Privacy Policy 

Effective Date: June 30th, 2025 

At CSA Partners, we are committed to ensuring our clients have exceptional experiences through innovative solutions and data-driven strategies. Our clients, ranging from businesses to investors, rely on us to foster meaningful connections, increase customer loyalty, elevate employee engagement, and drive measurable success. Using cutting-edge technologies and our specialized team of experienced professionals, we help clients proactively navigate the complexities of real estate tax studies and adapt to ever-changing market dynamics. 

This Privacy Policy outlines how CSA Partners collects, uses, shares, and safeguards the personal information of users, including business representatives, website visitors, and other individuals who interact with our services and platforms. It does not apply to data we process on behalf of clients using our tools and platforms; in those instances, we operate strictly as a service provider or processor, under the direction and agreement of our clients. 

Information We Collect 

Information You Provide to Us 

We collect personal information directly from you when you: 

• Fill out a form, register an account, or contact us. This includes your name, organization, contact details, and other identifying information. 

• Engage in financial transactions with us. We collect relevant billing or payment data, including bank details and transaction history. 

• Communicate with us. We keep records of your messages, inquiries, and feedback. 

• Opt–in to marketing. This includes your communication preferences and interactions with our promotional content. 

Automatically Collected Information 

We, and our service providers, gather technical data from your device and how you interact with our services, including: 

• Device data: IP address, browser type, operating system, device model, and language settings. 

• Usage data: Pages viewed, time spent on pages, navigation behavior, referral sources, clicks on links or files, and time of access. 

Session Replay Technology 

CSA Partners may capture anonymized recordings of user interactions with our website. These session replays help us understand user behavior, identify bugs, and enhance usability. Input data is masked, and IP addresses are excluded. 

Information from Other Sources 

We may supplement personal information with data from external sources, including: 

• Social media platforms where we maintain a presence. 

• Marketing partners and data providers that support our outreach and analytics efforts. 

Call Recordings 

Telephone conversations may be recorded for quality assurance, training, and customer support purposes. These recordings may be used to create summaries, measure sentiment, and help improve service delivery. 

Use of AI and Automated Tools 
We may use artificial intelligence (AI) tools to analyze client-submitted property information in order to generate insights, identify patterns, and assist in delivering our real estate tax services. These tools are used to enhance accuracy and efficiency. All AI-driven analysis is subject to expert human review before it is included in client-facing deliverables. 

Third-Party Authentication 

If you choose to sign in or register using Google OAuth, we will receive basic account information from your Google profile, such as your name and email address. This information is used solely to authenticate your identity and provide access to our platform. We do not access your Google account or use this data for any other purpose without your consent. We do not request or access any Google account data beyond what is necessary for authentication unless explicitly authorized by the user. Users may manage or revoke access to their Google account at any time by visiting their Google account permissions page. 

How We Use Your Information 

We use personal data for purposes including: 

• Service delivery and operations – to provide and maintain our offerings and meet contractual obligations. 

• Customer support and communication – responding to inquiries, sharing updates, and handling administrative matters. 

• Personalization and improvement – analyzing trends to refine the user experience and enhance product performance. 

• Research and development – using de-identified or aggregated data to guide future innovations. 

• Marketing and advertising – sending promotional communications and serving tailored ads (you can opt out at any time). 

• Compliance and risk management – ensuring legal and regulatory obligations are met and investigating potential violations. 

• AI training and innovation – responsibly using personal information to train and improve machine learning models and related technologies. 

Sharing of Personal Information 

CSA Partners may disclose personal data to: 

• Third parties at your request or direction. 

• Service providers who support our operations (e.g., IT, analytics, communications). 

• Legal and professional advisors assisting with compliance and risk management. 

• Potential buyers or partners in corporate transactions. 

• Advertising partners for targeted advertising purposes (subject to opt-out options). 

• Government authorities and other entities, when required by law or in defense of legal claims. 

We do not sell personal information. We may share certain user data with advertising partners for marketing purposes, but only in line with applicable privacy laws. 

Your Privacy Rights 

Depending on your location, you may have the right to: 

• Request details on the personal information we hold. 

• Access a copy of your data in a portable format. 

• Request corrections or deletion of your information. 

• Opt–out of marketing communications and data sharing for advertising. 

• Restrict or object to certain data uses. 

California Privacy Rights 
If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including the right to: 

• Know what personal information we collect and how we use it 

• Request access to or deletion of your personal information 

• Opt–out of the sale or sharing of personal information (we do not sell personal information) 

• Correct inaccurate information we hold about you 

• Limit the use and disclosure of sensitive personal information 

To make a privacy-related request, please contact us at info@csap.com or use our online request form. We may need to verify your identity before processing your request. 

Data Security and Retention 

CSA Partners employs a combination of technical, administrative, and physical safeguards to protect personal information. While we strive to ensure security, no method of transmission over the internet is entirely secure. 

We retain personal data only as long as necessary to fulfill its intended use or to comply with legal requirements. 

International Data Transfers 

If your information is processed outside your home country, we take appropriate measures to protect it under applicable data protection laws, including standard contractual clauses and other legal frameworks.