Who We Are

Smarty SaaS is an accounting firm based in Colorado that helps SaaS companies build investor-ready financials. Our legal entity is KGroup LLC dba Smarty SaaS, registered in the State of Colorado.

Questions about this policy may be directed to us using the contact information at the bottom of this page.

Information We Collect

We collect only what is necessary to provide our services and communicate with you. This includes:

• Contact information — your name and email address submitted via contact forms on our website
• Communications — messages, inquiries, or correspondence you send to us
• Usage data — pages visited, time on site, and browser/device type collected via cookies and analytics tools (see Section 5)

We do not collect payment information directly. All payments are processed by our third-party payment processor (see Section 4).

How We Use Your Information

We use the information we collect for the following purposes:

• To respond to your inquiries and schedule discovery calls
• To send you service-related communications and updates
• To deliver email marketing content you have opted into
• To improve our website experience and understand how visitors use our content
• To comply with legal obligations under Colorado and federal law

We do not sell your personal data to third parties.

Third-Party Service Providers

We share your data with trusted third parties only as needed to operate our business. These providers are contractually obligated to protect your information:

• Email marketing platform (e.g., ConvertKit or Mailchimp) — to manage and send marketing emails you have opted into
• Payment processor (e.g., Stripe) — to securely process payments for our services
• Accounting and CRM software — to manage client relationships and financial records
• Analytics tools — to understand website traffic and improve our content

Each of these providers maintains its own privacy policy. We encourage you to review their policies if you have questions about how they handle your data.

Cookies & Tracking Technologies

Our website uses cookies — small text files placed on your device — to improve your browsing experience and analyze site usage. We use:

• Essential cookies — required for the website to function properly
• Analytics cookies — to understand how visitors interact with our site (e.g., Google Analytics)
• Marketing cookies — to track the effectiveness of our outreach (only if applicable)

You may disable cookies through your browser settings at any time. Under the Colorado Privacy Act, you have the right to opt out of targeted advertising — see Section 6 below.

Your Rights Under Colorado Law

The Colorado Privacy Act (effective July 1, 2023) grants Colorado residents the following rights with respect to their personal data:

To exercise any of these rights, contact us at the information below. We will respond within 45 days as required by the CPA.

Data Retention

We retain your personal data only as long as necessary to fulfill the purposes outlined in this policy, or as required by law. Client financial records are retained in accordance with applicable accounting and tax regulations. You may request deletion of your data at any time (subject to legal retention requirements).

Data Security

We implement reasonable technical and organizational measures to protect your personal information from unauthorized access, loss, or disclosure. However, no method of transmission over the internet is 100% secure. We encourage you to contact us immediately if you suspect any unauthorized use of your information.

Professional Services Disclaimer

The content on this website is provided for informational purposes only and does not constitute financial, accounting, tax, or legal advice. Engagement of Smarty SaaS for professional services is governed by a separate written engagement agreement. Results described or implied on this website are not guaranteed and may vary based on individual circumstances.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. We will post the revised policy on this page with an updated effective date. Continued use of our website after changes are posted constitutes acceptance of the updated policy.