PLEASE READ THIS POLICY CAREFULLY TO UNDERSTAND HOW WE TREAT YOUR PERSONAL INFORMATION AS WELL AS YOUR CHOICES AND RIGHTS. IF YOU DO NOT AGREE WITH THE TERMS OF THIS POLICY, YOU SHOULD NOT ACCESS OR USE THE SITES.
Finpilot360 (“we,” “us,” “our”) values your privacy. This Privacy Policy explains how we collect, use, share, and protect personal and business information when you access our website, engage with our services, or communicate with us.
Introduction
This policy governs data collected when you visit our website (“Sites”) or engage with our virtual CFO, accounting, tax, and IT services (“Services”). It covers how we act as both a data controller and, where applicable, a data processor. If you disagree with the terms, please do not use the Sites or Services.
Information We Collect
Contact and Communications Data
- What: Name, email, phone, job title, company, and message content you voluntarily provide through forms or email.
- Why: To respond to inquiries, manage client relationships, and provide our Services.
Client Information
- What: Corporate financials, payroll data, tax documents, and IT system details shared to facilitate our services.
- Why: To deliver accurate advisory, compliance, and operational solutions.
Technical & Usage Data
- What: IP address, browser details, device info, site activity collected via cookies and analytics.
- Why: To manage, analyze, and optimize our digital experience.
Job Applicant Data
If applicable, we collect background, resume data, and communications under a separate Job Applicant Privacy Notice.
How We Use Your Information
- Delivering Services and maintaining client engagements
- Processing payments and managing billing
- Improving our Sites, communications, and offerings
- Meeting legal and compliance obligations
- Marketing, if you’ve opted in
Legal bases include contract performance, legitimate interests, and consent where required (e.g., GDPR).
Sharing of Information
We do not sell personal information. We may share data with:
- Service Providers: For payments, IT support, and analytics, under confidentiality commitments.
- Legal Authorities: When required by law or protection of rights.
- Affiliates or Business Successors: During acquisitions, mergers, or reorganizations.
Cross-Border Transfers
As a U.S./Canada-based firm, your data may be processed in either country or by our global partners. We ensure adequate safeguards (e.g., SCCs, data-transfer agreements) for international compliance.
Data Retention
- To fulfill service obligations
- Comply with laws (e.g., tax, audit)
- Protect legal rights
After that, content is securely deleted or anonymized.
Your Privacy Rights
Depending on your jurisdiction, you may have rights such as:
- Accessing your personal data
- Correcting inaccuracies
- Deleting your data
- Opting out of marketing messages
Submit requests to contact@finpilot360.com; proof of identity may be required.
Cookies and Tracking
We use cookies and similar technologies for functionality, analytics, and marketing. You can manage or reject these in your browser settings.
Security Measures
- Encryption in storage and transit
- Access controls and authentication
- Periodic security assessments and backups
Children & Minors
Our services are not directed at children under 13. We do not knowingly collect data from minors. If discovered, such data will be deleted.
Changes to This Policy
Twice a year (or as needed), we may update this policy. Revisions will be effective upon posting, and we’ll note updated dates and notify users as required by law.
Contact Us
Finpilot360
Email: contact@finpilot360.com
Phone: 8197431026