Introduction
Welcome to Pinsight Advisory. We are dedicated to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your data when you use our services.
1. Information We Collect
We collect various types of information to provide and improve our services, including:
- Personal Information: Name, email address, phone number, billing information, and other contact details.
- Financial Information: Bank account details, transaction history, financial statements, and relevant financial data.
- Usage Data: Information about how you interact with our website and services, including IP addresses, browser type, and access times.
- Automation Data: Data related to automated services.
2. How We Use Your Information
We use the collected information for various purposes, including:
- Providing Services: To deliver our bookkeeping, CFO insights, and automation services.
- Communication: To contact you with updates, newsletters, and marketing materials.
- Improvement: To analyze and enhance our services and website functionality.
- Compliance: To comply with legal obligations and protect our rights.
3. Data Sharing and Disclosure
We do not sell or rent your personal information. We may share your information in the following circumstances:
- With Your Consent: When you have given us explicit permission to share your data.
- Service Providers: With third-party vendors who perform services on our behalf, such as payment processing and data analysis, under strict confidentiality agreements.
- Legal Requirements: If required by law or in response to legal processes, such as a court order or subpoena.
4. Data Security
We implement robust security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. These measures include encryption, secure socket layer (SSL) technology, and access controls.
5. Data Retention
We retain your personal information only as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements.
6. Your Rights
- Access: Request access to the personal information we hold about you.
- Correction: Request correction of any inaccurate or incomplete information.
- Deletion: Request the deletion of your personal information, subject to certain legal exceptions.
- Opt-Out: Opt-out of receiving marketing communications from us at any time.
7. Cookies and Tracking Technologies
We use cookies and similar tracking technologies to enhance your experience on our website. You can control the use of cookies through your browser settings.
8. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on our website and updating the effective date.
9. Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us.
Thank you for trusting Pinsight Advisory with your financial management needs. We are committed to safeguarding your privacy and ensuring the security of your personal information.