Privacy Policy

Information We Collect

We collect information you provide directly to us, including:

• • Contact information (name, email, phone number)
• • Project details and requirements
• • Business information and company details
• • Financial data when relevant to services (with explicit consent)

How We Use Your Information

We use the information we collect to:

• • Provide and improve our services
• • Communicate with you about your projects
• • Process payments and manage client relationships
• • Send relevant updates and marketing communications (with consent)
• • Comply with legal obligations

Consent

We obtain your explicit consent before collecting, processing, or storing any sensitive personal or financial information. You may withdraw your consent at any time by contacting us.

Data Retention & Deletion

We retain your data only as long as necessary for the purposes outlined in this policy, unless required by law to retain it longer. Our retention policy is reviewed quarterly to ensure compliance with applicable data privacy laws.

• • Client Data: Retained for 7 years after project completion (or as required by law)
• • Marketing Communications: Retained until you unsubscribe
• • Financial Data: Retained according to financial services regulations

Upon request or at the end of the retention period, we securely delete or anonymize your data using industry-standard deletion methods.

Data Security

We implement appropriate technical and organizational measures to protect your data, including:

• • Encryption in transit (TLS 1.3) and at rest (AES-256)
• • Access controls and multi-factor authentication
• • Regular security assessments and vulnerability scanning
• • Employee training on data protection practices

Your Rights

Depending on your location, you may have the following rights regarding your personal data:

• • Access: Request a copy of your personal data
• • Correction: Request correction of inaccurate data
• • Deletion: Request deletion of your personal data
• • Portability: Request transfer of your data to another service
• • Objection: Object to processing of your personal data

Third-Party Services

We may use third-party services to help us provide our services, including financial data providers like Plaid. When we share data with third parties, we ensure that:

• • We only share data necessary for the service
• • Third parties are contractually bound to protect your data
• • We obtain your consent before sharing sensitive data

International Data Transfers

Your data may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place to protect your data in accordance with applicable data protection laws.

Children's Privacy

Our services are not intended for children under 16. We do not knowingly collect personal information from children under 16. If you believe we have collected such information, please contact us immediately.

Changes to This Policy

We may update this privacy policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date.

Contact Us

If you have questions about this privacy policy or your personal data, please contact us: