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Privacy Policy

How Practice Growth LLC collects, uses, shares, and protects information submitted through practicegrowth.tech.

Effective: August 4, 2026

Practice Growth LLC
1452 Hughes Rd Suite 200, Grapevine, TX 76051, US
+1-972-362-5005 · [email protected]

1. Scope

This policy explains how we handle information when you visit practicegrowth.tech, contact us, book a call, or use a client onboarding experience. PGT supports marketing and front-office workflows; it does not require access to accounting records, tax returns, payroll files, financial statements, portfolio data, or existing-client documents to operate those workflows. Those records remain in the professional systems selected by the practice. Information processed within systems we build or manage is also governed by the applicable services agreement and any data-processing terms.

2. Information we collect

We may collect:

  • contact and practice details submitted through GHL forms or booking surfaces;
  • the content of messages, calls, texts, chats, and booking requests;
  • source and campaign attribution associated with an inquiry;
  • closed-client onboarding inputs stored in the client onboarding system;
  • asset links and the canonical client Google Drive folder link;
  • technical and usage information such as IP address, browser, device, referring URL, pages viewed, and timestamps; and
  • information received from enabled service providers or public sources.

Do not submit sensitive end-client financial, tax, account, or portfolio information through public website forms or demonstration surfaces.

3. How we use information

We use information to respond to inquiries, schedule conversations, operate the website, maintain GHL contacts and opportunities, conduct closed-client onboarding, deliver contracted work, provide approved communications, understand site performance, maintain security, prevent abuse, and meet legal obligations.

4. Systems and service providers

  • GHL / LeadConnector handles public contacts, inquiries, bookings, attribution, opportunities, nurture, and sales operations.
  • Baserow stores structured closed-client onboarding inputs and the canonical Google Drive workspace-folder link. It is not the public lead or sales-pipeline system of record.
  • Google Drive stores client asset files and generated workspace documents according to the onboarding workflow.
  • Cloudflare supports hosting, delivery, and security functions.
  • Telnyx supports enabled Reception AI voice demonstrations and calling.
  • Other enabled processors may support analytics, email, SMS, calling, or consent management.

We do not use Baserow as the public lead or sales-pipeline system of record, and we do not place the full onboarding corpus or binary assets into GHL.

5. Cookies and analytics

We may use necessary, functional, and analytics technologies. Where required, non-essential technologies load only after consent. Visitors can use available preference controls and browser settings to change their choices.

6. Communications

If you provide contact information and applicable consent, we may send responsive or marketing communications through approved channels. Message and data rates may apply. Reply STOP to opt out of texts and HELP for help. Marketing consent is not a condition of purchase. Email messages include an unsubscribe method where required.

7. Sharing

We may share information with service providers that help us operate the site and deliver services, when required by law or to protect rights and safety, or in connection with a business transaction. We do not sell personal information.

8. Retention and security

We retain information for the period reasonably needed for the purposes described here, contractual requirements, dispute resolution, and legal obligations, then delete or de-identify it as appropriate. We use reasonable administrative, technical, and physical safeguards. No method of transmission or storage is completely secure.

9. Your choices and rights

Depending on where you live, you may have rights to request access, correction, deletion, or a copy of personal information and to object to or restrict certain processing. Contact [email protected]. We will verify and respond as required by applicable law.

10. Children

The site is intended for business professionals and is not directed to children under 18.

11. Third-party links

Third-party sites and services have their own privacy practices. Review their policies before providing information.

12. Changes

We may update this policy. This page shows the current effective date.

13. Contact

Practice Growth LLC
1452 Hughes Rd Suite 200, Grapevine, TX 76051, US
+1-972-362-5005 · [email protected]
PracticeGrowth.Tech

PracticeGrowth.Tech builds and manages connected AI websites, role-specific AI assistants, and CRM automation for CPA, tax, accounting, bookkeeping, financial-advisory, and wealth-management practices.

Based in Grapevine, Texas. Serving the DFW Metroplex, Texas, and practices across the United States.

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Practice Growth LLC1452 Hughes Rd Suite 200, Grapevine, TX 76051(972) 362-5005 · [email protected]
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