​Effective Date: October 6, 2026

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Smart HOA Finance respects your privacy and is committed to handling personal information responsibly. This Privacy Policy explains what information may be collected through this website, how it may be used, and the choices available to you.

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Information We Collect

Smart HOA Finance may collect information that you voluntarily provide, including:

• Your name

• Email address

• HOA or association name

• City and state

• Information submitted through contact forms

• Information provided when requesting or downloading educational resources

• Information provided when purchasing or subscribing to Board Briefing or other paid resources

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When payments are made through the website, payment information is processed by third-party payment providers. Smart HOA Finance does not directly store your full credit card information.

The website may also automatically collect limited technical information, such as browser type, device information, IP address, pages visited, and general website usage data.

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How We Use Information

Information collected through the website may be used to:

• Provide requested resources or information

• Process purchases and subscriptions

• Provide access to subscriber content

• Respond to questions or inquiries

• Send transactional emails related to downloads, purchases, subscriptions, or account activity

• Send educational or marketing communications when you have chosen to receive them

• Improve website content, resources, and user experience

• Maintain website security and prevent misuse

• Comply with applicable legal requirements

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Email Communications

If you request a resource, subscribe to Board Briefing, or otherwise provide your email address, you may receive emails necessary to fulfill that request or manage your account. Promotional or educational emails will be sent in accordance with applicable law. You may unsubscribe from marketing emails at any time by using the unsubscribe link provided in those messages.

Transactional emails related to purchases, subscriptions, account access, or requested resources may still be sent when necessary.

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Cookies and Website Technology

This website may use cookies and similar technologies to operate the site, remember preferences, understand website traffic, and improve performance. Some cookies may be provided by third-party services used to operate the website, including website hosting, analytics, payment processing, and other service providers. You may be able to control or disable cookies through your browser settings, although doing so may affect certain website features.

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Third-Party Service Providers

Smart HOA Finance uses third-party service providers to operate portions of the website and business. These may include providers for:

• Website hosting and website functionality

• Payment processing

• Email delivery and marketing

• Website analytics

• File delivery and digital content access

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These providers may process personal information as necessary to perform their services and are subject to their own privacy practices and policies.

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Payment Information

Payments made through Smart HOA Finance are processed by third-party payment providers, such as Wix Payments, PayPal, or other available payment services. Smart HOA Finance does not receive or retain your complete payment card information. Payment providers may collect and process information in accordance with their own privacy policies and security requirements.

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Information Sharing

Smart HOA Finance does not sell or rent personal information.

Information may be shared with service providers when necessary to operate the website, process payments, deliver requested resources, communicate with users, or maintain the business. Information may also be disclosed when required by law or when reasonably necessary to protect the rights, safety, security, or property of Smart HOA Finance, its users, or others.

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Data Retention

Personal information may be retained for as long as reasonably necessary to provide services, maintain business and tax records, fulfill legal obligations, resolve disputes, and enforce agreements.

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Your Choices

You may request that Smart HOA Finance update or correct personal information you have provided. You may also unsubscribe from marketing communications at any time using the unsubscribe link contained in those emails. Depending on where you live, you may have additional privacy rights under applicable law.

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Links to Other Websites

This website may contain links to third-party websites or services. Smart HOA Finance is not responsible for the privacy practices or content of those third-party websites. You should review the privacy policies of any external website you visit.

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Children's Privacy

Smart HOA Finance is intended for adults involved in HOA governance, financial oversight, property management, or related professional activities. The website is not directed to children under 13, and Smart HOA Finance does not knowingly collect personal information from children under 13.

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Security

Reasonable administrative and technical measures are used to help protect personal information. However, no website, electronic transmission, or storage system can be guaranteed to be completely secure.

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Changes to This Privacy Policy

Smart HOA Finance may update this Privacy Policy from time to time to reflect changes in business practices, technology, legal requirements, or website services. The effective date shown at the top of this page will be updated when material changes are made.

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Contact

Questions about this Privacy Policy may be submitted through the Contact page on this website.

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