How Hearth handles information you share through the site
Status: Draft for production data-map reconciliation and counsel review
This notice explains the categories of personal information Hearth may receive through its website and web forms, why that information is used, and the choices available under applicable law. Engagement-specific tax and accounting data is also subject to the controls and agreements governing the professional engagement.
Website and inquiry information
This notice applies to personal information handled through Hearth's public website, calculators, inquiry forms, and related website interactions. Information handled as part of a client or partner engagement may also be governed by engagement documents, professional obligations, and the controls described on the Security & Data Use page.
Information may come from you, your use of the site, or a business relationship
- Information you provide: name, business contact details, firm information, form responses, messages, and information you choose to submit through a calculator or inquiry flow.
- Website and device information: browser/device information, IP address, pages visited, referral or attribution information, consent preferences, and similar technical data when the applicable site tools are enabled.
- Relationship information: information needed to route a prospect, partner, or client to the appropriate Hearth capability or professional workflow.
Why Hearth uses website information
- Respond to requests and route the inquiry to the right capability or team.
- Provide calculators, requested resources, and website functionality.
- Operate, secure, troubleshoot, and improve the site.
- Measure site or campaign performance where the applicable analytics or attribution tools are enabled and permitted.
- Maintain records, prevent misuse, and comply with applicable legal or professional requirements.
Some functions depend on other service providers
Hearth may use providers for hosting, forms and CRM, communications, analytics or attribution, scheduling, authentication, payment processing, security, and other operational functions. The production data map must confirm which provider categories and data flows actually apply before publication.
Professional tax and accounting work is handled through the applicable professional-delivery environment described in How Delivery Is Governed.
Information is not kept simply because it can be
Different categories of information may be retained for different periods based on the purpose for which the information was collected, the needs of the relationship, applicable legal and professional obligations, security considerations, and the records policy that applies to the information.
Your available choices depend on the information and applicable law
Depending on your jurisdiction and the context, applicable law may provide rights to request access, correction, deletion, or a copy of certain personal information, or to opt out of certain processing. Cookie and tracking choices are available through the site's applicable consent controls.
Requests can be sent to inquiry@gotohearth.com. Hearth may need to verify a request before acting on it. Browser-level tracking choices are explained on the Cookies & Tracking Choices page.
How website information is protected
Website privacy and information security are related but distinct. Hearth's separate Security & Data Use page explains the workflow boundary, professional-data environment, access framework, and applicable security program.
Review Security & Data Use →Material changes require appropriate notice
When this notice changes, Hearth will publish the updated notice and provide any additional notice or choice required by applicable law for material changes.
Questions about website privacy
Email inquiry@gotohearth.com. Security-specific questions can also be reviewed through the published Security & Data Use materials.