Updated October 17, 2026

New Client DEMO privacy notice

Union Multiservices Inc. is responsible for New Client, a private contact-registration tool for authorized staff. Contact us at jose@unionmultiservices.com.

Current scope: testing with fictional DEMO clients. Real-client registration remains disabled. This notice describes the contact-registration tool and does not replace service-specific notices for insurance or tax preparation.

Information and purpose

The private form processes name, phone, email and address to create a record and support the requested service. It also uses operator identity and technical references to confirm saves, control access and prevent duplicates. Tests use fictional names and contact details and public example addresses.

Google sign-in

Google authenticates the operator using basic identity permissions: openid, email and profile. These permissions identify the account through its identifier, email and basic profile information. The form uses the authorized operator's email to control access and record who created the client record.

It does not request permissions to read Google email, contacts or Drive files. Google passwords are entered directly into Google, not into New Client.

Service providers

Cloudflare hosts and protects the form, manages access and processes requests. Airtable stores the client record and operator reference. When you search for an address, Geoapify receives the address text to return suggestions; the form does not send it the client name, phone or email fields. Providers may retain technical logs under their own terms.

Suggestions do not establish residency or guarantee postal delivery. The operator must confirm the street, city, state, ZIP and apartment or unit before saving.

Sessions and protection

The private tool uses necessary cookies and session controls to restrict access to authorized staff. Connection secrets remain on the server. This information page does not include capture forms, advertising analytics or connections to client records; hosting may generate technical access logs.

Retention

DEMO and QA records are kept separately as evidence until administration expressly decides otherwise. There is no automatic deletion of client files.

For future insurance and tax preparation use in Virginia, the approved internal policy sets a seven-year retention period based on the applicable service dates, and longer when an obligation or pending claim requires it. This policy does not enable real-client use. Technical copies and backups require separate rules; deleting a client record does not promise immediate deletion of every copy.

Inquiries and corrections

To ask about data use, request a correction or request deletion, email jose@unionmultiservices.com. Administration will verify identity, locate the records and review retention obligations before resolving the request. Do not send passwords, access codes or sensitive documents in your first message.

Information that must not be entered

This general form is not a channel for Social Security numbers, medical information, payment card details or tax returns. Use fictional contact details only in DEMO.

Notice updates

Updates will be published on this page with their date. Before enabling real-client registration, administration will review the scope and service-specific notices.