Last updated: November 13, 2025
Legal entity: Digisist LLC (“Digisist,” “we,” “us,” or “our”)
Website: digisist.com
Contact: [email protected]
Digisist LLC provides accounting, bookkeeping, advisory, systems consulting, and related professional services to small and mid-sized businesses and nonprofit organizations. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you interact with us, including through our websites, portals, forms, text messages, and other digital tools.
By using our services, website, or communicating with us (including SMS/MMS), you agree to the terms of this Privacy Policy.
We collect information in three main ways: (a) information you provide to us, (b) information collected automatically, and (c) information we receive from third parties and integrated systems.
Depending on how you interact with us, this may include:
Contact & Identity Information:
Name, business name, job title, email address, phone number, mailing address, and similar details.
Account & Onboarding Information:
Intake forms, engagement letters, questionnaires, schedules of services, system access details you choose to share, and other onboarding data.
Financial & Business Information:
Business entity information (legal name, EIN, addresses, ownership details).
Accounting and transaction data (invoices, bills, expenses, payroll data, bank/credit card transactions, vendor and customer lists, and supporting documentation).
Nonprofit donor and pledge data (donor names, contact information, pledge amounts, payment schedules, acknowledgments, preferences, and related history).
Tax information you or your authorized representatives provide to us.
Communication Content:
Messages and attachments you send via email, SMS/MMS, messaging apps, client portals, contact forms, and support channels.
Payment Information:
We do not store full payment card or bank account numbers on our own servers. Payment details are processed securely by our payment processors (e.g., Stripe or other providers). We may retain limited details such as the last four digits of a card, payment method type, and transaction history.
When you visit our websites, client portals, or other online properties, we and our service providers may automatically collect:
IP address, browser type, and device identifiers
Date/time of visits and pages viewed
Referring URLs and approximate location (city/region level)
Basic analytics and usage logs
This is typically collected via cookies, pixels, and similar technologies.
With your authorization, we may receive data from:
Accounting & Financial Platforms: QuickBooks Online, Gusto, Stripe, Square, bank feed services, and similar tools.
Practice Management & Client Portals: Keeper, TaxDome, GoHighLevel (and white-label implementations such as GiveSuite), Microsoft 365 (SharePoint/Teams/Outlook), and other systems you authorize.
Communication & Marketing Tools: Email service providers, SMS platforms, form tools, and scheduling systems.
Other Service Providers: Payroll providers, HR platforms, CRM systems, billing tools, or industry-specific software (e.g., for contractors, trades, med spas, etc.) when you or your organization grant us access.
We treat information received from these third-party systems in accordance with this Privacy Policy and our professional obligations.
We use personal information for the following purposes:
To Provide and Manage Our Services
Deliver bookkeeping, accounting, advisory, and systems consulting services.
Maintain, reconcile, and analyze financial records.
Configure and support your software stack (e.g., accounting, payroll, CRM, and related tools).
Manage donor records, pledges, and nonprofit financial workflows, when applicable.
To Communicate with You
Respond to inquiries and provide customer support.
Send engagement, service, billing, and account-related communications.
Provide updates related to projects, deadlines, compliance issues, and important notices.
Send SMS/MMS or email messages related to scheduling, reminders, verification codes, and services (see Section 6 for A2P/SMS details).
To Process Payments & Manage Billing
Issue invoices and statements.
Process payments through our payment processors.
Manage recurring billing, payment schedules, and collections where applicable.
To Improve, Secure, and Manage Our Operations
Monitor and improve our websites, portals, and internal systems.
Maintain security, prevent fraud, and detect unauthorized access.
Perform internal analytics (e.g., service metrics, process optimization).
To Comply with Legal, Regulatory, and Ethical Obligations
Maintain accurate records for tax, accounting, and regulatory compliance.
Respond to lawful requests from regulators, law enforcement, or courts.
Enforce our contracts and protect our rights, property, and clients.
With Your Consent or as Otherwise Permitted by Law
For any other purpose disclosed when you provide information or otherwise with your consent.
Where required by law (such as in the EU/EEA or other jurisdictions with similar frameworks), we rely on one or more of the following legal bases:
Performance of a contract
Compliance with legal obligations
Legitimate interests (e.g., securing our systems, improving services)
Consent (particularly for certain marketing communications)
We do not sell your personal information.
We may share personal information with:
Service Providers and Sub-Processors
We use third-party vendors to help us deliver services and operate our business. These may include:
Cloud & Productivity: Microsoft 365 (Outlook, Teams, SharePoint, OneDrive), other secure cloud providers.
Accounting & Financial Tools: QuickBooks Online, Gusto, bank feed tools, Stripe, Square, and similar platforms.
Practice Management & CRM: Keeper, TaxDome, GoHighLevel (and associated white-label systems), scheduling tools, help desk systems.
Communication & Marketing: Email service providers, SMS/MMS platforms, form and survey tools, and similar services.
Security, Backup, and IT Operations: Authentication, monitoring, and backup providers.
These providers may process personal information on our behalf under data processing or similar agreements.
Your Authorized Third Parties
We may share information with your other advisors or vendors at your request or with your consent, such as your CPA, attorney, payroll provider, auditor, or internal staff.
Affiliated Entities and Contractors
To the extent we work with subcontractors, consultants, or affiliated entities to deliver services, they may have access to personal information only as necessary to perform their work and are bound by confidentiality obligations.
Legal and Compliance Purposes
We may disclose information:
To comply with applicable laws or respond to lawful requests.
To protect our rights, safety, and property, or that of our clients, partners, or the public.
In connection with a business transaction (e.g., merger, acquisition, asset sale), subject to confidentiality safeguards.
We retain personal information for as long as necessary to:
Provide services under our engagement or relationship.
Comply with our legal and regulatory obligations (including professional and tax record-keeping requirements).
Resolve disputes and enforce agreements.
Maintain appropriate business records.
When information is no longer needed, we will delete, anonymize, or securely archive it in accordance with our retention policies and applicable law.
We may use SMS/MMS text messaging and other application-to-person (“A2P”) messaging to communicate with you for service-related and account-related purposes.
Examples include:
Appointment and meeting reminders
Time-sensitive notices and alerts
Service and project updates
Billing and payment reminders or confirmations
Security notices or verification codes
Limited, non-spammy service updates or announcements
We do not send unsolicited marketing messages to individuals who have not provided appropriate consent.
You may opt in to receive SMS/MMS messages by:
Submitting a form on our website that clearly states you agree to receive text messages from Digisist.
Checking a box or selecting a preference in our client portals, CRM forms, or scheduling tools.
Providing your mobile number and verbal or written consent during an intake, onboarding, or service interaction.
Texting a keyword to a designated Digisist phone number where the opt-in language is clearly disclosed.
By opting in, you agree that Digisist may send text messages to the mobile number you provided. Message frequency will vary based on your relationship with us and the services provided.
You can opt out of SMS/MMS communications at any time by replying with any of the following standard keywords:
STOP – Stop all non-essential messages from that number
UNSUBSCRIBE, CANCEL, END, QUIT – Treated as STOP commands
Upon receiving a STOP request, we will send a one-time confirmation message and cease further non-essential texts to that number, except where messages are required for security, fraud prevention, or legal compliance (if applicable and allowed by law).
You may reply with:
HELP – To receive information about how to contact us or manage your messaging preferences.
Message and data rates may apply, depending on your mobile carrier and plan. Carriers are not liable for delayed or undelivered messages.
We and our service providers may use cookies, pixels, and similar technologies to:
Operate and secure our websites and portals
Remember your preferences and session settings
Understand how visitors use our sites (for analytics and improvements)
You can adjust your browser settings to refuse cookies or notify you when cookies are being used. Some features of our site may not function properly without certain cookies.
We take reasonable and appropriate technical and organizational measures to protect personal information from unauthorized access, loss, misuse, or alteration. These measures may include:
Use of reputable cloud and SaaS vendors with security certifications
Access controls and role-based permissions
Encryption of data in transit (e.g., HTTPS/TLS) and, where appropriate, at rest
Regular updates and security patches
Internal policies governing confidentiality and acceptable use
No system can be guaranteed 100% secure, but we work continuously to maintain and improve our security posture.
Depending on your location and applicable law, you may have rights regarding your personal information, including:
Access to the data we hold about you
Correction of inaccurate or incomplete information
Deletion or restriction of certain data (subject to legal and contractual limits)
Objection to certain types of processing
Withdrawal of consent for processing where consent is the legal basis
Data portability rights in some jurisdictions
To exercise these rights, contact us at . We may need to verify your identity before responding to your request.
You can also:
Opt out of marketing emails by using the “unsubscribe” link in our messages.
Opt out of SMS/MMS messages as described in Section 6.3.
Our websites, emails, and portals may contain links to third-party sites, services, or apps. We are not responsible for the privacy practices, security, or content of those third-party properties. We encourage you to review their privacy policies before providing personal information.
Our services are not directed to children under 13, and we do not knowingly collect personal information from children under 13. If we learn that we have inadvertently collected such information, we will take reasonable steps to delete it.
We are based in the United States and primarily process data in the U.S. If you access our services from outside the U.S., your information may be transferred to, stored in, or processed in the United States or other countries that may have different data protection laws than your jurisdiction.
Where required, we will implement appropriate safeguards for cross-border data transfers.
We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date at the top. Significant changes may also be communicated via email, portal notifications, or prominent notices on our website.
Your continued use of our services after an update constitutes your acceptance of the revised policy.
If you have any questions or concerns about this Privacy Policy or our data practices, or if you wish to exercise your privacy rights, please contact us:
Digisist LLC, 17613 Woodland Ct, Babcock Ranch, FL 33982
Email: [email protected]
Phone: (860) 333-5550