Effective Date: May 10, 2025
This Privacy Policy (“Policy”) describes the data collection, usage, and protection practices of Core Solutions Direct, LLC (“Core Solutions Direct,” “we,” “our,” or “us”). It applies to all websites, landing pages, forms, and digital services we offer that link to or reference this Policy (collectively, the “Services”).
By accessing or using our Services, you agree to the collection and use of your information in accordance with this Policy and our Terms of Service. If you do not agree with our policies and practices, please discontinue use of our Services.
This Privacy Policy is organized into the following sections:
Information We Collect
How We Use Your Information
How We Share Your Information
Use of Cookies and Similar Technologies
Use of Artificial Intelligence Technologies
Your Rights and Choices
Data Security
Data Retention
Children’s Privacy
State-Specific Disclosures
Updates to This Policy
Contact Information
We collect both personal and non-personal information through various means:
We collect information that you provide voluntarily through:
Checkout and submission forms
Customer service inquiries
Newsletter or SMS sign-ups
Surveys or feedback forms
Employment or affiliate applications
Examples of data we collect:
Name, email address, phone number
Business name, entity type, EIN, state of formation
Mailing/billing address
Payment information (collected via third-party processors)
Account details, if you create one
Uploaded documents, signatures, or forms
When you access our Services, we collect technical data including:
IP address, browser type, operating system
Device type and device identifiers
Pages visited, time spent, referring URLs
Location data (based on IP or device)
We may use cookies, tracking pixels, server logs, or SDKs to collect this information.
We may receive information about you from:
Business partners (e.g., payment processors or marketing vendors)
Publicly available government databases
Advertising or analytics providers
Form autofill APIs, CRM integrations, or lead sources
We use your data to operate and improve the Services, including:
To verify business information and generate compliance documentation
To process payments and provide transaction receipts
To send submission confirmations, reminders, and alerts
To provide customer service and technical support
To send promotional emails, SMS messages, or advertisements
To personalize content based on your interaction history
To analyze engagement across emails, ads, and landing pages
To conduct audits and improve operational performance
To evaluate service usage and conversion rates
To comply with legal obligations or respond to regulatory inquiries
To protect against spam, fraud, and unauthorized access
To cooperate with government investigations when legally required
To enforce our Terms and protect our rights or property
We do not sell or rent your personal information. However, we may share it with trusted partners as necessary to operate the business:
We may share limited data with vendors who assist us in:
Payment processing (e.g., Stripe)
SMS and email delivery
Document storage and backup
CRM, analytics, and support services
All such providers are contractually obligated to protect your information.
We may disclose your information if:
Required by law, subpoena, or regulatory authority
Needed to respond to fraud, abuse, or security incidents
Necessary to protect the rights, property, or safety of Core Solutions Direct or others
In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.
We use cookies, tracking pixels, and analytics tools to:
Understand website usage and improve functionality
Provide personalized content and advertisements
Track conversions and manage affiliate campaigns
Ensure security and detect unauthorized activity
You may disable cookies in your browser settings. However, doing so may limit access to some features.
Core Solutions Direct uses AI technologies for internal optimization and service delivery, including:
Automated compliance form review
Predictive lead scoring
Chatbot or email reply assistance
Fraud detection
No sensitive decisions are made by AI without human oversight. AI tools are subject to the same privacy and data security practices outlined in this Policy.
You may opt out of SMS or email communications at any time by:
Replying “STOP” to SMS messages
Clicking the “unsubscribe” link in marketing emails
Contacting [email protected]
You may request:
A copy of the personal data we hold about you
Corrections to inaccurate information
Deletion of your data (unless we are legally required to retain it)
To exercise these rights, email us at: [email protected]
We will verify your identity before processing any request.
We take appropriate administrative, physical, and technical measures to protect your personal data, including:
SSL encryption
Secure third-party payment gateways
Role-based access control
Routine server audits and backups
However, no method of transmission over the internet is 100% secure. You assume the risk when providing information online.
We retain your data for as long as necessary to:
Fulfill the purpose for which it was collected
Maintain service logs for legal and operational purposes
Comply with record-keeping or financial regulations
Once no longer needed, we securely delete or anonymize your information.
Our Services are not directed to children under the age of 13. We do not knowingly collect personal information from children. If we become aware that a minor has submitted data, we will delete it promptly.
If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA), including:
Right to know what personal data we collect
Right to delete personal data
Right to opt out of data sale (we do not sell data)
To submit a CCPA request, email: [email protected]
You may opt out of the sale of your personal information under Nevada law by submitting a request to the above email. We do not currently sell your data, but will honor opt-out requests.
We may process personal data for marketing or operational purposes, but only with proper consent. No sensitive personal data is processed without user authorization.
We may revise this Privacy Policy from time to time. Updates will be posted on this page with the “Effective Date” changed accordingly. Continued use of our Services constitutes your acceptance of any revisions.
If you have questions or concerns regarding this Privacy Policy or our data practices, you may contact:
Core Solutions Direct
Email: [email protected]