Privacy Policy

Effective date: March 4, 2026

This Privacy Policy explains how Breakaway Construction CAAS LLC (“Breakaway,” “we,” “us,” or “our”) collects, uses, and shares personal information when you visit https://BreakawayCAAS.com, contact us, use our client tools (including Microsoft Bookings and our Canopy client portal link), or interact with our SMS/text messaging program.

1) Information we collect

We may collect:

Contact details: name, company, job title, email address, phone number.
Communications: messages you send via forms, email, or SMS; meeting bookings and preferences.
Business & financial information (client work): documents and data you choose to share so we can provide accounting/CAAS services (e.g., tax documents, payroll data, financial statements, invoices).
Government identifiers: only if you provide them as part of our services (e.g., SSNs on tax or payroll documents).
Payment information: if you pay online through a processor, we receive limited transaction details (e.g., amount/date) for records; full card data is handled by the processor.
Website usage data: pages viewed, links clicked, IP address, device/browser details, and cookies or similar technologies (basic site operation/analytics).

If you prefer not to provide certain information, please do not submit it via the website or SMS and contact us for other options.

2) How we use information

We use personal information to:

Deliver services: perform accounting/CAAS work, manage engagements, schedule meetings.
Communicate: respond to inquiries; send service updates, invoices, reminders, and SMS you requested or consented to.
Operate, secure, and improve our website, client experience, and internal processes.
Comply with law and professional duties: maintain records, prevent fraud, and protect rights and safety.

3) SMS/Text messaging disclosures

By providing your mobile number and opting in, you agree to receive SMS from Breakaway.
Message frequency: Message frequency varies.
Message & data rates may apply.
Opt‑out: Text STOP to cancel at any time.
Help: Text HELP for assistance or email info@BreakawayCAAS.com.
No condition of purchase: You can receive our services without consenting to marketing SMS.
No sharing of SMS consent: SMS consent is not shared with third parties.
We may use a service provider (e.g., RingCentral) to send texts on our behalf; they process your number only to deliver our messages and do not use it for their own purposes.

4) Who we share information with

We do not sell personal information. We share it only with:

Service providers who help us operate our website and services (e.g., hosting, email, scheduling via Microsoft Bookings, client portal via Canopy, document handling, payment processing, SMS delivery). These providers may access personal information only to perform services for us and must protect it.
Professional advisors (e.g., legal/accounting) under confidentiality.
Authorities/others when required by law or to protect rights, safety, and security.
Business transfers: in a merger, acquisition, or similar event, information may transfer with appropriate protections.

Reminder: SMS consent is not shared with third parties.

5) Cookies and analytics

We may use cookies or similar technologies to run the site and understand aggregate usage. You can control cookies in your browser; some features may not work without them.

6) Data retention

We keep personal information indefinitely to support ongoing client relationships, maintain complete records for legal/professional obligations, and for legitimate business purposes. When information is no longer needed, we securely delete or de‑identify it, subject to legal retention requirements.

7) Security

We use reasonable administrative, technical, and physical safeguards to protect personal information. No method of transmission or storage is completely secure.

8) Your choices and rights

SMS: Opt out any time by texting STOP; text HELP for help.
Updates: You can request updates or corrections to your contact details by emailing info@BreakawayCAAS.com.
Cookies: Manage cookie settings in your browser.

If you are a resident of a state with specific privacy rights (e.g., California, Virginia, Colorado, Connecticut, Utah), you may have additional rights under applicable law. Contact us at info@BreakawayCAAS.com, and we will honor valid requests as required.

9) Children’s privacy

Our services are for business users and are not directed to children under 13. We do not knowingly collect personal information from children.

10) Third‑party links

Our website may link to third‑party sites or services (including the Canopy portal). We are not responsible for their privacy practices. Please review their policies.

11) Location and governing law

We operate in the United States and primarily serve U.S. clients. By using our website and services, you understand your information may be processed in the U.S. This Policy is governed by the laws of the Commonwealth of Pennsylvania, without regard to conflict‑of‑laws principles.

12) Changes to this Policy

We may update this Privacy Policy from time to time. The “Effective date” above shows the latest version. Material changes will be posted on this page.