your privacy is important to us

Privacy Policy

This website offers you insight into the products and services of Automated Financial Systems, Inc. (AFS®). By using this website, you are agreeing with the terms and conditions of its use, as stated.


This website is not offered to any person under the age of 18.


Privacy Policy

AFS knows that privacy is important to you. It is also vital to our business. As such, AFS treats your privacy with respect and is committed to protecting all information gathered through this website. This Privacy Policy describes the information that we gather on or through our website and how we use and process such information.

AFS is the sole owner of all information collected on this website. Any information collected by AFS is for providing users with information in response to their requests only. AFS may collect information from our users at several different points on our website. At any time you would like AFS to remove your information, you may inform AFS of your wish to remove consent as further described herein.

Please be assured that AFS does not share or sell any information that you give us. This website takes every precaution to secure our users' information. When users submit personally identifiable information via the website, AFS will take reasonable measures to ensure that such information is protected both online and offline. 

If you have any questions about the security at our website, you can email us using the “Contact Us” page. If you feel that AFS is not abiding by this Privacy Policy, you should contact us immediately at:

Automated Financial Systems, Inc.
123 Summit Drive
Exton, Pennsylvania 19341
Email address:

At times, AFS may be working with third-party companies to execute a specific promotion or program. If the information is to be shared with any third party for the purposes of executing a specific promotion or program, the details will be clearly communicated in the program's rules for the specific program or promotion, and the third party will have no right to use the information for independent purposes.


Information We Collect About You

This section of the Privacy Policy will describe the data that we may collect and process about you for marketing purposes. This data may be collected through the following instances:

  • Information that you provide by filling out forms on our website. This includes information, provided when downloading material(s) or for attendance at our events, or requesting further information. We may also ask you for information when you report a problem with our website. This personal data may include:
    • Name
    • Email Address
    • Business/Organization Name
    • Job Title
    • Phone Number
    • Address
  • If you contact us, we may keep a record of that correspondence.
  • We may also ask you to complete surveys that we use for research purposes, although you do not have to respond to them.
  • Details of your visits to our website including, but not limited to, traffic data, location data, weblogs and other communication data and the resources that you access.

We would like to send you marketing information about our products and services, which may be of interest to you. You have the right at any time to stop us from contacting you for marketing purposes.

With this in mind, we will process the collected data using the following legal rationales: (1) if you are an individual and not associated with a contracted client, we will ask for your consent; (2) if you are associated with a contracted client, we will use contractual obligation as the legal basis to process the data; and (3) if you are associated with a previous contracted client, we will use legitimate interest as the legal basis to process the data. All of the above rationales for marketing information can be removed by informing us of your wish to remove consent.

We will retain personal data for active and inactive customer leads until a lead unsubscribes. A lead will be active under the following circumstances:

  • An email sent by our organization has not received an unknown account bounce back
  • An email has been sent to our organization from the data subject


Where We Store Your Personal Data

The data that we collect from you is stored within the AFS website and our Customer Relationship Management (Microsoft Dynamics CRM) environment. We will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Policy.

All information you provide to us is stored on secure servers. Unfortunately, the transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our website; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features to try to prevent unauthorized access.



We may use "cookies" on some pages of our website to help us serve you better each time you return. A cookie is a small text file, which is sent by a website, accepted by a web browser and placed on your hard drive. The data collected from these cookies helps us to analyze browsing patterns of our visitors in order to improve the content and design of our website. The information collected from these cookies is for the exclusive use of AFS and will not be shared with other vendors. The cookie expires after six months, so there is little concern about it storing outdated information. You can always set your browser to refuse all cookies or to warn you when a cookie is sent to you. This will provide you with more control over the acceptance of cookies on your hard drive. However, it is possible that some portions of this website will not function properly or may perform more slowly if you choose to reject cookies.


Log Files

An IP address is a number that is automatically assigned to your computer whenever you are surfing the internet. Web servers automatically identify a computer by its IP address. We use IP addresses to analyze trends, administer the website, track user’s movement and gather broad demographic information for aggregate use. IP addresses are not linked to personally identifiable information.


Your Rights

Accessing or Rectifying Your Personal Data

We want to make sure that your personal information is accurate and up to date and you have the right to request a copy of the data collected about you, transfer the data collected about you, and update the personal data that we hold about you. You may ask us to correct or remove information you think is inaccurate. Please note that these rights are not absolute, and there may be cases in which AFS declines your request as permitted by applicable law.

If you would like to invoke this right, please email or write to us at the address below.

123 Summit Drive
Exton, PA 19341


Upon request, we will remove your personal data from our platforms.


Object, Restrict, or Withdraw Consent

You may wish to object to or restrict our ability to process your personal data, this can be done either via email or in writing, using the contact details below. Further context may need to be requested to ensure we can carry out the relevant tasks on our platforms to perform the request.

123 Summit Drive
Exton, PA 19341


European/UK Privacy Rights

If you are based in Europe or the United Kingdom, the legal bases in which AFS may process your personal data is described in the section above, entitled “Information We Collect About You.” If you have any questions regarding the legal basis of how we process your personal data, please contact us.

We may use your personal data for reasons not described in this Privacy Notice where permitted by law and the reason is compatible with the purpose for which we collected it. We may use your personal data for as long as necessary based on why we collected it and what we use it for. This may include our need to satisfy a legal, regulatory, accounting, or reporting requirement.

You may ask us to take any of the actions regarding your personal data described above in the Section entitled, “Your Rights.”


California Privacy Rights

This section applies only to California consumers. For purposes of this section, “Personal Information” has the meaning given in the California Consumer Privacy Act (“CCPA”). The CCPA requires businesses to disclose whether they sell Personal Information. AFS is a business and does not sell Personal Information. We may share Personal Information with third parties if those third parties are authorized service providers identified below or business partners, vendors and/or clients who have agreed to contractual limitations regarding retention, use, and disclosure of such Personal Information. If you are a California resident, you have rights, which are detailed and listed in the sections above entitled “Your Rights.”


Portability – Who we are and how to contact us

We are the data controller responsible for defining and managing how your personal data is processed.
Our company name is Automated Financial Systems, Inc.
Our company address is 123 Summit Drive, Exton, PA 19341
Our email address is


Links or Leaving the AFS Website 

If this website contains links to other websites, please be aware that AFS is not responsible for the content and privacy practices of such other websites. By providing these links, AFS is not endorsing, sponsoring, or recommending such websites or the materials disseminated by or services provided by them and is not responsible for the materials, services, or other situations at or related to or from any other website and makes no representations concerning the content of websites listed in any part of this website. 

Consequently, AFS cannot be held responsible for the accuracy, relevancy, copyright compliance, legality, or decency of material contained in websites listed in any search results or otherwise linked to this website. These other websites may send their own cookies to users, collect data, solicit personal information, or contain information that you may find inappropriate or offensive. In addition, advertisers may send cookies to users that AFS does not control. 

AFS reserves the right to disable links from any third-party websites to this website. We encourage our users to be aware when they leave our website and to read the privacy statements of each and every website that collects personally identifiable information. Our privacy pledge applies solely to information collected by the AFS website.



AFS is over 50 years old; it is a privately held, independent company. AFS expressly denies any affiliation with other organizations, groups, companies, corporations or businesses with respect to this website, including but not limited to any independent accounting firms.


Service Providers

We work with third-party service providers who provide email hosting, core corporate applications, web hosting, CRM, maintenance, and other services for us. These third parties may have access to, or process personal data or client data as part of providing those services for us. We limit the information provided to these service providers to that which is reasonably necessary for them to perform their functions. The agreements we have in place with the service providers require them to maintain the confidentiality of such information.


Service providers include:


9 Lea Ave, Nashville, TN 37210
Privacy Policy: 

25 First Street, Cambridge, MA 02141
Privacy Policy:

Microsoft Dynamics CRM
One Microsoft Way, Redmond, WA 98052
Privacy Policy: 

Legal Statement

Right to Use and Copyright Protection
All content included on this website, including but not limited to, text, data, product information, graphics, logos, images and button icons, is the property of AFS or its content suppliers and protected by U.S. and international intellectual property laws. You may use, view, print and/or download the materials from this website solely for your personal, informational, or non-commercial use, provided that you keep intact all copyright and other proprietary notices and, in the case of a trademark or logo, attribute ownership to AFS by including the following statement: "The [name of trademark or logo - AFS Logo, AFSVision, etc.] is a registered trademark or trademark of Automated Financial Systems, Inc. in the United States and/or other countries" within the credit notice section of your documentation. No materials published by AFS on this website, in whole or in part, may be copied, reproduced, modified, republished, uploaded, posted, transmitted or distributed in any form or by any means without prior written permission from AFS.

AFS will use our best efforts to include accurate and up to date information on the website, but we make no warranties or representations as to the accuracy of the information. Specifically, AFS and its content suppliers make no representations or warranties about the operation of the website or the information, content, materials, or products included on this website. This website and all content are provided "as is" without warranties of any kind, express or implied. By using this website, you acknowledge that AFS and its content suppliers specifically disclaim, to the full extent permissible by applicable law, all warranties and conditions with regard to this information, including all implied warranties and conditions of merchantability, fitness for a particular purpose, and non-infringement. In no event shall AFS or its content suppliers be liable for any special, indirect or consequential damages or any damages whatsoever resulting from loss of use, loss of data or loss of revenues or profits, whether in an action of contract, negligence or otherwise, arising out of or in connection with the use of the website or the content available from this website or server. Users are advised that content may include technical inaccuracies or typographical errors. AFS or its content suppliers may make improvements or changes in the website, content, or in any of the products and services described on the website, at any time and without advance notice.

Changes to Our Privacy Policy
Any changes we may make to our Privacy Policy in the future will be posted on this page and, where appropriate, notified to you by email. This is so our users are always aware of what information we collect, how we use it, and under what circumstances, if any, we disclose it. We will always use information in accordance with this Privacy Policy under which the information was collected.

Law Enforcement, Legal Process and Compliance
We may disclose personal data or other information if required to do so by law or in the good-faith belief that such action is necessary to comply with applicable laws, in response to a valid court order, judicial or other government subpoena or warrant, or to otherwise cooperate with law enforcement or other governmental agencies.