Privacy Policy

1.Introduction

NewPlan LLC, trading as Newplan IT ("Newplan IT", "we", "us" or "our"), operates the website at newplan.com and provides managed IT services to businesses across New York and the surrounding tri-state area.

This Privacy Policy explains what personal information we collect, how we use it, who we share it with, and the rights you have over it. It applies to this website and to the enquiries, bookings and communications that flow from it.

By using this website you agree to the practices described in this policy. If you do not agree, please do not use the site.

2.Information We Collect

Information you give us directly

• Contact and enquiry details — name, business name, email address, phone number and any message content you submit through a contact form on this site.
• Booking information — the details you provide when scheduling a free IT Health Check, store assessment, property walkthrough or compliance assessment, including your chosen date and time.
• Correspondence — records of emails, calls and messages between you and us.

Information collected automatically

• IP address, browser type and version, device type and operating system
• Pages visited, time spent on each page, and the site or search that referred you
• Cookie identifiers set by our website platform — see our Cookie Policy

Information from third parties

We may receive information from the service providers that operate our website, booking system and messaging platform, and from referral sources who introduce you to us.

We do not knowingly collect special category data (such as health, biometric or political information) through this website, and we ask that you do not submit it.

3.How We Use Your Information

We use personal information only for the purposes below:

• To respond to enquiries and provide the information or quotation you asked for
• To schedule, confirm and carry out assessments, walkthroughs and consultations
• To deliver, support, monitor and improve the managed IT services we provide under contract
• To send service and account communications, including scheduling, incident and maintenance notices
• To send marketing communications where you have consented, and to stop sending them when you opt out
• To operate, secure and improve this website
• To meet legal, regulatory, tax and insurance obligations

We do not use your information for automated decision-making that produces legal or similarly significant effects.

4.How We Share Your Information

We share personal information only in these circumstances:

• Service providers who need it to operate our business — website hosting and CRM, scheduling, email delivery, SMS delivery, and IT tooling used to deliver our services. Each is bound to use the information only to provide services to us.
• Legal requirements — where we are required to disclose information by law, court order, or a lawful request from a public authority.
• Protection of rights — where disclosure is necessary to investigate suspected fraud, enforce our agreements, or protect the safety of any person.
• Business transfer — if the business is sold or merged, information may transfer as part of that transaction. You will be notified of any change in ownership or use of your information.
• With your consent — in any other case, only where you have explicitly agreed.

5.SMS and Text Messaging

Newplan IT operates an SMS programme for both service-related and promotional messages. This section describes how it works and how to stop it.

Programme details

• Programme name: Newplan IT
• Message types: appointment and assessment reminders, scheduling confirmations, service and incident notifications, account and maintenance updates, and promotional offers relating to our services.
• How we obtain consent: by you submitting your mobile number through a form on this website, during onboarding, or by giving express written consent to a member of our team.
• Message frequency: message frequency varies.
• Sending number: messages are sent from a number operated by Newplan IT.

Consent

You will only receive text messages from us where you have provided prior express written consent, in line with the Telephone Consumer Protection Act (TCPA). Consent to receive marketing text messages is not a condition of purchasing any goods or services from us.

Opting out and getting help

Opting out of marketing messages does not stop essential service messages relating to an active contract, such as incident or maintenance notices. Our full messaging terms are set out in our Terms of Service.

6.Cookies and Tracking

This website uses cookies and similar technologies to function correctly and to understand how the site is used. These include cookies set by our website platform, and by the embedded booking system used to schedule assessments.

Full detail on the categories used, how long they last, and how to control or disable them, is in our Cookie Policy.

7.Data Retention

We keep personal information only as long as we need it:

• Enquiries that do not become clients — up to 24 months from last contact
• Client records — for the duration of the contract and for 7 years afterwards, to meet tax, accounting and insurance obligations
• SMS consent records — for as long as you remain opted in, and for a period afterwards to evidence that consent was given and withdrawn
• Website analytics data — in line with the retention period set in our analytics tools

When information is no longer needed we delete it or anonymise it so it can no longer identify you.

8.Data Security

We apply administrative, technical and physical safeguards appropriate to the sensitivity of the information we hold, including access controls, multi-factor authentication, encryption in transit, and monitored backups.

No method of transmission or storage is completely secure. While we work to protect your information, we cannot guarantee absolute security, and any transmission is at your own risk.

9.Your Rights

Depending on where you live, you may have the right to:

• Access the personal information we hold about you
• Correct information that is inaccurate or incomplete
• Delete your personal information, subject to our legal retention obligations
• Port your information to another provider in a machine-readable format
• Object to or restrict processing, including profiling for marketing
• Withdraw consent at any time, without affecting processing carried out before withdrawal
• Opt out of the sale or sharing of personal information — note that we do not sell or share personal information as those terms are defined under US state privacy laws

To exercise any of these rights, email [email protected]. We will respond within the timeframe required by applicable law. We will not discriminate against you for exercising your rights.

10.Children's Privacy

This website and our services are directed to businesses, not to children. We do not knowingly collect personal information from anyone under 13 years of age. If you believe a child has provided us with personal information, contact us at [email protected] and we will delete it.

11.Changes to This Policy

We may update this Privacy Policy from time to time. The effective date at the top of this page always shows when it was last revised. Material changes will be highlighted on this page. Continued use of the website after a change takes effect constitutes acceptance of the revised policy.

12.Contact Us

For any question about this policy or about how we handle your information:

This policy is governed by the laws of the State of New York.