Policies
Welcome! Below you’ll find our Terms of Service, refund details, communication guidelines, and more. These policies help ensure clarity and a smooth working relationship. If you have any questions, reach out to us at info@tie-outbk.com or 919-397-2272.
Terms of Service
Our services are governed by our Terms of Service, which define mutual responsibilities, payment terms, and data handling protocols. Below is a brief overview — download the full PDF or review the full policy for details.
Refund Policy
All payments are non-refundable unless there has been a billing error (e.g., being charged for services not rendered). Our 30-day cancellation policy allows clients to stop service without penalty, but refunds are not issued retroactively.
Communication & Portal Use
We use Financial Cents as our secure client portal for chat, task tracking, and file sharing. Please use the portal for all financial communications and updates.
Clients are responsible for:
• Keeping login credentials secure
• Checking for time-sensitive messages
• Responding promptly to avoid filing delays
Data Return Policy
After cancellation or termination, we will provide access to download your documents from Financial Cents. Please save your files within 30 days. We cannot guarantee availability after that time.
Privacy & Confidentiality
We keep your information private and secure. Data is stored using encrypted, cloud-based systems, and confidentiality is maintained throughout our engagement. Please refer to our Terms of Service for more details.
Privacy Policy
This Privacy Policy describes how tie-outbk.com (the "Site," "we," or "us") collects, uses, and shares your personal information when you visit or interact with the Site.
This Privacy Policy outlines how we collect, use, and protect your data as required by U.S. privacy law and platform guidelines.
Contact
If you have any questions about this policy, want more information about our privacy practices, or wish to submit a complaint, please contact us at: info@tie-outbk.com
Personal Information We Collect
When you visit our Site, we collect certain information about your device and how you interact with the Site. We also collect information you provide when contacting us.
Device Information
Purpose: To load the Site properly and analyze usage for optimization
How Collected: Automatically via cookies, log files, pixels, or similar technologies
Shared With: Squarespace, Google Analytics, Meta
Data Collected: Web browser version, IP address, time zone, cookie data, search terms, and usage behavior
Customer Support Information
Purpose: To provide support
How Collected: Information you submit directly (e.g., contact form)
Shared With: Squarespace, Google, Meta
Data Collected: Name, email address, and phone number
How We Use Personal Information
We use your information to:
Provide and improve our services
Respond to support requests or inquiries
Share service updates and offers
Understand how visitors use our Site
Sharing Your Personal Information
We share your information with trusted service providers to operate the Site and deliver services. This includes:
Squarespace – Hosting, website functionality
https://www.squarespace.com/privacyGoogle Analytics – Usage tracking and metrics
https://www.google.com/policies/privacy/Meta (Facebook) – Advertising and remarketing services
We may also share information to comply with legal obligations (e.g., subpoenas or regulatory requests).
Behavioral Advertising
We may use your personal information to show you relevant ads or promotions on other websites using:
Google Analytics
https://tools.google.com/dlpage/gaoptoutMeta Advertising (Facebook/Instagram)
You can learn more or opt out using the Digital Advertising Alliance’s site: https://optout.aboutads.info/
Data Retention
If you submit a contact form or inquiry, we retain your information for our records unless you ask us to delete it. To request deletion, email us at info@tie-outbk.com.
Your Rights (CCPA – California Residents)
If you live in California, you have the right to:
Access the personal information we hold
Request corrections or deletions
Request that we transfer your data to another provider
You may also appoint an authorized agent to act on your behalf by contacting us directly.
Cookies
Our Site uses cookies to:
Remember your preferences
Improve performance and user experience
Enable advertising or social media functionality
You can learn more or manage cookies in your browser settings. For details on Squarespace cookies: https://support.squarespace.com/hc/en-us/articles/360001264507-The-cookies-Squarespace-use
For broader cookie management tools: https://www.allaboutcookies.org
Do Not Track
We do not modify our practices in response to Do Not Track browser signals due to lack of industry standardization.
Changes
We may update this Privacy Policy occasionally. Any changes will be posted on this page with the updated effective date.
Complaints
To submit a complaint, email us at info@tie-outbk.com. If you’re not satisfied with our response, you may contact your regional data protection authority.
Last Updated: June 2025