Rosson & Associates

Privacy Policy

Rosson & Associates · effective 21 September 2026

This policy covers booking and paying for advisory sessions at rosson-associates.com. Rosson & Associates is the merchant of record and the data controller. Utility.Community is a separate, free community with its own privacy policy — see utility.community/privacy-policy.

We never receive your card details

Payment is completed on Stripe's own hosted page, or with a single-use payment token scoped to this business. Card numbers, security codes and bank details never reach our servers and are never stored by us. Free-text fields are screened, and a submission containing something that looks like a card number is rejected outright rather than saved.

What we collect

Why we hold it

To schedule and deliver the session you paid for, to take and refund payment, to apply the published refund policy, to keep the business and tax records we are required to keep, and to defend a payment dispute if one is raised.

Who it is shared with

WhoWhat they getWhy
Stripe, Inc. — privacy policy Your email address, the amount, and your payment details, which you give directly to themProcessing the payment and any refund
Microsoft (Microsoft 365, Teams) — privacy statement Your name and email address as a meeting attendee, plus the meeting itselfSending the calendar invitation and hosting the Teams meeting

That is the complete list. We do not sell your information, do not share it with advertisers or data brokers, and do not use it to market anything to you unless you separately ask to hear from us.

If an AI agent books on your behalf

This service can be booked directly by an AI assistant acting for you. In that case the assistant sends us only your name, email address, chosen time and any notes, together with a payment credential that is scoped to this business, capped to the session price, and usable once. We do not receive your card details through that route either, and the assistant does not receive them from us.

How long we keep it

Your choices

Email marc@rosson-associates.com to ask what we hold about you, to correct it, or to ask for it to be deleted. We will do so except where a transaction record must be kept for tax purposes, and we will tell you if that applies.

Security

Traffic is encrypted in transit. Card data is out of scope because we never hold it. Access to booking records is limited to the proprietor. Payment notifications are cryptographically verified before they are acted on, and the booking endpoint is rate limited.

Where we are

Rosson & Associates is a consulting practice based in Washington State, USA, and the information described here is processed in the United States.

Changes

If this policy changes materially, the effective date above changes with it.