Privacy Policy

1. Introduction

FinSyncer ("we," "us," or "our") is committed to protecting the privacy and security of your personal and financial information. This Privacy Policy describes how we collect, use, disclose, and safeguard information when you visit our website at finsyncer.com (the "Site"), use our client portal, or engage our accounting, bookkeeping, tax preparation, and advisory services (collectively, the "Services").

By accessing or using our Services, you agree to this Privacy Policy. If you do not agree with the terms of this policy, please do not access or use our Services.

2. Information We Collect

2.1 Personal Information

We collect personal information that you voluntarily provide to us when you register for an account, request our Services, fill out a contact form, or otherwise communicate with us. This information may include:

• Full name, email address, phone number, and mailing address
• Social Security numbers and Employer Identification Numbers (EINs)
• Date of birth and government-issued identification
• Business name, entity type, and business address
• Bank account numbers, credit card information, and financial account details
• Tax return information, income records, and expense documentation
• Payroll information, including employee names, wages, and tax withholdings

2.2 Automatically Collected Information

When you access our Site, we automatically collect certain information, including:

• IP address, browser type, and operating system
• Pages viewed, time spent on pages, and navigation paths
• Referring website addresses and search terms used to find our Site
• Device identifiers and cookie data

2.3 Information from Third Parties

With your authorization, we may receive information from third-party services you connect to your FinSyncer account, including bank feeds, payment processors, payroll providers, and other financial institutions. This information is used solely to provide and improve our Services.

3. How We Use Your Information

We use the information we collect for the following purposes:

• Service delivery: To provide bookkeeping, tax preparation, tax planning, CFO advisory, and other accounting services you have engaged us to perform
• Account management: To create and manage your client portal account, process payments, and communicate with you about your account
• Compliance: To fulfill our legal and regulatory obligations, including tax filing requirements, anti-money laundering (AML) regulations, and professional licensing standards
• Improvement: To analyze usage patterns, improve our AI algorithms, enhance the user experience, and develop new features
• Communication: To send you service-related notices, respond to inquiries, and provide customer support
• Marketing: With your consent, to send newsletters, tax tips, and promotional materials. You may opt out at any time

4. How We Protect Your Information

We take the security of your information seriously and implement industry-standard measures to protect it:

• Encryption: All data transmitted between your browser and our servers is encrypted using TLS 1.3. Data at rest is encrypted using AES-256 encryption
• Access controls: Access to client data is restricted to authorized personnel on a need-to-know basis. All staff undergo background checks and sign confidentiality agreements
• Infrastructure: Our systems are hosted on SOC 2 Type II compliant infrastructure with continuous monitoring, intrusion detection, and automated threat response
• Regular audits: We conduct regular security assessments and penetration testing to identify and remediate vulnerabilities
• Professional standards: Our CPAs adhere to AICPA professional standards, including rules of confidentiality under the Code of Professional Conduct

5. Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• With your consent: When you authorize us to share information with third parties, such as the IRS, state tax authorities, or financial institutions, in connection with our Services
• Service providers: With trusted third-party vendors who assist us in operating our business (e.g., cloud hosting, payment processing, email delivery), subject to confidentiality agreements
• Legal requirements: When required by law, subpoena, court order, or government regulation, or when we believe disclosure is necessary to protect our rights, your safety, or the safety of others
• Business transfers: In connection with a merger, acquisition, or sale of all or a portion of our assets, in which case your information may be transferred to the acquiring entity

6. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our Site. Cookies are small data files stored on your device that help us remember your preferences, analyze Site traffic, and improve functionality.

You can control cookie settings through your browser preferences. Disabling cookies may limit your ability to use certain features of our Site. We use the following types of cookies:

• Essential cookies: Required for the Site to function properly (e.g., authentication, security)
• Analytics cookies: Help us understand how visitors interact with our Site so we can improve it
• Marketing cookies: Used to deliver relevant advertisements and measure campaign effectiveness

7. Data Retention

We retain your personal and financial information for as long as necessary to fulfill the purposes for which it was collected, comply with our legal obligations, and enforce our agreements. For tax-related records, we generally retain information for a minimum of seven years in accordance with IRS requirements and professional standards. When information is no longer needed, we securely delete or anonymize it.

8. Your Rights and Choices

Depending on your jurisdiction, you may have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete personal information
• Deletion: Request deletion of your personal information, subject to legal retention requirements
• Portability: Request a machine-readable copy of your personal data
• Opt-out: Unsubscribe from marketing communications at any time by clicking the unsubscribe link in our emails or contacting us directly

To exercise any of these rights, please contact us at privacy@finsyncer.com. We will respond to your request within 30 days.

9. California Privacy Rights (CCPA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect and how it is used, the right to request deletion, and the right to opt out of the sale of personal information. We do not sell personal information. To exercise your CCPA rights, contact us at privacy@finsyncer.com.

10. Children's Privacy

Our Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we learn that we have collected personal information from a child under 18, we will take steps to delete that information promptly.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. When we make material changes, we will notify you by posting the updated policy on our Site and updating the "Last updated" date. We encourage you to review this policy periodically.

12. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us: