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Who We Are

Uluru Advisors (“we,” “us,” or “our”) is a virtual accounting firm dedicated to serving dental and medical professionals across the United States. We are committed to safeguarding your privacy and handling your personal information with the utmost care. This Privacy Policy outlines the personal information we collect, how we use and protect it, how we share it, and how you can manage your preferences, including opting out of communications. We comply with applicable U.S. laws, including the CAN-SPAM Act and the Telephone Consumer Protection Act (TCPA). By using our services or submitting your information to us, you agree to the practices outlined in this Privacy Policy.

Information We Collect

We collect only the personal information necessary to provide our services. This includes:

  • Contact Information: When you interact with our website (e.g., filling out contact forms or subscribing to our newsletter), we collect personal identifiers like your name, email address, and phone number. If you reach out by phone, email, or in person, we may collect similar details.
  • Business Information: If you become a client, we collect relevant details about your dental practice (e.g., business name, billing address, financial data), typically managed through our secure client portal, TaxDome.
  • Website Usage Data: We collect technical data such as your IP address, browser type, and pages visited for website performance and user experience purposes only. We do not track you across other websites or use this data for advertising.
  • Other Information You Provide: Any additional information you voluntarily submit (such as comments or inquiries) is used solely for the specific purposes for which it is provided.

We do not knowingly collect information from children under 18. If we become aware of such information, we will delete it immediately.

How We Use Your Information

SMS opt-in consent or phone numbers for SMS purposes will NOT be shared with third parties and affiliates for marketing purposes.

Your personal information is used for the following purposes:

  • Providing Services: We use your contact information to respond to inquiries and provide accounting services, including consultations and service delivery.
  • Client Communication: We may use your email and phone number to send service-related communications, including appointment reminders, tax updates, and other relevant notices.
  • Marketing and Educational Updates: With your consent, we send occasional newsletters and updates on tax tips, regulatory changes, and other educational content. All marketing communications comply with the CAN-SPAM Act, offering a clear opt-out option.
  • Legal Compliance: We may use or disclose your data to comply with applicable laws, respond to legal requests, and enforce agreements.

SMS Communications and Consent

We may use SMS messaging to communicate with you. By providing your mobile number and opting in, you consent to receive SMS messages from Uluru Advisors for service-related communications, such as appointment reminders, document updates, or verification codes required for secure access to third-party services, including payroll platforms and banking institutions. Your consent to receive SMS messages is not shared with third parties.

Message Frequency: Message frequency varies.
Message and Data Rates: Standard message and data rates may apply.
Opt-Out: To opt out of receiving SMS messages, reply “STOP” to any message we send.

Opt- In Method:

You can text Uluru Advisors, An Accountancy Corporation at 949-490-6626 for information regarding our services. By texting Uluru Advisors, An Accountancy Corporation at 949-490-6626, you agree to receive Conversations (external) messages from Uluru Advisors, An Accountancy Corporation. Reply STOP to opt-out; Reply HELP for support; Message & data rates may apply; Messaging frequency may vary. Visit https://gouluru.com/privacy-policy/ to see our privacy policy and https://gouluru.com/privacy-policy/ for our Terms of Service.

For more details, see our Privacy Policy and Terms of Service.

For assistance, reply “HELP” or visit https://gouluru.com/.

By opting into SMS from a web form or another medium, you agree to receive SMS messages for purposes such as service updates, reminders, or other relevant communications.

For more details, see our Privacy Policy and Terms of Service.

Use of Third-Party Services

We partner with trusted third-party service providers to assist in our operations. These providers process your personal information only for the specific purposes outlined by us and under our instructions.

  • Calendly: Used for scheduling appointments. Personal information provided through Calendly is only used for booking appointments and is subject to their privacy safeguards.
  • TaxDome: A secure platform for document management. Personal data submitted through TaxDome is stored securely and used only for providing accounting services.

We do not sell or share your data with third parties for marketing purposes. All third-party services are required to protect your information in line with our privacy policies.

Data Retention

We retain your personal data for as long as necessary to provide services, comply with legal obligations, and enforce agreements. Personal information is stored securely using encryption, strong passwords, and access controls. You can request deletion of your personal information, though some data may be retained for legal or compliance purposes.

Your Rights and Choices

You have several rights regarding your personal data:

  • Opting Out of Marketing Communications: You can opt out of our marketing emails and SMS messages at any time. To unsubscribe from emails, click the “unsubscribe” link in the footer. To stop SMS communications, reply “STOP.”
  • Access and Correction: You can request access to the data we hold about you and request corrections if any information is inaccurate.
  • Data Deletion: You can request that we delete your personal data. However, some data may need to be retained for legal or compliance purposes.
  • State Privacy Rights: If you are a resident of California or other states with specific privacy laws, you may have additional rights, such as requesting access to or deletion of your personal data. We will respond to these requests in compliance with applicable law.

Information Sharing and Disclosure

We do not share your personal data with third parties for their own marketing purposes. We may disclose your information in the following situations:

  • With Service Providers: We share your data with trusted providers like Calendly and TaxDome to assist in service delivery. These providers are contractually obligated to protect your data.
  • Business Transfers: In the event of a merger, acquisition, or sale, your data may be transferred to the successor entity.
  • With Your Consent: We will share your information with third parties only if you explicitly request it, such as for a referral to another professional.

Updates to This Privacy Policy

We may update this Privacy Policy to reflect changes in our practices or legal requirements. Any changes will be posted on our website with a new effective date. We encourage you to review this Policy periodically.

Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us at:

Thank you for trusting Uluru Advisors with your personal information. We are committed to protecting your privacy and providing you with exceptional service.