Privacy Policy

1. Information We Collect

To deliver high-standard financial advisory, virtual CFO, and corporate tax services, Finvanta collects various types of information from and about our clients:

• Personal Identifiers: Full legal name, residential or corporate address, email address, telephone number, and government-issued identification numbers required for tax filings.
• Financial Information: Bank statements, ledger transactions, accounts payable/receivable records, payroll files, and corporate tax returns.
• Technical Data: IP addresses, browser types, device information, and interaction data collected automatically when navigating our web portals.

2. How We Use Your Information

We utilize the gathered data strictly for professional, operational, and compliance objectives:

• Execution of Services: Performing bookkeeping, preparing multi-jurisdictional tax filings, and delivering strategic virtual CFO advisory.
• Communication: Responding to inquiries, sending project updates, and delivering regulatory notifications.
• Security & Compliance: Verifying client identities, mitigating fraud risks, and fulfilling legal obligations under applicable financial frameworks.

3. Data Protection & Security Safeguards

We implement rigorous administrative, technical, and physical security measures to protect your sensitive corporate and personal information against unauthorized access, alteration, disclosure, or destruction.

Access to your financial records and personal identifiers is restricted strictly to authorized personnel and vetted professionals who require access to fulfill specific service engagements.

4. Information Sharing & Third Parties

Finvanta does not sell, trade, or rent your personal or financial information to outside marketing agencies. We may share data only under specific, regulated circumstances:

• Regulatory Authorities: When required by law, tax agencies, or governmental bodies during the course of filing and compliance execution.
• Trusted Service Vendors: Secure cloud storage providers, software vendors, or professional partners bound by strict confidentiality obligations.

5. Your Privacy Choices & Rights

You maintain the right to review, update, or request the correction of inaccuracies within your personal or corporate profile data held by Finvanta.

Depending on your jurisdiction, you may also request the restriction of certain data processing activities, subject to legal and regulatory constraints associated with active accounting and tax retention mandates.

6. Cookies & Tracking Technologies

Our website may utilize cookies and similar digital trackers to optimize user experience, analyze site traffic patterns, and remember portal preferences. You can adjust your browser settings to refuse cookies, though certain features of our client portals may experience diminished functionality as a result.

7. Policy Updates

Finvanta reserves the right to modify or update this Privacy Policy at any time to reflect shifting regulatory requirements or operational changes. Any modifications will be posted directly to this page with an updated effective date.

8. Contact Information

If you have questions, concerns, or requests regarding this Privacy Policy or how your data is handled, please contact our team directly: