PRIVACY POLICY

Effective Date: January 1, 2025 | Last Updated: September 10, 2026

Jackson & Companies Professional Services, LLC DBA Jackson & Companies Notary DocuPrep Services (“Jackson & Companies,” “we,” “us,” or “our”) respects your privacy and is committed to handling personal information responsibly. This Privacy Policy explains the information we may collect, how we use and disclose it, and the safeguards we use in connection with our notary, Florida non-attorney document preparation, I-9 employment verification, apostille facilitation, wedding officiant, Mortgage Guidance & Education, Insurance Application & Enrollment Assistance, Consumer Claim Documentation & Client-Directed Correspondence, B2B Freelance Administrative Support, and other requested administrative or professional services.

1. Information We Collect

Depending on the service requested, we may collect information that you voluntarily provide, including:

• Contact information, such as your name, mailing address, email address, telephone number, date of birth, and appointment or service information.

• Identity-verification information, such as a driver license, passport, or other government-issued identification when reasonably necessary for the requested service.

• Documents and records provided for notarization, document preparation, applications, apostille facilitation, I-9 verification, insurance-related assistance, Mortgage Guidance & Education, or other requested services.

• Consumer claim and correspondence information, such as claim, account, policy, case, or reference numbers; dates; factual statements; requested resolution; documented losses; invoices; receipts; estimates; photographs; prior correspondence; and other supporting materials supplied by the client.

• Mortgage Guidance & Education information, such as homeownership goals, mortgage-readiness questions, general credit-readiness information, budgeting or debt information, income, employment or housing information voluntarily provided by the client, documentation questions, anticipated homebuying timelines, and other information reasonably necessary to provide the requested educational service.

• Insurance Application & Enrollment information, which may include contact information, date of birth, household information, income or eligibility information, requested coverage information, application responses, identification information, and other personal or insurance-related information reasonably necessary to assist with an insurance application or enrollment. Depending on the insurance product or application, information voluntarily provided by the applicant may include health-related information.

• Financial, insurance, medical, legal, employment, household, or other confidential information contained in documents you choose to provide when reasonably necessary to complete the requested service.

• Payment and transaction information necessary to prepare invoices and process payments. Complete payment-card data may be processed directly by a third-party payment processor.

• Website or digital information, such as IP address, browser type, device information, and dates or times of website visits when collected by our website or service providers.

We ask clients to provide only information reasonably necessary for the requested service and to avoid sending unnecessary sensitive information.

2. How We Use Information

We may use information to:

• Respond to inquiries, schedule and manage appointments, prepare quotes and invoices, process payments, and provide customer support.

• Provide mobile notary, document preparation, I-9 employment verification, apostille facilitation, wedding officiant, Insurance Application & Enrollment Assistance, Mortgage Guidance & Education, and other requested services.

• Provide Mortgage Guidance & Education Services, including mortgage-readiness education, first-time homebuyer guidance, general mortgage-process and documentation education, budgeting and credit-readiness education, down payment assistance resource education, pre-homeownership planning, and client-requested professional referrals.

• Provide Insurance Application & Enrollment Assistance, including responding to insurance-related inquiries, assisting with applicable applications and enrollment processes, entering or transmitting applicant-provided information through authorized carrier or enrollment systems when applicable, communicating enrollment-related information, and providing administrative follow-up associated with the requested service.

• Provide Consumer Claim Documentation & Client-Directed Correspondence services, including organizing client-provided facts and records, preparing chronologies or exhibit indexes when requested, formatting client-directed correspondence, and assembling client-approved supporting documents.

• Transmit client-approved correspondence and attachments to a recipient identified by the client when the client expressly requests or authorizes us to do so.

• Communicate service updates, confirmations, follow-up information, and administrative notices.

• Maintain appropriate business, tax, compliance, transaction, licensing, and service records.

• Protect our business, clients, systems, and legal rights and comply with applicable legal or regulatory requirements.

• Operate, maintain, and improve our website, scheduling tools, and customer experience.

3. Consumer Claim Documentation & Client-Directed Correspondence

When a client requests Consumer Claim Documentation & Client-Directed Correspondence services, the client may provide records containing personal, financial, insurance, medical, account, claim, or other confidential information. We use those materials only as reasonably necessary to provide the client-directed service requested.

At the client’s express request and after client review or approval, we may transmit correspondence and attachments to a business, insurer, claims department, financial institution, service provider, governmental or regulatory agency, consumer-protection entity, attorney selected by the client, or another recipient identified by the client. Such disclosure is made to carry out the client’s instructions and requested administrative service.

Clients are responsible for reviewing the final correspondence, confirming the recipient, and identifying the attachments they authorize us to transmit. We encourage clients to remove or withhold unnecessary sensitive information before transmission.

4. Florida Non-Attorney Service Limitation

Jackson & Companies is not a law firm, and Kianté Jackson is not an attorney licensed to practice law in Florida. Our document preparation and client-directed correspondence services do not create an attorney-client relationship. We do not provide legal representation or legal advice. Any transmission of a client-approved letter or attachment is an administrative service performed at the client’s request.

5. Data Protection and Florida Information Protection Act (FIPA)

We use reasonable administrative, technical, and physical measures designed to protect personal information under our control from unauthorized access, disclosure, alteration, loss, or destruction. We also take reasonable measures to dispose of records containing personal information when those records are no longer required to be retained.

If a security incident involving personal information occurs, we will investigate and provide notices required by applicable Florida law when legally required.

6. Electronic Communications and Security

No website, email system, text-message service, electronic transmission method, or data-storage system can be guaranteed to be completely secure.

Clients who choose email, text messaging, online forms, or other electronic methods acknowledge the inherent risks of electronic communication. We recommend that clients avoid sending Social Security numbers, full financial-account credentials, passwords, or other unnecessary sensitive information through ordinary email or text messaging.

Where reasonably available and appropriate, we may use password-protected devices, access controls, encrypted or security-enabled software, secure storage practices, and other reasonable safeguards.

7. Confidential Documents and Data Minimization

Documents provided to us may contain sensitive or confidential information. We limit use of those documents to legitimate business purposes and the service requested.

Clients should provide only information necessary for the requested task and should redact unnecessary information when practical.

8. I-9 Employment Verification

For I-9 Employment Verification services, personal information and identification documents are handled only as reasonably necessary to perform an employer-authorized verification service, maintain appropriate business records, or comply with applicable requirements.

We do not sell or use I-9 information for unrelated marketing purposes.

We do not determine a person’s immigration status or provide immigration or legal advice.

9. Apostille Facilitation Services

Documents and information provided for Apostille Facilitation Services may be disclosed to governmental agencies, couriers, shipping providers, notaries, or other parties reasonably necessary to complete the process requested by the client.

Jackson & Companies does not issue apostilles or authentications. Apostilles and authentications are issued by the appropriate governmental authority.

10. B2B Freelance Administrative Support Services

When a business client requests Freelance Administrative Support Services, we may collect or receive business contact information, authorized-user information, project instructions, scheduling information, invoices and payment status, documents and records supplied by the client, communications, system-access information, and other data reasonably necessary to perform the accepted administrative work.

We use business-client information only for legitimate purposes such as evaluating a service request, defining and performing the agreed scope, communicating with authorized contacts, invoicing, maintaining business records, protecting systems and legal rights, and complying with applicable contractual, professional, tax, privacy, security, or regulatory requirements.

Client Systems and Credentials. Business clients should provide access through client-created user accounts, secure invitations, single sign-on, or another approved secure method when available. Clients should not place passwords, full financial-account credentials, Social Security numbers, PHI, or other highly sensitive information in public website forms or ordinary email/text unless the client has determined that method is appropriate. We may refuse or delay access until a reasonably secure method is established.

Law-Firm Information. Information received from a law firm may include confidential client or matter information. Such information is used only for the law firm’s authorized administrative support and subject to any written confidentiality requirements accepted for the engagement. Jackson & Companies is not a law firm and does not create an attorney-client relationship with the law firm’s client. The law firm is responsible for privilege, conflict, supervision, disclosure, and client-consent determinations required by professional rules.

Healthcare Information / HIPAA. If a healthcare client is a HIPAA covered entity or business associate and the requested service requires Jackson & Companies to create, receive, maintain, or transmit PHI on the client’s behalf, we will not intentionally accept PHI for that engagement until the parties have completed an appropriate Business Associate Agreement or other required written arrangement and established client-approved access and security procedures. We do not represent that public contact forms, ordinary email, or every third-party tool is appropriate for PHI.

Regulated-Industry Data. Mortgage, insurance, real-estate, financial, and other regulated-industry information is handled only as reasonably necessary for the accepted administrative scope. The business client is responsible for determining what information may be disclosed to an outside service provider, assigning appropriate access, and providing any required supervision, notices, authorizations, or system restrictions.

End of Engagement. When an administrative engagement ends, client system access should be removed by the business client. Subject to legal, tax, contractual, security, backup, and legitimate business-record requirements, we may return, delete, securely dispose of, or retain limited business records in accordance with this Privacy Policy and any written engagement terms.

11. Mortgage Guidance & Education Services

When Mortgage Guidance & Education Services are requested, clients may voluntarily provide information concerning their homeownership goals, anticipated purchase timeline, general financial circumstances, income, employment, budgeting, debt, credit readiness, available funds, documentation, or other information reasonably relevant to the educational assistance requested.

We use this information only as reasonably necessary to provide mortgage-readiness education, general homebuying and mortgage-process education, documentation guidance, budgeting and credit-readiness education, down payment assistance resource education, pre-homeownership planning, and related administrative support.

Jackson & Companies Notary DocuPrep Services does not use client information to originate, broker, solicit, approve, underwrite, fund, or negotiate mortgage loans. We do not make lending, underwriting, interest-rate, loan-program, credit, or mortgage-eligibility decisions.

Clients should avoid providing Social Security numbers, full financial-account credentials, passwords, or other unnecessary sensitive information through public website forms, ordinary email, or text messaging.

When a client requests a referral to a mortgage, real estate, housing, or other professional, we may provide general contact information for independent professionals.

We will not disclose the client’s personal information to a referred professional unless the client specifically authorizes us to do so.

12. Insurance Application & Enrollment Assistance

When Insurance Application & Enrollment Assistance is requested, we may collect information reasonably necessary to assist with the applicable insurance application or enrollment process.

Depending on the service and insurance product, this may include contact information, date of birth, household information, income or eligibility information, coverage preferences, identification information, application responses, and other information provided by the applicant.

When reasonably necessary to provide the requested service, applicant-provided information may be entered into or transmitted through an applicable insurance carrier, agency, enrollment platform, vendor, or other authorized system.

We may also receive enrollment confirmations, application status information, requests for additional information, or other communications reasonably related to the applicant’s requested insurance service.

Insurance-related information is used only for legitimate purposes associated with the requested service, business recordkeeping, communications, regulatory or licensing requirements, and other purposes described in this Privacy Policy.

Jackson & Companies Notary DocuPrep Services is not an insurance carrier and does not independently determine insurance eligibility, establish premiums, issue policies, make underwriting decisions, determine policy benefits or exclusions, establish effective dates, or make claim-payment decisions.

Insurance-related services are provided only within the scope of applicable individual licensing, appointment, carrier authorization, and Florida law.

Once information is submitted to an insurance carrier, enrollment platform, agency, or other authorized third party, that party may process the information according to its own privacy, security, record-retention, and regulatory obligations.

13. Payments

Payments may be processed through third-party payment processors. Those providers may collect and process payment-card or banking information under their own privacy and security practices.

Jackson & Companies may receive transaction confirmations or limited payment information but does not necessarily receive or retain complete payment-card information.

14. How We Share or Disclose Information

We do not sell personal information.

We may disclose information only as reasonably necessary in circumstances such as:

• With your consent, authorization, or direction.

• To a recipient you identify for delivery of client-approved correspondence, records, or attachments.

• To governmental agencies, couriers, insurance carriers, authorized insurance agencies or enrollment platforms, title companies, financial institutions, insurers, employers, attorneys selected by the client, or other third parties reasonably necessary to complete a service you requested or specifically authorized.

• To service providers that assist with scheduling, email, communications, cloud or document storage, website operations, payment processing, printing, shipping, or other legitimate business operations.

• When required by law, court order, subpoena, legal process, or governmental request, or when reasonably necessary to protect our rights, safety, clients, or systems.

15. SMS Messaging

If you provide a mobile telephone number, we may use it for appointment reminders, service updates, requested follow-up, or other communications relating to your services.

SMS consent is not sold or shared with third parties for their independent marketing purposes.

16. Methods of Disclosure and Transmission

Information may be communicated or transmitted in person, by email, through electronic platforms, by mail or courier, through notarization, insurance, document, or enrollment platforms, or by another method authorized by the client and reasonably appropriate for the requested service.

Physical documents may be returned, retained, transmitted, or securely disposed of according to the service requested and applicable retention requirements.

17. Website Technology and Third-Party Links

Our website or service providers may use cookies or similar technologies to operate the website, understand usage, improve functionality, or provide integrated services.

Your browser may allow you to limit or disable cookies.

Our website or materials may also contain links to third-party sites. We are not responsible for the privacy practices, security, or content of third-party websites or services.

18. Retention and Secure Disposal

We retain personal information and client records only for as long as reasonably necessary for the purposes for which they were collected, to complete the requested service, maintain legitimate business records, resolve disputes, or satisfy applicable legal, tax, licensing, contractual, or compliance requirements.

When customer records containing personal information are no longer required to be retained, we take reasonable measures to securely dispose of, erase, shred, or otherwise render the information unreadable or inaccessible.

19. Optional Referrals

At your request, we may provide general contact information for attorneys, mortgage professionals, real estate professionals, housing resources, insurance professionals, or other independent service providers for your consideration.

We do not disclose your personal information to a referred professional unless you specifically authorize us to do so.

Any referral is provided for the client’s independent consideration. Jackson & Companies Notary DocuPrep Services does not guarantee approval, eligibility, financing, coverage, availability, performance, or any particular outcome from an independent third-party provider.

Clients remain free to select any provider of their choice.

20. Your Choices and Requests

You may contact us to request access to, correction of, or deletion of personal information we maintain about you, or to withdraw certain permissions you previously provided.

We will evaluate and respond to requests subject to information we are legally, contractually, operationally, or reasonably required to retain.

You may also tell us not to transmit documents or information to a particular recipient before transmission occurs.

21. Changes to This Privacy Policy

We may revise this Privacy Policy from time to time to reflect changes in our services, business practices, technology, or legal requirements.

Updated versions will be posted on our website or otherwise made available with a revised “Last Updated” date.

22. Contact Information

If you have any questions or concerns about this Privacy Policy or our data practices, questions regarding this Privacy Policy may be directed to:

Kianté Jackson, Owner
Jackson & Companies Professional Services, LLC 

DBA Jackson & Companies Notary DocuPrep Services
📧 Email: jacksonandcompaniesfl@gmail.com
📞 Phone: (941) 479-9588
📍 520 7th St W #593, Palmetto, FL 34221

At Jackson & Companies Notary DocuPrep Services, we respect your privacy and are committed to protecting your personal information. While we may collect limited client data for document preparation purposes, we do not share your information with attorneys or third parties unless you specifically request or authorize us to do so. We may, at your direction, provide a general referral list of attorneys for your independent consideration. We do not endorse or guarantee any legal services, and your use of any referrals is entirely voluntary and at your discretion. Also, we are not acting as an insurance agent and do not provide insurance advice or plan/policy recommendations. 

Your privacy matters. Your information deserves to be handled with care, respect, and confidentiality.