Privacy Policy

Effective Date: Jan 1, 2026

At Sachs & Sachs, we are committed to protecting your personal and financial data. This Privacy Policy outlines how we collect, use, and safeguard information when you use our services or make payments on our website.

1. Information We Collect

We collect personal information necessary to deliver our services and process payments, including:

Contact Information: Name, email address, phone number, and billing address.
Transaction Data: Details about payments made to or received from Sachs & Sachs.
Financial & Bank Account Data: When paying via ACH or Direct Debit, financial information such as account and routing details are processed securely via our payment providers.

2. Processing Payments & Financial Connections

We use Stripe for payment processing and financial account verification (via Stripe Financial Connections). When you initiate an ACH Direct Debit payment, Stripe collects and processes your financial details to authenticate your bank account, verify available balances, and process transactions securely.

We do not store your online banking passwords or full bank credentials on our servers. Your interaction with bank authentication flows is handled directly and securely by Stripe in accordance with Stripe's Privacy Policy.

3. How We Use Your Information

We use the data we collect solely for the following purposes:

To facilitate and process payment transactions (including ACH bank transfers).
To verify payment account ownership and reduce fraud or transaction failures.
To communicate with you regarding invoices, payment receipts, or support queries.
To comply with applicable legal, accounting, and regulatory obligations.

4. Sharing of Information

We do not sell, rent, or trade your personal or financial data to third parties or marketers. We only share information with trusted third-party service providers (such as Stripe) strictly to complete authorized transactions and manage payment operations.

5. Data Retention & Disconnection Requests

We retain personal and payment data only for as long as necessary to fulfill business purposes and meet legal/tax retention requirements. If you have linked a bank account for payments and wish to disconnect it or request deletion of your personal data, you may contact us at privacy@sachs&sachs.com.

6. Contact Us

If you have any questions or concerns about this Privacy Policy or how your data is handled, please contact us:

Sachs & Sachs
Email: privacy@sachs&sachs.com
Website: sachs&sachs.com