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Privacy Policy

A Legal Disclaimer

1. Introduction

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We are committed to protecting the privacy and confidentiality of our clients’ financial and personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you engage with our accounting and consulting services.

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2. Information We Collect

We collect information necessary to provide high-quality financial services, including:

  • Personal Information: Name, contact details, and business information.

  • Financial Information: Income details, expense records, tax documents, and payment history.

  • Transaction Data: Any details necessary for service pricing and payment processing.

  • Technical Information: Website interactions, cookies, and analytics data (if applicable).

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3. How We Use Your Information

We use the collected information to:

  • Provide accounting, consulting, and financial planning services.

  • Process payments and issue invoices.

  • Communicate updates, reports, and financial recommendations.

  • Maintain compliance with legal and tax regulations.

  • Improve and personalize client experience.

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4. Data Protection & Security

We implement industry-standard security measures to safeguard your data from unauthorized access, alteration, or disclosure. We do not sell, rent, or share personal information with third parties except as required by law or necessary for service delivery.

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5. Sharing of Information

We respect your privacy and do not share, sell, or distribute your data to third parties for marketing or commercial purposes. Your information will only be disclosed under the following circumstances:

  • If legally required by government agencies, courts, or tax authorities.

  • If necessary to comply with industry regulations and protect against fraud.

  • If using third-party services essential to delivering our accounting solutions (e.g., payment processors), with strict confidentiality agreements in place.

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6. Your Rights

As our client, you have the right to:

  • Request access to your financial records.

  • Correct inaccurate personal details.

  • Request data deletion (subject to regulatory requirements).

  • Opt out of marketing communications.

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