Privacy Policy

ProfitIQ Construction Advisors Privacy Policy

ProfitIQ Construction Advisors respects your privacy and is committed to handling personal and project-related information responsibly. This Privacy Policy explains what information ProfitIQ may collect, how that information is used, and how it is protected.

This policy applies to information submitted through this website, email, contact forms, project review forms, file-sharing links, and other communications with ProfitIQ Construction Advisors.

Information We Collect

ProfitIQ may collect information that you voluntarily provide, including:

  • Name

  • Company name

  • Email address

  • Phone number

  • Project name

  • Project location

  • Bid date and time

  • Contractor type or trade focus

  • Links to bid documents

  • Project notes, concerns, or decision questions

  • Requested turnaround

  • Communications sent by email, form submission, or other contact method

ProfitIQ may also collect limited website-related information, such as basic site usage, browser information, or analytics data if enabled through connected website tools.

How We Use Information

ProfitIQ uses submitted information to:

  • Respond to inquiries

  • Review project requests

  • Determine whether a project is a good fit for a Bid Decision Brief

  • Communicate with clients and prospective clients

  • Perform requested document review and decision-support services

  • Prepare project-related deliverables

  • Maintain business, accounting, and administrative records

  • Improve website content, forms, and service processes

ProfitIQ does not sell client information.

Project Documents and Bid Information

Project documents, bid information, pricing discussions, client notes, and related project materials are treated as confidential business information.

ProfitIQ uses submitted project information only for the requested review, related communication, and normal business recordkeeping.

Clients should only submit documents and project information they are authorized to share with ProfitIQ.

For more information, please review the Confidentiality Standard.

Use of AI-Assisted Tools and Technology

ProfitIQ may use AI-assisted tools, document review tools, spreadsheets, cloud storage, email systems, and other technology to assist with organizing, reviewing, analyzing, and summarizing project information.

These tools are used to support the review process. They do not replace professional judgment, contractor judgment, legal review, engineering review, architectural review, estimating responsibility, or final client decision-making.

ProfitIQ takes reasonable steps to use tools and workflows intended to protect client information and limit unnecessary exposure.

Information Sharing

ProfitIQ does not sell client or visitor information.

ProfitIQ may share information only when reasonably necessary to:

  • Provide requested services

  • Use website, email, cloud storage, payment, or business administration tools

  • Comply with legal, tax, accounting, or regulatory requirements

  • Protect ProfitIQ’s rights, business operations, or legal interests

  • Respond to a client’s authorized request

ProfitIQ does not share client bid documents or project information with outside parties for unrelated marketing or resale purposes.

Third-Party Services

This website may use third-party services, including Squarespace, email providers, analytics tools, file-sharing platforms, payment processors, or other business tools.

Those third-party services may collect or process information according to their own privacy policies and terms. ProfitIQ is not responsible for the privacy practices of third-party websites or platforms.

Data Storage and Security

ProfitIQ takes reasonable steps to protect submitted information, including the use of password-protected accounts, reputable business tools, and reasonable access controls.

No method of electronic transmission or storage is completely secure. ProfitIQ cannot guarantee absolute security, but it uses reasonable care to protect client and visitor information.

File Retention

ProfitIQ retains information only as long as reasonably necessary for the requested services, client communication, business operations, accounting, quality control, legal compliance, or recordkeeping.

Clients may request deletion of project documents from active working files, subject to any business, accounting, legal, or recordkeeping needs.

Client Responsibilities

Clients are responsible for ensuring that they are authorized to submit project documents, bid materials, file links, and related information to ProfitIQ.

Clients should notify ProfitIQ before submitting information that is subject to special confidentiality requirements, nondisclosure agreements, government procurement restrictions, plan room restrictions, or other limitations.

Links to Other Websites

This website may contain links to third-party websites, plan rooms, file-sharing tools, or other external resources. ProfitIQ is not responsible for the content, security, or privacy practices of those external websites.

Updates to This Policy

ProfitIQ may update this Privacy Policy from time to time. The updated version will be posted on this website with a revised effective date.

Effective Date: July 11, 2026

Contact

Questions about this Privacy Policy may be directed to:

ProfitIQ Construction Advisors
Email: Kim@KimAndersonCPA.com

This Privacy Policy is intended to describe ProfitIQ Construction Advisors’ general privacy practices. It is not legal advice and may not address every legal requirement applicable to every client, jurisdiction, or project.