Legal

Privacy Policy

Last updated: 22 September 2026

1. Who we are

Applied Synergy Plus Consulting LLC ("Applied Synergy PLUS", "we", "us") provides consulting, staffing, training, and software services to professional firms. This policy explains how we handle personal information collected through www.appliedsynergyplusconsulting.com and our software platforms.

2. Information we collect

  • Contact information you send us, such as your name, firm, email address, phone number, and the content of your enquiry.
  • Account information for users of our software platforms, such as name, email address, role, and firm.
  • Billing information such as billing name, address, and transaction records. Card details are entered directly with our payment processor; we never receive or store full card numbers.
  • Client engagement material you share with us in the course of a consulting engagement.
  • Technical data such as IP address, browser type, and pages viewed, collected to keep our sites secure and reliable.

3. How we use information

  • To respond to enquiries and provide proposals.
  • To deliver contracted consulting, staffing, training, and software services.
  • To operate, secure, support, and improve our platforms.
  • To issue invoices, process payments, and keep accounting records.
  • To meet legal, professional, and regulatory obligations.

4. Confidentiality of client information

Engagement material is treated as confidential and used only for the purpose of the engagement. Personnel are bound by confidentiality obligations. We do not use client engagement data to train public AI models.

5. Sharing with service providers

We share information only as needed with providers who support our operations, including cloud hosting, database and authentication providers, AI processing providers, email delivery, and payment processing. These providers are bound by contract to protect the information and use it only to provide their service. We do not sell personal information.

6. International transfers

We operate internationally, and information may be processed in countries other than your own. Where required, we use appropriate safeguards for such transfers.

7. Retention

We keep information for as long as needed to provide our services and to meet legal, professional, tax, and record-keeping obligations, after which it is deleted or anonymised.

8. Security

We use access controls, encryption in transit, role-based permissions, and audit logging in our platforms. No method of transmission or storage is completely secure, but we work to protect information using measures appropriate to its sensitivity.

9. Your rights

Subject to applicable law, you may request access to, correction of, or deletion of your personal information, or object to certain processing. Contact us at info@appliedsynergyplusconsulting.com and we will respond within a reasonable period.

10. Cookies

Our website uses only the cookies and local storage necessary for the site and, where applicable, signed-in platform sessions to function. We do not use advertising cookies.

11. Children

Our services are intended for professional and business use and are not directed to individuals under 18.

12. Changes to this policy

We may update this policy from time to time. The "last updated" date above reflects the current version, and material changes will be communicated to active clients.

13. Contact

Applied Synergy Plus Consulting LLC
Email: info@appliedsynergyplusconsulting.com
WhatsApp only: +1 (215) 201-0193