1. Introduction
Welcome to Integrated Management & Accounting. We are committed to maintaining the privacy and confidentiality of the personal information we collect via our website, imasolutions.net. This policy explains how we handle both the information you provide voluntarily and the data collected automatically through your use of this site.
2. Information We Collect
We collect information through our website in two ways:
- Information You Provide: This includes information submitted via contact forms, appointment schedulers, or client portal logins (e.g., name, email address, phone number, and any messages).
- Automated Information: When you visit our site, we may automatically collect “Usage Data” such as your IP address, browser type, pages visited, and the time spent on our site. This is typically done through cookies and similar tracking technologies.
3. How We Use Your Data
We use the information collected on this website to:
- Respond to your inquiries or requests for a consultation.
- Provide access to our secure client portal.
- Improve website functionality and user experience.
- Send newsletters or marketing communications (if you have opted in).
- When you choose to receive text messages from us, we collect and use your mobile number solely to communicate about Integrated Management & Accounting services, promotions and updates. We do not share, sell, or rent your mobile number or any personal information with third parties. Your information is securely stored and only accessed by authorized personnel. By providing your number, you consent to this policy and to receiving SMS communications from Integrated Management & Accounting.
4. Cookies and Tracking
Our website uses cookies to enhance your experience. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, some portions of our website (like the client portal) may not function properly.
5. Third-Party Links & Services
Our website may contain links to third-party sites, such as the IRS, Wisconsin Department of Revenue, or our secure portal provider SmartVault. We are not responsible for the privacy practices of these external sites. We encourage you to read their privacy policies.
6. Security of Financial Information
Integrated Management & Accounting takes data security seriously. For the transmission of sensitive tax and financial documents, we provide a Secure Client Portal.
Warning: Please do not send Social Security Numbers, bank account information, or sensitive tax documents via our standard contact form or regular email, as these methods are not encrypted.
7. Wisconsin-Specific Disclosures
In compliance with Wisconsin Statute § 134.98, we maintain strict procedures to protect against the unauthorized acquisition of your personal information. In the unlikely event of a data breach, we will notify affected Wisconsin residents as required by law.
8. Children’s Privacy
Our services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children through our website.
9. Changes to This Policy
We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the “Last Updated” date below.
Last Updated: 2/10/2026
