Privacy Policy

1. Information We Collect

Contact Form: Your name, email address, and message when you contact us.

Client Portal: Your email address for authentication. Documents you upload or that are shared with you are stored securely.

Analytics: We use analytics tools to understand general site usage such as page views and referral sources. No analytics data is sold or shared for advertising purposes.

2. How We Use It

• To respond to your inquiry
• To authenticate you and provide portal access
• To securely store and share financial documents

We do not sell or share your information with third parties, and we do not use it for marketing.

3. Data Retention

• Client documents are retained for the duration of the engagement, then securely deleted.
• Upon request, your information can be transferred to you or permanently deleted.