information, referring page, and security signals used to operate and protect the website.
• Cookies: when present, the HubSpot tracking cookie may be included with a contact-form submission so HubSpot can associate the inquiry with prior website activity. We do not require this cookie to submit the form.

2. How We Use Information

• Respond to inquiries and schedule consultations.
• Evaluate and provide accounting, tax, payroll, and advisory services.
• Protect the website and forms from spam, fraud, and abuse.
• Maintain legally required business and professional records.
• Send marketing communications only when you separately choose to receive them.

3. Service Providers and Disclosures

We do not sell or rent personal information. We disclose information only as needed to operate our services, comply with law, protect rights and security, or complete a transaction you request. Providers may include:

• HubSpot: receives contact-form submissions and, when available, the HubSpot tracking cookie.
• Cloudflare: hosts and protects this website and may process network and security information, including Turnstile verification when enabled.
• Cal.com: provides consultation scheduling.
• Nickel and other payment providers: process payments through their own secure systems.
• Truss: provides the secure document-upload portal.
• QuickBooks, OnPay, and other professional platforms: support client accounting, payroll, and related services when engaged.

Each third-party service is governed by its own privacy terms when you leave our website or interact directly with that service.

4. Legal Bases and Consent

We process inquiry information to take steps at your request, pursue our legitimate interest in responding to prospective clients, and comply with professional and legal obligations. Where consent is required, you may withdraw it at any time. Withdrawing marketing consent does not affect our ability to respond to a service inquiry.

5. Retention

Website inquiry records are generally retained for up to 24 months after the last meaningful interaction unless a longer period is needed for an active client relationship, legal compliance, dispute resolution, fraud prevention, or professional recordkeeping. Client records may be retained for longer periods required by law, contract, or professional standards.

6. Security

We use administrative, technical, and organizational safeguards appropriate to the nature of the information, including encrypted connections, access controls, reputable cloud providers, and separate secure portals for financial documents and payments. No online system can guarantee absolute security, so sensitive tax or financial documents should not be sent through the general contact form.

7. Your Choices and Rights

You may ask to access, correct, or delete personal information, object to or restrict certain processing, or withdraw consent, subject to legal and professional retention obligations. You may unsubscribe from marketing messages using the link in the message or by contacting us.

8. Children’s Privacy

This website and our professional services are not directed to children under 13, and we do not knowingly collect personal information from children through this website.

9. Changes to This Policy

We may update this policy as our services or legal obligations change. The effective date at the top identifies the latest revision.

10. Contact Us

Email: thrive@thriveadvisorysolutions.com
Phone: 803-620-4255
Mailing address: 2191 Ebenezer Rd Unit 36983, Rock Hill, SC 29732