Multi Business Services

Proudly Servicing Eastern Long Island For Over 30 Years

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1) Privacy Policy

Multi Business Services ("we," "our," or "us") values your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website (https://www.multibusinessservices.com), communicate with us, or use our services (including secure document exchange through our Client Portal).

By using our website or services, you agree to this Privacy Policy. If you do not agree, please do not use our website or services.

1. Information We Collect

We may collect information in the following categories:

• Information you provide: name, email address, phone number, mailing address, and information you submit through webforms, emails, phone calls, or in person.
• Client and service information: documents and data you provide for tax, accounting, payroll, bookkeeping, advisory, or related services (for example: tax forms, payroll records, financial statements, and supporting documents).
• Website usage data: IP address, browser type, device type, pages visited, referral/source pages, and approximate location derived from IP.
• Cookies and similar technologies: cookies, pixels, and analytics tools that help the website function and help us understand website traffic.

2. How We Use Information

• To provide services, respond to inquiries, and communicate with you about your account and engagement.
• To operate, maintain, and improve our website and internal processes.
• To schedule appointments, send reminders, and provide customer care communications (including SMS where you opt in).
• To comply with applicable laws and professional obligations, and to protect against fraud, unauthorized access, or security incidents.

3. How We Share Information

We do not sell personal information. We may share information only as needed for the purposes described in this Policy, including:

• With service providers who help us run our business (for example: secure document management, IT support, payment processing, scheduling, or communications vendors), subject to appropriate confidentiality and security expectations.
• With government agencies or other parties when required to comply with law, legal process, or professional obligations.
• To protect our rights, privacy, safety, property, and operations, and to enforce our agreements.

4. Client Portal (Doc-It) Privacy & Security

We provide clients with access to a secure client portal powered by Doc-It ("Client Portal") to upload and retrieve documents and to communicate securely with our team. Information you submit through the Client Portal is used to provide requested services, respond to inquiries, and for recordkeeping and compliance purposes.

Clients are responsible for maintaining the confidentiality of their Client Portal credentials and for notifying us promptly if they suspect unauthorized access, loss, or misuse of their account.

5. Required SMS Privacy Statement (do not edit)

No mobile information will be obtained from and/or shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. You can always decline or stop receiving messages by responding "STOP" at any time. For more information, reply "HELP". Message and data rates may apply. Message frequency varies.

6. Cookies & Analytics

You can control cookies through your browser settings. Disabling cookies may affect certain website features. We may use analytics tools to understand how visitors use our website.

7. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect information. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

8. Your Choices

• Email opt-out: You can opt out of promotional emails by using an unsubscribe link (if provided) or by contacting us.
• Update information: You may request that we update or correct certain personal information by contacting us.
• SMS opt-out: Reply "STOP" to opt out of SMS messages. Reply "HELP" for assistance.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on our website with a revised effective date.

10. Contact Us

Multi Business Services
80 Surrey Circle, Shirley, NY 11967
Phone: (631) 281-2737

2) SMS Terms & Conditions

By opting in to receive SMS communications from Multi Business Services, you agree to the following termsand conditions:

Consent to Receive SMS

By providing your mobile phone number, you consent to receive SMS messages from Multi Business Services related to customer care. Message frequency may vary based on your interactions with us.

Message and Data Rates

Standard message and data rates may apply depending on your mobile carrier and plan. You are responsible for any charges incurred for receiving SMS messages.

Opting Out

You may opt out of receiving SMS messages at any time by replying with "STOP" to any SMS message youreceive. After opting out, you will receive a confirmation message, and we will cease sending SMS messages to your number. Please note that opting out may affect your ability to receive certain types of communications.

Help and Support

If you need assistance or have questions about our SMS service, reply with "HELP" to any SMS message you receive, or contact our customer support team at (631) 281-2737.

Privacy

Your mobile phone number and other personal information will be handled in accordance with our Privacy Policy. We do not sell or share your phone number with third parties except as required by law.

Changes to Terms

We may update these terms and conditions from time to time. Any changes will be effective when we update our terms on our website. Your continued use of the SMS service constitutes acceptance of the revised terms.

Termination

We reserve the right to terminate or modify the SMS service at any time without prior notice.

Liability

Multi Business Services is not responsible for any delays or failures in the delivery of SMS messages due to issues with your mobile carrier or other technical problems.