Effective Date: July 28, 2026

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At Lobdell Strategies LLC, protecting the confidentiality, integrity, and security of our clients' information is a core business responsibility. We understand that our clients entrust us with sensitive financial and business information, and we are committed to handling that information with professionalism and care.
 

Our Commitment

We implement reasonable administrative, technical, and physical safeguards designed to protect confidential information from unauthorized access, disclosure, alteration, or destruction.

While no system can guarantee absolute security, we continuously strive to follow industry best practices for safeguarding client information.

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Information We Protect

Our security practices apply to information including, but not limited to:

• Financial records

• Accounting data

• Payroll information

• Tax-related documents

• Banking information

• Business records

• Employee information

• Contact information

• Client correspondence

• Confidential business documents

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Secure Technology

To help protect client information, we utilize reputable cloud-based platforms and software providers that maintain their own security standards and encryption protocols.

Depending on client engagement, these platforms may include:

• QuickBooks Online

• Zoho Books

• Microsoft 365

• Google Workspace

• Wix

• Secure cloud storage providers

Each third-party provider maintains its own security and privacy policies.

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Access Controls

Access to client information is limited to authorized personnel and only for the purpose of providing contracted services.

We take reasonable measures to:

• Restrict unauthorized access

• Use strong password practices

• Maintain secure authentication methods

• Review access when appropriate

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Confidentiality

All client information is treated as confidential.

We do not disclose confidential client information to third parties except:

• with the client's authorization;

• when necessary to perform contracted services;

• to trusted service providers supporting our operations under appropriate confidentiality obligations; or

• when required by law, court order, or governmental authority.

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Data Transmission

When exchanging sensitive information electronically, we encourage the use of secure methods whenever practical.

Clients should avoid sending highly sensitive information through unsecured email whenever possible.

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Data Retention

Client records are retained only as long as necessary to:

• provide services;

• satisfy legal, regulatory, tax, or contractual obligations;

• resolve disputes; and

• enforce agreements.

When records are no longer required, they are securely deleted or destroyed using reasonable methods appropriate to the type of information.

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Employee and Contractor Responsibility

Anyone authorized to access client information is expected to maintain strict confidentiality and follow appropriate security practices while performing services on behalf of Lobdell Strategies LLC.

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Security Incidents

If we become aware of a security incident that may affect client information, we will investigate the matter promptly and, where appropriate and required by applicable law, notify affected clients within a reasonable timeframe.

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Client Responsibilities

Clients also play an important role in protecting their information. We encourage clients to:

• Use strong, unique passwords.

• Protect login credentials.

• Enable multi-factor authentication whenever available.

• Notify us promptly if they suspect unauthorized access to shared accounts or information.

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Policy Updates

This Data Security Policy may be updated periodically to reflect changes in technology, legal requirements, or business practices. The most current version will always be available on our website.

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Contact

Questions regarding this Data Security Policy may be directed to:

Lobdell Strategies LLC

Email: sue@suelobdell.com