We collect information you submit through forms (such as name, email, company, industry, and message content), and standard technical data such as browser type, device information, and pages visited that may be collected by our hosting and analytics providers.
We use inquiry information to respond to your requests, evaluate fit for services, improve our website, and operate our business. We do not sell personal information.
We may share information with service providers who help us operate the site or communicate with you, and when required by law. Client engagement data is handled under the terms of your service agreement.
AI-assisted service delivery. FinAcct uses artificial-intelligence and machine-learning tools from time to time — for example large-language-model services (such as Anthropic's Claude), document-processing, transcription, and analytics tools — to help our team work accurately and quickly: drafting communications, checking documents for completeness, organizing onboarding information, and summarizing account activity. AI systems assist our professionals; they do not make final decisions about your account, and client-facing work is reviewed by our team. Where we use third-party AI services, we use business or API configurations that, per the providers' terms, do not use your data to train their models, and we select providers under agreements that restrict use of your information to providing services to us. We do not sell your information to AI providers or anyone else.
Service providers (subprocessors). We share information with vendors only as needed to operate our services, under agreements that limit their use of your data: Stripe (payments), Anthropic (AI assistance), Google (analytics, advertising measurement, maps autocomplete), Vercel (website hosting), Supabase (secure data storage), Resend (email delivery), Cloudflare (bot protection). AI and software providers may change as technology evolves; this page reflects the current material providers, and material changes will be reflected here.
Your documents and financial data. Files you upload and financial records we process are used solely to deliver the services in your agreement, are access-controlled within our team, and are retained per our agreement and applicable law.
We retain information as needed for business and legal purposes and apply reasonable administrative and technical safeguards. No method of transmission over the internet is completely secure.
For privacy questions, email sales@finacctsolutions.com or use the Contact page on this website.
Last updated: August 9, 2026
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