This policy explains how Margin Shift handles personal information, business information, and financial account information collected through marginshift.tech, client engagements, and applications we operate for workflow assessment, automation, reporting, integration, and advisory work.
Margin Shift is a Tennessee-based sole proprietorship operated by Charles Phillip Blackburn. Business inquiries and privacy requests may be sent to hello@marginshift.tech. The official Margin Shift LinkedIn Page is linkedin.com/company/margin-shift.
We collect information you provide directly, including name, email address, phone number, company name, role, message details, engagement materials, documents, and workflow context. If you authorize a financial-data connection, we may receive account, balance, transaction, identity, statement, or related data from a financial-data provider for the specific use case presented to you at the time of consent.
We use information to respond to inquiries, deliver requested services, operate client-approved workflows, build and test integrations, troubleshoot support issues, improve security, and comply with legal or contractual obligations. We do not use financial account information for unrelated marketing or advertising.
Before financial account data is collected, the application or workflow will describe the data categories requested, the purpose of the connection, and the provider used to connect the account. We collect and process that data only after the user or authorized business representative gives consent through the connection flow or engagement process.
We share financial account data only with service providers needed to operate the authorized workflow, with the client or user who authorized the connection, or as required by law. We do not sell, rent, or share financial account data with third parties for their own marketing purposes.
Form submissions are processed by a self-hosted handler on our server and sent to our team by email. Emails sent to or from hello@marginshift.tech are handled through Google Workspace.
This site uses limited analytics to understand page activity and improve the website. Analytics are configured for business-site measurement, not for selling personal information. Browser settings may let you restrict cookies or similar technologies.
We retain personal information and client records only as long as needed for the active engagement, authorized workflow, support, security, legal, accounting, and business-continuity purposes. Financial account data used for testing or integration work is deleted or de-identified when it is no longer needed for the authorized use case, unless a longer retention period is required by law or by a client-approved recordkeeping obligation.
You may request access, correction, export, or deletion of personal information by emailing hello@marginshift.tech. We may need to verify the request and may retain limited records when required for legal, security, fraud-prevention, or accounting purposes.
We use documented access controls, multi-factor authentication, encryption in transit, encryption at rest for sensitive data, password management, private-network controls, vulnerability review, and audit-ready security monitoring practices. More detail is available in our Security Practices.
For privacy or data-deletion questions, email hello@marginshift.tech.
We may update this policy from time to time. Changes will be posted on this page with the updated date below.
Last updated: June 2026